Topic

DHR

A collection of 3 issues

Danaher 3Q'25 Update

Following Sartorius 3Q’25 call, I mentioned in my update that I am actually a bit surprised that Danaher stock didn’t react more positively. Well, Danaher stock did pop ~8% after confirming bioprocessing’s continued growth and an initial 2026 guide that outlined HSD earnings growth even in a

Danaher 2Q'25 Update

While S&P 500 is at its all-time high, Danaher is still ~34% below its peak from late 2021. The company was beleaguered with pandemic hangover and destocking trends for much of 2022-24 period. While the worst seem to behind them, the business isn’t quite humming enough to

Danaher: A compounding machine over four decades

Steven and Mitchell Rales, the two brothers who co-founded Danaher, formed an investment partnership in 1979 when they were still in their 20s. After buying a bankrupt REIT in 1983, they merged all the assets they owned and formed a public company named “Danaher”, which is named after a Montana