Danaher Lifts 2025 Earnings Outlook Amid Biotech Growth, Cost Discipline
The life science giant reported adjusted earnings of $1.80 per share, beating the consensus of $1.64.
Non-GAAP core revenue increased 1.5% year over year, compared to the expectations of a growth in low single digits year over year.
Operating cash flow was $1.3 billion, and non-GAAP free cash flow was $1.1 billion.
Danaher's second-quarter adjusted operating profit margin of 27.3% exceeded expectations of around 25.5%.Biotechnology sales increased to $1.85 billion compared to $1.71 billion a year ago, with core growth of 6%.
Sales in the Life Sciences segment remained flat at $1.78 billion, and diagnostic sales increased from $2.26 billion to $2.31 billion.
The company said, "DBS-driven execution, paired with another quarter of +HSD growth in Bioprocessing and disciplined cost management, enabled us to exceed our Q2 adjusted EPS and cash flow expectations."
Guidance
Danaher raised fiscal 2025 adjusted earnings guidance from $7.60-$7.75 per share to $7.70-$7.80, compared to the consensus of $7.70. The company cites good traction on cost initiatives.
View more earnings on DHR
Danaher reaffirms that in fiscal year 2025, non-GAAP core revenue will grow by approximately 3% year over year.
Cepheid 2025 respiratory revenues will be around $1.7 billion.
The company expects an adjusted operating profit margin of around 25.5%.
Biotechnology core revenue growth is expected to be approximately 6% for the third quarter of 2025 and around 7% for the fiscal year 2025.
Life sciences core revenue will remain flat for the third quarter and fiscal year 2025.
Diagnostics sales are expected to increase in the low single digits in the third quarter and flat to low single digits in fiscal year 2025.
Management update
Danaher announced Matthew Gugino, currently group CFO of Life Sciences Innovations Group and VP of Financial Planning & Analysis, will succeed Matthew McGrew as Danaher's CFO, effective February 28, 2026.
Analyst Opinion
William Blair writes that the macro backdrop for life science tools and bioprocessing companies was anything but sanguine in the second quarter, with escalating concerns surrounding the funding environment, tariffs, MFN, and whether these uncertainties resulted in a slowdown in the overall demand environment."
Danaher's results suggest that was not the case, at least in the second quarter, particularly within bioprocessing. Analyst Matt Larew maintains the Outperform rating.
Price Action: DHR stock is trading 0.68% higher at $189.34 at the last check on Tuesday.
Read Next:Photo via Shutterstock
Latest Ratings for DHR
Date
Firm
Action
From
To
Jan 2022
Wells Fargo
Maintains
Overweight
Jan 2022
Barclays
Maintains
Overweight
Jan 2022
Bernstein
Initiates Coverage On
Outperform
View More Analyst Ratings for DHR
View the Latest Analyst Ratings
UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.
Get the latest stock analysis from Benzinga?
DANAHER (DHR): Free Stock Analysis Report
This article Danaher Lifts 2025 Earnings Outlook Amid Biotech Growth, Cost Discipline originally appeared on Benzinga.com
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Errore nel recupero dei dati
Effettua l'accesso per consultare il tuo portafoglio
Errore nel recupero dei dati
Errore nel recupero dei dati
Errore nel recupero dei dati
Errore nel recupero dei dati
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
14 minutes ago
- Yahoo
Boeing's fighter jet workers in the St. Louis area reject a contract offer
Boeing Co. expects more than 3,200 union workers at three St. Louis-area plants that produce U.S. fighter jets to strike after they rejected a proposed contract Sunday that included a 20% wage increase over four years. The International Machinists and Aerospace Workers union said the vote by District 837 members was overwhelmingly against the proposed contract. The existing contract was to expire at 11:59 p.m. Central time Sunday, but the union said a 'cooling off' period would keep a strike from beginning for another week, until Aug. 4. Union leaders had recommended approving the offer, calling it a 'landmark' agreement when it was announced last week. Organizers said then that the offer would improve medical, pension and overtime benefits in addition to pay. The vote came two days before Boeing planned to announce its second quarter earnings, after saying earlier this month that it had delivered 150 commercial airliners and 36 military aircraft and helicopters during the quarter, up from 130 and 26 during the first quarter. Its stock closed Friday at $233.06 a share, up $1.79. The union did not say specifically why members rejected the contract, only that it 'fell short of addressing the priorities and sacrifices' of the union's workers. Last fall, Boeing offered a general wage increase of 38% over four years to end a 53-day strike by 33,000 aircraft workers producing passenger aircraft. 'Our members are standing together to demand a contract that respects their work and ensures a secure future,' the union said in a statement. Dan Gillan, general manager and senior Boeing executive in St. Louis, said in a statement that the company is 'focused on preparing for a strike.' He described the proposal as 'the richest contract offer' ever presented to the St. Louis union. 'No talks are scheduled with the union,' said Gillan, who is also vice president for Boeing Air Dominance, the division for the production of several military jets, including the U.S. Navy's Super Hornet, as well as the Air Force's Red Hawk training aircraft. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
16 minutes ago
- Associated Press
Boeing's fighter jet workers in the St. Louis area reject a contract offer
Boeing Co. expects more than 3,200 union workers at three St. Louis-area plants that produce U.S. fighter jets to strike after they rejected a proposed contract Sunday that included a 20% wage increase over four years. The International Machinists and Aerospace Workers union said the vote by District 837 members was overwhelmingly against the proposed contract. The existing contract was to expire at 11:59 p.m. Central time Sunday, but the union said a 'cooling off' period would keep a strike from beginning for another week, until Aug. 4. Union leaders had recommended approving the offer, calling it a 'landmark' agreement when it was announced last week. Organizers said then that the offer would improve medical, pension and overtime benefits in addition to pay. The vote came two days before Boeing planned to announce its second quarter earnings, after saying earlier this month that it had delivered 150 commercial airliners and 36 military aircraft and helicopters during the quarter, up from 130 and 26 during the first quarter. Its stock closed Friday at $233.06 a share, up $1.79. The union did not say specifically why members rejected the contract, only that it 'fell short of addressing the priorities and sacrifices' of the union's workers. Last fall, Boeing offered a general wage increase of 38% over four years to end a 53-day strike by 33,000 aircraft workers producing passenger aircraft. 'Our members are standing together to demand a contract that respects their work and ensures a secure future,' the union said in a statement. Dan Gillan, general manager and senior Boeing executive in St. Louis, said in a statement that the company is 'focused on preparing for a strike.' He described the proposal as 'the richest contract offer' ever presented to the St. Louis union. 'No talks are scheduled with the union,' said Gillan, who is also vice president for Boeing Air Dominance, the division for the production of several military jets, including the U.S. Navy's Super Hornet, as well as the Air Force's Red Hawk training aircraft.
CBS News
16 minutes ago
- CBS News
Looking to beat the heat in the Twin Cities? Here's a list of cooling centers around the metro
An excessive heat warning is in place across the Twin Cities metro Sunday as feels-like temperatures surpass 100 degrees. WCCO has issued a NEXT Weather Alert for Sunday due to the dangerous heat, as well as the risk for severe storms. For those looking for a place to stay cool, there are options. The following places have cooling centers open across the Twin Cities for free during business hours: For a complete list of cooling centers open in Hennepin County, click here. Minneapolis also has several free pools, beaches and splash pads to help people beat the heat. To see a map of all the cooling centers and beaches in Ramsey County, click here. To stay cool, experts encourage people to limit time in direct sunlight and drink plenty of water. If you're going to be outside in the heat, doctors encourage wearing loose, light clothing and seeking shade when you can. It's recommended that anyone working or exercising in the elements drink at least one cup of water for every 20 minutes. Older adults, young kids and anyone with underlying conditions are at greater risk from extreme heat. In Minnesota, the number of heat-related hospitalizations spikes at a feels-like temperature of only 86 degrees. Cramps, rapid pulse and dizziness are early signs to watch out for when it comes to heat-related illness. Adam Del Rosso and Aki Nace contributed to this report.
