Latest news with #Danaher
CNBC
34 minutes ago
- Business
- CNBC
Is the post-earnings rally in this struggling life sciences stock for real this time?
The upward wave in shares of Danaher since the life sciences company reported second-quarter earnings has left patient investors wondering whether the rally has staying power this time. Danaher has been a tough stock to own for the Club since we initiated a position in January 2022. Among the myriad headwinds have been the slow post-Covid economic recovery in China, customer over-ordering due to the pandemic supply chain crisis, fewer biotechs going public to spend on Danaher's equipment, and President Donald Trump 's tariffs and cuts in National Institutes of Health spending. "Danaher always seems to be on the verge of getting better," Jim Cramer said after last week's better-than-expected quarter and full-year earnings guidance hike. Jim pointed out that Danaher has traditionally been well run and deserving of its more than 1,000% gain over 20 years. In recent years, however, it has lost its way. "I blame them because I don't really care about their excuses. I want wins," Jim added. Since a nearly five-year low close on April 8, before Trump's "reciprocal" tariffs were paused, shares have made a few runs to the low $200s before retreating. But now, is the 10% post-earnings swing higher to nearly $207 over the past six completed sessions the start of something to get us back toward 2025 highs above $250 and beyond? RBC analyst Conor McNamara told CNBC the wait might be a little longer. "For the entire sector, including Danaher and Thermo and the rest of the life science tool names, we believe a sustained rally will come once the sector returns to mid single-digit [revenue] growth, which is still a quarter or two away." Thermo Fisher Scientific shares have had a similar run after last week's beat and raise. Shares of both Thermo and Danaher were down modestly Wednesday. In a note to RBC clients last week, McNamara said investors want to see "consistent beats and raises," noting that Danaher's earnings released on July 22 should bolster confidence. The analyst and his team have a buy rating on Danaher and a $250 per share price target. DHR YTD mountain Danaher YTD In addition to better-than-expected Q2 earnings per share and revenue, all three operating segments — biotechnology, life sciences, and diagnostics — beat estimates. In the biotech segment, bioprocessing showed continued improvement, adding to management's confidence in a high single-digit, long-term growth outlook. Bioprocessing is the use of cell components to make a variety of products, including targeted therapies. Danaher is a leader in products and services that support health-care research and development. Danaher's quarter, however, was far from perfect . China, which makes up 12% of company revenue, remains the biggest headwind. Sales in the world's second-biggest economy in the second quarter declined mid-single digits on a percentage basis. CEO Rainer Blair said the company saw "growth in our biotechnology and life sciences businesses in China," adding that stimulus-related funding translated into new customer orders and revenue. However, Blair did acknowledge Q2 declines in diagnostics, citing "volume-based procurement and reimbursement changes implemented in late 2024." Volume-based procurement (VBP) is part of China's national strategy to control health-care costs. He said, "There's really no change to our expectations of $150 million adverse impact from volume-based procurement in 2025." While raising their full-year EPS guidance, management left unchanged their outlook for adjusted core revenue growth of roughly 3%. McNamara thought that "upside from China stimulus money and improved pharma spend" should have translated into a stronger revenue guide. "There is still too much uncertainty to definitively call the bottom," he added. The VBP issues were not called out in the RBC note. On the post-earnings call, Danaher CFO Matt McGrew said management didn't boost its full-year revenue outlook because they didn't want to assume some favorable first-half developments — specifically, better-than-anticipated performance in the respiratory business and foreign exchange benefits — would continue into year-end. Blair said the company's ongoing cost-cutting plan has helped "offset cost pressures from tariffs." We took those remarks to mean that guidance may very well prove conservative if the operating backdrop in the second half of the year holds. (Jim Cramer's Charitable Trust is long DHR. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
Yahoo
8 hours ago
- Business
- Yahoo
3 Large-Cap Stocks We Think Twice About
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. Keeping that in mind, here are three large-cap stocks that may face near-term headwinds and some other investments you should consider instead. Microchip Technology (MCHP) Market Cap: $38.06 billion Spun out from General Instrument in 1987, Microchip Technology (NASDAQ: MCHP) is a leading provider of microcontrollers and integrated circuits used mainly in the automotive world, especially in electric vehicles and their charging devices. Why Do We Think MCHP Will Underperform? Annual sales declines of 3.6% for the past five years show its products and services struggled to connect with the market during this cycle Operating margin declined by 11.6 percentage points over the last five years as its sales cratered Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 16 percentage points Microchip Technology is trading at $70.53 per share, or 62.5x forward P/E. Dive into our free research report to see why there are better opportunities than MCHP. Danaher (DHR) Market Cap: $145.3 billion Born from a real estate investment trust that transformed into a manufacturing powerhouse, Danaher (NYSE:DHR) is a global science and technology company that provides specialized equipment, software, and services for biotechnology, life sciences, and diagnostics. Why Does DHR Fall Short? Products and services are facing significant end-market challenges during this cycle as sales have declined by 2.9% annually over the last two years Organic sales performance over the past two years indicates the company may need to make strategic adjustments or rely on M&A to catalyze faster growth 7.9 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position At $203 per share, Danaher trades at 25.1x forward P/E. Check out our free in-depth research report to learn more about why DHR doesn't pass our bar. Regeneron (REGN) Market Cap: $59.03 billion Founded by scientists who wanted to build a company where science could thrive, Regeneron Pharmaceuticals (NASDAQ:REGN) develops and commercializes medicines for serious diseases, with key products treating eye conditions, allergic diseases, cancer, and other disorders. Why Does REGN Give Us Pause? Scale is a double-edged sword because it limits the company's growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 6.7% for the last two years Expenses have increased as a percentage of revenue over the last five years as its adjusted operating margin fell by 12.3 percentage points Waning returns on capital imply its previous profit engines are losing steam Regeneron's stock price of $558.67 implies a valuation ratio of 14x forward P/E. To fully understand why you should be careful with REGN, check out our full research report (it's free). High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that's already erased most losses. Don't let fear keep you from great opportunities and take a look at Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
Yahoo
9 hours ago
- Business
- Yahoo
Aldevron Launches New Innovation Center in Waltham, MA
Strategic expansion places Aldevron at the heart of the Boston biotech corridor, fueling next-generation breakthroughs in genomic medicine FARGO, N.D. & WALTHAM, Mass., July 30, 2025--(BUSINESS WIRE)--Aldevron, a Danaher company, and a global leader in the production of DNA, RNA and protein in the genomic medicine space, today announced the planned opening of its new Innovation Center in Waltham, Massachusetts. The milestone marks a bold step in Aldevron's mission to accelerate innovation in genomic medicines while deepening its presence in one of the world's most dynamic biotech hubs. The new Waltham site is designed to fast-track advancements in the manufacture of DNA, RNA and proteins for advanced therapies, expanding Aldevron's capabilities in cell-free DNA, molecular biology, gene editing, and mRNA analytics. By establishing a base in the Boston area, Aldevron is positioning itself at the epicenter of biotech innovation—enabling closer collaboration with clients, faster project timelines and enhanced support for the development of advanced therapies. "Establishing a presence in Waltham puts Aldevron at the crossroads of scientific discovery," said Venkata Indurthi, Chief Scientific Officer at Aldevron. "This Innovation Center is a launchpad for transformative research, empowering us to innovate, collaborate and grow alongside the brightest minds in biotech." The Waltham Innovation Center will complement Aldevron's established scientific teams in Fargo, ND, and Madison, WI, and will serve as a catalyst for recruiting top talent from Boston's vibrant biotech community. "Our recent role in the groundbreaking 'Baby KJ' CRISPR therapy delivery demonstrates the life-changing impact that comes from investing in innovation," said Jennifer Meade, President of Aldevron. "As one of the most established biotech partners in the U.S., this expansion is a natural evolution—opening new opportunities for growth, deeper client partnerships and greater support for the scientists shaping the future of medicine." About Aldevron Founded in 1998, Aldevron is a global leader in enabling the development of next-generation genomic medicines. As part of Danaher Corporation, Aldevron empowers scientists and innovators worldwide to advance transformative therapies that are redefining the future of medicine. Aldevron's expertise and integrated solutions have supported landmark achievements—including playing a key role in manufacturing the world's first mRNA-based personalized CRISPR therapy. With facilities in Fargo, ND, Madison, WI and Waltham, MA, Aldevron is at the forefront of accelerating scientific discovery and expanding the possibilities of gene editing, gene therapy and other breakthrough modalities. By partnering with leading researchers and organizations, Aldevron is helping to turn the promise of genomic medicine into reality for patients around the globe. To learn more about how Aldevron is advancing biological science, visit and follow the company on LinkedIn, Facebook and YouTube. ABOUT DANAHER Danaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human health. Our businesses partner closely with customers to solve many of the most important health challenges impacting patients around the world. Danaher's advanced science and technology - and proven ability to innovate - help enable faster, more accurate diagnoses and help reduce the time and cost needed to sustainably discover, develop and deliver life-changing therapies. Focused on scientific excellence, innovation and continuous improvement, our approximately 63,000 associates worldwide help ensure that Danaher is improving quality of life for billions of people today, while setting the foundation for a healthier, more sustainable tomorrow. Explore more at View source version on Contacts Media Contact: Ellen ShaferSenior Director of (701) 219-0333
Business Wire
9 hours ago
- Business
- Business Wire
Aldevron Launches New Innovation Center in Waltham, MA
BUSINESS WIRE)--Aldevron, a Danaher company, and a global leader in the production of DNA, RNA and protein in the genomic medicine space, today announced the planned opening of its new Innovation Center in Waltham, Massachusetts. The milestone marks a bold step in Aldevron's mission to accelerate innovation in genomic medicines while deepening its presence in one of the world's most dynamic biotech hubs. "Establishing a presence in Waltham puts Aldevron at the crossroads of scientific discovery.' - Venkta Indurthi, CSO of Aldevron Share The new Waltham site is designed to fast-track advancements in the manufacture of DNA, RNA and proteins for advanced therapies, expanding Aldevron's capabilities in cell-free DNA, molecular biology, gene editing, and mRNA analytics. By establishing a base in the Boston area, Aldevron is positioning itself at the epicenter of biotech innovation—enabling closer collaboration with clients, faster project timelines and enhanced support for the development of advanced therapies. 'Establishing a presence in Waltham puts Aldevron at the crossroads of scientific discovery,' said Venkata Indurthi, Chief Scientific Officer at Aldevron. 'This Innovation Center is a launchpad for transformative research, empowering us to innovate, collaborate and grow alongside the brightest minds in biotech.' The Waltham Innovation Center will complement Aldevron's established scientific teams in Fargo, ND, and Madison, WI, and will serve as a catalyst for recruiting top talent from Boston's vibrant biotech community. 'Our recent role in the groundbreaking 'Baby KJ' CRISPR therapy delivery demonstrates the life-changing impact that comes from investing in innovation,' said Jennifer Meade, President of Aldevron. 'As one of the most established biotech partners in the U.S., this expansion is a natural evolution—opening new opportunities for growth, deeper client partnerships and greater support for the scientists shaping the future of medicine.' About Aldevron Founded in 1998, Aldevron is a global leader in enabling the development of next-generation genomic medicines. As part of Danaher Corporation, Aldevron empowers scientists and innovators worldwide to advance transformative therapies that are redefining the future of medicine. Aldevron's expertise and integrated solutions have supported landmark achievements—including playing a key role in manufacturing the world's first mRNA-based personalized CRISPR therapy. With facilities in Fargo, ND, Madison, WI and Waltham, MA, Aldevron is at the forefront of accelerating scientific discovery and expanding the possibilities of gene editing, gene therapy and other breakthrough modalities. By partnering with leading researchers and organizations, Aldevron is helping to turn the promise of genomic medicine into reality for patients around the globe. To learn more about how Aldevron is advancing biological science, visit and follow the company on LinkedIn, Facebook and YouTube. ABOUT DANAHER Danaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human health. Our businesses partner closely with customers to solve many of the most important health challenges impacting patients around the world. Danaher's advanced science and technology - and proven ability to innovate - help enable faster, more accurate diagnoses and help reduce the time and cost needed to sustainably discover, develop and deliver life-changing therapies. Focused on scientific excellence, innovation and continuous improvement, our approximately 63,000 associates worldwide help ensure that Danaher is improving quality of life for billions of people today, while setting the foundation for a healthier, more sustainable tomorrow. Explore more at
Yahoo
17 hours ago
- Business
- Yahoo
Mettler-Toledo (MTD) To Report Earnings Tomorrow: Here Is What To Expect
Precision measurement company Mettler-Toledo (NYSE:MTD) will be reporting results this Thursday after market hours. Here's what you need to know. Mettler-Toledo beat analysts' revenue expectations by 1% last quarter, reporting revenues of $883.7 million, down 4.6% year on year. It was a slower quarter for the company, with a miss of analysts' full-year EPS guidance estimates. Is Mettler-Toledo a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Mettler-Toledo's revenue to be flat year on year at $955.4 million, improving from the 3.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $9.60 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Mettler-Toledo has missed Wall Street's revenue estimates three times over the last two years. Looking at Mettler-Toledo's peers in the research tools & consumables segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Thermo Fisher delivered year-on-year revenue growth of 3%, beating analysts' expectations by 1.6%, and Danaher reported revenues up 3.4%, topping estimates by 1.7%. Thermo Fisher traded up 11.3% following the results while Danaher was also up 5.3%. Read our full analysis of Thermo Fisher's results here and Danaher's results here. Investors in the research tools & consumables segment have had fairly steady hands going into earnings, with share prices down 1.8% on average over the last month. Mettler-Toledo is up 7.8% during the same time and is heading into earnings with an average analyst price target of $1,271 (compared to the current share price of $1,266). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
