DANAHER CORP /DE/ (DHR) Earnings History

DANAHER CORP /DE/ - Q1 2026 EarningsBeat

Filed at: Apr 20, 2026, 5:44 PM EDT|Read from source

EXECUTIVE SUMMARY

Danaher reported a solid first quarter with accelerating revenue growth and strong adjusted EPS performance, driven by operational execution and strategic acquisitions. The company raised its full-year EPS guidance, reflecting confidence in its ongoing recovery and ability to generate free cash flow for value-creating capital deployment.

POSITIVE HIGHLIGHTS

  • •

    Non-GAAP adjusted diluted net earnings per common share grew 9.5% to $2.06.

    positive
  • •

    Revenues increased 3.5% year-over-year to $6.0 billion.

    positive
  • •

    Operating cash flow was $1.3 billion and non-GAAP free cash flow was $1.1 billion.

    positive
  • •

    Full year 2026 adjusted diluted net earnings per common share guidance increased to a range of $8.35 to $8.55.

    positive

CONCERNS & RISKS

  • •

    Non-GAAP core revenue increased only 0.5% year-over-year, indicating a slower underlying business trend compared to GAAP revenue growth.

    attention
  • •

    Life Sciences segment core sales growth was flat at 0.5% year-over-year, and Diagnostics segment core sales declined 4.0% year-over-year.

    attention
  • •

    Currency exchange rates had a negative impact of 3.0% on total company sales.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$5.95B
+3.5%
Prior year: $5.74B
Net Income
Quarterly
$1.03B
+7.9%
Prior year: $954.00M
EPS (Diluted)
Quarterly
$1.45
+9.8%
Prior year: $1.32
Operating Income
Quarterly
$1.34B
+5.5%
Prior year: $1.27B
EPS (Basic)
Quarterly
$1.45
+9.0%
Prior year: $1.33

MARGIN ANALYSIS

Gross Margin
Current Quarter
60.3%
Prior Year
61.1%
YoY Change
-81 bps
Operating Margin
Current Quarter
22.6%
Prior Year
22.2%
YoY Change
+39 bps
Net Margin
Current Quarter
17.3%
Prior Year
16.6%
YoY Change
+67 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q1 2026 2026

VISUAL OVERVIEW

|
Biotechnology
0.0%
N/A
CC: +7.0%
Life Sciences
0.0%
N/A
CC: +0.5%
Diagnostics
0.0%
N/A
CC: -4.0%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Biotechnology
N/A———+7.0%
Life Sciences
N/A———+0.5%
Diagnostics
N/A———-4.0%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

non-GAAP core revenue
$3.0M—$6.0M
Mid-point: $4.5M
"increase year-over-year"
adjusted diluted net earnings per common share
8.35—8.55
Mid-point: 8.45
"increase from previous guidance"

Q2 2026

non-GAAP core revenue
"increase year-over-year"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

EARNINGS CALL —

Call date
2026-04-21
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

SPECIAL ITEMS & ADJUSTMENTS

Q1 2026
Amortization of acquisition-related intangible assets
Pretax amount was $434 million.
+$360M
$0.51 per share
Q1 2026
Fair value net gains on investments
Pretax amount was $77 million.
+$59M
$0.11 per share
Q1 2026
Transaction costs related to the anticipated acquisition of Masimo Corporation
Pretax amount was $17 million.
+$15M
$0.02 per share
Q1 2025
Amortization of acquisition-related intangible assets
Pretax amount was $410 million.
+$340M
$0.57 per share
Q1 2025
Fair value net losses on investments
Pretax amount was $90 million.
+$68M
$0.12 per share
Q1 2025
Impairment charges related to a facility in the Biotechnology segment
Pretax amount was $15 million.
+$11M
$0.02 per share
Q1 2025
Gain on a product line disposition
Pretax amount was $9 million.
+$7M
$0.01 per share
Q1 2025
Discrete tax adjustments and other tax-related adjustments
Primarily net discrete tax benefits of $10 million.
$0.01 per share
Total Impact
+$860M$1.33 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Our team executed well in the first quarter, which enabled us to accelerate innovation, drive productivity gains, and deliver nearly 10% adjusted EPS growth.

— DANAHER CORP /DE/, Q1 2026 2026 Earnings Call

On the top line, we continued on a steady recovery path with strength in Bioprocessing and better-than-expected performance in Life Sciences largely offsetting the impact of a lighter-than-typical Q1 respiratory season at Cepheid.

— DANAHER CORP /DE/, Q1 2026 2026 Earnings Call

We were also pleased to announce our intention to acquire Masimo Corporation, a leading provider of mission-critical pulse oximetry and patient monitoring solutions in acute care settings.

— DANAHER CORP /DE/, Q1 2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Cepheid respiratory revenue
1.6
billions

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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