DHR
Danaher Corp
Position levels
Currenttoday
USD 194.98
Buy <=wait / entry
USD 175.00
Trim >=take some off
USD 215.00
Thesis breakThe thesis is invalidated by a clear deceleration in reported core organic growt...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 66 / 100 - BUY | ||
Top risks
- Completion of Masimo acquisition enabling increased full year 2026 adjusted diluted EPS guidance
- Q2 2026 non-GAAP adjusted diluted EPS growth of 8.0% to $1.94 with revenues up 5.5% to $6.3 billion
- Non-GAAP core revenue growth of 3.0% year-over-year, improving to 4.5% excluding respiratory testing