DHR
Danaher Corp
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 204.76
Buy <=wait / entry
USD 183.33
Trim >=take some off
USD 220.00
Thesis breakA formal reduction to Danaher's full-year 2026 EPS guidance or a clear deteriora...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 26% | 100 / 100 | 26.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Earlier-than-anticipated completion of Masimo acquisition
- Increased full year 2026 adjusted diluted EPS guidance
- Q2 2026 revenues up 5.5% with non-GAAP core revenue growth of 3.0%