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Danaher (DHR) investor relations material
Danaher Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Financial performance and outlook
Achieved top and bottom line beats in Q3, with over 10% EPS growth on 3% core growth, reinvesting gains into productivity for 2026.
Set 2026 core growth expectations at 3%-6%, with high single-digit plus EPS growth even at the low end.
Bioprocessing expected to grow at high single digits, driven by consumables, while equipment sales are assumed flat for 2026.
Diagnostics headwinds from volume-based procurement in China are expected to lessen, with a $75M-$100M impact in 2026.
Life sciences outlook remains flattish, with academic/government exposure stabilizing and pharma and applied markets showing growth.
Market and segment trends
Bioprocessing consumables are growing at mid-teens, with share gains in single-use technologies and cell culture media.
Equipment orders are expected to stabilize after declines, with future growth tied to capacity expansions and reshoring.
Reshoring investments are incremental, with larger projects expected to materialize from 2027 onward.
China shows solid life sciences and bioprocessing growth, with diagnostics volumes stabilizing and expected to return to growth.
Localized manufacturing in China is advancing, especially for diagnostics, to enhance competitiveness.
Innovation and product development
Recent launches include the 8600 ZenoTOF mass spectrometer and Mosaic Spectral solution for flow cytometry.
Cytiva VT uses AI for cell colony picking, improving therapeutic productivity.
Abcam integration is progressing, with operating margins up 500 bps and pharma/recombinant protein segments growing.
Diagnostics innovation includes the DXI 9000 immunoanalyzer and AI-enabled digital pathology at Leica Biosystems.
Focus remains on distributed content and point-of-care solutions in diagnostics.
What drives bioprocess equipment recovery timing?
Beckman China localization impact on growth?
How do higher hurdle rates affect M&A deal flow?
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Next Danaher earnings date
Q4 202528 Jan, 2026
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Frequently asked questions
Life Science Suppliers
Established in 1969, Danaher Corporation first started out in the real estate investment field to then move on to and in time become a notable player in the science and technology sector. Headquartered in Washington, D.C., Danaher's portfolio encompasses life sciences, diagnostics, environmental, and applied solutions. The company provides tools and solutions that cater to a wide range of professional and institutional needs and has grown through both the organic expansion of its operations, but also through hundreds of acquisitions over the years.
What They Do
Danaher is a diversified company, primarily operating in life sciences and various related fields. Under the Life Sciences umbrella, Danaher engages in a wide array of research and development activities, providing solutions for biological research and pharmaceutical drug discovery. With equipment and tools that facilitate the understanding of complex biological matters, Danaher supports projects in genomics, proteomics, and cellular analysis. In diagnostics, the corporation delivers a suite of analytical instruments, reagents, consumables, software, and services that hospitals, physicians, and diagnostic labs employ to diagnose diseases and ailments. The company is also active in Environmental & Applied Solutions. This segment focuses on products that ensure environmental safety and quality and covers areas such as water quality analysis and product identification. Danaher competes with companies operating in the same industry as them, such as Thermo Fisher and Illumina.
Danaher Business System
At the heart of Danaher Corporation's philosophy lies the Danaher Business System (DBS), a unique and continuously evolving system that drives every aspect of the conglomerate's operations. Stemming from the foundational principles of the Toyota Production System, DBS has been modified to fit Danaher's business operations.
The system focuses on providing the highest quality, delivery, and value by enhancing customer satisfaction and driving sustainable growth. Key components of DBS include lean manufacturing, leadership development, and problem-solving. By applying these principles, Danaher aims to minimize waste and enhance productivity. Furthermore, DBS fosters innovation by emphasizing the importance of understanding market needs and acting on them swiftly.
Acquiring for the Long Term
Danaher Corporation's acquisition strategy is a pivotal component of its growth. Through deliberate and strategic purchases, primarily in the life sciences, diagnostics, and environmental sectors, Danaher expands its product and service offerings. Each acquisition is meticulously chosen to align with and complement their existing portfolio. Instead of short-term gains, Danaher focuses on long-term value, using DBS as a tool to optimize and enhance the performance of its new assets.
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