Earnings summary

Danaher Corp /De/ Q1 2026 results

Reported 2026-04-21Full transcript →

Snapshot

Danaher Corp /De/ reported $5.95B of revenue in Q1 2026, up 3.7% year over year, with diluted EPS of $1.45 and an operating margin of 22.6%.

Revenue
$5.95B
YoY growth
+3.7%
Diluted EPS
$1.45
Operating margin
22.6%
$5.95B
Revenue
+3.7%
YoY growth
$1.45
Diluted EPS
22.6%
Operating margin
01 Key takeaways

What management said

  • Our team executed well in a dynamic environment, leveraging the Danaher Business System to accelerate innovation, drive productivity gains, and deliver better than expected adjusted EPS growth.
  • While we have limited direct revenue or supply chain exposure to the region, we're mindful of potential pressures from a sustained conflict.
  • With the strength of our balance sheet and robust free cash flow generation, we're well positioned for further capital deployment going forward.
  • Sales were $6 billion in the first quarter, and core revenue was up 0.5% year-over-year, with a 2.5% headwind from respiratory revenue partially offsetting 3% core revenue growth in the rest of the business.
  • Geographically, core revenue in developed markets were down slightly, with a mid-single-digit decline in North America and a mid-single-digit increase in Western Europe.
  • High growth markets were up low single digits with solid performance across most regions, including mid-single digit growth in China.
  • In China, better than expected growth in biotechnology and life sciences more than offset the expected high single-digit decline in diagnostics, which continued to be impacted by volume-based procurement and reimbursement policy changes.
  • Adjusted diluted net earnings per common share of $2.06 were up 9.5% year-over-year.
  • We generated $1.1 billion of free cash flow in the quarter, resulting in a free cash flow to net income conversion ratio of 105%.
  • Turning to capital deployment, in February, we announced our intention to acquire Masimo, a leading provider of mission critical pulse oximetry and patient monitoring solutions in acute care settings.
  • Now alongside M&A, we made significant progress on organic growth initiatives across Danaher, including new product introductions and strategic partnerships.
  • This closes a historical gap in Beckman's immunoassay test menu and positions Beckman to accelerate new placements, customer wins, and growth as the DxI 9000 rollout continues.
Read the full Q1 2026 transcript
SourcesCompany financials · earnings call Last updated

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