Danaher Corporation (DHR)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-10-30
$232.23-2.00%
Close 2026-10-30 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-10-30
Research Workspace
Put DHR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Life Sciences Tools & Services: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase adjusted EPS to $8.35-$8.55 in 2026: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskDHR’s claim rests on strong recent performance and rising revenue growth. Its revenue growth has accelerated across recent quarters. Third-quarter revenue grew 8.5% year over year, and adjusted EPS beat estimates. DHR trades at 28× P/E versus the 35× peer median. Expectations look modest versus our growth view. Masimo integration concerns could hinder growth objectives. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price about 6% below where it trades. The thesis is on watch because its adjusted EPS guidance pillar needs verified mapping. This read is provisional.
Trailing returns as of 2026-10-30. DHR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering DHR (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for DHR in the last 4 months.
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Compare DHR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DHR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Life Sciences Tools & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put DHR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase adjusted diluted EPS guidance for 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $232.23
The last 12 months of price, then the range of analyst 12-month targets from today’s $232.23.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Higher 2026 adjusted EPS guidance confirms progress; 2027 core growth forecast supports durable growth.
Advances: Increase EPS guidance
Q3 earnings beat supports earnings progress, though the headline gives no guidance change.
Advances: Increase EPS guidance
EPS beat is a meaningful earnings positive; slight revenue miss tempers the result.
Threatens: Complete acquisition and integration of Masimo Corporation
Concerns about Masimo integration could hinder growth objectives.
Advances: Increase adjusted diluted EPS guidance for 2026
Beating EPS forecast supports growth objectives.
Price target cut indicates potential revenue growth issues.
Advances: Grow core revenue 3% to 6%
Increased EPS guidance supports growth objective.
Threatens: Grow core revenue 3% to 6%
Mixed results indicate potential challenges in achieving revenue growth.
