3Semana·

Danaher Q4'24 Earnings Highlights

$DHR (+1,24 %)


🔹 Revenue: $6.54B (Est. $6.39B) 🟢 UP +2% YoY

🔹 Adj. EPS: $2.14 (Est. $2.15) 😐

🔹 BioTech Revenue: $1.87B (Est. $1.88B) 😐

🔹 Operating Cash Flow: $2.0B

🔹 Free Cash Flow: $1.5B


Q1 Guidance

🔹 Non-GAAP Core Revenue: Expected to decline low-single digits YoY


Full Year 2025 Guidance

🔹 Non-GAAP Core Revenue: Expected to grow ~3% YoY


Operational & Strategic Highlights:

🔹 Stronger Than Expected Finish: All three business segments exceeded internal expectations in Q4.

🔹 Portfolio Transformation: Danaher is now a focused life sciences & diagnostics innovator, driving long-term margin expansion and cash flow growth.

🔹 Execution & Efficiency: Strong operating margin expansion despite revenue softness in Biotech.

🔹 Strong Cash Flow: $6.7B in FY24 operating cash flow, positioning the company well for strategic investments.


CEO Commentary:

📌 "We finished the year strong, with better-than-anticipated core revenue across all segments. The transformation of our portfolio positions us for sustainable, higher growth and stronger cash flow in the years ahead." – Rainer M. Blair, CEO.

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3 Comentarios

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Currently still one of my smallest positions, but will be gradually expanded. I like the business model and the company philosophy. I also think that the focus on the medical technology divisions will pay off in the long term.
I wouldn't be opposed to further spin-offs in the coming years.
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3Semana
The figures aren't that great, but I'm buying anyway! I have a lot of faith in the company and things are generally looking quite good
1
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3Semana
So just under -10% is really exaggerated. I'm also considering topping up🤔
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