종목/DHR
Danaher Corporation
2026년 2분기: non-GAAP core revenue는 year-over-year로 "increase in the low-single digit percent range" 예상; adjusted operating profit margin (non-GAAP) ~26.5%; Cepheid respiratory revenue ~ $1.6 - $1.7 billion; impact of currency on sales ~ +0.5%; corporate expense ~ $(90) million; interest expense, net ~ $(40) million; effective tax rate ~17.0%; average adjusted diluted shares ~712.0 million.
2026 회계연도: non-GAAP core revenue "increase in the 3% to 6% range year-over-year"; adjusted diluted net earnings per common share (non-GAAP) $8.35 - $8.55 (상향: 기존 $8.35 - $8.50 → $8.35 - $8.55); impact of currency on sales ~ +0.5%; corporate expense ~ $(360) million; interest expense, net ~ $(140) million; effective tax rate ~17.0%; average adjusted diluted shares ~714.0 million.
아래 내용은 AI 가 8-K Item 2.02 본문과 보도자료(Exhibit 99.x)를 종합해 한국어로 정리한 요약입니다. 핵심 하이라이트·가이던스·운영 코멘트·시장 평가 네 섹션 모두 AI 생성이며, 실제 원문은 EDGAR 링크에서 확인하세요.
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. The company operates through Biotechnology, Life Sciences, and Diagnostics segments. The Biotechnology segment provides technologies, consumables, services, and solutions that advance, accelerate, and integrate the development and manufacture of therapeutics; cell line and cell culture media development services; cell culture media, process liquids and buffers for manufacturing, chromatography resins, filtration technologies, and aseptic fill finish; single-use hardware, consumables, and services, such as the design and installation of full manufacturing suites; lab filtration, separation, and purification; lab-scale protein purification and analytical tools; reagents, membranes, and services for diagnostic and assay development; and healthcare filtration solutions. The Life Sciences segment provides mass spectrometers; bioanalytical measurement systems; flow cytometry, genomics, lab automation, centrifugation, liquid handling automation instruments, antibodies and reagents, and particle counting and characterization; genome sample preparation; microscopes; protein consumables; filtration products; and genomic medicines, such as custom nucleic acid products, and plasmid DNA, RNA, and proteins under the ABCAM, ALDEVRON, BECKMAN COULTER, GENEDATA, IDT, LEICA MICROSYSTEMS, MOLECULAR DEVICES, PALL, PHENOMENEX, and SCIEX brands. The Diagnostics segment offers clinical instruments, consumables, software, and services that hospitals, physicians' offices, reference laboratories and other critical care settings use to diagnose disease and make treatment decisions. The company was formerly known as Diversified Mortgage Investors, Inc. and changed its name to Danaher Corporation in 1984. Danaher Corporation was incorporated in 1969 and is headquartered in Washington, the District Of Columbia.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 4월 21일 (화) | 2026 Q1 | $1.96 | $2.06 | +5.3% | $5.95B | ▼ −0.5% |
| 12월 1일 (월) | 2025 Q4 | $2.19 | $2.23 | +2.0% | $6.05B | — |
| UNH | 유나이티드헬스 | 345B | +8.9% | 75% (3/4) |
| MRK | 머크 | 275B | +16.0% | 100% (4/4) |
조정 EPS 성장과 연간 가이던스 상향(상단 $0.05 증가)은 긍정적 시그널로 해석될 가능성이 크며, 분기 매출은 완만한 회복세로 '안정적' 톤을 줄 전망입니다. 다만 Cepheid의 계절적 약세와 Masimo 인수의 집행·규제 리스크가 단기적으로 불확실성을 제공할 수 있어 투자자들은 인수 관련 비용·차입 영향과 진단(Diagnostics) 부문의 회복 속도를 주시할 것으로 보입니다.
| 9월 1일 (월) | 2025 Q3 | $1.72 | $1.89 | +9.8% | $5.94B | — |
| 6월 1일 (일) | 2025 Q2 | $1.64 | $1.80 | +9.5% | $5.74B | — |