Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as Mega-cap stocks and AI-driven companies dominated the lands ...

Core Insights - Danaher anticipates fourth quarter 2025 results to exceed expectations, indicating strong performance in the upcoming quarter [3] - The company highlights its differentiated positions in attractive sectors such as biotechnology, life sciences, and diagnostics [3] - Danaher aims to generate sustainable long-term shareholder value through innovation, execution, capital deployment, and the Danaher Business System [3] Financial Performance - The company expects Q4 core growth to be slightly ahead of previous expectations, suggesting positive financial momentum [4]

Danaher (NYSE:DHR) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsCasey Woodring - VP and Equity ResearchRainer Blair - CEOCasey WoodringAll right, great. Thank you, everybody, for joining me today. I'm Casey Woodring from the Life Science Tools and Diagnostics team. Welcome to our J.P. Morgan Healthcare Conference. Pleased to be joined by Danaher's CEO, Rainer Blair. Rainer's going to go through the corporate presentation for Danaher, and then we'll do a Q&A session afterwards. Rainer, all ...

Danaher Corporation Rainer Blair, President & CEO J.P. Morgan Healthcare Conference | January 13, 2026 Innovation at the speed of life. Forward Looking Statements Statements in this presentation that are not strictly historical, including any statements regarding Danaher's estimated or anticipated financial performance and any other statements regarding events or developments that we believe or anticipate will or may occur in the future are "forward looking" statements within the meaning of the federal secu ...

Core Viewpoint - The appointment of Yu Jing as the new president of Danaher’s China Diagnostics platform is expected to drive a new wave of transformation in the company, leveraging her extensive experience in digital transformation and product innovation from her previous roles at Medtronic and GE Healthcare [1]. Group 1 - Yu Jing previously served as the Vice President and General Manager of Medtronic's China Orthopedic and Neurosurgery business, where she led the digital transformation of the orthopedic and neurosurgery sectors [1]. - During her tenure at Medtronic from 2019 to 2025, she developed the AIBLE digital orthopedic and neurosurgery integrated solutions and established an innovation incubation center in Changzhou [1]. - Yu Jing's leadership is anticipated to enhance Danaher’s capabilities in digital transformation and product innovation within the diagnostics sector in China [1]. Group 2 - Chen Xiaosui made significant and lasting contributions to Beckman Coulter Diagnostics China and Danaher’s China Diagnostics platform, strengthening operational capabilities in the region [2]. - Under Chen's leadership, the team fostered collaboration among diagnostic business units, helping to unify goals and increase impact in China's dynamic healthcare market [2]. - Chen led initiatives for localization and open innovation, aligning Danaher’s product offerings more closely with market demands while enhancing quality, compliance, and customer experience standards [2].

Group 1 - The Mar Vista U.S. Quality strategy achieved a net return of +0.20% in Q4 2025, underperforming compared to the Russell 1000® Index and the S&P 500® Index, which returned +2.41% and +2.65% respectively [3]

丹纳赫（Danaher）预计，受生物加工业务表现强劲的提振，第四财季收入增长和全年收益都将接近该 公司先前业绩预期的上限。 该公司表示，预计第四财季经调整的核心收入增长将接近其先前给出的低个位数百分比增长这一业绩预 期的上限。 该公司还表示，预计2025整个财年经调整后每股收益将接近先前预测的7.70美元至7.80美元区间的上 限。 首席执行官雷纳·布莱尔（Rainer Blair）表示："我们对第四财季生物加工业务的持续强劲表现以及生命 科学和诊断业务收入好于预期感到尤其满意。" 责任编辑：李桐 丹纳赫（Danaher）预计，受生物加工业务表现强劲的提振，第四财季收入增长和全年收益都将接近该 公司先前业绩预期的上限。 该公司表示，预计第四财季经调整的核心收入增长将接近其先前给出的低个位数百分比增长这一业绩预 期的上限。 该公司还表示，预计2025整个财年经调整后每股收益将接近先前预测的7.70美元至7.80美元区间的上 限。 首席执行官雷纳·布莱尔（Rainer Blair）表示："我们对第四财季生物加工业务的持续强劲表现以及生命 科学和诊断业务收入好于预期感到尤其满意。" 责任编辑：李桐 ...

Financial Performance Presentation - Danaher Corporation will present its estimated financial performance for Q4 2025 at the J.P. Morgan Healthcare Conference on January 13, 2026[6] - The press release regarding Danaher's financial performance was issued on January 12, 2026, ahead of the conference[6] - The presentation slides attached to the press release include specific information about Danaher's estimated financial performance for 2025[6]

Core Insights - Danaher and Thermo Fisher Scientific both reported Q3 2025 earnings with revenue growth around 5%, indicating a stable performance in the sector [1] Company Summaries - Danaher reported a revenue growth of approximately 5% in Q3 2025, reflecting consistent business performance [1] - Thermo Fisher Scientific also achieved around 5% revenue growth in the same quarter, showcasing a similar trend in financial results [1] Business Momentum - Despite the similar revenue growth figures, the underlying business momentum for Danaher and Thermo Fisher Scientific reveals significant differences, suggesting varying operational efficiencies and market conditions [1]

With tariff rules finalized and inventories depleted, there's light at the end of the tunnel for the medical and scientific tools manufacturer. ...