UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |-------|-------------|-------| | | | | | | | | | | FORM 10-Q | | For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-08089 DANAHER CORPORATION (Exact name of registrant a ...

Danaher Corporation (NYSE:DHR) Q2 2022 Earnings Conference Call July 21, 2022 8:00 AM ET Company Participants John Bedford – Vice President-Investor Relations Rainer Blair – President and Chief Executive Officer Matt McGrew – Executive Vice President and Chief Financial Officer Conference Call Participants Rainer Blair – Bank of America Vijay Kumar – Evercore ISI Scott Davis – Melius Research Dan Brennan – Cowen Jack Meehan – Nephron Rachel Vatnsdal – JPMorgan Patrick Donnelly – Citi Operator My name is Gre ...

Danaher Corporation (NYSE:DHR) Healthcare Conference Summary Company Overview - **Company**: Danaher Corporation - **Event**: Bank of America Securities Health Care Conference - **Date**: May 11, 2022 - **CEO**: Rainer Blair Key Points Financial Performance - Danaher reported a **12% core growth** and **8% growth** on the base business for the year - **10% EPS growth** and **$1.7 billion** in free cash flow were also highlighted as strong indicators of performance [3][4] Portfolio Repositioning - The company has undergone significant portfolio transformation, focusing on attractive end markets with strong secular growth drivers - **40%** of the portfolio is in biopharma or molecular diagnostics, with over **80%** in Life Sciences and Diagnostics - The company has **75% recurring revenues**, which is particularly strong in the current economic environment [6][4] Resilience During Economic Downturns - Danaher has demonstrated resilience during economic downturns, including the pandemic, with **25% core growth** in 2020 and **12% core growth** at the start of 2022 [7][4] M&A Activity - The company remains active in M&A, with a full pipeline of opportunities, although recent market volatility has led to a cautious approach - Danaher has previously taken advantage of market turbulence for acquisitions and is monitoring the situation closely [12][13] Bioprocessing Outlook - The bioprocessing business is expected to grow at **high single to low double-digit growth** for 2022, with a potential decline in COVID-related revenue of **$500 million to $600 million** already factored into guidance [15][17] - The development pipeline for monoclonal antibodies has increased by **50%** over the last five years, and cell and gene therapies have seen a **10x** increase [19][20] Diagnostics Segment - Beckman Coulter Diagnostics is on track for **mid-single-digit growth**, with some headwinds from COVID-related hospital restrictions in China [24] - Cepheid has doubled its installed base to over **40,000 instruments**, with a strong test menu and expected growth in non-COVID diagnostics [26][28] Market Dynamics - The transition to single-use technologies in bioprocessing is expected to drive growth, with Danaher holding the largest single-use technology business, growing over **20%** [21] - The company views home testing as complementary to point-of-care testing, enhancing overall diagnostic responsiveness [33][34] Long-term Growth Potential - Danaher anticipates mid-single-digit plus organic revenue growth, driven by a robust portfolio and attractive end markets [36] - The company has a target EBITDA margin of **35% to 40%**, with opportunities for margin expansion within the portfolio [40][42] Biotech Funding Environment - The CEO expressed confidence in the biotech funding environment, noting that the average cash runway for biotech companies is between **12 to 18 months**, which supports ongoing innovation [47] Underappreciated Aspects - Danaher has grown **50% larger** in revenue since 2019, with a significant shift in portfolio mix and an increase in recurring revenue from **45%** in 2015 to **75%** [50] Conclusion Danaher Corporation is well-positioned for continued growth, leveraging its strong portfolio in Life Sciences and Diagnostics, while navigating the challenges posed by the current economic environment and the ongoing evolution of the healthcare landscape. The company's focus on recurring revenue, M&A opportunities, and innovative technologies positions it favorably for the future.

Danaher Corporation (NYSE:DHR) Q1 2022 Earnings Conference Call April 21, 2022 8:00 AM ET Company Participants John Bedford - Vice President, Investor Relations Rainer Blair - President and Chief Executive Officer Matt McGrew - Executive Vice President and Chief Financial Officer Conference Call Participants Derik De Bruin - Bank of America Vijay Kumar - Evercore ISI Scott Davis - Melius Research Dan Brennan - Cowen Jack Meehan - Nephron Research Patrick Donnelly - Citi Luke Sergott - Barclays Operator Good ...

Danaher Corp (NYSE:DHR) Cowen Health Care Conference Call March 8, 2022 9:10 AM ET Company Participants Rainer Blair - President, CEO & Director Matthew McGrew - CFO & EVP Conference Call Participants Daniel Brennan - Cowen and Company Daniel Brennan Good morning. Dan Brennan here from Cowen. Pleased to be here on the second day of the 42nd Annual Healthcare Conference. Joined with me on the virtual podium with the executive management team from Danaher. We have Rainer Blair, Chief Executive Officer; and Ma ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-08089 DANAHER CORPORATION (Exact name of registrant as specified in its charter) Securities Reg ...

Danaher Corporation (NYSE:DHR) Q4 2021 Results Conference Call January 27, 2022 8:00 AM ET Company Participants Matthew Gugino - Vice President of Investor Relations Rainer Blair - President and Chief Executive Officer Matt McGrew - Executive Vice President and Chief Financial Officer John Bedford - Director of Investor Relations Conference Call Participants Tycho Peterson - JPMorgan Michael Ryskin - Bank of America Vijay Kumar - Evercore Scott Davis - Melius Research Dan Brennan - Cowen Jack Meehan - Nephr ...