Core Viewpoint - Danaher Corporation is expected to report its fourth-quarter 2024 results on January 29, with mixed expectations regarding revenue and earnings growth [1][2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for revenues is $6.44 billion, reflecting a 0.5% increase year-over-year [2]. - The consensus estimate for earnings is $2.16 per share, indicating a 3.4% increase from the previous year [2]. - The company has a trailing four-quarter earnings surprise average of 10.2% [2]. Segment Performance - Weakness in the Instrument businesses, particularly in the Life Sciences segment, is anticipated due to lower demand in the pharma and biotech markets in China, with organic revenues expected to decline by 2.6% year-over-year [4]. - The Biotechnology segment is also expected to be negatively impacted by decreased demand in the discovery and medical business [5]. - The Diagnostics segment is expected to show strength, driven by growth in Leica Biosystems and Beckman Colter Diagnostics units [6]. Expenses and Profitability - SG&A expenses are projected to be $2.1 billion, representing a 3.2% increase year-over-year, which may affect the bottom line [5]. - Foreign currency headwinds are likely to impact profitability due to the company's significant international operations [5]. Recent Developments - Danaher acquired Abcam plc in December 2023, which is expected to enhance the Life Sciences segment and address healthcare challenges [7]. Earnings Prediction Insights - The company has an Earnings ESP of +0.96%, with the Most Accurate Estimate at $2.18 per share, slightly above the Zacks Consensus Estimate [9]. - Danaher currently holds a Zacks Rank of 4 (Sell), indicating a lower likelihood of an earnings beat this quarter [9].

Core Viewpoint - Danaher (DHR) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended December 2024, with earnings expected to be $2.16 per share, reflecting a +3.4% change, and revenues projected at $6.41 billion, up 0.1% from the previous year [1][3]. Earnings Expectations - The stock may experience upward movement if the earnings report exceeds expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 1.41% lower over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading indicates a likely earnings beat, particularly when combined with a strong Zacks Rank [8]. - For Danaher, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.40% [10][11]. Historical Performance - Danaher has a history of beating consensus EPS estimates, having done so in the last four quarters, including a +9.62% surprise in the last reported quarter [12][13]. Investment Considerations - Despite the positive earnings outlook, Danaher currently holds a Zacks Rank of 4, complicating predictions of an earnings beat [11][16]. - Investors are advised to consider other factors beyond earnings surprises when making investment decisions regarding Danaher [14][15].

Core Insights - Danaher Corp. has experienced disappointing stock returns in 2024 compared to the index, with various developments occurring over the past year [1] Company Analysis - The focus is on identifying the best businesses globally to create a long-term portfolio that can outperform the market [1]

Core Insights - Beckman Coulter Diagnostics has launched new Research Use Only (RUO) blood-based biomarker immunoassays aimed at advancing research in neurodegenerative diseases, specifically targeting biomarkers such as p-Tau217, GFAP, NfL, and APOE ε4 [1][2][3] Group 1: Product Offerings - The new RUO assays are designed to enhance the understanding of neurodegenerative diseases and are available on Beckman Coulter's automated, high-throughput platforms, which will improve workflow, precision, and reliability in biomarker testing [3][8] - The assays include p-Tau217, GFAP, NfL, and APOE ε4, which are critical for assessing various aspects of neurodegenerative diseases [4][5][6][7] Group 2: Biomarker Significance - p-Tau217 is a key biomarker for detecting tau and amyloid pathology, showing sensitivity across all stages of Alzheimer's disease (AD) and distinguishing AD from other neurodegenerative disorders [4] - GFAP levels can indicate early stages of AD and help differentiate AD dementia from other neurodegenerative diseases, acting as a marker for gliosis [5] - NfL serves as an indicator of axonal damage and neurodegeneration, with elevated levels associated with multiple neurodegenerative conditions, including AD and Parkinson's disease [6] - APOE ε4 is the most significant genetic risk factor for AD, and the new immunoassay offers over 99% concordance with PCR genotyping in just 20 minutes, facilitating research into genetic risks [7] Group 3: Industry Impact - The introduction of these assays represents a transformative step in neurodegenerative disease research, providing precise tools for researchers and potentially accelerating the path to effective therapies [3] - The availability of these assays supports multi-center collaborations to investigate the underlying mechanisms of neurodegenerative diseases, enhancing the overall research landscape [3][8]

Key Points Company and Industry Information 1. **Company**: Danaher Corporation (NYSE:DHR) 2. **Event**: 43rd Annual J.P. Morgan Healthcare Conference 3. **Date**: January 14, 2024 4. **Time**: 2:15 PM ET 5. **Participants**: - Rainer Blair - President and Chief Executive Officer of Danaher Corporation - Rachel Vatnsdal - J.P. Morgan [1] Core Views and Arguments 1. **Fourth Quarter 2024 Results**: - Revenue is expected to be essentially flat. - Bioprocessing business is in line with expectations. - Diagnostics segment slightly above expectations due to higher respiratory sales at Cepheid. - Life Sciences segment had modestly better-than-anticipated revenue driven by strong instrumentation sales. [3] 2. **Adjusted Operating Profit Margin**: - Expected to be consistent with prior guidance. - Better-than-expected operational performance offset by foreign exchange. [4] 3. **Overall 2024 Performance**: - Danaher generated $24 billion of revenue across three segments and 15 operating companies. - Operating companies are global franchises with large market presence. [4]

Partnership Overview - Danaher Diagnostics LLC and Danaher Ventures LLC, subsidiaries of Danaher Corporation, have formed an investment partnership with Innovaccer Inc, a leading healthcare AI company [1] - The partnership aims to accelerate the adoption of precision diagnostics by clinicians and population health teams, facilitating value-based care [2] - The collaboration seeks to improve patient outcomes and experience through novel digital and diagnostic solutions [7] Strategic Objectives - The partnership aligns with Danaher's mission to accelerate the transition to precision medicine with AI-enabled diagnostics [7] - Innovaccer's software solutions create a unified patient record to identify gaps in care, patients at risk, and appropriate interventions to improve patient outcomes [2] - The investment partnership will empower patients and speed the transition to more personalized, value-based medicine by providing healthcare providers with data and analytics for meaningful clinical insights [3] Company Statements - Danaher emphasizes its commitment to ethically using AI to develop better diagnostics, helping doctors treat patients with the right medicine at the right time [4] - Innovaccer's CEO highlights the company's mission to improve health outcomes through its data platform and AI capabilities, believing the partnership with Danaher will accelerate advancements in diagnostic and clinical AI solutions [4] About Danaher - Danaher is a global life sciences and diagnostics innovator focused on improving human health through science and technology [5] - The company's advanced science and technology enable faster, more accurate diagnoses and reduce the time and cost needed to develop life-changing therapies [5] - With approximately 63,000 associates worldwide, Danaher is committed to scientific excellence, innovation, and continuous improvement to improve quality of life for billions of people [5]

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Danaher Corporation (NYSE:DHR) Annual Evercore ISI HealthCONx Healthcare Conference December 4, 2024 3:25 PM ET Company Participants Rainer Blair - President and CEO Conference Call Participants Vijay Kumar - Evercore ISI Vijay Kumar Great. Thanks, everyone, for joining us this afternoon. I'm Vijay Kumar, the Life Science Device Analyst at Evercore. A pleasure to have with us the team from Danaher. We have CEO, Rainer Blair and we have, I think, Travis, -- as well as Travis and John in out there . So, Raine ...

Danaher Corporation (NYSE:DHR) Annual Evercore ISI HealthCONx Healthcare Conference December 4, 2024 3:25 PM ET Company Participants Rainer Blair - President and CEO Conference Call Participants Vijay Kumar - Evercore ISI Vijay Kumar Great. Thanks, everyone, for joining us this afternoon. I'm Vijay Kumar, the Life Science Device Analyst at Evercore. A pleasure to have with us the team from Danaher. We have CEO, Rainer Blair and we have, I think, Travis, -- as well as Travis and John in out there . So, Raine ...

WASHINGTON, Nov. 26, 2024 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) announced that President and Chief Executive Officer, Rainer M. Blair, will be presenting at the Evercore ISI HealthCONx Conference in Coral Gables, Florida on Wednesday, December 4, 2024 at 3:25 p.m. ET. The event will be simultaneously webcast on www.danaher.com.ABOUT DANAHERDanaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human health. Our ...