Danaher (DHR) Rebounded on Accelerated Demand

Market Overview - US equities showed strong momentum in 2025, achieving double-digit gains for the second consecutive year, with a rapid recovery from a bear market dip in April [1] - Market leadership has narrowed, with Mega-cap stocks and AI-driven companies dominating [1] Mar Vista U.S. Quality Strategy Performance - The Mar Vista U.S. Quality strategy reported a net-of-fees gain of +0.20% in Q4 2025, compared to the Russell 1000® Index's +2.41% and the S&P 500® Index's +2.65% [1] - Favorable stock selection in communication services, consumer discretionary, and financials contributed positively, while information technology, materials, and healthcare detracted from performance [1] Danaher Corporation (NYSE:DHR) Insights - Danaher Corporation's stock rebounded in Q4 2025 after lagging in the first three quarters, driven by recovering demand in bioprocessing, life science, and diagnostics [3] - The company has conservative growth expectations for 2026, with revenue projected to grow at 3-6%, improving throughout the year, and high single-digit EPS growth expected due to operating leverage [3] - Danaher Corporation's market capitalization is $168.673 billion, with a one-month return of 5.81% and a 52-week loss of 1.01% [2] Hedge Fund Interest - Danaher Corporation ranks 27th among the 30 Most Popular Stocks Among Hedge Funds, with 117 hedge fund portfolios holding its stock at the end of Q3 2025, up from 115 in the previous quarter [4] - The company reported Q3 2025 sales of $6.1 billion, reflecting a 3% core revenue growth [4]