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丹纳赫斥近99亿美元现金收购Masimo 每股对价180美元
Jin Rong Jie· 2026-02-19 21:06
Group 1 - Danaher announced the acquisition of medical technology company Masimo for nearly $9.9 billion in cash, with a purchase price of $180 per share [1] - Masimo specializes in non-invasive patient monitoring devices, including pulse oximeters and brain activity monitoring equipment, and has been in the spotlight due to a long-standing patent dispute with Apple over blood oxygen technology [1] - Morgan Stanley noted that the acquisition exceeds market expectations, as investors anticipated Danaher would focus on targets closer to its core business, but Masimo's strong market share in pulse oximetry and stable recurring revenue aligns with Danaher's strategy of acquiring independent business units with growth potential [1] Group 2 - Bernstein analyst Moore believes that over time, the acquisition will yield significant returns for Danaher, as Masimo's non-invasive monitoring devices will complement Danaher's existing invasive blood analysis product line, enhancing its diagnostic business layout [1] - Danaher expects the transaction to be completed in the second half of 2026, with adjusted diluted earnings per share projected to increase by $0.15 to $0.20 in the first full year post-acquisition and approximately $0.70 in the fifth full year [1]