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Danaher: Biotech Momentum, Cost Cuts And Valuation Re-Rating Should Drive Upside
Seeking Alphaยท 2025-06-30 08:23
Core Viewpoint - Danaher (NYSE: DHR) is expected to experience strong growth, particularly in its Biotech segment, which is benefiting from double-digit growth in consumables [1] Group 1: Company Performance - The Biotech segment is showing good momentum, driven by significant growth in consumables [1] - Equipment orders are beginning to recover, with expectations for equipment revenues to return to growth [1] Group 2: Investment Strategy - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]