DHR Danaher Corp.

$DHR Medtech market leader with a still lingering Covid hangover. As AI drug discovery accelerates, no better place to be.

Unusual OTM call flow on $DHR - $164K+ of the 10/23 $235 call - $82K+ of the 1/15 $250 call - $157K+ of the Jan. 2028 $290 call

$DHR: who was in Hawkins? Investors who bought Danaher stock Jan. 27, 2022 to Oct. 23, 2023. The $172.5M securities deal estimates about $1.13 per share, claims closed Sept. 20, payouts pending approval. Open Class Actions.

$DHR: the class reps in Hawkins can seek up to $70,000 total, on top of their own shares. That, plus fees and admin costs, comes out of the $172.5M Danaher fund before filers are paid. Claims closed. Open Class Actions.

$DHR: Hawkins v. Danaher, 1:23-cv-02055 in D.D.C., is the $172.5M bioprocessing case. No distribution under $10 will be issued, and shares had to be held through a corrective disclosure date. Claims closed. Open Class Actions.

$DHR Q3 adjusted EPS came in at 2.11 dollars vs 1.92 dollars consensus, and the FY guide went up to 8.57 to 8.62 dollars from 8.45 to 8.60. Reported revenue growth of 8.5% still leans on Masimo though, acquisitions added about 6.5 points of it. Core growth was 3.0%, 5.5% ex-respiratory, with Biotechnology core up 5.0% and Life Sciences up 4.5%.

the weird one this morning is a beat and raise getting sold. $DHR is ~6% lower premarket, 224.24 to ~211, after adjusted EPS of 2.11 vs 1.92 expected and a raised full year EPS guide to 8.57 to 8.62. the catch is growth: core revenue up just 3.0% (5.5% excluding respiratory testing, which fell to ~350 million dollars from ~500). Thermo Fisher is also lower, but I found no confirmed link, so call that unverified. premarket quotes.

$DHR Danaher reports Wednesday before the open. Consensus is 1.92 dollars EPS on 6.55 billion dollars in revenue, up 8.2% YoY (Zacks). Core organic growth is expected at just 2.5%, down from 3.0% a year ago. Diagnostics is modeled up 14.9% to 2.83 billion dollars, and Danaher closed the Masimo deal in June, which landed in that segment. Most of the headline growth is acquisition math, not underlying acceleration. Shares are up 8.9% over the past month into the print.

$DHR 🏥 Danaher Corporation's Masimo received FDA 510(k) clearance for an atrial fibrillation detection capability on its Radius VSM pulse oximetry platform, expanding the smartSET platform designed to help clinicians identify physiological changes earlier. Actionable market event

Danaher Teams Up With NVIDIA, Aims To Bring Accelerated Computing, Physical AI Into Labs $DHR $NVDA https://stocktwits.com/news/equity/markets/danaher-teams-up-with-nvidia-aims-to-bring-accelerated-computing-physical-ai-into-labs/cZxfZLDRBps

Medical device companies $DHR and $ISRG moved in opposing directions the day following earnings. From a high bullish sentiment (70) Intuitive Surgical fell 2.26% but Danaher rose 4.2% while positioned in the bearish zone (40). The only double-digit move was $LAD falling 10% while squarely in the neutral zone (52). $SPCX was neutral as well (55) yet posted the largest gain of 7.8%.

$DHR opened down 3% this morning after a revenue miss and a CEO change. That opening print was the low of the day. It closed near 234, up about 4%. Selling in the first minute meant selling the exact bottom, right when the fear was loudest. A gap against you calls for a plan, not a panic click at 9:30 ET. Let the first 15 minute bar close and show you which way it wants to go. Gap down on your position: sell at the open or wait for the first bar?

$DHR - back to pre market lows possible…near term 210…way overvalued for its lackluster growth

$DHR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.11 up 11.64% YoY • Reported revenue of $6.55B up 8.28% YoY • Danaher expects its effective tax rate for the full year of 2026 to be approximately 17.0%, including anticipated discrete income tax benefits from excess tax deductions related to stock compensation programs.