Danaher Q2 2025 Update

  • While the worst seem to be behind them, the business isn't quite humming enough to get investors excited yet. Revenue growth guidance for 2025 remains unchanged at 3%. But they did raise full year adjusted diluted net EPS guidance to a range of $7.70 to $7.80 vs previous range of $7.60 to $7.75. Compared to the past few years, Danaher's multiples have noticeably come down. However, it is hard for a stock to go up if revenue growth hovers around LSD level.