DHR

A month has gone by since the last earnings report for Teladoc (TDOC). Shares have added about 23.9% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Teladoc due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Teladoc Health, Inc. before we dive into how investors and analysts have reacted as of late. TDOC Q1 Earnings Miss, Revenues Down Y/Y on BetterHelp Weakness Teladoc Health reported a first-quarter 2026 adjusted loss of 36 cents per share, missing the Zacks Consensus Estimate of a 32-cent loss. This marks an improvement from a loss of 53 cents per share in the same quarter last year. Operating revenues declined 2% year over year to $613.8 million but modestly exceeded the consensus estimate by 0.3%. The quarterly results were primarily impacted by weakness in the BetterHelp segment and declining subscription revenues, which were partially offset by strength in the Integrated Care segment, international growth and cost efficiencies. Revenues from access fees totaled $484.7 million, down 8% year over year. The figure missed the Zacks Consensus Estimate of $506.5 million as well as our estimate of $506.9 million. Other revenues increased 25% year over year to $129.2 million. The metric beat the Zacks Consensus Estimate of $106.7 million and our estimate of $106.1 million. On a geographical basis, Teladoc Health generated $491.5 million in revenues from the United States, down 6% year over year. The metric lagged the Zacks Consensus Estimate of $502 million. International revenues of $122.3 million advanced 17% year over year in the quarter and surpassed the consensus mark of $111 million. Adjusted EBITDA rose 0.1% year over year to $58.2 million and beat our estimate of around $50.5 million. Total costs and expenses of $675.6 million declined 9.9% year over year and were below our estimate of $679.8 million. The year-over-year decrease was primarily due to goodwill impairment and lower advertising and marketing and general and administrative expenses. The Integrated Care segment’s revenues increased 2% year over year to $395.4 million in the reported quarter. The figure beat the Zacks Consensus Estimate of $391.8 million and our estimate of $390.3 million. Adjusted EBITDA rose 12%...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Danaher (DHR) drew fresh attention after strong first quarter results, with adjusted earnings per share ahead of expectations and full year guidance raised. This combination supported renewed interest in the stock. See our latest analysis for Danaher. Despite the positive Q1 surprise and raised guidance, Danaher’s share price return is still down 25.35% year to date and the 1 year total shareholder return is down 6.15%. Recent momentum therefore remains fragile. If earnings driven moves in Danaher have you looking across the sector, this could be a useful moment to size up other healthcare focused AI opportunities using the Simply Wall St screener for 34 healthcare AI stocks With the share price down sharply this year, but the stock trading at a discount to some analyst targets and an estimated intrinsic value, the real question is whether you are seeing a genuine undervaluation or a market already pricing in future growth. With Danaher last closing at $172 and the most followed narrative pointing to a fair value near $248 using a 7.99% discount rate, the gap between price and implied worth is front and center for many investors. Read the complete narrative. Curious what kind of revenue mix, margin lift, and future earnings multiple need to line up to support that valuation gap? The narrative leans on a very specific path for growth, profitability, and capital allocation that is not obvious from recent share price moves. Result: Fair Value of $247.83 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on bioprocess demand and China exposure not breaking the story, since prolonged funding weakness or tougher local policies could quickly challenge those fair value assumptions. Find out about the key risks to this Danaher narrative. Analysts see Danaher trading at a P/E of 33.1x versus a fair ratio of 29.2x, even though that 33.1x is lower than both the peer average of 36.1x and the global Life Sciences average of 34.2x. So is the stock reflecting a quality premium or extra valuation risk at this price? See what the numbers say about this price — find out in our valuation breakdown. If the mix of optimism and caution here leaves you undecided, do not wait too...

Looking back on research tools & consumables stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Danaher (NYSE:DHR) and its peers. The life sciences subsector specializing in research tools and consumables enables scientific discoveries across academia, biotechnology, and pharmaceuticals. These firms supply a wide range of essential laboratory products, ensuring a recurring revenue stream through repeat purchases and replenishment. Their business models benefit from strong customer loyalty, a diversified product portfolio, and exposure to both the research and clinical markets. However, challenges include high R&D investment to maintain technological leadership, pricing pressures from budget-conscious institutions, and vulnerability to fluctuations in research funding cycles. Looking ahead, this subsector stands to benefit from tailwinds such as growing demand for tools supporting emerging fields like synthetic biology and personalized medicine. There is also a rise in automation and AI-driven solutions in laboratories that could create new opportunities to sell tools and consumables. Nevertheless, headwinds exist. These companies tend to be at the mercy of supply chain disruptions and sensitivity to macroeconomic conditions that impact funding for research initiatives. The 9 research tools & consumables stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line. While some research tools & consumables stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.6% since the latest earnings results. Born from a real estate investment trust that transformed into a manufacturing powerhouse, Danaher (NYSE:DHR) is a global science and technology company that provides specialized equipment, software, and services for biotechnology, life sciences, and diagnostics. Danaher reported revenues of $5.95 billion, up 3.7% year on year. This print fell short of analysts’ expectations by 0.8%. Overall, it was a mixed quarter for the company with a beat of analysts’ EPS estimates but a slight miss of analysts’ revenue estimates. Unsurprisingly, the stock is down 11.4% since reporting and currently trades at $173.29. Read our full report on Danaher here, it’s free. Founded in 1958 and pioneering inn...

WASHINGTON, May 5, 2026 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) announced today that its Board of Directors has approved a regular quarterly cash dividend of $0.40 per share of its common stock, payable on July 31, 2026 to holders of record on June 26, 2026. ABOUT DANAHER Danaher is a leading global life sciences and diagnostics innovator, committed to accelerating the power of science and technology to improve human health. Through our connected ecosystem of industry-leading businesses, we work side by side with customers to solve many of their most complex scientific and clinical challenges—helping move innovations from discovery to delivery faster for patients who depend on them. Powered by the Danaher Business System, our advanced science and technology and proven ability to innovate help enable faster, more accurate diagnoses and reduce the time, cost, and risk required to discover, develop, and deliver life-changing therapies. Through continuous improvement and operational excellence, our approximately 60,000 associates worldwide are focused on delivering lasting impact and improving quality of life around the world, while building a healthier, more sustainable tomorrow. Explore more at www.danaher.com. View original content:https://www.prnewswire.com/news-releases/danaher-announces-quarterly-dividend-302763206.html

Investors were disappointed with the weak earnings posted by Danaher Corporation (NYSE:DHR ). However, our analysis suggests that the soft headline numbers are getting counterbalanced by some positive underlying factors. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. To properly understand Danaher's profit results, we need to consider the US$908m expense attributed to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And that's hardly a surprise given these line items are considered unusual. If Danaher doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Danaher's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Danaher's earnings potential is at least as good as it seems, and maybe even better! Unfortunately, though, its earnings per share actually fell back over the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Obviously, we love to consider the historical data to inform our opinion of a company. But it can be really valuable to consider what other analysts are forecasting. So feel free to check out our free graph representing analyst forecasts. This note has only looked at a single factor that sheds light on the nature of Danaher's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks with high insider ownership. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.c...

Corning (GLW) reported Q1 2026 core sales of $4.35 billion, representing an 18% year-over-year increase. The core insight hiding beneath this headline beat is how entirely the AI-driven acceleration is offsetting the more modest growth currently seen in the company's traditional Glass Innovations segment. Photo by Bru-nO on Pixabay The Optical Communications segment surged 36% year-over-year to $1.8 billion, driven by the structural demand for high-density AI data center architectures. The company secured a $6 billion multi-year agreement with Meta Platforms (META) alongside two similarly sized hyperscaler deals in Q1. Furthermore, the Solar segment recorded 80% year-over-year growth. This combined secular strength expanded core gross margins by 120 basis points to 39.1% and operating margins by 220 basis points to 20.2%. See how Corning's growth and margins compare to those of its peers, including Thermo Fisher Scientific (TMO) and Danaher (DHR). Corning's core EPS rose 30% to $0.70, and management guided Q2 2026 sales to $4.6 billion. The AI infrastructure thesis is materializing exactly as projected. However, the Glass Innovations segment, which accounts for 32% of total revenue, stalled at just 1% year-over-year growth in Q1. Industry forecasts project global smartphone shipments will decline between 7% and 15% in 2026 due to component shortages and rising costs. A double-digit unit contraction will directly pressure high-margin Gorilla Glass volumes. Current market sentiment appears focused on the Optical surge, potentially underestimating the impact of near-term cyclical headwinds in mobile. Crucially, the market has already aggressively priced in this structural shift. Corning currently trades at 48 times its forward expected adjusted earnings. This is a severe expansion from its three-year average P/E multiple of approximately 21x. See how Corning's stock valuation compares with its peers. Investors are valuing a capital-intensive, cyclical materials manufacturer at a premium typically reserved for asset-light technology companies. The fundamental asymmetry has deteriorated, narrowing the margin of safety for investors entering at these levels. The transition of Corning into a primary AI infrastructure enabler is verified by the Q1 data, but the current valuation demands flawless execution. If the optical segment growth normalizes below 25% or the sm...

Stanley Black & Decker, Inc. SWK reported first-quarter 2026 adjusted earnings of 80 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 6.7% year over year. Stanley Black’s net sales of $3.85 billion beat the consensus estimate of $3.74 billion. The top line increased 2.7% from the year-ago quarter. Effective from the first quarter of 2025, SWK has renamed the Industrial segment as the Engineered Fastening segment. It had no impact on the company's consolidated financial statements or segment results. Revenues from the company’s primary segment, Tools & Outdoor, totaled $3.34 billion, which increased 2% from the year-ago quarter. However, the segment’s organic revenues decreased 1%. Our estimate was $3.29 billion. Revenues from the Engineered Fastening segment grossed $511 million, up 10% year over year. The segment’s organic revenues increased 7%. Our estimate was $459.3 million. Stanley Black & Decker, Inc. price-consensus-eps-surprise-chart | Stanley Black & Decker, Inc. Quote Stanley Black’s cost of sales was up 2.5% year over year to $2.69 billion. The gross profit increased 3.3% year over year to $1.16 billion. The gross margin increased 20 basis points (bps) year over year to 30.1%. Selling, general and administrative expenses increased 2% year over year to $884.0 million. Adjusted EBITDA was $354.7 million, indicating a year-over-year decrease of 2%. The margin decreased 50 bps to 9.2%. While exiting the first quarter, Stanley Black had cash and cash equivalents of $333.7 million compared with $280.1 million at the end of fourth-quarter 2025. The long-term debt balance was $4.70 billion, in line with the figure reported at the end of fourth-quarter 2025. In the first three months of 2026, net cash used for operating activities was $388.8 million compared with $420 million used in the year-ago period. Capital and software expenditures totaled $58.5 million, down from $65 million reported in the year-ago period. Free cash flow (before dividends) was ($447.3) million compared with ($485.0) million a year ago. In the first three months of 2026, SWK paid out dividends worth $126 million to its shareholders, up 1.2% from the year-ago period. Stanley Black updated its 2026 guidance. The company now anticipates earnings to be $4.15-$5.35 per share compared with $3.15-$4.35 expected earlier. Adjusted earnings are p...

Ingersoll Rand Inc. IR reported first-quarter 2026 adjusted earnings of 77 cents per share, which surpassed the Zacks Consensus Estimate of 74 cents. The bottom line increased 7% year over year. Total revenues of $1.85 billion beat the consensus estimate of $1.83 billion. The top line increased 7.6% year over year. Acquisitions contributed 3.7% to revenues while organic revenues inched down 0.3%. Foreign currency movements had a positive impact of 4.2%. Orders totaled $1.98 billion, up 5.1% year over year. However, organically, orders decreased 1.9%. The Industrial Technologies & Services segment generated revenues of $1.45 billion, accounting for 78.2% of net revenues. Sales increased 6.8% year over year. Acquisitions contributed 4.2%, while movement in foreign currencies also had a positive impact of 4.2%. However, the segment’s organic sales decreased 1.6%. Our estimate for the segment’s sales was $1.44 billion. Segmental orders were up 4.8%. Adjusted EBITDA decreased 1% year over year to $386 million. Our estimate for adjusted EBITDA was $395.3 million. The Precision & Science Technologies segment’s revenues totaled $403 million, representing 21.8% of net revenues. Our estimate for segmental revenues was $378.6 million. On a year-over-year basis, the segment’s revenues increased 10.4%. Organic sales increased 4.4% while movement in foreign currencies had a positive impact of 3.9%. Acquisitions contributed 2.1% to revenue growth. The segment’s orders increased 6.3% on a year-over-year basis. Adjusted EBITDA increased 15% year over year to $122 million. Our estimate for adjusted EBITDA was $107.8 million. Ingersoll Rand Inc. price-consensus-eps-surprise-chart | Ingersoll Rand Inc. Quote IR's cost of sales increased 10.9% year over year to $1.05 billion. Selling and administrative expenses were up 5.9% to $370.7 million. Adjusted EBITDA increased 2% year over year to $469.1 million. The margin decreased to 25.4% from 26.8% in the year-ago period. While exiting the first quarter, Ingersoll Rand had cash and cash equivalents of $1.27 billion compared with $1.25 billion at the end of December 2025. Long-term debt (less of current maturities) was $4.78 billion, in line with the figure reported in December 2025. In the first three months of 2026, the company paid out dividends of $7.8 million and repurchased treasury stocks worth $89.5 million. For the first thr...

Xylem Inc.’s XYL first-quarter 2026 adjusted earnings of $1.12 per share beat the Zacks Consensus Estimate of $1.09. The bottom line increased 9% year over year. XYL’s revenues of $2.13 billion beat the consensus estimate of $2.11 billion. The top line increased 2.7% year over year, driven by solid demand across the Measurement & Control Solutions segment. Organic revenues were flat in the quarter. Also, orders of $2.23 billion increased 3% year over year on a reported basis and were flat on an organic basis. Revenues in the Water Infrastructure segment totaled $603 million, up 4% year over year. Organic sales declined 1% year over year due to a decrease in demand for its products and solutions for the treatment of water. The Zacks Consensus Estimate was pegged at $599 million. The Applied Water segment generated revenues of $448 million, up 3% year over year. Organic sales were flat in the quarter. The segmental performance was driven by strength in the commercial end market. The consensus estimate was pegged at $444 million. Quarterly revenues of the Measurement & Control Solutions segment totaled $508 million, up 4% year over year. The Zacks Consensus Estimate was pegged at $493 million. Organic sales were up 1% year over year, driven by an increase in energy metering demand. Quarterly revenues at the Water Solutions and Services segment totaled $566 million, up 1% year over year. Organic sales were down 2% year over year, due to a decrease in capital projects. The consensus estimate was pegged at $578 million. Xylem Inc. price-consensus-eps-surprise-chart | Xylem Inc. Quote Xylem’s adjusted EBITDA was $437 million, up 3.3% from the year-ago quarter’s level. The margin improved to 20.6% from 20.4% in the prior-year quarter. Adjusted operating income was $342 million, up 5.2% year over year. Adjusted operating margin increased to 16.1% from 15.7% in the year-earlier quarter. Exiting the first quarter, Xylem had cash and cash equivalents of $808 million compared with $1.48 billion at the end of December 2025. Long-term debt was $1.41 billion at the end of the quarter, flat compared with the figure reported at the end of December 2025. In the first three months of 2026, XYL generated net cash of $108 million from operating activities compared with $33 million in the year-ago period. Capital expenditure was $90 million, up 26.8% from the year-earlier period....

Carlisle Companies Incorporated CSL reported first-quarter 2026 adjusted earnings of $3.63 per share, which beat the Zacks Consensus Estimate of $3.31. However, the bottom line increased 1% year over year. Carlisle’s total revenues of $1.05 billion missed the consensus estimate of $1.06 billion and decreased 4% year over year. Organic revenues fell 5% year over year. Acquisitions boosted the top line by 0.4% while foreign-currency translation had a positive impact of 0.6%. Carlisle has divested its Carlisle Interconnect Technologies segment. The company now reports under the following two segments. Revenues from the Carlisle Construction Materials segment decreased 5.1% year over year to $758.1 million. Our estimate for segmental revenues was $780.5 million. Organic revenues decreased 5.8%. Revenues were offset by the weakness in the new construction market. Adjusted EBITDA of $208 million decreased 4% year over year. Revenues from the Carlisle Weatherproofing Technologies segment decreased 1.1% year over year to $294 million, due to continued softness in residential and non-residential end markets. Our estimate for segmental revenues was $285.7 million. Organic revenues slipped 3%. Adjusted EBITDA of $45 million declined 3% year over year. Carlisle Companies Incorporated price-consensus-eps-surprise-chart | Carlisle Companies Incorporated Quote Carlisle’s cost of sales decreased 3% year over year to $688.9 million. Selling and administrative expenses decreased 11.4% to $171.8 million. Research and development expenses totaled $12.1 million, up 13.1% year over year. CSL recorded an operating income of $180.3 million, down 1.8% year over year. However, the operating margin increased 30 basis points to 17.1% from the year-ago quarter. Our estimate for the operating margin was pegged at 14.4%. At the end of the first quarter, Carlisle had cash and cash equivalents of $771.3 million compared with $1.11 billion at the end of 2025. Long-term debt (including the current portion) was $2.89 billion, flat compared with the figure reported at the end of 2025. In the first three months of 2026, CSL used net cash of $44.7 million for operating activities compared with $1.80 million cash used in the year-ago period. In the same period, CSL rewarded its shareholders with a dividend payment of $45.7 million, up 1.1% year over year. The company bought back shares worth $250....

Honeywell International Inc. HON reported first-quarter 2026 adjusted earnings of $2.45 per share, which surpassed the Zacks Consensus Estimate of $2.31. The bottom line increased 11% year over year on an adjusted basis. On a reported basis, the company’s earnings were $1.29 per share, indicating a decrease of 35%. Total revenues of $9.14 billion missed the consensus estimate of $9.27 billion. However, the top line increased 2% from the year-ago quarter, driven by strength in the Aerospace Technologies and Building Automation segments. Organic sales also increased 2% year over year. Beginning in the first quarter of 2026, the company started operating under the segments discussed below. Aerospace Technologies’ quarterly revenues were $4.32 billion, up 4% year over year. The Zacks Consensus Estimate for the segment’s revenues was pegged at $4.53 billion. Organic sales increased 3% year over year. Strength in both commercial aftermarket and defense and space markets augmented the top line. Sales from the commercial aftermarket grew 3%, driven by increased demand from existing customers. Sales from the defense and space business increased 4% on robust global demand. Industrial Automation revenues declined 11% year over year to $1.42 billion. However, organic sales grew 1% year over year. The sales decline was primarily attributable to a decrease in demand for productivity solutions and services. Organic sales growth was driven by strength in warehouse and workflow solutions, and measurement businesses. Building Automation revenues totaled $1.88 billion, up 11% year over year. The Zacks Consensus Estimate for the segment’s revenues was pegged at $1.86 billion. Organic sales increased 8% year over year. The upside was driven by ongoing strength in both the building solutions and building products businesses. While sales from the building solutions business grew 8%, the same from the building products business also increased 8%. Process Automation and Technology revenues increased 5% to $1.51 billion. However, organic sales fell 6% year over year. The results were driven by strong demand for LNG. However, a slowdown in catalyst reloads and automation projects due to the Middle East conflict offset the gains. Honeywell International Inc. price-consensus-eps-surprise-chart | Honeywell International Inc. Quote The company’s total cost of sales (cost of products and s...

Danaher Corporation’s DHR first-quarter 2026 adjusted earnings of $2.06 per share beat the Zacks Consensus Estimate of $1.95. The bottom line increased 9.6% year over year. Danaher reported net sales of $5.95 billion, which missed the consensus estimate of $5.99 billion. However, the metric increased 3.5% year over year. The quarter reflected continued strength in the bioprocessing business and better-than-expected performance in the Life Sciences segment. DHR’s core sales increased 0.5% year over year in the quarter. Foreign-currency translations had a positive impact of 3%. Revenues from the Life Sciences segment totaled $1.74 billion, up 3.5% year over year. The Zacks Consensus Estimate for the segment’s revenues was pegged at $1.73 billion. Core sales increased 0.5% year over year. Foreign-currency translations had a positive impact of 3%. Operating profit was $225 million compared with $205 million reported in the year-ago quarter. Revenues from the Diagnostics segment totaled $2.42 billion, down 1.5% year over year. The Zacks Consensus Estimate for the segment’s revenues was pegged at $2.47 billion. Core sales declined 4.0% while foreign currency had a positive impact of 2.5% on sales. Operating profit was $674 million, down 6.1% on a year-over-year basis. Revenues from the Biotechnology segment totaled $1.80 billion, up 11.5% year over year. The Zacks Consensus Estimate for the segment’s revenues was pegged at $1.79 billion. Core sales increased 7% year over year and foreign-currency translations had a positive impact of 4.5%. Operating profit was $534 million, up 21.1% year over year. Danaher Corporation price-consensus-eps-surprise-chart | Danaher Corporation Quote In the first quarter, Danaher’s cost of sales increased 5.8% year over year to $2.36 billion. Gross profit of $3.59 billion increased 2.3% year over year. The gross margin was 60.3% compared with 61.2% in the year-ago quarter. Selling, general and administrative expenses were flat at $1.86 billion. Research and development expenses were $387 million, up 2.1% year over year. Danaher’s operating profit increased 5.5% year over year to $1.34 billion. Operating margin increased to 22.6% from 22.2% in the year-ago quarter. Exiting the first quarter, DHR had cash and equivalents of $5.70 billion compared with $4.62 billion at 2025-end. Long-term debt was $17.5 billion at the end of the quarter...