Early Access

10-QPeriod: Q2 FY2008

DANAHER CORP /DE/ Quarterly Report for Q2 Ended Jun 27, 2008

Filed July 17, 2008For Securities:DHR

Summary

Danaher Corporation reported a strong second quarter and first half of 2008, demonstrating significant revenue growth driven by both organic performance and strategic acquisitions. The company's top line saw a substantial increase, with growth attributed to performance across its Professional Instrumentation, Medical Technologies, and Industrial Technologies segments. While operating profit margins experienced some pressure due to acquisition-related charges and integration costs, the overall financial health remains robust, supported by strong operating cash flows. Investors should note the impact of the Tektronix acquisition, which is contributing to revenue growth but also introducing integration costs and impacting short-term profitability margins. Danaher continues to execute its acquisition strategy, adding complementary businesses to its portfolio. The company maintains a solid liquidity position, with significant cash on hand and available credit facilities, enabling it to fund ongoing operations, strategic investments, and return capital to shareholders.

Financial Statements
Beta
Revenue$3.28B
Cost of Revenue$1.72B
Gross Profit$1.56B
R&D Expenses$189.87M
SG&A Expenses$859.97M
Operating Expenses$2.77B
Operating Income$510.46M
Interest Expense$33.85M
Net Income$363.45M
EPS (Basic)$0.57
EPS (Diluted)$0.55
Shares Outstanding (Basic)638.47M
Shares Outstanding (Diluted)673.10M

Key Highlights

  • 1Total sales increased by 25% for the three months ended June 27, 2008, and 22.5% for the six months ended June 27, 2008, compared to the prior year periods, driven by organic growth (5.5% and 4.0% respectively) and acquisitions (14% and 13.5% respectively).
  • 2Net earnings for the six months ended June 27, 2008, were $639,953,000, an increase from $565,958,000 in the same period of 2007.
  • 3Operating profit margins from continuing operations slightly decreased to 15.5% in Q2 2008 from 16.8% in Q2 2007, impacted by acquisition-related charges (primarily from Tektronix) and integration costs.
  • 4The Professional Instrumentation segment saw significant sales growth of 52.5% in Q2 2008, largely due to the substantial acquisition of Tektronix.
  • 5Cash flow from operating activities from continuing operations increased by 33% to $914,930,000 for the first six months of 2008, indicating strong cash generation.
  • 6Danaher completed seven acquisitions in the first half of 2008 for approximately $102 million, focusing on life sciences, dental technologies, and product identification markets.
  • 7The company's balance sheet shows a substantial increase in Goodwill to $9,463,471,000 as of June 27, 2008, reflecting its active acquisition strategy.

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