DHR DANAHER CORP /DE/

NEUTRAL Impact: 5/10 424B5
Horizon months Filed Apr 23, 2026 Processed 1mo ago SEC 0001193125-26-173731
Notable filing: 424B5
Latest settled — T+20d
DHR ▼ -2.14% at T+20d
NEUTRAL call ✗ call lost -2.14% · α vs SPY -6.16% · entry $177.12 → $173.33
Next anchor: T+60d in 6w
Last close $183.53 (close Jun 8) · +3.62% from $177.12 entry
Entry anchored
Apr 23, 03:59 PM ET
via Databento tick
T+1d
+1.94%
call +1.94% · α +1.77%
$180.55
settled 7w ago
T+5d
+1.03%
call +1.03% · α +0.13%
$178.95
settled 6w ago
T+20d
-2.14%
call -2.14% · α -6.16%
$173.33
settled 20d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Danaher is issuing $3 billion in senior notes to fund its proposed $9.9 billion acquisition of Masimo. The offering includes floating rate and fixed rate notes maturing between 2028 and 2038. The fixed rate notes contain a special mandatory redemption clause requiring redemption at 101% of principal if the Masimo acquisition fails to close by November 16, 2026.

Actionable Insight

Monitor the status of the Masimo acquisition by the November 16, 2026 deadline, as failure to close would trigger mandatory redemption of the fixed rate notes at a 1% premium, potentially impacting Danaher's liquidity and credit profile.

Key Facts

  • Danaher is issuing $500 million floating rate notes due 2028, $750 million 3.25% notes due 2030, $750 million 3.625% notes due 2034, and $1 billion 4.000% notes due 2038
  • Net proceeds of approximately $2.98 billion will fund the cash consideration for the proposed acquisition of Masimo Corporation
  • Fixed rate notes must be redeemed at 101% of principal plus accrued interest if the Masimo acquisition is not completed by November 16, 2026
  • The notes are unsecured obligations and rank equally with Danaher's other unsecured senior debt
  • Payments will be made in euro, with conversion to USD if euro becomes unavailable

Financial Impact

Increases Danaher's total debt from $18.48 billion to $22.02 billion (as adjusted), funding a $9.9 billion acquisition of Masimo

debtcash flowdilution

Risk Factors

  • Acquisition risk: If the Masimo acquisition fails to close by the deadline, Danaher must redeem $2.5 billion in fixed rate notes at 101% of principal
  • Currency risk: Notes are denominated in euro, exposing investors to EUR/USD exchange rate fluctuations
  • Interest rate risk: The floating rate notes are exposed to changes in 3-month EURIBOR plus 0.380%

Market Snapshot

Price
$178.68
Volume
100
Exchange
NYSE
Sector
Industrial Instruments For Measurement, Display, and Control
Analyst Consensus
87% bullish (30 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
424B5 Filing (Primary)0001193125-26-173731
Document: d148579dexfilingfees.htm0001193125-26-173731
Document: 0001193125-26-173731-index-headers.html0001193125-26-173731
Document: 0001193125-26-173731-index.html0001193125-26-173731
Document: 0001193125-26-173731.txt0001193125-26-173731
7 reports for DHR
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +3.16%May 1, 2026
Filters
Rows
Reports for DHR — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$204.69 $189.99▼ −7.18%▼ −7.81%$183.53 (−10.34%)
May 27, 2026
13d ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$172.76 $176.11▼ −1.94%▼ −0.73%$183.53 (−6.24%)
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$204.69 $189.99▼ −7.18%▼ −7.81%$183.53 (−10.34%)
Apr 23, 2026
6w ago
424B5
NEUTRAL ★ 5/10
$177.12 $178.95▲ +1.03%▲ +0.13%$183.53 (+3.62%)
Apr 22, 2026
6w ago
424B5
NEUTRAL ★ 5/10
$184.00 $177.94▼ −3.29%▼ −3.35%$183.53 (−0.25%)
Apr 17, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$194.24 $177.12▼ −8.81%▼ −9.37%$183.53 (−5.51%)
Mar 25, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$186.98 $190.72▲ +2.00%▲ +2.24%$183.53 (−1.84%)
Showing 7 of 7

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