Danaher seen as a Buy with growth set to rebound in 2027 as respiratory issues ease and bioprocessing recovers.

Danaher is rated a Buy due to expected acceleration in revenue growth by 2027, driven by fading respiratory business challenges and recovery in bioprocessing shipments. Its valuation is attractive, trading at a 12% discount to its five-year average P/E, supported by strong recurring revenues and operational efficiency. The Life Sciences segment is showing solid recovery with 5.5% core growth and margin expansion, fueled by increased pharma spending and biotech funding. Temporary delays in bioprocessing orders, with over $100 million revenue deferred to 2027, position Danaher for future growth upside.