STOCK TITAN

[8-K] Danaher Corporation Reports Material Event

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

AAR Corp. (FY ended 31 May 2025) reported strong top-line momentum. Consolidated sales rose $461.6 M, or 19.9%, driven mainly by commercial demand and the late-FY24 Product Support acquisition. Commercial revenue grew $338.2 M (+20.6%); government revenue increased $123.4 M (+18.1%). Segment mix: Parts Supply 40% of sales, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%.

Key portfolio moves included the sale of the Landing Gear Overhaul business to GA Telesis for $48 M, producing a $71.1 M divestiture loss, and a $2.1 M gain on exit of an Indian MRO JV. Integration of FY24’s Product Support buy and FY23’s Trax software investment is yielding cost synergies and digital upselling opportunities.

Growth pipeline: new multi-year distribution deals (Unison, Chromalloy, Ontic), an extended FTAI Aviation USM agreement (CFM56 through 2030) and two U.S. Navy P-8A support contracts. Firm backlog stands at $537.2 M (≈75% recognizable in FY26). Airframe MRO capacity is expanding via 114 k sq ft Miami and 80 k sq ft Oklahoma City hangars, targeted for service within 12-18 months (Miami slightly delayed by permitting).

Government exposure remains meaningful: U.S. government agencies and contractors accounted for $687.6 M, 24.7% of revenue. Shares outstanding on 30 Jun 2025 were 35.85 M; non-affiliate market value was ~$2.43 B (11 Nov 2024 close). Workforce totals 5,600 employees and 500 contractors.

AAR Corp. (anno fiscale terminato il 31 maggio 2025) ha riportato una forte crescita dei ricavi. Le vendite consolidate sono aumentate di 461,6 milioni di dollari, pari al 19,9%, principalmente grazie alla domanda commerciale e all'acquisizione di Product Support avvenuta verso la fine dell'anno fiscale 2024. I ricavi commerciali sono cresciuti di 338,2 milioni di dollari (+20,6%); quelli governativi sono aumentati di 123,4 milioni di dollari (+18,1%). La composizione dei segmenti è la seguente: Parts Supply 40% delle vendite, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%.

Le mosse chiave del portafoglio hanno incluso la cessione del business di revisione degli atterraggi a GA Telesis per 48 milioni di dollari, con una perdita di dismissione di 71,1 milioni di dollari, e un guadagno di 2,1 milioni di dollari dall'uscita da una joint venture indiana di MRO. L'integrazione dell'acquisizione di Product Support del FY24 e dell'investimento nel software Trax del FY23 sta generando sinergie di costo e opportunità di upselling digitale.

Pipeline di crescita: nuovi accordi di distribuzione pluriennali (Unison, Chromalloy, Ontic), estensione del contratto FTAI Aviation USM (CFM56 fino al 2030) e due contratti di supporto per il P-8A della Marina degli Stati Uniti. L'ordine fermo è pari a 537,2 milioni di dollari (circa il 75% riconoscibile nel FY26). La capacità di manutenzione MRO degli aeromobili si sta ampliando con hangar di 114.000 piedi quadrati a Miami e 80.000 piedi quadrati a Oklahoma City, previsti per l'entrata in servizio entro 12-18 mesi (leggero ritardo a Miami dovuto ai permessi).

L'esposizione governativa rimane significativa: agenzie governative statunitensi e appaltatori rappresentano 687,6 milioni di dollari, il 24,7% dei ricavi. Le azioni in circolazione al 30 giugno 2025 erano 35,85 milioni; il valore di mercato non affiliato era di circa 2,43 miliardi di dollari (chiusura 11 novembre 2024). Il personale conta 5.600 dipendenti e 500 appaltatori.

AAR Corp. (ejercicio fiscal finalizado el 31 de mayo de 2025) reportó un fuerte impulso en sus ingresos. Las ventas consolidadas aumentaron 461,6 millones de dólares, o un 19,9%, impulsadas principalmente por la demanda comercial y la adquisición de Product Support a finales del ejercicio fiscal 2024. Los ingresos comerciales crecieron 338,2 millones de dólares (+20,6%); los ingresos gubernamentales aumentaron 123,4 millones de dólares (+18,1%). Composición por segmento: Parts Supply 40% de las ventas, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%.

Movimientos clave en el portafolio incluyeron la venta del negocio de revisión de trenes de aterrizaje a GA Telesis por 48 millones de dólares, generando una pérdida por desinversión de 71,1 millones de dólares, y una ganancia de 2,1 millones de dólares por la salida de una JV de MRO en India. La integración de la compra de Product Support en el FY24 y la inversión en software Trax en el FY23 está produciendo sinergias de costos y oportunidades de ventas digitales adicionales.

Pipeline de crecimiento: nuevos acuerdos de distribución plurianuales (Unison, Chromalloy, Ontic), extensión del acuerdo FTAI Aviation USM (CFM56 hasta 2030) y dos contratos de soporte para el P-8A de la Marina de EE.UU. La cartera firme es de 537,2 millones de dólares (≈75% reconocible en el FY26). La capacidad de MRO para fuselajes se está ampliando con hangares de 114,000 pies cuadrados en Miami y 80,000 pies cuadrados en Oklahoma City, previstos para entrar en servicio en 12-18 meses (Miami ligeramente retrasado por permisos).

La exposición gubernamental sigue siendo significativa: agencias gubernamentales y contratistas de EE.UU. representaron 687,6 millones de dólares, el 24,7% de los ingresos. Las acciones en circulación al 30 de junio de 2025 fueron 35,85 millones; el valor de mercado no afiliado era aproximadamente 2,43 mil millones de dólares (cierre 11 de noviembre de 2024). La plantilla suma 5,600 empleados y 500 contratistas.

AAR Corp. (2025년 5월 31일 종료 회계연도)는 강력한 매출 성장세를 보고했습니다. 연결 매출은 4억 6,160만 달러, 19.9% 증가했으며, 이는 주로 상업 수요와 FY24 말의 Product Support 인수에 기인합니다. 상업 매출은 3억 3,820만 달러(+20.6%) 증가했고, 정부 매출은 1억 2,340만 달러(+18.1%) 증가했습니다. 부문별 매출 비중은 Parts Supply 40%, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%입니다.

주요 포트폴리오 움직임으로는 GA Telesis에 랜딩기어 오버홀 사업을 4,800만 달러에 매각하여 7,110만 달러의 처분 손실을 기록했고, 인도 MRO 합작 투자에서 210만 달러의 이익을 얻었습니다. FY24 Product Support 인수와 FY23 Trax 소프트웨어 투자 통합은 비용 시너지와 디지털 업셀링 기회를 창출하고 있습니다.

성장 파이프라인: 다년간 유통 계약(유니슨, 크로몰로이, 온틱), FTAI Aviation USM 계약 연장(CFM56 2030년까지), 미 해군 P-8A 지원 계약 2건. 확정된 수주 잔고는 5억 3,720만 달러로, 약 75%가 FY26에 인식될 예정입니다. 항공기 MRO 용량은 마이애미 11만 4천 평방피트, 오클라호마시티 8만 평방피트 규모의 격납고 확장 중이며, 12~18개월 내 서비스 시작 예정(마이애미는 허가 지연으로 약간 늦어짐).

정부 노출도 여전히 중요하며, 미국 정부 기관 및 계약자가 6억 8,760만 달러, 매출의 24.7%를 차지합니다. 2025년 6월 30일 기준 발행 주식 수는 3,585만 주이며, 비계열 시장 가치는 약 24억 3천만 달러(2024년 11월 11일 종가 기준)입니다. 직원 수는 5,600명, 계약자는 500명입니다.

AAR Corp. (exercice clos le 31 mai 2025) a enregistré une forte dynamique de chiffre d'affaires. Les ventes consolidées ont augmenté de 461,6 millions de dollars, soit 19,9%, principalement grâce à la demande commerciale et à l'acquisition de Product Support à la fin de l'exercice 2024. Les revenus commerciaux ont augmenté de 338,2 millions de dollars (+20,6%) ; les revenus gouvernementaux ont progressé de 123,4 millions de dollars (+18,1%). Répartition par segment : Parts Supply 40 % des ventes, Repair & Engineering 32 %, Integrated Solutions 25 %, Expeditionary Services 3 %.

Les mouvements clés du portefeuille ont inclus la vente de l'activité de révision des trains d'atterrissage à GA Telesis pour 48 millions de dollars, générant une perte de cession de 71,1 millions de dollars, ainsi qu'un gain de 2,1 millions de dollars suite à la sortie d'une coentreprise MRO en Inde. L'intégration de l'acquisition de Product Support en FY24 et de l'investissement dans le logiciel Trax en FY23 génère des synergies de coûts et des opportunités de ventes additionnelles numériques.

Pipeline de croissance : nouveaux contrats de distribution pluriannuels (Unison, Chromalloy, Ontic), prolongation de l'accord FTAI Aviation USM (CFM56 jusqu'en 2030) et deux contrats de support pour le P-8A de la marine américaine. Le carnet de commandes ferme s'élève à 537,2 millions de dollars (≈75 % à reconnaître en FY26). La capacité MRO pour fuselages s'élargit avec des hangars de 114 000 pieds carrés à Miami et 80 000 pieds carrés à Oklahoma City, prévus pour entrer en service dans 12 à 18 mois (Miami légèrement retardé par des autorisations).

L'exposition gouvernementale reste significative : les agences gouvernementales américaines et les contractants ont représenté 687,6 millions de dollars, soit 24,7 % du chiffre d'affaires. Le nombre d'actions en circulation au 30 juin 2025 était de 35,85 millions ; la valeur de marché hors affiliés était d'environ 2,43 milliards de dollars (clôture du 11 novembre 2024). L'effectif totalise 5 600 employés et 500 sous-traitants.

AAR Corp. (Geschäftsjahr zum 31. Mai 2025) meldete eine starke Umsatzentwicklung. Der konsolidierte Umsatz stieg um 461,6 Mio. USD bzw. 19,9%, hauptsächlich getrieben durch die kommerzielle Nachfrage und die Übernahme von Product Support Ende des Geschäftsjahres 2024. Der kommerzielle Umsatz wuchs um 338,2 Mio. USD (+20,6%); der Regierungsumsatz stieg um 123,4 Mio. USD (+18,1%). Segmentmix: Parts Supply 40 % des Umsatzes, Repair & Engineering 32 %, Integrated Solutions 25 %, Expeditionary Services 3 %.

Wichtige Portfolio-Maßnahmen umfassten den Verkauf des Landing Gear Overhaul-Geschäfts an GA Telesis für 48 Mio. USD, was einen Veräußerungsverlust von 71,1 Mio. USD verursachte, sowie einen Gewinn von 2,1 Mio. USD beim Ausstieg aus einem indischen MRO-Joint Venture. Die Integration des Product Support-Kaufs im Geschäftsjahr 24 und der Trax-Software-Investition im Geschäftsjahr 23 führt zu Kostensynergien und Chancen für digitalen Upselling.

Wachstumspipeline: neue mehrjährige Vertriebsvereinbarungen (Unison, Chromalloy, Ontic), eine Verlängerung des FTAI Aviation USM-Vertrags (CFM56 bis 2030) und zwei Support-Verträge für die US Navy P-8A. Der feste Auftragsbestand beträgt 537,2 Mio. USD (ca. 75 % davon werden im Geschäftsjahr 26 realisiert). Die MRO-Kapazität für Flugzeugzellen wird durch Hangars mit 114.000 Quadratfuß in Miami und 80.000 Quadratfuß in Oklahoma City erweitert, die innerhalb von 12-18 Monaten in Betrieb genommen werden sollen (Miami leicht verzögert durch Genehmigungen).

Die Regierungsexponierung bleibt bedeutend: US-Regierungsbehörden und Auftragnehmer machten 687,6 Mio. USD, 24,7 % des Umsatzes aus. Die ausstehenden Aktien am 30. Juni 2025 betrugen 35,85 Mio.; der nicht verbundene Marktwert lag bei ca. 2,43 Mrd. USD (Schlusskurs 11. November 2024). Die Belegschaft umfasst 5.600 Mitarbeiter und 500 Auftragnehmer.

Positive
  • Sales up 19.9% year-on-year, outpacing industry recovery.
  • $537.2 M firm backlog with high near-term conversion.
  • Multiple new long-term distribution and Navy contracts extend revenue visibility.
  • Integration of Product Support and Trax acquisitions delivering synergies and digital capabilities.
  • Airframe MRO capacity expansions in Miami and Oklahoma City support future growth.
Negative
  • $71.1 M loss on Landing Gear Overhaul divestiture impacts FY25 earnings quality.
  • Miami hangar expansion experiencing permitting delays, pushing out capacity addition.
  • Continued reliance on U.S. government spending (25% of sales) exposes company to budget risk.

Insights

TL;DR – 19.9% sales surge, contract wins, but divestiture charge trims bottom-line quality.

Revenue acceleration confirms robust aftermarket cycle and successful Product Support integration. Distribution contracts and Navy awards broaden multi-year visibility, while a $537 M backlog supports FY26 growth. However, the $71 M write-down on Landing Gear Overhaul masks underlying EBIT leverage and underscores execution risk in portfolio pruning. Facility expansions should lift long-run capacity but near-term capex and Miami delays warrant monitoring. Overall, qualitative tone remains positive with balanced risk.

TL;DR – Stable federal exposure; budget shifts remain a watch-item.

U.S. government revenue rose 19% to $688 M, buoyed by P-8A contracts and DoD logistics work. Contract structure (multi-year ID/IQ, performance-based) offers predictability, yet future appropriations or State-Department cuts could compress volumes. Backlog conversion (75% within 12 months) provides near-term cushion. No compliance red flags noted; continued large-accelerated-filer status suggests strong reporting discipline.

AAR Corp. (anno fiscale terminato il 31 maggio 2025) ha riportato una forte crescita dei ricavi. Le vendite consolidate sono aumentate di 461,6 milioni di dollari, pari al 19,9%, principalmente grazie alla domanda commerciale e all'acquisizione di Product Support avvenuta verso la fine dell'anno fiscale 2024. I ricavi commerciali sono cresciuti di 338,2 milioni di dollari (+20,6%); quelli governativi sono aumentati di 123,4 milioni di dollari (+18,1%). La composizione dei segmenti è la seguente: Parts Supply 40% delle vendite, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%.

Le mosse chiave del portafoglio hanno incluso la cessione del business di revisione degli atterraggi a GA Telesis per 48 milioni di dollari, con una perdita di dismissione di 71,1 milioni di dollari, e un guadagno di 2,1 milioni di dollari dall'uscita da una joint venture indiana di MRO. L'integrazione dell'acquisizione di Product Support del FY24 e dell'investimento nel software Trax del FY23 sta generando sinergie di costo e opportunità di upselling digitale.

Pipeline di crescita: nuovi accordi di distribuzione pluriennali (Unison, Chromalloy, Ontic), estensione del contratto FTAI Aviation USM (CFM56 fino al 2030) e due contratti di supporto per il P-8A della Marina degli Stati Uniti. L'ordine fermo è pari a 537,2 milioni di dollari (circa il 75% riconoscibile nel FY26). La capacità di manutenzione MRO degli aeromobili si sta ampliando con hangar di 114.000 piedi quadrati a Miami e 80.000 piedi quadrati a Oklahoma City, previsti per l'entrata in servizio entro 12-18 mesi (leggero ritardo a Miami dovuto ai permessi).

L'esposizione governativa rimane significativa: agenzie governative statunitensi e appaltatori rappresentano 687,6 milioni di dollari, il 24,7% dei ricavi. Le azioni in circolazione al 30 giugno 2025 erano 35,85 milioni; il valore di mercato non affiliato era di circa 2,43 miliardi di dollari (chiusura 11 novembre 2024). Il personale conta 5.600 dipendenti e 500 appaltatori.

AAR Corp. (ejercicio fiscal finalizado el 31 de mayo de 2025) reportó un fuerte impulso en sus ingresos. Las ventas consolidadas aumentaron 461,6 millones de dólares, o un 19,9%, impulsadas principalmente por la demanda comercial y la adquisición de Product Support a finales del ejercicio fiscal 2024. Los ingresos comerciales crecieron 338,2 millones de dólares (+20,6%); los ingresos gubernamentales aumentaron 123,4 millones de dólares (+18,1%). Composición por segmento: Parts Supply 40% de las ventas, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%.

Movimientos clave en el portafolio incluyeron la venta del negocio de revisión de trenes de aterrizaje a GA Telesis por 48 millones de dólares, generando una pérdida por desinversión de 71,1 millones de dólares, y una ganancia de 2,1 millones de dólares por la salida de una JV de MRO en India. La integración de la compra de Product Support en el FY24 y la inversión en software Trax en el FY23 está produciendo sinergias de costos y oportunidades de ventas digitales adicionales.

Pipeline de crecimiento: nuevos acuerdos de distribución plurianuales (Unison, Chromalloy, Ontic), extensión del acuerdo FTAI Aviation USM (CFM56 hasta 2030) y dos contratos de soporte para el P-8A de la Marina de EE.UU. La cartera firme es de 537,2 millones de dólares (≈75% reconocible en el FY26). La capacidad de MRO para fuselajes se está ampliando con hangares de 114,000 pies cuadrados en Miami y 80,000 pies cuadrados en Oklahoma City, previstos para entrar en servicio en 12-18 meses (Miami ligeramente retrasado por permisos).

La exposición gubernamental sigue siendo significativa: agencias gubernamentales y contratistas de EE.UU. representaron 687,6 millones de dólares, el 24,7% de los ingresos. Las acciones en circulación al 30 de junio de 2025 fueron 35,85 millones; el valor de mercado no afiliado era aproximadamente 2,43 mil millones de dólares (cierre 11 de noviembre de 2024). La plantilla suma 5,600 empleados y 500 contratistas.

AAR Corp. (2025년 5월 31일 종료 회계연도)는 강력한 매출 성장세를 보고했습니다. 연결 매출은 4억 6,160만 달러, 19.9% 증가했으며, 이는 주로 상업 수요와 FY24 말의 Product Support 인수에 기인합니다. 상업 매출은 3억 3,820만 달러(+20.6%) 증가했고, 정부 매출은 1억 2,340만 달러(+18.1%) 증가했습니다. 부문별 매출 비중은 Parts Supply 40%, Repair & Engineering 32%, Integrated Solutions 25%, Expeditionary Services 3%입니다.

주요 포트폴리오 움직임으로는 GA Telesis에 랜딩기어 오버홀 사업을 4,800만 달러에 매각하여 7,110만 달러의 처분 손실을 기록했고, 인도 MRO 합작 투자에서 210만 달러의 이익을 얻었습니다. FY24 Product Support 인수와 FY23 Trax 소프트웨어 투자 통합은 비용 시너지와 디지털 업셀링 기회를 창출하고 있습니다.

성장 파이프라인: 다년간 유통 계약(유니슨, 크로몰로이, 온틱), FTAI Aviation USM 계약 연장(CFM56 2030년까지), 미 해군 P-8A 지원 계약 2건. 확정된 수주 잔고는 5억 3,720만 달러로, 약 75%가 FY26에 인식될 예정입니다. 항공기 MRO 용량은 마이애미 11만 4천 평방피트, 오클라호마시티 8만 평방피트 규모의 격납고 확장 중이며, 12~18개월 내 서비스 시작 예정(마이애미는 허가 지연으로 약간 늦어짐).

정부 노출도 여전히 중요하며, 미국 정부 기관 및 계약자가 6억 8,760만 달러, 매출의 24.7%를 차지합니다. 2025년 6월 30일 기준 발행 주식 수는 3,585만 주이며, 비계열 시장 가치는 약 24억 3천만 달러(2024년 11월 11일 종가 기준)입니다. 직원 수는 5,600명, 계약자는 500명입니다.

AAR Corp. (exercice clos le 31 mai 2025) a enregistré une forte dynamique de chiffre d'affaires. Les ventes consolidées ont augmenté de 461,6 millions de dollars, soit 19,9%, principalement grâce à la demande commerciale et à l'acquisition de Product Support à la fin de l'exercice 2024. Les revenus commerciaux ont augmenté de 338,2 millions de dollars (+20,6%) ; les revenus gouvernementaux ont progressé de 123,4 millions de dollars (+18,1%). Répartition par segment : Parts Supply 40 % des ventes, Repair & Engineering 32 %, Integrated Solutions 25 %, Expeditionary Services 3 %.

Les mouvements clés du portefeuille ont inclus la vente de l'activité de révision des trains d'atterrissage à GA Telesis pour 48 millions de dollars, générant une perte de cession de 71,1 millions de dollars, ainsi qu'un gain de 2,1 millions de dollars suite à la sortie d'une coentreprise MRO en Inde. L'intégration de l'acquisition de Product Support en FY24 et de l'investissement dans le logiciel Trax en FY23 génère des synergies de coûts et des opportunités de ventes additionnelles numériques.

Pipeline de croissance : nouveaux contrats de distribution pluriannuels (Unison, Chromalloy, Ontic), prolongation de l'accord FTAI Aviation USM (CFM56 jusqu'en 2030) et deux contrats de support pour le P-8A de la marine américaine. Le carnet de commandes ferme s'élève à 537,2 millions de dollars (≈75 % à reconnaître en FY26). La capacité MRO pour fuselages s'élargit avec des hangars de 114 000 pieds carrés à Miami et 80 000 pieds carrés à Oklahoma City, prévus pour entrer en service dans 12 à 18 mois (Miami légèrement retardé par des autorisations).

L'exposition gouvernementale reste significative : les agences gouvernementales américaines et les contractants ont représenté 687,6 millions de dollars, soit 24,7 % du chiffre d'affaires. Le nombre d'actions en circulation au 30 juin 2025 était de 35,85 millions ; la valeur de marché hors affiliés était d'environ 2,43 milliards de dollars (clôture du 11 novembre 2024). L'effectif totalise 5 600 employés et 500 sous-traitants.

AAR Corp. (Geschäftsjahr zum 31. Mai 2025) meldete eine starke Umsatzentwicklung. Der konsolidierte Umsatz stieg um 461,6 Mio. USD bzw. 19,9%, hauptsächlich getrieben durch die kommerzielle Nachfrage und die Übernahme von Product Support Ende des Geschäftsjahres 2024. Der kommerzielle Umsatz wuchs um 338,2 Mio. USD (+20,6%); der Regierungsumsatz stieg um 123,4 Mio. USD (+18,1%). Segmentmix: Parts Supply 40 % des Umsatzes, Repair & Engineering 32 %, Integrated Solutions 25 %, Expeditionary Services 3 %.

Wichtige Portfolio-Maßnahmen umfassten den Verkauf des Landing Gear Overhaul-Geschäfts an GA Telesis für 48 Mio. USD, was einen Veräußerungsverlust von 71,1 Mio. USD verursachte, sowie einen Gewinn von 2,1 Mio. USD beim Ausstieg aus einem indischen MRO-Joint Venture. Die Integration des Product Support-Kaufs im Geschäftsjahr 24 und der Trax-Software-Investition im Geschäftsjahr 23 führt zu Kostensynergien und Chancen für digitalen Upselling.

Wachstumspipeline: neue mehrjährige Vertriebsvereinbarungen (Unison, Chromalloy, Ontic), eine Verlängerung des FTAI Aviation USM-Vertrags (CFM56 bis 2030) und zwei Support-Verträge für die US Navy P-8A. Der feste Auftragsbestand beträgt 537,2 Mio. USD (ca. 75 % davon werden im Geschäftsjahr 26 realisiert). Die MRO-Kapazität für Flugzeugzellen wird durch Hangars mit 114.000 Quadratfuß in Miami und 80.000 Quadratfuß in Oklahoma City erweitert, die innerhalb von 12-18 Monaten in Betrieb genommen werden sollen (Miami leicht verzögert durch Genehmigungen).

Die Regierungsexponierung bleibt bedeutend: US-Regierungsbehörden und Auftragnehmer machten 687,6 Mio. USD, 24,7 % des Umsatzes aus. Die ausstehenden Aktien am 30. Juni 2025 betrugen 35,85 Mio.; der nicht verbundene Marktwert lag bei ca. 2,43 Mrd. USD (Schlusskurs 11. November 2024). Die Belegschaft umfasst 5.600 Mitarbeiter und 500 Auftragnehmer.

false000031361600003136162025-07-222025-07-220000313616us-gaap:CommonStockMember2025-07-222025-07-220000313616dhr:A0.2SeniorNotesDue2026Member2025-07-222025-07-220000313616dhr:A2.1SeniorNotesDue2026Member2025-07-222025-07-220000313616dhr:A1.2SeniorNotesDue2027Member2025-07-222025-07-220000313616dhr:A0.45SeniorNotesDue2028Member2025-07-222025-07-220000313616dhr:A2.5SeniorNotesDue2030Member2025-07-222025-07-220000313616dhr:A0.75SeniorNotesDue2031Member2025-07-222025-07-220000313616dhr:A1.35SeniorNotesDue2039Member2025-07-222025-07-220000313616dhr:A1.8SeniorNotesDue2049Member2025-07-222025-07-22

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
__________________
FORM 8-K
__________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of report (Date of earliest event reported): July 22, 2025
__________________
dhrlogo.jpg
DANAHER CORPORATION
(Exact Name of Registrant as Specified in Its Charter)
__________________
Delaware001-0808959-1995548
(State or Other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.)
2200 Pennsylvania Avenue, N.W., 20037-1701
Suite 800W
Washington,DC
(Address of Principal Executive Offices) (Zip Code)
202-828-0850
(Registrant’s Telephone Number, Including Area Code)
Not applicable
(Former Name or Former Address, if Changed Since Last Report)
__________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))



Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common stock, $0.01 par valueDHRNew York Stock Exchange
0.200% Senior Notes due 2026DHR/26New York Stock Exchange
2.100% Senior Notes due 2026DHR 26New York Stock Exchange
1.200% Senior Notes due 2027DHR/27New York Stock Exchange
0.450% Senior Notes due 2028DHR/28New York Stock Exchange
2.500% Senior Notes due 2030DHR 30New York Stock Exchange
0.750% Senior Notes due 2031DHR/31New York Stock Exchange
1.350% Senior Notes due 2039DHR/39New York Stock Exchange
1.800% Senior Notes due 2049DHR/49New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ 






ITEM 2.02RESULTS OF OPERATIONS AND FINANCIAL CONDITION
On July 22, 2025, Danaher Corporation (“Danaher”) issued a press release announcing financial results for the quarter ended June 27, 2025. A copy of the release is furnished herewith as Exhibit 99.1 and incorporated by reference herein. This Current Report on Form 8-K and the press release attached hereto are being furnished by Danaher pursuant to Item 2.02 of Form 8-K.
This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

ITEM 9.01FINANCIAL STATEMENTS AND EXHIBITS
(c)Exhibits:
Exhibit No.  Description
99.1   
Press release — “Danaher Reports Second Quarter 2025 Results”
104 The cover page from this Current Report on Form 8-K, formatted as Inline XBRL.




SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
DANAHER CORPORATION
Date:July 21, 2025By:/s/ Matthew R. McGrew
Matthew R. McGrew
Executive Vice President and Chief Financial Officer


FAQ

How much did AAR Corp.'s (AIR) revenue grow in fiscal 2025?

Consolidated sales increased by $461.6 million, or 19.9% versus fiscal 2024.

What impact did the Landing Gear Overhaul divestiture have on AIR's results?

The sale generated $48 million in proceeds but led to a $71.1 million loss, including $14.6 million of goodwill.

What is AIR's current backlog and when will it convert to revenue?

Firm backlog is $537.2 million; management expects about 75% to be recognized in fiscal 2026.

Which segments contributed most to AIR's fiscal-year sales?

Parts Supply accounted for 40%, Repair & Engineering 32%, Integrated Solutions 25%, and Expeditionary Services 3%.

What facility expansions are underway at AIR?

New airframe MRO hangars—114 k sq ft in Miami and 80 k sq ft in Oklahoma City—are slated to open within 12-18 months.
Danaher Corporation

NYSE:DHR

DHR Rankings

DHR Latest News

DHR Latest SEC Filings

DHR Stock Data

141.52B
637.86M
11.14%
82.27%
1.14%
Diagnostics & Research
Industrial Instruments for Measurement, Display, and Control
Link
United States
WASHINGTON