-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。DHRは、2026年第1四半期決算で好調な業績を報告しました。調整後EPSは2.06ドル（前年同期比9.5%増）となり、市場予想の1.94ドルを上回りました。一方、売上高は59億5,100万ドル（前年同期比3.5%増）で、市場予想の59億9,300万ドルをわずかに下回りました。バイオテクノロジー部門は引き続き主要な成長ドライバーとなり、バイオプロセス事業の好調な勢いに支えられ、コア売上高は前年同期比7.0%増となりました。これは、呼吸器疾患シーズンの閑散期による診断事業のコア売上高4.0%減を相殺するものです。経営陣は、2026年のEPSガイダンスの上限を8.35ドル～8.55ドルに引き上げ、通期のコア売上高成長率ガイダンスを前年同期比3%～6%に据え置きました。同社は先日、パルスオキシメトリーおよび患者モニタリング機器の大手プロバイダーであるマシモ社を99億ドルで買収する意向を発表しました。この買収は2026年における医療技術分野のM&A案件の中でも最大規模の一つとなり、DHRの診断製品ポートフォリオを大幅に拡大する可能性があると考えています。当社は、同社の多様なポートフォリオと、ダナハー・ビジネス・システム（DBS）を通じた卓越した事業運営能力により、市場の逆風を乗り越え、生産性向上を推進していく上で、引き続き有利な立場を維持できると確信しています。
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