CLAIM #20867 · DHR (DHR) · 2025Q2 earnings call · Jul 22, 2025 · due Dec 31, 2025
“So kind of to your first part of the question on how on bioprocessing, I think the simple answer is yes. High single digits is still our guide for the year for the bioprocessing piece.”
Matt McGrew · CFO
In context
“is morning. So I just want to talk about Bioprocess a little bit more. And I really just want to clarify your bioprocessing assumptions that are embedded into guidance. So first, you had previously told us to expect high single-digit bioprocessing revenue growth for the year. Is that still the case? Second, you got two and a half points of price in the biotech segment in Q2. What is your assumption for pricing for the second half within the segment, and what does that imply regarding volume pacing? And then third, really more to the point, it seems like you may have increased bioprocess and guidance while reducing D and M assumptions, and you kind of referenced this in your response to Mike. I just want to see if that's the case. Thank you. Matt McGrew: Maybe I'll take a first stab at it. So kind of to your first part of the question on how on bioprocessing, I think the simple answer is yes. High single digits is still our guide for the year for the bioprocessing piece. Again, just, you know, for folks, that's that $6 billion of the $7 billion in the segment. So that we are still expecting to see high single digits. I think your second question was around price and what we saw here. So I think we saw about, you know, call the first half one and a half two percent kind of prices what we saw in the segment. I think we're probably going to do roughly the same, maybe a little bit better here in the second half. From a price perspective in the segment. And so from a volume pacing perspective, which I believe you asked about as well, you know, we really know, we will see Q2 kind of step down in Q3, very traditional for us have a kind of a volume step down in Q3. You know, we do some work on some of our plants and we typically Q3 is our lowest volume quarter. A”
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SEC filings for DHR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.