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CLAIM #20868 · DHR (DHR) · 2025Q2 earnings call · Jul 22, 2025 · due Dec 31, 2025

I think we're probably going to do roughly the same, maybe a little bit better here in the second half.

Matt McGrew · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
I think we're probably going to do roughly the same, maybe a little bit better here in the second half.
Reported
Core revenue in bioprocessing grew high single digits, with high single-digit growth in consumables and mid-single-digit growth in equipment.

In context

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. And you see that both in you see it really in the margins too. You'll at in bioprocessing Q2 to Q3. But then you step right back up, Q4 is our best quarter in bioprocessing. So I would expect to see the same kind of cadence on that. And then lastly, I think it was on, you know, just sort of maintaining the full margin the full guide for the year on the segment. I think that's right. I think on the margin, probably a little bit lower at D and M

Verify independently

SEC filings for DHR · Claim quote is verbatim from the 2025Q2 earnings call.