CLAIM #20872 · DHR (DHR) · 2025Q2 earnings call · Jul 22, 2025 · due Dec 31, 2025
“Yeah. I mean, I think it's we feel very comfortable and confident that we are going to get all of that $150 million. I think we've probably got about half already, Scott, and the other half will come as we work through the second half.”
Rainer Blair · CEO
In context
“again, it's on the margin. You know, it's not huge, but we are we would maintain the guide for the full year for the segment. Little better in bioprocessing, maybe a touch worse in D and M. And as Rainer said, that DNM piece is very different than bioprocessing. It kind of acts almost like a life science tools business. It's something they're. Margaux: Great. Thank you. Next, we'll go to Scott Davis with Melius Research. Please go ahead. Scott Davis: Hey. Good morning, guys. And I'll echo my congrats. Rainer, you're lucky to have two rock stars with you there. Three including John. Sorry, John. Rainer Blair: I totally agree. Totally agree. Thanks, Scott. Scott Davis: Just first, just to clarify something. Is the structural cost out part of the story? Is that behind us now? Rainer Blair: Yeah. I mean, I think it's we feel very comfortable and confident that we are going to get all of that $150 million. I think we've probably got about half already, Scott, and the other half will come as we work through the second half. But I feel very comfortable. Scott Davis: Okay. And I'm actually. Just kind of curious of your view here. I mean, early-stage biotech I'm just trying to get a sense of what you think this is gonna how this is gonna play out in the next, you know, couple of years. But is this a case of where kind of, you know, AI spend is crowding out perhaps some of the opportunities? Is there pent-up demand here? I mean, just kind of, you know, are we still gonna be talking about this in twelve months, I guess, is my question. And I'm just kind of curious how you guys view the market. Rainer Blair: Well, I would say that we just look where we are today, biotech is at lower activity level but stable. You know, the investment environment has been tough here with the amount of venture capital that goes into”
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SEC filings for DHR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.