MAAT INDEX

CLAIM #20883 · DHR (DHR) · 2025Q2 earnings call · Jul 22, 2025 · due Dec 31, 2025

Yeah. I would say that from a number perspective, we're still at, you know, kind of a couple hundred million dollars of exposure right now today.

Matt McGrew · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

Danaher overall. During our October earnings call. So we just want to see here how the third quarter plays out and then in October, we'll give you our preliminary thoughts on 2026. Vijay Kumar: That's helpful. Thank you, guys. Rainer Blair: Thanks, Vijay. Margaux: Next, we'll go to Puneet Souda with Leerink Partners. Please go ahead. Rainer Blair: Good morning, Puneet. Hi. Puneet Souda: Hi. Thanks, Ronald. And Matt Matt, my congrats also. Just wondering, I know you talked about tariffs, but just I want to clarify, you previously sized at about $350 million in tariff costs with room to mitigate why supply chain and optimization. Can you talk to us about the updated number there? And just given the inter-quarter changes with US-China trade and the 145 tariffs going to now 30%. Matt McGrew: Yeah. I would say that from a number perspective, we're still at, you know, kind of a couple hundred million dollars of exposure right now today. That's what we would think of. As far as versus the 350, I mean and that obviously could change in very short order as far as, you know, kind of China and the tariff there, you know, we've got a lot of different things that we can do, both internally that we have control over and then also other levers that were available to us within the quarter that we're able to use to effectively, you know, not have to charge our customers in tariff. And so we took advantage of those levers and so therefore, from our perspective, as we've always said, we plan on offsetting all the tariffs and we only plan on offsetting them. If we have to pay it, we will try and pass that along somehow someway. But if we don't pay it, we're not gonna try and pass. It off. So that was a net neutral event for us in Chin

Verify independently

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