CLAIM #20916 · DHR (DHR) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2026
“I would expect that for Beckman for next year, I mean, we can kind of get into a little bit more details when we give the formal numbers, if you will, in January, but they've been executing very well. They've got a good new product launch in the DxI 9000. They've been outside of China, that's been a mid-single-digit growth plus -- mid-single-digit growth business. And I would expect that, that would continue as we move into next year.”
Matt McGrew · CFO
How to check this claim
Look at: Beckman Coulter Diagnostics segment revenue growth, ex-China (organic/core growth rate), fiscal year 2026
It came true if: Organic revenue growth outside China >= 4% (mid-single-digit or better)
Where: Company segment disclosures / management commentary (10-K, Q4 2025 call in January, and subsequent quarterly calls in FY2026)
In context
“ing said that, we're fairly constructive on equipment. But from a planning perspective, we thought it was prudent here to continue with what we've seen here up and through the third quarter. Tycho Peterson: Okay. That's helpful. And then maybe just flipping over to Diagnostics. I appreciate the China VBP commentary. Maybe just can you talk about what's baked in for next year for Beckman ex-VBP? Is that mid-single-digit plus? Is anything kicking in from Alzheimer's? Or is that too early? And then similarly for Cepheid away from respiratory, how do you think about the base business there next year? Matt McGrew: Yes. I mean I think it's too early for Alzheimer's, I think. I mean that's probably a longer-term play for us. I don't think we've got anything kind of built in or baked in for that. I would expect that for Beckman for next year, I mean, we can kind of get into a little bit more details when we give the formal numbers, if you will, in January, but they've been executing very well. They've got a good new product launch in the DxI 9000. They've been outside of China, that's been a mid-single-digit growth plus -- mid-single-digit growth business. And I would expect that, that would continue as we move into next year. And as far as Cepheid, again, outside of respiratory, our assumptions there will be essentially flat at $1.7 billion. And then outside of that, that's been a business that has done sort of high single, low double digits on a pretty consistent basis on nonrespiratory. I think with the installed base continuing to sort of expand and as we start to add more menu on to existing customers, I suspect that those levels are a good place to start as well. Operator: We'll take our next question from Scott Davis with Melius Research. Scott Davis: Things seem to be more stable in the last couple of quarters. It's nice to see that. But anyways. I was curious just on the mix between kind of respiratory and sexual health and Cepheid because you quoted some pretty strong growth numbers on the sexual heal”
Verify independently
SEC filings for DHR ↗ · Claim quote is verbatim from the 2025Q3 earnings call.