CLAIM #20918 · DHR (DHR) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2026
“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.”
Matt McGrew · CFO
How to check this claim
Look at: Cepheid non-respiratory revenue growth rate, year-over-year
It came true if: FY2026 Cepheid non-respiratory growth in high-single to low-double digits (approximately 7%-13%)
Where: management commentary on Cepheid segment growth (10-K / earnings call disclosures)
In context
“er-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 health side, but then also kind of guiding to more flattish in 2026 versus '25 totally for Cepheid. So perhaps a little bit more granularity on that would be helpful. Matt McGrew: Yes. I mean I think we're sort of guiding to the respiratory to be flat year-over-year, which would not have sexual health in it. I think kind of we talked a little bit earlier on the question with Tycho that the outside of respiratory, which is where sexual health would res”
Verify independently
SEC filings for DHR ↗ · Claim quote is verbatim from the 2025Q3 earnings call.