Jim Cramer on Danaher: “This Stock Has Been Such a Disappointment for Me”
Danaher Corporation (NYSE:DHR) is one of the 11 stocks Jim Cramer put under the microscope recently. Highlighting the company’s history of good acquisitions and strength during uncertain times, a caller asked about the company. In response, Cramer said:
“I am horrified about what’s happening at Danaher. Everything you said is true, but the CEO, Rainer Blair, I mean, what is he doing? I mean, the guy has done nothing. This stock has been such a disappointment for me that I just have to stand, I mean, I would get on this desk right now if I were younger. I would drum up, I would scream, and I would say, Danaher, make changes now. But instead, I just said that. I think that was pretty emphatic.”
A healthcare professional in a lab coat holding a microscope and looking at a slide under the lens.
Danaher (NYSE:DHR) develops and sells products and services used in medical, scientific, and industrial applications, including technologies for bioprocessing, diagnostics, lab automation, genomic research, and clinical testing. Andvari Associates stated the following regarding Danaher Corporation (NYSE:DHR) in its Q1 2025 investor letter:
“For the handful of companies in Andvari portfolios that do make physical goods, they all share a mitigating factor: they all have above average pricing power. The source of their pricing power stems from selling products that are critical to the end user and yet are a small proportion of the customers’ total costs. They also often benefit from high switching costs. Danaher Corporation (NYSE:DHR), Mettler-Toledo, Zoetis, and IDEXX fall into this camp, as well as TransDigm.
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