Danaher Corp
DHRQ4 2025(DHR Q3 FY2025)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$822.8M
AI Revenue (Q)
$173.4M
Total Revenue (Q)
$17.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (three-month period ended September 26, 2025). Total sales $6,053M. Segments: Biotechnology $1,798M, Life Sciences $1,792M, Diagnostics $2,463M. Biotechnology took $86M and Life Sciences took $15M in impairments. No AI revenue disclosure. No AI-specific mentions. DHR remains fundamentally a hardware/reagent/consumables company with some embedded software algorithms in instruments but no identifiable AI revenue stream. Conservative 1% for embedded instrument algorithms. Math: ~$61M estimated / $6,053M total = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $6,053 [three-month period ended September 26, 2025]
10-Q Q3 FY2025, Consolidated Condensed Statements of Earnings
Biotechnology $1,798; Life Sciences $1,792; Diagnostics $2,463 [three-month period ended September 26, 2025]
10-Q Q3 FY2025, Note 5 Segment Information
AI Products Identified (Ring 1)
Embedded instrument algorithms (digital pathology, flow cytometry, clinical chemistry)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Biotechnology consumables/bioprocessingLife Sciences instrumentsDiagnostics instruments
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix