Danaher Corp
DHRQ1 2024(DHR Q4 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$715.3M
AI Revenue (Q)
$56.2M
Total Revenue (Q)
$5.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2023 (derived from full-year 10-K ended December 31, 2023). Full-year continuing ops sales $23,890M. Using comparative Q1-Q3 continuing ops figures from 2024 10-Qs: Q1=$5,949M, Q2=$5,912M, Q3=$5,624M; Q4 = $23,890 - $5,949 - $5,912 - $5,624 = $6,405M. Post-Veralto separation, DHR now has 3 segments: Biotechnology $7,172M (FY), Life Sciences $7,141M (FY), Diagnostics $9,577M (FY). The 2023 10-K is the first filing to mention AI, but only as a risk factor: 'Uncertainties with respect to the development, deployment, and use of artificial intelligence in our business and products may result in harm to our business and reputation.' This is a risk disclosure, not a revenue disclosure. No AI revenue identified. Conservative 1% estimate. Math: ~$64M estimated / $6,405M total = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total Sales $23,890 [year ended December 31, 2023, continuing operations]
10-K FY2023, Note 6 Segment Information
Biotechnology $7,172; Life Sciences $7,141; Diagnostics $9,577 [full year 2023, continuing operations]
10-K FY2023, Note 6 Segment Information
Uncertainties with respect to the development, deployment, and use of artificial intelligence in our business and products may result in harm to our business and reputation
10-K FY2023, Item 1A Risk Factors summary
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