Dafinchi AI

MEDP

Healthcare

Cash flow from operations was $148.5 million, and net days sales outstanding was negative 65 days.
EBITDA for Q2 was $130.5 million, up 16.2% year-over-year, with a margin of 21.6%.
Ending backlog was approximately $2.9 billion, down 1.8% year-over-year.
Net income was $90.3 million, a 2.2% increase from the prior year, with diluted EPS of $3.10.
Net new business awards entering backlog increased 12.6% to $620.5 million, with a book-to-bill ratio of 1.03x.
Revenue for Q2 2025 was $603.3 million, a 14.2% year-over-year increase.
Share repurchases totaled 1.75 million shares for $518.5 million in Q2, with $826.3 million remaining under authorization.

DHR

Healthcare

Adjusted diluted net earnings per share were $1.80, up approximately 5% year-over-year.
Adjusted operating profit margin was 27.3%, flat year-over-year, driven by volume leverage, product mix, and cost management.
Biotechnology segment core revenue increased 6%, led by high single-digit growth in bioprocessing and a slight decline in discovery and medical.
Cepheid's non-respiratory molecular diagnostics grew double digits, driven by sexual health, virology, and hospital-acquired infections assays.
Diagnostics segment core revenue increased 2%, with strong growth outside China, especially in clinical diagnostics and molecular diagnostics non-respiratory revenue.
Free cash flow was $1.1 billion in the quarter and $2.2 billion in the first half, with a 143% free cash flow to net income conversion ratio year-to-date.
Life sciences segment core revenue declined 2.5%, impacted by weak academic and government demand and lower genomics consumables sales.
Second quarter sales were $5.9 billion with 1.5% core revenue growth year-over-year.

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