D.R. Horton reported third-quarter fiscal 2025 earnings that surpassed analyst expectations despite year-over-year declines. The homebuilder posted earnings per share of $3.36 versus an estimated $2.88, with revenue of $9.23 billion beating estimates of $8.76 billion but down 7% from the previous year. Net income fell 24% year-over-year to $1.0 billion, with a pre-tax profit of $1.4 billion and a pre-tax margin of 14.7%. The company recorded home sales revenue of $8.6 billion on 23,160 homes and declared a quarterly dividend of $0.40 per share. D.R. Horton’s full-year revenue guidance was revised to a range of $33.7 billion to $34.2 billion, with expected home closings between 85,000 and 85,500 and share repurchases projected between $4.2 billion and $4.4 billion. The company noted elevated sales incentives and a decline in average new order prices, but sales orders increased slightly with a cancellation rate reduced to 17%. Danaher Corporation posted second-quarter 2025 results with adjusted earnings per share of $1.80, exceeding estimates of $1.64, and revenue of $5.9 billion, above the $5.84 billion consensus. Net income was $555 million, down due to a 26% increase in expenses despite a 3.5% rise in sales. The company highlighted strong growth in its bioprocessing division with an 8% revenue increase and operating cash flow of $1.3 billion. Danaher raised its full-year adjusted EPS outlook to $7.70–$7.80 from a previous range of $7.60–$7.75. The company also announced that Matthew Gugino will succeed Matthew McGrew as CFO in February 2026. Thermo Fisher Scientific reported second-quarter 2025 adjusted net income of $2.026 billion and revenue of $10.86 billion, both exceeding estimates. Adjusted EPS was $5.36 versus an expected $5.22, with organic revenue growth of 2% outperforming the 0.8% estimate. The company plans to provide updated guidance during its earnings call and noted a 3% year-over-year revenue increase. Boston Scientific posted second-quarter revenue of $5.06 billion, beating estimates of $4.89 billion, with adjusted EPS of $0.75 surpassing the $0.72 consensus. Net income more than doubled year-over-year to $797 million, driven by strong demand for cardiovascular devices such as Farapulse and Watchman. The company raised its full-year adjusted EPS guidance to a range of $2.95 to $2.99 from prior estimates of $2.87 to $2.94. Shares of D.R. Horton and Boston Scientific rose in pre-market trading following their earnings reports, while Danaher shares declined slightly despite the raised guidance.
Thermo Fisher Scientific $TMO earnings today are a taste of what can happen in a healthcare stock when better than feared results happen. +11% today Danaher $DHR getting sympathy bump, too. Not as painful as $CNC and $UNH, but $TMO shareholders know painful it has been. Only https://t.co/PSFJdNL1kK
Boston Scientific Eyes Breakout On Strong Q2 Report And Guidance https://t.co/MNWtA6cVPs
$BSX +3.7% [Boston Scientific raised its 2025 profit forecast due to strong demand for heart devices like Farapulse & Watchman, which drove Q2 sales up 23% and net income to more than double. The company beat profit & revenue estimates, benefiting from robust hospital https://t.co/vtiTlnY8Qb