Billionaire Lei Zhang’s 10 Stock Picks with Huge Upside Potential

7. Danaher Corporation (NYSE:DHR)

Hillhouse Capital’s stake: $3,002,284

Upside Potential: 26.77%

Number of Hedge Fund Holders: 101

Danaher Corporation (NYSE:DHR) is a global science and technology company focused on improving human health through its 15+ operating companies in biotechnology, life sciences, and diagnostics. Operating in over 50 countries, Danaher emphasizes recurring revenue, a direct sales model, and the Danaher Business System (DBS). Its strategy centers on competitive strength, smart capital allocation, and talent retention. Growth is driven by innovation, acquisitions, and portfolio optimization, with performance measured through financial and non-financial metrics.

Danaher Corporation (NYSE:DHR) saw highlighted better-than-expected performance in Q1 2025, driven by strong bioprocessing demand and elevated respiratory diagnostics at Cepheid. Revenue totaled $5.7 billion, with flat core revenue year-over-year. The company emphasized recurring revenue strength, product innovation, and resilience amid global uncertainty in its earnings call. Danaher reaffirmed its 2025 guidance with 3% core revenue growth and adjusted EPS of $7.60–$7.75, leveraging its Danaher Business System and strong financial position to navigate challenges and invest in long-term growth.

Danaher reported strong bioprocessing performance, driven by consumables growth and improving equipment demand, leading to a raised 2025 outlook. They expect high-single-digit growth, supported by strong orders and a book-to-bill above one. Tariff impacts, estimated at $350 million, are being offset through pricing actions, manufacturing shifts, and cost savings. Life Sciences guidance was reduced due to US academic and government weakness, though China remains stable outside of VBP pressures.