丹纳赫（DHR）今日盘中股价大跌16.49%，引起了市场的广泛关注。
消息面上，公司于盘前发布了2026年第二季度财报。虽然业绩表现强劲，非GAAP每股收益和营收均超出市场预期，但公司同时下调了全年经调整的核心营收增长预期，从此前预期的同比增长3%-6%下调至3%-4%。更为关键的是，公司对第三季度的营收增速指引仅为2%-3%，显著低于第二季度的表现，这引发了投资者对公司增长动能放缓的担忧，成为股价抛售的主要诱因。
此外，公司生物技术业务部门的营收未达市场预期，且高管在财报电话会议中坦言学术及政府资金领域的拐点难以预测，增加了业务前景的不确定性。近期公司频繁进行大规模并购整合，以及多家机构下调其目标价，均加剧了市场对公司短期财务压力和增长节奏的谨慎态度。
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