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Danaher - Payout Ratio (Earnings & FCF Based)

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Danaher (DHR) – Payout Ratio Analysis (FY 2021–2025)

Metric 2021 2022 2023 2024 2025
Dividends Paid ($M) 742 818 821 768 878
Net Income ($M) 6,433 7,209 4,743 3,899 3,614
Free Cash Flow ($M) 7,064 7,367 5,781 5,296 5,260
Earnings Payout Ratio 11.5% 11.3% 17.3% 19.7% 24.3%
FCF Payout Ratio 10.5% 11.1% 14.2% 14.5% 16.7%

Key Takeaways

  • Earnings-based payout ratio has more than doubled from ~11% in 2021–22 to ~24% in 2025, primarily because net income has compressed (–44% from 2022 peak) while dividends have continued to grow.
  • FCF-based payout ratio has risen more modestly, from ~10–11% to ~17%, reflecting stronger cash generation resilience relative to accounting earnings.
  • Despite the upward trend, both ratios remain well below 50%, indicating Danaher retains substantial capacity to fund M&A, R&D, and continued dividend growth from internally generated cash.
about 4 hours ago