COMPETITIVE · MARKET STRUCTURE · USA
Danaher agrees to buy Masimo for $9.9bn cash
Yahoo
17 Feb · 1:37 PM
Change
Danaher agreed to acquire Masimo in a $9.9bn all-cash deal.
Why it matters
The deal consolidates Masimo’s Signal Extraction Technology (SET) pulse oximetry and related patient-monitoring products into Danaher’s diagnostics business, expanding Danaher’s telehealth-facing diagnostics footprint. Masimo’s customers, channel partners, and device ecosystem participants face a change in counterparty for contracting, support, and product lifecycle decisions once the transaction closes. The acquisition also reframes Masimo’s IP and litigation posture as part of a larger diagnostics platform, which can affect negotiation leverage and resource allocation around enforcement and defense. Danaher’s diagnostics segment scale (reported at $9.94bn revenue in 2025) provides a larger base for bundling and cross-selling, potentially altering procurement dynamics for health systems and telehealth providers.
Implications
- • Masimo contracts and product roadmaps become subject to Danaher integration decisions
- • Telehealth diagnostics procurement may see increased bundling across Danaher offerings
- • Masimo IP/litigation strategy may shift under Danaher ownership
- • Competitive pressure increases for standalone patient-monitoring vendors
Who is affected
- • Danaher diagnostics business unit and shareholders
- • Masimo employees, management, and shareholders
- • Hospitals, health systems, and telehealth providers using Masimo monitoring devices
- • Competing patient-monitoring and diagnostics device manufacturers
Source
Read full article on Yahoo →
Topics
Business & Markets Mergers & Acquisitions Health & Medicine Digital Health Healthcare Systems Medical Research