Thermo Fisher's 2025 headwinds from tariffs and US research funding cuts are real but temporary, not reflective of structural weakness in its fundamentals. The company is mitigating trade impacts by investing $2B in US manufacturing, leveraging diversification and innovation, and expects headwinds to peak this year. Biopharma growth, strategic acquisitions, and rapid product innovation position TMO for long-term outperformance versus less diversified peers.
TMO unveils spectral-enabled Attune Xenith Flow Cytometer to streamline workflows and boost research accuracy.
Thermo Fisher launches new TruNarc analyzers to help law enforcement quickly detect 1,200+ substances, boosting field safety and drug interdiction efforts.
Thermo Fisher (TMO) reported earnings 30 days ago. What's next for the stock?
Thermo Fisher Scientific Inc. (NYSE:TMO ) BofA Securities 2025 Healthcare Conference May 13, 2025 11:40 AM ET Company Participants Marc Casper - Chairman, President & Chief Executive Officer Conference Call Participants Michael Ryskin - Bank of America Michael Ryskin To kick things off, my name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team, and I'm excited to welcome everyone to Las Vegas for our Healthcare Conference 2025 edition.
The macro environment has clearly deteriorated, with tariffs and U.S. policy weighing on short-term earnings. Management revised EPS down ~$1, but revenue guidance held as pricing and FX helped offset volume pressure. Tariff-related headwinds are expected to be fully mitigated by 2026 through supply chain adjustments.
Thermo Fisher's updated 2025 guidance shows a $1 EPS, or 4.2% hit from tariffs and government spending cuts. Thermo can mitigate the tariff issues by next year, as its scale gives it options to source from different locations. Despite short-term challenges, Thermo Fisher aims for 7-9% long-term sales growth, leveraging its diverse product range and strategic acquisitions.
TMO continues to advance its growth strategy and trusted partner status with customers in the first quarter of 2025.
Thermo Fisher Scientific (TMO) shares rose Wednesday after the lab equipment and life science solutions firm reported first-quarter results above analysts' expectations.
Thermo Fisher Scientific Inc. (NYSE:TMO ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Rafael Tejada - Vice President, Investor Relations Marc Casper - Chairman, President & Chief Executive Officer Stephen Williamson - Senior Vice President & Chief Financial Officer Conference Call Participants Michael Ryskin - Bank of America Matt Sykes - Goldman Sachs Jack Meehan - Nephron Research Rachel Vatnsdal - JPMorgan Doug Schenkel - Wolfe Research Tycho Peterson - Jefferies Operator Good morning, ladies and gentlemen, and welcome to the Thermo Fisher Scientific 2025 First Quarter Conference Call. [Operator Instructions] I would like to introduce our moderator for the call, Mr.
While the top- and bottom-line numbers for Thermo Fisher (TMO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $5.15 per share, beating the Zacks Consensus Estimate of $5.10 per share. This compares to earnings of $5.11 per share a year ago.