Bill Baruch, founder and president at Blue Line Capital, joins CNBC's “Halftime Report” to explain why he's buying Thermo Fisher here.
Thermo Fisher Scientific (TMO) shares took off after the maker of lab equipment and other life sciences products posted better-than-expected results and boosted its guidance, citing operational improvements and lower expected impacts from new tariffs.
Shares of Thermo Fisher Scientific Inc (NYSE:TMO, ETR:TN8) jumped nearly 12% on Wednesday morning after the company reported second-quarter results that topped Wall Street estimates, fueled by strong demand across its life sciences and diagnostics segments. The company posted revenue of $10.86 billion, surpassing analysts' expectations of $10.69 billion and marking a 3% year-over-year increase.
TMO tops Q2 estimates as new product launches and solid segment growth fuel revenue gains despite margin pressure.
Thermo Fisher Scientific Inc. (NYSE:TMO ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Marc N. Casper - Chairman, President & CEO Rafael Tejada - Vice President of Investor Relations Stephen Williamson - Senior VP & CFO Conference Call Participants Daniel Anthony Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Daniel Gregory Brennan - TD Cowen, Research Division Jack Meehan - Nephron Research LLC Michael Leonidovich Ryskin - BofA Securities, Research Division Rachel Marie Vatnsdal Olson - JPMorgan Chase & Co, Research Division Tycho W.
While the top- and bottom-line numbers for Thermo Fisher (TMO) give a sense of how the business performed in the quarter ended June 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 $5.36 per share, beating the Zacks Consensus Estimate of $5.22 per share. This compares to earnings of $5.37 per share a year ago.
Evaluate the expected performance of Thermo Fisher (TMO) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Thermo Fisher eyes second-quarter 2025 growth with new tech launches in Analytical Instruments and Life-Science Solutions segments.
Thermo Fisher (TMO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TMO's growth via acquisitions and product launches is strong, but macro pressures and FX headwinds cloud the outlook.
Thermo Fisher has good growth prospects ahead. Core pharma, biotech, and bioproduction businesses are driving growth, with US manufacturing investments and the Solventum acquisition strengthening future prospects. Margins remain under near-term pressure from tariffs and strategic investments, but productivity gains and pricing actions provide a cushion and set up for future expansion.