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.
Biotechnology research firm Thermo Fisher Scientific is reportedly looking to sell part of its diagnostics business amid industrywide concerns about federal cutbacks in spending on research.
TMO grapples with macro pressures, rising expenses and fierce competition, but bets on acquisitions to fuel recovery.
Thermo Fisher debuts two advanced MSs, Orbitrap Astral Zoom and Orbitrap Excedion Pro, to accelerate precision medicine and drug discovery breakthroughs.
The neutral DCF model implemented in this article suggests that Thermo Fisher is undervalued by 29.24%. Thermo Fisher has invested, on average, 16.51% of its revenues in capex between 2019 and 2024. Due to the significant investment in capex, Thermo Fisher's revenues have increased at a 12.95% CAGR between 2019 and 2024.
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.