Thermo Fisher said on Wednesday it would buy privately held data management company Clario for about $8.9 billion in cash and future payments, strengthening the life science firm's presence in digital health and clinical trial research.
Thermo Fisher is well-positioned for continued revenue growth driven by easing pharma uncertainty, reshoring, and recovering clinical research trends. Margins should expand through operating leverage, productivity gains from the PPI system, and AI-driven efficiency improvements. Trading slightly below historical valuation despite improving fundamentals, the stock offers attractive upside potential, supporting a continued buy rating.
Thermo Fisher Scientific stock has rebounded strongly as tariff and policy fears proved overstated, with shares up 30% since the prior low. Thermo raised 2025 revenue and EPS guidance, driven by sales growth and margin expansion. Sales are now growing year-on-year across all segments. Recent acquisitions support the US reshoring trend but are expected to be slightly dilutive until 2027. Long-term organic growth targets appear optimistic.
Thermo Fisher Scientific Inc. (NYSE:TMO ) Q3 2025 Earnings Call October 22, 2025 8:30 AM EDT Company Participants Rafael Tejada - Vice President of Investor Relations Marc Casper - Chairman, President & CEO Stephen Williamson - Senior VP & CFO Conference Call Participants Michael Ryskin - BofA Securities, Research Division Tycho Peterson - Jefferies LLC, Research Division Jack Meehan - Nephron Research LLC Daniel Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Daniel Brennan - TD Cowen, Research Division Andrew Cooper - Raymond James & Associates, Inc., Research Division Patrick Donnelly - Citigroup Inc. Exchange Research Presentation Operator Good morning, ladies and gentlemen, and welcome to the Thermo Fisher Scientific 2025 Third Quarter Conference Call. My name is Claire and I will be coordinating your call today.
While the top- and bottom-line numbers for Thermo Fisher (TMO) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TMO delivers robust Q3 results, fueled by margin growth, new launches and AI-focused strategic initiatives.
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $5.79 per share, beating the Zacks Consensus Estimate of $5.5 per share. This compares to earnings of $5.28 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Thermo Fisher (TMO), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
Thermo Fisher's Q3 results on Oct. 22 are set to spotlight gains from new launches and acquisitions across key growth segments.
Thermo Fisher Scientific Inc. J.P. Morgan CEO Call Series September 5, 2025 1:00 PM EDT Company Participants Marc Casper - Chairman, President & CEO Conference Call Participants Rachel Vatnsdal Olson - JPMorgan Chase & Co, Research Division Presentation Operator Welcome, and thank you for standing by.
TMO's growth, driven by new partnerships and strong end markets, faces challenges from macro pressures and fierce competition.
Thermo Fisher (TMO) reported earnings 30 days ago. What's next for the stock?