TMO's acquisitions and resilient pharma, biotech and diagnostics demand support growth, but currency swings and fierce competition remain risks.
Thermo Fisher Scientific Inc. (TMO) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
Thermo Fisher Scientific is reiterated as a 'buy' with a fair value estimate of $619 per share, reflecting confidence in its recovery and strategic positioning. TMO's acquisition of Clario Holdings for $8.875 billion is expected to enhance recurring revenue, accelerate organic growth, and support future AI-driven clinical trial solutions. Management guides for 3%-4% organic revenue growth and 6%-8% adjusted EPS growth in FY26, underpinned by improving biotech funding and market sentiment.
Thermo Fisher delivered strong Q1 results, beating expectations with revenue of $12.21B (+7% YoY) and EPS of $6.57 (+8%). I reaffirm my strong buy rating on TMO, setting a target price of $668 per share, citing resilient margins and competitive positioning. TMO's 2026 guidance calls for $46.3B-$47.2B revenue (+4-6%) and EPS of $24.22-$24.80 (+6-8%), with organic growth of 4%.
Thermo Fisher Scientific Inc. (TMO) Q4 2025 Earnings Call Transcript
Thermo Fisher Scientific Inc (NYSE:TMO, XETRA:TN8) delivered a fourth quarter earnings beat, but its shares moved lower as investors focused on margin pressures and cautious earnings guidance for 2026. The life sciences tools and diagnostics company guided 2026 revenue to a range of $46.3 billion to $47.2 billion, implying 4% to 6% growth and organic growth of 3% to 4%, broadly in line with consensus expectations and indicating continued modest demand across biopharma and life sciences end markets.
Although the revenue and EPS for Thermo Fisher (TMO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
TMO beats Q4 EPS and revenue estimates, posts 7.1% sales growth, and sees shares rise after results despite margin pressure.
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $6.57 per share, beating the Zacks Consensus Estimate of $6.43 per share. This compares to earnings of $6.1 per share a year ago.
Thermo Fisher Scientific on Thursday beat Wall Street estimates for fourth-quarter profit and revenue on strong demand for its tools and services used in drug development by pharmaceutical clients.
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 December 2025.
TMO heads into Q4 earnings with Specialty Diagnostics growth, fresh FDA approvals and launches that could lift results on Jan. 29.