Dublin, July 22, 2025 (GLOBE NEWSWIRE) -- The "Thermo Fisher Scientific Inc.: 360? Company Analysis" report has been added to ResearchAndMarkets.com's offering.This report provides a comprehensive analysis of Thermo Fisher Scientific, covering key details such as key milestones/history, product offerings, technologies, major applications and end-user industries it serves. It includes details of Thermo Fisher Scientific's ownership structure and key management. It also includes company's business segments a ...

一份最新的行业分析报告揭示了全球及中国高效液相色谱（HPLC）市场的运作状况及前景动态，时间跨度从 2025年至2031年。该报告由中智信投研究网发布，详细探讨了美国关税政策对HPLC产业的深远影响，以及这一 市场在未来几年的发展趋势。 报告首先定义了HPLC产品，并深入解析了美国关税政策的核心内容。研究指出，关税政策的调整不仅影响了全 球供应链，还迫使中国HPLC企业加快国际化步伐，以应对国内市场的饱和和全球化的机遇。报告设定了明确的 研究目标和方法，旨在分析政策影响，并为企业提出应对策略和未来规划建议。 在行业影响评估部分，报告预测了未来几年全球HPLC行业的规模趋势，并分别考虑了乐观、保守和悲观三种情 形。报告还详细分析了关税政策对中国HPLC企业的直接影响，包括成本上升、市场准入压力增加以及供应链重 构的挑战。 报告进一步分析了全球HPLC市场的企业市场占有率，提供了近三年主要企业的收入、销量及价格数据。数据显 示，全球HPLC市场集中度较高，少数领先企业占据了大部分市场份额。报告还列举了全球主要厂商的高效液相 色谱产品规格、参数及应用领域，并分析了行业的竞争程度。 报告还展望了全球HPLC产业的未来 ...

Analysts on Wall Street project that Thermo Fisher Scientific (TMO) will announce quarterly earnings of $5.22 per share in its forthcoming report, representing a decline of 2.8% year over year. Revenues are projected to reach $10.65 billion, increasing 1% from the same quarter last year.The current level reflects an upward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pro ...

Core Insights - Thermo Fisher Scientific Inc. (TMO) is expected to report second-quarter 2025 results on July 23, with revenue estimates at $10.65 billion and earnings per share (EPS) at $5.22, indicating a slight revenue increase but a decline in earnings compared to the previous year [1][8] Revenue and Earnings Estimates - The Zacks Consensus Estimate for TMO's revenues is $10.65 billion, reflecting a 1% increase from the prior-year quarter [1] - The consensus estimate for earnings is $5.22 per share, indicating a 2.8% decline from the year-ago quarter [1][8] - Estimates for second-quarter earnings have remained unchanged at $5.22 per share over the past 60 days [2] Segment Performance - The Analytical Instruments segment is projected to generate $1.84 billion in revenues, suggesting a 3.3% year-over-year growth, driven by new AI-enabled platforms [6][8] - The Life-Science Solutions segment is expected to report $2.37 billion in revenues, indicating a 0.5% growth year over year, supported by proteomics and cell therapy initiatives [9][8] - The Specialty Diagnostics segment is anticipated to achieve $1.15 billion in revenues, reflecting a 2.9% growth year over year [11] - The Laboratory Products and Services segment is expected to see revenues of $5.71 billion, suggesting a decline of 0.7% year over year [13] Product Launches and Innovations - TMO launched several cutting-edge technologies, including the Krios 5 Cryo-TEM and the Invitrogen Attune Xenith Flow Cytometer, which are expected to contribute positively to second-quarter revenues [3][4] - The company also introduced the Vulcan Automated Lab and the Transcend ultra-high performance liquid chromatography platform, enhancing efficiency in various applications [5][4] Market Position and Outlook - TMO's strong performance in the Analytical Instruments and Life-Science Solutions segments is expected to bolster its overall revenue despite challenges in the Laboratory Products and Services segment [8][10] - The company has a Zacks Rank of 4, indicating a less favorable outlook for an earnings beat this reporting cycle, with an Earnings ESP of -0.35% [14]

赛默飞世尔科技公司7月16日宣布，将扩大与赛诺菲的战略合作伙伴关系，以扩大美国药品生产规模。 交易条款未披露。根据协议，赛默飞将收购赛诺菲位于美国新泽西州里奇菲尔德的无菌生产基地，并将 继续为赛诺菲生产一系列疗法。赛默飞还将扩大该基地的使用范围，以满足制药和生物技术客户对美国 生产能力日益增长的需求。此次交易预计将于2025年下半年完成，但需满足惯例成交条件。(智通财经) ...

从金额排名看，5亿美元以上的交易均由海外大型企业发起： 值得注意的是，这些并购多集中在 疾病路径明确、渗透率仍待提升的治疗领域 ，其整合逻辑主要基于两点： 2025年上半年，医疗器械行业共披露至少25起并购事件，涵盖外资巨头主导的大型交易与本土企业对核心资产 的精准收购，交易金额从数千万人民币到百亿美元级不等。并购方向涵盖介入设备、神经调控、医美、眼科、 成像平台及数字医疗，整体反映出 产业整合、产品线协同与技术平台补位 的并行趋势。 # 高 额并购 频 现 ， 外 资 主 导大部分头部交易 # 本 土并购 集 中 于 微 型 标 的，偏重产业链整合 相比之下，中国企业的并购则更为聚焦，主要表现为： 本土并购虽金额较小，但更具"目标明确、资源高效"的特点，集中于 渠道整合、注册补充、核心部件团队/产 品并入 等策略层面。 # 细 分赛道 整 合 趋 势 显 著 依视路陆逊梯卡分别并购 Espansione Group（非接触干眼设备） 与 Cellview Imaging（超广角眼底成像） ， 延续其"临床术式+检查网络"双线布局策略。与此同时，爱美客并购REGEN Biotech，提升其在透明质酸之外 的结 ...

Core Viewpoint - The article discusses the current procurement trends and market dynamics of ICP-MS (Inductively Coupled Plasma Mass Spectrometry) instruments, highlighting the increasing demand for both imported and domestic brands in the customs sector of China [3][4][6]. Group 1: Market Overview - The ICP-MS instruments are experiencing a new wave of procurement, particularly in the customs sector, driven by the need for enhanced detection capabilities for import and export goods [3][4]. - From November 2024 to the present, there have been 44 procurement announcements for ICP-MS, totaling 45 units with a combined bid amount exceeding 56.35 million yuan [3][4]. Group 2: Regional Distribution - The East China region shows the highest demand for ICP-MS, with 25 units procured, accounting for 56% of total purchases. Key provinces include Shandong, Jiangsu, and Fujian [4]. - The South China region follows with 7 units (16%), while the Northwest region accounts for 5 units (11%) [4]. Group 3: Brand Performance - The procurement data includes 6 brands of ICP-MS, with both imported and domestic brands having equal representation. The leading imported brands are Agilent, PerkinElmer, and Thermo Fisher, while the domestic brands include Puyutech, Labtech, and Hengsheng [6][10]. - Agilent leads the market with a 48% share, followed by PerkinElmer at 26%, and Thermo Fisher at 12%. Domestic brands are also gaining traction, indicating a trend towards domestic substitution [10][13]. Group 4: Popular Models - The most popular models during the procurement period include Agilent's 7850, PerkinElmer's NexION 1100G, and Thermo Fisher's iCAP RQ Plus among imported brands. For domestic brands, Puyutech's SUPEC 7000, Labtech's LabMS 3000, and Hengsheng's iQuad 2300 are notable [14][15].

Core Insights - Thermo Fisher Scientific Inc. (TMO) is focused on growth through strategic acquisitions and product launches, while facing challenges from macroeconomic volatility and foreign currency exchange [1][9][10] Financial Performance - TMO's stock has increased by 20.6% over the past year, outperforming the industry which declined by 11.3% and the S&P 500 which gained 10.2% [2] - The company has a market capitalization of $158.1 billion and an earnings yield of 5.3%, significantly higher than the industry's -2.8% [2] - TMO has consistently surpassed earnings estimates over the past four quarters, with an average surprise of 2.3% [2] Growth Strategies - A notable acquisition includes Solventum's Purification & Filtration business for $4.1 billion, expected to enhance TMO's biologics capabilities and deliver $125 million in adjusted operating income synergies over five years [3][7] - The acquisition of Olink has strengthened TMO's position in the high-growth proteomics market [3][7] - Recent product launches include the CorEvitas Adolescent Alopecia Areata Registry and the Invitrogen EVOS S1000 Spatial Imaging System, aimed at addressing specific market needs [4][7] Research and Development - TMO is increasing its R&D investments, with a projected 51.1% rise in R&D expenses for the second quarter of 2025 [5] Financial Health - As of March 29, 2025, TMO has a long-term debt of $31.37 billion, with cash and cash equivalents totaling $5.95 billion, indicating strong liquidity [8] - The times interest earned ratio stands at 6.3%, reflecting stable solvency [8] Macroeconomic Challenges - TMO is facing macroeconomic challenges, including geopolitical tensions and supply chain disruptions, which may impact profitability [9] - The company has experienced a 1% unfavorable effect on revenues in Q1 2025 due to currency translation from a stronger U.S. dollar [10] Earnings Estimates - The Zacks Consensus Estimate for TMO's earnings per share (EPS) has increased to $22.34, with 2025 revenue estimates at $43.71 billion, indicating a 1.9% rise from the previous year [11]

Group 1 - The analyst has over 15 years of experience in investing and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The current focus is on managing personal investments, with a strategy centered on medium-term investing in ideas that have catalysts to unlock value or short selling in the presence of downside catalysts [1] - The analyst has a generalist approach but has spent most of their career analyzing the industrial, consumer, and technology sectors, indicating higher conviction in these areas for investment [1]

导读： 2024年全球科学仪器公司CEO薪酬榜单发布，赛默飞CEO以超2亿元薪酬登顶，行业整体净利润 下滑，高管薪酬与业绩挂钩成关注焦点。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 又是一年一度"年报季"！我们推出了"2024年全球上市仪器公司财报解读"专题。 随着2024年报季落幕，一众科学仪器上市公司陆续交出上一年度业绩"成绩单"。过去一年， 行业整体承压，国际形势复杂、竞争加剧，企业利润收窄、成本攀升，降薪裁员、架构调整成 为普遍现象。在行业普遍降本增效的背景下，跨国仪器企业CEO的薪酬表现如何？仪器信息网 特此整理"2024年跨国仪器公司CEO薪酬榜"，为您揭晓。 | | | | | | 2024年13家跨国仪器企业CEO薪酬榜 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | Summary Compensation | | | | | | | CEO 薪酬 農新 | 2023 排名 | 企 ...