Company Overview - Thermo Fisher Scientific (TMO) shares increased by 8.2% to $453.55 in the last trading session, following a significant volume of trading, contrasting with an 18.5% loss over the past four weeks [1] - The company is expected to release its 2025 first-quarter financial results on April 23, with strong revenue growth anticipated across all product categories [2] Financial Expectations - The consensus earnings per share (EPS) estimate for the upcoming report is $5.11, unchanged from the previous year, while revenues are projected to be $10.25 billion, reflecting a 0.9% decrease from the year-ago quarter [3] - Despite the positive revenue growth expectations, the consensus EPS estimate has been revised marginally lower over the last 30 days, indicating a potential negative trend in earnings estimate revisions [5] Market Sentiment - Investor optimism is driven by the company's recent product launch, the Thermo Scientific Krios 5 Cryo-Transmission Electron Microscope (TEM), which is expected to enhance customer engagement [2] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a cautious outlook amidst the recent price movements [5]

4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头 赛默飞、丹纳赫 就出售其生命科学业务进行谈判。 此外，该公司还在与 沃特世、凯杰、瑞孚迪 等体量较小的潜在买家探索通过"反向莫里斯信托"免税换股方式完成交易。 早在2月6日，碧迪向外界披露了其正有条不紊地筹备拆分旗下极具价值的生命科学部门。该部门包括集成诊断解决方案（IDS）部门和生物科 学业务（BDB）部门。其中，IDS业务将保留在新的碧迪集团内。 导读： 4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪等就出售其生命科学业 务进行谈判。 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。 谁将成为最后赢家？ 如今，赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪5潜在买家率先浮出水面，不意外的，都是科学仪器行业"知名老演员"。那么，谁将成为最后赢 家？ 据悉，此次拆分是由激进投资者St a r b o a r d Va l u e推动的。他们坚信，拆分后的生命科学部门能够摆脱原有的组织架构束缚，以更加独立 ...

Thermo Fisher Scientific Inc.’s (TMO) recent slew of strategic acquisitions reflects its ongoing commitment to sustainable long-term growth. End markets play an important role as well, bolstering Thermo Fisher’s top line. Meanwhile, unfavorable foreign exchange and a fierce competitive landscape may create operational challenges for the company.In the past year, this Zacks Rank #3 (Hold) company’s shares have declined 15.5% compared with the industry’s 7.5% decline and the S&P 500 composite’s 8.3% rise.The ...

Dublin, March 28, 2025 (GLOBE NEWSWIRE) -- The "Biohazard Bags Market - Forecasts from 2025 to 2030" report has been added to ResearchAndMarkets.com's offering. The global market for biohazard bags is anticipated to exhibit a robust compound annual growth rate (CAGR) of 5.04%, as it expands from a valuation of US$616.256 million in 2025 to US$787.964 million by the end of 2030. This growth trajectory is underpinned by the recognition of the critical need for stringent biomedical waste management in healthc ...

Thermo Fisher Scientific (TMO) has unveiled the Thermo Scientific Vulcan Automated Lab, a cutting-edge solution designed to drive a new era of process development and control in semiconductor manufacturing. The seamlessly integrated system is designed to enhance productivity, increase yield and reduce operating costs for semiconductor manufacturers.The latest development, which draws on decades of the company’s Electron Microscopy (EM) innovation, will likely bolster the Analytical Instruments segment.Predi ...

2025 年 3 月 12 日 招银国际环球市场 | 睿智投资 | 行业研究 中国医药 海外 CXO/生命科学上游 2024 和 4Q24 业绩剖析：C(D)MO 和生命科学上游表现亮眼，临床 CRO 需求滑坡 我们总结了海外主要 CXO 和生命科学上游公司的 2024 和 4Q24 业绩情况，所关注的 公司涉及临床 CRO、临床前 CRO、C(D)MO 以及生命科学上游。我们跟踪公司的 24 年收入和利润增长仍然承压，但有一半的公司 2H24 业绩表现相比 1H24 出现改善。 C(D)MO 和生命科学上游公司在业绩改善、需求展望和业绩指引方面均展现出积极趋 势；而临床 CRO 公司在 24 年下半年遇到了需求滑坡，相关公司对 25 年业绩指引普 遍保守。此外，我们认为 24 年 biotech 需求并没有实质改善，这将继续压制 25 年临 床前 CRO 的业绩表现。 估值表 | | | | 市值 | 目标价 | 上行/ | | 收入 CAGR 净利润 CAGR | P/E (x) | | PEG | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Core Insights - Thermo Fisher Scientific (NYSE: TMO) reported Q4'24 and FY'24 results that exceeded analyst and market expectations, indicating strong revenue and profitability growth despite the stock being rangebound for over a year [1] Financial Performance - The company has shown consistent revenue and profitability growth, which is a positive indicator for potential investors [1] Investment Perspective - The stock has been stable in price for over a year, suggesting a potential opportunity for investors looking for quality stocks in a solid business [1]

Group 1 - The life science industry showed modest improvement throughout 2024, with expectations for ongoing progress in 2025 [4] - Thermo Fisher Scientific posted strong fourth quarter earnings and provided positive financial guidance for 2025 [4] - The company indicated that 2023 was a challenging year for the industry, but they anticipated sequential market improvement in 2024 [5] Group 2 - The company expected the markets to be slightly down for the year but aimed to continue gaining market share [5] - The management highlighted the importance of understanding the evolving market backdrop and how it influenced their performance and strategy [5]

Core Viewpoint - Trian Fund Management commends Solventum Corporation for the sale of its Purification & Filtration business to Thermo Fisher Scientific, viewing it as a significant step in the company's value creation journey [1] Group 1: Sale of Purification & Filtration Business - The sale of the Purification & Filtration business is seen as a strategic move that highlights the division's differentiated technology and material science, which are believed to be underappreciated by the market [1] - Thermo Fisher anticipates that the transaction will be accretive by $0.28, indicating strong cost synergies from the acquisition [2] - Thermo Fisher believes it can more than double the profitability of the Purification & Filtration business compared to its current profit level at Solventum, primarily through lower allocated costs [2] Group 2: Financial Performance and Growth Potential - Trian's previous communications indicated that Solventum has opportunities to optimize costs and achieve higher margins while reinvesting in growth [3] - Historically, while part of 3M, Solventum achieved 3-4% organic growth and a 26-27% EBIT margin, and Trian believes that as a standalone entity, Solventum can deliver faster growth and higher margins [4] - Trian looks forward to Solventum's Long Range Plan presentation during its investor day in March, which is expected to reflect the company's potential [4]

报名：首届全球眼科大会 | 展位有限 报名：首届全球心血管大会 | 奖项评选 报名：首届全球骨科大会 | 奖项评选 2025年2月25日，赛默飞世尔科技公司 （纽交所代码：TMO） 宣布，计划以 41亿美元现金 （ 合约 298亿人民币） 收购3M分拆公司舒万诺Solventum （纽交所代码：SOLV） 的净化和过滤业务。 受此消息影响，Solventum股价在早盘交易中上涨超过 8% ，至每股82.76美元。赛默飞世尔股价则基本 持平，报每股 536.30美元 。 Solventum的净化和过滤业务为医疗科技及其他生物和工业应用提供生产技术。2024年，该业务创造了 约 10亿美元 的收入。 # 收 购详情 合作伙伴征集：2025全球手术机器人大会 Solventum首席执行官Bryan Hanson在一份新闻稿中表示： "纯化与过滤业务的出售是我们 转型计划第三阶段的一部分 ，这是在对我们各业务的价值和战略契合度 进行深入分析后做出的决定，此次交易将 增强我们的战略聚焦和关键绩效指标，同时 降低杠杆率 并显著 强化我们的资产负债表 。这也使我们能够投资于创新、项目以及人才。" Solventum的高管计 ...