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 ...

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。 生命科学仪器头部企业 赛默飞 世尔科技公司正以约 40亿美元（约合人民币287.24亿）的价 格出售部分诊断业务。 此举旨在优化资产组合，剥离部分增长乏力的业务板块。 该 公 司 近 期 已通过顾问机构接触多家私募股权。 | 版 权 ： 本 文 部 分 素 材 源 自 网 络 ， 版 权 归 原 作 者 所 有 ， 观 点 代 表 作 者 本 人 ， 不 代 表 本 号 立 场 | 转 载 ： 须 本 号 授 权 ， 请 联 系 主 编 | 来 源 ： 体 外 诊 断 网 金 融 界 等 报道指出，这家全球知名的科学仪器领头羊已聘请财务顾问，就其诊断业务板块(包括生产传染 病检测设备的微生物部门)寻求私募股权投资者的收购意向。 对此，赛默飞世尔没有立即回应置评请求。据了解，今年2月，该公司刚以41亿美元现金完成 了对Sol ventum(SOLV.US)纯化与过滤业务的收购。 报道称， 目前 此次资产拍卖 还不能确保达成交易，赛默飞世尔最终可能决定保留该资产。 | 责 编 ： 满 满 | 视 ...

Core Viewpoint - Thermo Fisher Scientific is considering selling part of its diagnostics business due to industry concerns over federal spending cuts on research, with a target sale price of around $4 billion [1][2]. Company Summary - The diagnostics unit of Thermo Fisher produces infectious disease testing equipment and is currently under evaluation for potential sale to private equity firms [2][3]. - The company has experienced a 20% decline in its shares this year, while competitors Danaher and Becton, Dickinson and Company have seen declines of 11% and 23%, respectively [4]. - In the first quarter, Thermo Fisher reported a year-over-year organic revenue growth of 1% [4]. - The CEO of Thermo Fisher expressed pride in the company's strong performance amid a challenging macroeconomic environment [5]. Industry Summary - The healthcare sector is facing volatility due to concerns about the impact of federal budget cuts on research funding, particularly cuts proposed by President Donald Trump to the National Institutes of Health [3]. - Becton, Dickinson and Company announced plans to separate its life sciences business, which includes a diagnostics segment, to enhance focus and value [6][7].

Key Takeaways TMO faces margin pressure from weak macro trends, supply disruptions and rising operating expenses. Foreign exchange volatility and global expansion heighten risk to Thermo Fisher's international revenues. TMO's $4.1B Solventum deal aims to boost biologics growth and deliver $125M in synergy over five years.Thermo Fisher (TMO) suffers from macroeconomic issues. Also, competitive headwinds and currency fluctuations continue to dampen top-line growth. The stock carries a Zacks Rank #4 (Sell) c ...

Core Insights - Thermo Fisher Scientific plans to sell part of its diagnostics business for $4 billion [1] Company Summary - The sale is part of Thermo Fisher's strategy to streamline operations and focus on core areas of growth [1] - The divestiture is expected to enhance the company's financial flexibility and allow for reinvestment in higher-growth segments [1] Industry Context - The diagnostics market is experiencing significant changes, with companies reassessing their portfolios to adapt to evolving healthcare demands [1] - This move reflects a broader trend in the industry where firms are divesting non-core assets to concentrate on more profitable areas [1]

Group 1 - The core point of the article is that Thermo Fisher Scientific plans to sell part of its diagnostics business for $4 billion [1] Group 2 - The sale is part of Thermo Fisher's strategy to streamline its operations and focus on core areas of growth [1]

Group 1 - The company Thermo Fisher (NYSE: TMO) has been successful in investing significant financial resources to expand its operations, dedicating an average of 16.51% of its revenues to capital expenditures [1] Group 2 - The analyst Daniel Mellado has a background in economics and statistics, with experience in analyzing agricultural commodities and managing trading and data analysis teams [1] - The trading team managed by the analyst invested in bonds, equities, and ETFs, indicating a diverse investment strategy [1] - The analyst's future contributions will focus on analysis and valuation for companies in sectors such as commodities, banking, technology, and pharmaceuticals [1]

Group 1 - Thermo Fisher Scientific is facing challenges due to disappointing guidance and increasing geopolitical tensions at the start of 2025 [1] - The company anticipates that new U.S. and Chinese tariffs will incur significant costs [1]

Company Overview - Thermo Fisher Scientific has launched the spectral-enabled Invitrogen Attune Xenith Flow Cytometer, aimed at enhancing automation and streamlining workflows for immunology and immuno-oncology researchers [1] - The company has a market capitalization of $151.80 billion and has consistently surpassed earnings estimates, with a 2.3% earnings surprise over the last four quarters [3] Product Features - The Attune Xenith Flow Cytometer utilizes core acoustic focusing technology to accelerate sample analysis, significantly reducing processing times while maintaining high sensitivity [5] - It features a clog-resistant design to minimize stoppages and sample waste, allowing for more reliable lab operations [5] - The instrument is equipped with six lasers and 51 fluorescent detectors, providing detailed insights from cellular samples [5] - Designed for extended operation without fluid changes, it maximizes lab productivity with built-in cameras, automated maintenance, and remote diagnostics [6] Market Trends - The flow cytometry market was valued at $4.68 billion in 2024 and is projected to grow at a compound annual growth rate of 8.4% through 2030, driven by increasing incidences of cancer and heightened R&D investments in biotechnology [7] Stock Performance - Following the product announcement, TMO shares increased by 0.8%, closing at $403.75, indicating positive market sentiment towards the stock [2] - Over the past three months, TMO shares have declined by 22.9%, compared to an 11.2% decline in the industry [10]

Summary of Key Points Core Viewpoint - Numerous companies are lowering their profit forecasts for 2025 due to the impact of tariffs and economic uncertainty, indicating a broader trend of caution across various industries. Group 1: Retail Sector - Abercrombie & Fitch lowered its full-year profit forecast for 2025, citing a $50 million hit from tariffs, including a 30% tariff on imports from China and a 10% tariff on other imports [1][2] - Macy's also reduced its earnings per share outlook for the year, attributing it to tariffs, moderation in consumer spending, and increased competition [3] - Target expects sales to decline throughout 2025, previously projecting a 1% growth, due to weaker spending linked to tariff uncertainties [3] Group 2: Consumer Goods and Food & Beverage - Diageo warned of a $150 million hit to annual profits in 2025 but plans to offset half of this impact through unspecified actions [4] - PepsiCo lowered its earnings forecast for 2025, facing higher supply chain costs due to tariffs and a volatile consumer environment [15] - Kraft Heinz also lowered its outlook, citing a volatile operating environment influenced by tariffs and inflation [13] Group 3: Automotive Industry - Ford expects tariffs to reduce its earnings before interest and taxes by about $1.5 billion in 2025 and has suspended its full-year guidance [8] - General Motors lowered its earnings forecast to between $10 billion and $12.5 billion, down from $13.7 billion to $15.7 billion, due to the impact of tariffs [12] - Toyota estimated a $1.25 billion profit loss in April and March due to U.S. tariffs, forecasting a nearly 21% dip in operating income through 2025 [5] Group 4: Technology and Electronics - AMD anticipates a $1.5 billion revenue loss in 2025 due to restrictions on chip shipments to China [7] - Apple expects a $900 million hit to its bottom line in the second quarter due to tariffs, complicating future predictions [10] - Logitech withdrew its outlook for the 2026 fiscal year due to ongoing tariff uncertainties [17] Group 5: Airlines and Transportation - JetBlue and Alaska Airlines both pulled their full-year guidance for 2025 due to macroeconomic uncertainty [13][17] - Delta Airlines withdrew its full-year guidance, citing broad macro uncertainty [18] - United Airlines issued a second guidance featuring significantly lower earnings for 2025, reflecting the unpredictable economic environment [17] Group 6: Miscellaneous - Steve Madden withdrew its financial guidance for 2025, facing heightened uncertainty from new tariffs [6] - Rivian lowered its targets for vehicle deliveries and capital spending for 2025 due to significant uncertainty in the global economic landscape [6] - Snap declined to issue guidance for its second quarter, citing uncertainty in macroeconomic conditions affecting advertising demand [14]