导读： 近期，关税战愈演愈烈，在此背景下，我们特别盘点美国十家科学仪器企业在华的发展布局，以期洞察未来趋势。 他还着重表示，珀金埃尔默太仓工厂扩建项目已完成，新的现代化生产设施和运营平台将在现有的太仓基地附近投产，面积扩大近四倍，并将 逐步实现全品类产线转移。这将进一步提升公司在中国市场的生产和运营规模，更好地服务中国客户。珀金埃尔默将持续关注中国市场与客户 需求的变化，不断推出适应中国市场的产品和解决方案，为中国客户提供创新技术和专业服务。 特别提示 微信公众号机制调整，请点击顶部"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。 2 0 2 5年2月2 8日，胡润研究院发布《2 0 2 4在中国的美国企业特别报告》，报告共收集了7 0家标普5 0 0成分股美国企业的数据，这些企业均披露 了其在中国市场的营收数据。 样本企业在全球市场的收入总额超过2 . 5万亿美元，相当于美国2 0 2 3年GDP总和的9%。报告中不仅提及了苹 果、特斯拉、沃尔玛等知名企业，还特别关注了珀金埃尔默、r e v v it y等科学仪器领域的美国品牌。 回顾历史，自上世纪8 0年代前后，珀金埃 ...

Core Viewpoint - Analysts project that Thermo Fisher Scientific (TMO) will report quarterly earnings of $5.10 per share, reflecting a 0.2% decline year over year, with revenues expected to reach $10.25 billion, down 0.9% from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating a reassessment by covering analysts [1][2]. - Revisions to earnings estimates are crucial for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [2]. Revenue Projections - Analysts forecast 'Revenues- Laboratory Products and Biopharma Services' to reach $5.61 billion, indicating a decline of 2.1% from the prior-year quarter [4]. - 'Revenues- Specialty Diagnostics' is expected to be $1.10 billion, reflecting a decrease of 0.5% year over year [4]. - 'Revenues- Life Sciences Solutions' is projected at $2.28 billion, showing a year-over-year change of -0.3% [4]. Geographic Revenue Estimates - 'Revenues- Analytical Instruments' is expected to reach $1.73 billion, suggesting a year-over-year increase of 2.5% [5]. - 'Geographic Revenues- Customer Location- North America' is projected at $5.43 billion, indicating a decline of 1.7% year over year [5]. - 'Geographic Revenues- Customer Location- Asia-Pacific' is estimated at $1.88 billion, reflecting a growth of 0.8% [5]. - 'Geographic Revenues- Customer Location- Other regions' is expected to reach $368.42 million, indicating a year-over-year increase of 6.5% [6]. - 'Geographic Revenues- Customer Location- Europe' is projected at $2.60 billion, reflecting a decrease of 0.7% from the year-ago quarter [6]. Stock Performance - Shares of Thermo Fisher have shown a return of -15.7% over the past month, compared to a -6.3% change in the Zacks S&P 500 composite [6].

Core Viewpoint - Thermo Fisher Scientific Inc. is expected to report first-quarter 2025 results on April 23, with a consensus estimate for revenues at $10.25 billion, indicating a 0.9% decline year-over-year, and earnings per share (EPS) at $5.10, reflecting a 0.2% decline from the previous year [1][2]. Revenue Estimates - The Zacks Consensus Estimate for Thermo Fisher's first-quarter revenues is $10.25 billion, suggesting a 0.9% decline from the prior-year quarter [1]. - The Analytical Instruments segment is projected to generate $1.78 billion in revenues, indicating a 5.8% growth year-over-year [5]. - The Life-Science Solutions business is expected to report $2.16 billion in revenues, reflecting a 5.4% decline year-over-year [8]. - The Specialty Diagnostics segment is anticipated to generate $1.09 billion in revenues, suggesting a 1.6% decline year-over-year [10]. - The Laboratory Products and Services segment is expected to report revenues of $5.65 billion, down 1.2% year-over-year [12]. Factors Influencing Performance - Strong sales are anticipated in the Analytical Instruments segment, driven by electron microscopy and chromatography and mass spectrometry businesses, including the launch of the Invitrogen EVOS S1000 Spatial Imaging System [3]. - The Life-Science Solutions segment is likely to benefit from sales growth in bioproduction and biosciences, with notable developments such as the Olink Explore Platform being selected for a major human proteomics study [6]. - The bioproduction business is expected to grow due to strong adoption in the pharma and biotech sectors, supported by the introduction of the Accelerator Drug Development solution [7]. - The Specialty Diagnostics segment is expected to gain from contributions in transplant diagnostics and immunodiagnostics, along with new registry launches [9]. - The Laboratory Products and Services segment is projected to see revenue increases due to the research and safety market, with new product launches aimed at semiconductor manufacturing [11]. Estimate Revision Trend - Estimates for Thermo Fisher's first-quarter earnings have decreased by 0.2% to $5.10 per share over the past 30 days [2].

Core Insights - The article emphasizes the importance of identifying good companies at bargain prices for long-term returns and dividends in various investing climates [1] Group 1 - Grant Gigliotti, the founder of Beat The Market Analyzer, has over 20 years of experience in active investing and focuses on value investing strategies similar to those of Warren Buffett [2] - The goal is to demonstrate how to purchase companies with strong fundamentals at significant discounts from their intrinsic value [2]

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 ...

Investment Rating - The report rates Thermo Fisher as "Buy" with a target price indicating a potential upside of 31.8% [2] Core Insights - The performance of C(D)MO and life sciences upstream companies is showing positive trends, while clinical CRO companies are experiencing a decline in demand [1][4] - The overall revenue and profit growth for the tracked companies in 2024 remains under pressure, but half of them showed improvement in the second half of 2024 compared to the first half [6][7] - The demand outlook for 2025 varies significantly across different segments, with C(D)MO and life sciences upstream companies being optimistic, while clinical CRO companies maintain a cautious stance [1][4][38] Summary by Sections Profit Recovery - Profit recovery is outpacing revenue recovery, with the median and average profit growth rates for the industry in 2024 at +2.4% and +3.5%, respectively, compared to -6.2% and -7.2% in 2023 [7][24] - The average gross margin for the tracked companies decreased from 46.4% in 2022 to 41.7% in 2024, indicating pressure from demand weakness [24][25] Demand Trends - C(D)MO companies are witnessing strong commercial production demand, with Lonza and Samsung Bio reporting significant growth in their C(D)MO revenues [38][39] - Life sciences upstream companies are benefiting from the completion of inventory destocking by downstream clients, leading to a recovery in demand [39][40] 2025 Performance Guidance - C(D)MO and life sciences upstream companies are providing improved performance guidance for 2025, while clinical CRO companies are showing a notable deterioration in their outlook [1][4][39] - Lonza expects its C(D)MO revenue growth to approach 20% in 2025, while Samsung Bio anticipates a continued growth of 20-25% [1][4] Long-term Growth Support - The global healthcare financing is stabilizing, with a 1.4% year-on-year increase in 2024, marking the first positive growth since 2021 [1][4] - Pharmaceutical companies' strong free cash flow will continue to support innovation and research and development [1][4] Market Reactions - Following the 4Q24 earnings releases, stock price reactions varied significantly across different segments, with C(D)MO and clinical pre-CRO stocks performing better than life sciences upstream and clinical CRO stocks [30][31]