Core Insights - Thermo Fisher exceeded analysts' expectations for third-quarter revenue and profit, driven by robust demand for its tools and technologies used in therapy development [1] Financial Performance - The company reported strong financial results, indicating a positive trend in revenue and profit growth compared to previous quarters [1] Market Demand - There is a significant increase in demand for Thermo Fisher's medical equipment, reflecting broader trends in the healthcare and biotechnology sectors [1]

Group 1 - The core point of the article is that Thermo Fisher Scientific (TMO.US) experienced a pre-market surge, rising over 3% following the announcement of its Q3 2025 net profit of $2.19 billion, which exceeded the previous year's $1.63 billion and surpassed market expectations of $1.755 billion [1] Group 2 - The company's Q3 2025 net profit was reported at $2.19 billion [1] - The previous year's net profit for the same quarter was $1.63 billion [1] - Market expectations for the Q3 2025 net profit were $1.755 billion [1]

格隆汇10月22日｜赛默飞世尔(TMO.US)2025年Q3净利润21.9亿美元，上年同期16.3亿美元，市场预期 17.55亿美元。 ...

Financial Performance - Third quarter revenue grew 5% to $11.12 billion, compared to $10.60 billion in the same quarter of 2024[6] - GAAP diluted earnings per share (EPS) was $4.27, consistent with the prior-year quarter, while adjusted EPS increased 10% to $5.79[4][8] - Organic revenue growth for the quarter was 3%[6] - GAAP operating income was $1.94 billion with an operating margin of 17.4%, compared to $1.84 billion and 17.3% in the prior year[7] - Adjusted operating income reached $2.59 billion, with an adjusted operating margin of 23.3%, up from 22.3% in the previous year[8] - Consolidated revenues for the three months ended September 27, 2025, reached $11,122 million, a 4.9% increase from $10,598 million in the same period of 2024[16] - Life Sciences Solutions segment revenues increased to $2,588 million, representing 23.3% of total revenues, compared to $2,387 million or 22.5% in the prior year[16] - Adjusted operating income for the nine months ended September 27, 2025, was $7,231 million, reflecting a margin of 22.4%, up from $6,987 million or 22.2% in 2024[23] - Net income attributable to Thermo Fisher Scientific Inc. for the nine months ended September 27, 2025, was $4,740 million, a 5.2% increase from $4,505 million in the same period of 2024[23] - Net income for the nine months ended September 27, 2025, was $4,751 million, compared to $4,514 million for the same period in 2024, reflecting an increase of 5.3%[31] Cash Flow and Assets - Free cash flow for the quarter was $1.84 billion, compared to $1.92 billion in the same quarter of 2024[15] - Free cash flow for the nine months ended September 27, 2025, was $3,319 million, down from $4,498 million in the prior year, indicating a decrease of 26.2%[31] - Total assets increased to $103,020 million as of September 27, 2025, up from $97,321 million on December 31, 2024, representing a growth of approximately 5.8%[30] - Cash and cash equivalents decreased to $1,982 million as of September 27, 2025, from $4,009 million on December 31, 2024, a decline of 50.5%[30] - The company reported a net cash used in investing activities of $4,938 million for the nine months ended September 27, 2025, compared to $5,861 million in the same period of 2024, a decrease of 15.7%[31] Liabilities - Total current liabilities rose to $14,888 million as of September 27, 2025, compared to $13,332 million at the end of 2024, marking an increase of 11.7%[30] - Long-term obligations increased to $31,857 million as of September 27, 2025, from $29,061 million at the end of 2024, representing a rise of 9.6%[30] Strategic Initiatives - The company completed acquisitions of Solventum's Filtration and Separation business and Sanofi's sterile fill-finish site, enhancing bioproduction capabilities and U.S. drug manufacturing capacity[5] - A strategic collaboration with OpenAI was established to enhance the use of artificial intelligence across operations and products[4] - The launch of innovative products included the Oncomine Dx Express Test and the Thermo Scientific Talos 12 transmission electron microscope, aimed at advancing precision medicine and structural biology research[4] Research and Development - Research and development expenses for the nine months ended September 27, 2025, were $1,041 million, consistent with 3.2% of total revenues[23] Financial Guidance and Measures - The company plans to provide updated financial guidance for 2025 during the earnings conference call[9] - The company emphasizes the importance of non-GAAP financial measures, such as organic revenue growth, to assess operational performance and financial trends[32] - The company does not provide GAAP financial measures on a forward-looking basis due to uncertainties in predicting future restructuring actions and transaction-related charges[35] - The company’s adjusted operating income and adjusted EPS metrics were not disclosed in the provided content, but these measures are used to evaluate core operating performance[33]

WILMINGTON, N.C.--(BUSINESS WIRE)--Thermo Fisher Scientific Launches Innovative Carbon Calculator to Drive Greener Clinical Trials. ...

Core Viewpoint - Thermo Fisher Scientific (TMO) is expected to report quarterly earnings of $5.50 per share, a 4.2% increase year-over-year, with revenues projected at $10.9 billion, reflecting a 2.8% year-over-year increase [1]. Earnings Estimates - The consensus EPS estimate has been revised down by 0.5% in the last 30 days, indicating a reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Forecasts - Analysts forecast 'Revenues- Laboratory Products and Biopharma Services' to reach $5.93 billion, a year-over-year increase of 3.2% [5]. - The estimate for 'Revenues- Specialty Diagnostics' is $1.16 billion, also reflecting a 3.2% year-over-year increase [5]. - 'Revenues- Life Sciences Solutions' are expected to be $2.47 billion, indicating a 3.6% year-over-year increase [5]. - 'Revenues- Analytical Instruments' are projected at $1.80 billion, showing a slight decline of 0.3% year-over-year [6]. Geographic Revenue Projections - North America revenues are expected to reach $5.74 billion, a 2.7% increase from the prior year [6]. - Asia-Pacific revenues are projected at $1.99 billion, reflecting a 3.6% year-over-year increase [6]. - Revenues from Europe are estimated to be $2.77 billion, indicating a 3.1% year-over-year increase [7]. - Revenues from other regions are expected to be $379.01 million, showing a decline of 4.5% year-over-year [7]. Stock Performance - Over the past month, Thermo Fisher shares have increased by 11.6%, outperforming the Zacks S&P 500 composite, which saw a 0.7% change [7]. - Based on its Zacks Rank 4 (Sell), TMO is expected to underperform the overall market in the upcoming period [7].

Group 1: Hong Kong Stock Market - Changfei Optical Fiber Cable (06869) fell over 4%, down more than 40% from its September peak due to declining fiber optic prices and shareholder sell-offs [1] - Solar stocks continued to decline, with Fuyao Glass (03606) down over 3%, New Special Energy (01799) down over 5%, Xinyi Solar (00968) down over 5%, and Folaite Glass (06865) down over 4%. Rumors about the establishment of a polysilicon storage platform were found to be untrue, and future installation demand remains to be observed [2] Group 2: US Stock Market - United Airlines (UAL.US) fell 5.63% after reporting third-quarter revenue slightly below market expectations [3] - TSMC (TSM.US) decreased by 1.60%, with Q3 net profit reaching a record high of 452.3 billion New Taiwan dollars [3] - Micron Technology (MU.US) rose 5.52% as Morgan Stanley upgraded its rating from "hold" to "buy" [4] Group 3: Technology and Innovation - Google (GOOGL.US) increased by 0.17% after launching a new video generation model, Veo 3.1, which improved audio output and editing control [4] - Thermo Fisher Scientific (TMO.US) rose 1.69% as it collaborates with OpenAI to enhance drug development speed and success rates [4] Group 4: Other Notable Movements - DoorDash (DASH.US) fell 2.18% after announcing a partnership with Waymo to launch autonomous delivery services [5] - Derin Holdings (01709) rose over 3% after signing a strategic cooperation agreement with Antalpha to promote digital asset business [5] - NIO-SW (09866) increased over 2% after responding to a lawsuit from a Singapore sovereign wealth fund, stating that the allegations have no factual basis [5]

Group 1 - Thermo Fisher Scientific Inc. is considered one of the best long-term investment stocks, with J.P. Morgan raising its price target from $600 to $650 while maintaining an Overweight rating [1] - The company is set to report its fiscal third-quarter results on October 22, 2025, and analysts expect a conservative outlook for life sciences tool companies in 2026 due to pending evidence for order improvement [2] - Thermo Fisher has raised its full-year guidance, expecting revenue between $43.6 billion and $44.2 billion, and adjusted EPS between $22.22 and $22.84 per share [3]

Core Viewpoint - Thermo Fisher Scientific (TMO.US) has seen a stock increase of over 2.2%, reaching $539.55, due to its collaboration with OpenAI aimed at enhancing the speed and success rate of drug development [1] Company Summary - Thermo Fisher Scientific is integrating OpenAI APIs into various areas including product development, service delivery, and customer engagement to improve efficiency in drug development [1]

Core Insights - Thermo Fisher Scientific Inc. (TMO) is set to announce its third-quarter 2025 results on October 22, with expectations of modest year-over-year growth in revenues and earnings [1][9]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for TMO's revenues is $10.89 billion, reflecting a 2.8% increase from the same quarter last year [2]. - The consensus estimate for earnings is $5.50 per share, indicating a 4.2% growth compared to the previous year's quarter [2]. Estimate Revision Trend - Over the past 30 days, estimates for TMO's third-quarter earnings have decreased by 0.2% to $5.50 per share [3]. Segment Performance Expectations - The Analytical Instruments segment is anticipated to report strong sales, with expected revenues of $1.87 billion, representing a 3.4% year-over-year growth [6]. - The Life-Science Solutions segment is projected to generate $2.41 billion in revenues, indicating a 1.2% improvement year over year [11]. - The Specialty Diagnostics segment is expected to achieve revenues of $1.18 billion, suggesting a 4.2% growth year over year [13]. - The Laboratory Products and Services segment is forecasted to report revenues of $5.89 billion, reflecting a 2.7% year-over-year growth [15]. Key Developments and Innovations - TMO launched new products in the Analytical Instruments segment, including the Scios 3 and Talos 12 electron microscopes, and the Hypulse Surface Analysis System [4][5]. - The company completed the acquisition of Solventum's Purification & Filtration business for approximately $4.0 billion, enhancing its bioproduction capabilities [7]. - New product launches in the Life-Science Solutions segment include Gibco Efficient-Pro Medium (+) Insulin and the Olink Target 48 Neurodegeneration panel [8]. - TMO received FDA approvals for several diagnostic tests, which are expected to positively impact its third-quarter performance [12]. Strategic Initiatives - TMO opened the Advanced Therapies Collaboration Center (ATxCC) in Carlsbad, CA, to support the development of cell therapies [10]. - The company expanded its manufacturing capabilities by acquiring Sanofi's sterile fill-finish and packaging site in Ridgefield, NJ [14].