Robust Specialty Diagnostics Segment Likely to Aid TMO's Q1 Earnings

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].