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TMO to Report Q3 Earnings: Life Science Solutions Segment in Focus
ZACKS· 2025-10-16 13:51
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].
What to Expect From Hologic’s Next Quarterly Earnings Report
Yahoo Finance· 2025-10-16 10:10
Company Overview - Hologic, Inc. (HOLX) is a Massachusetts-based medical technology company with a market cap of $14.7 billion, specializing in women's health through diagnostic products, medical imaging systems, and surgical devices [1] Financial Performance - For fiscal Q4 2025, analysts project an adjusted EPS of $1.10, representing an 8.9% increase from $1.01 in the same quarter last year [2] - For fiscal 2025, the expected adjusted EPS is $4.24, up 3.9% year-over-year from $4.08 in fiscal 2024, with a further increase to $4.48 expected in fiscal 2026, reflecting a 5.7% year-over-year growth [3] Stock Performance - HOLX stock has declined 18% over the past 52 weeks, underperforming the S&P 500 Index, which gained 14.7%, and the Health Care Select Sector SPDR Fund, which declined by 6.7% during the same period [4] Recent Developments - On October 2, Hologic shares rose 1.3% following FDA clearance for its Panther Fusion® Gastrointestinal Bacterial and Expanded Bacterial Assays, which are designed to quickly detect common bacterial pathogens causing infectious gastroenteritis [5] Analyst Ratings - Analysts maintain a "Moderate Buy" rating for HOLX, with 20 analysts covering the stock: eight recommend "Strong Buy," two suggest "Moderate Buy," and ten advise "Hold." The mean price target of $75.25 indicates a potential upside of 12.3% from current price levels [6]
BD Announces CFO Transition Plan
Prnewswire· 2025-10-15 20:15
Core Insights - BD (Becton, Dickinson and Company) announced a transition plan for its CFO Chris DelOrefice, who will leave the company on December 5, 2025, with Vitor Roque appointed as interim CFO [1][2] - The company provided preliminary revenue results for the fourth quarter and full year of fiscal 2025, indicating strong growth despite challenges in certain segments [2][3] Transition of Leadership - Chris DelOrefice has been a key member of the Executive Leadership Team for four years, contributing to the BD 2025 strategy and portfolio transformation [2] - Vitor Roque, with two decades of experience at BD, will take over as interim CFO, ensuring a smooth transition [1][2] Preliminary Revenue Results - Fourth quarter preliminary revenue is approximately $5.9 billion, reflecting an estimated increase of 8.3% on a reported basis, 7.0% on a currency-neutral basis, and 3.9% on an organic basis [3][8] - Full year preliminary revenue is approximately $21.8 billion, representing an estimated increase of 8.2% on a reported basis, 7.7% on a currency-neutral basis, and 2.9% on an organic basis [3][8] Strategic Outlook - The company continues to navigate a dynamic macro environment, with strong growth in segments like BD Interventional, Advanced Patient Monitoring, and Medication Delivery Solutions [2] - BD plans to share more on its New BD strategy and expectations for fiscal 2026 in an upcoming earnings call [2] Financial Performance Metrics - The expected adjusted diluted earnings per share (EPS) for fiscal 2025 is projected to be at or above the midpoint of previously issued guidance [2] - The company emphasizes the use of non-GAAP financial measures to provide better insight into underlying operational performance [4][5]
TransMedics to Report Third Quarter 2025 Financial Results on October 29, 2025
Prnewswire· 2025-10-15 20:05
Core Insights - TransMedics Group, Inc. will release its financial results for Q3 2025 on October 29, 2025, after market close [1] - A conference call will be held at 4:30 p.m. ET / 1:30 p.m. PT to discuss the results [1] Company Overview - TransMedics is a leader in portable extracorporeal warm perfusion and assessment of donor organs for transplantation [2] - The company aims to address the need for more and better organs for transplantation, focusing on organ quality preservation and viability assessment [2]
These Analysts Boost Their Forecasts On Johnson & Johnson After Upbeat Q3 Earnings
Benzinga· 2025-10-15 18:04
Group 1 - Johnson & Johnson reported better-than-expected third-quarter earnings with adjusted earnings of $2.80 per share, a 15.7% increase year over year, surpassing the consensus of $2.75 [1] - The company achieved sales of $23.99 billion, reflecting a 6.8% year-over-year growth and exceeding the consensus of $23.74 billion [1] - Operational growth was recorded at 5.4%, with adjusted operational growth at 4.4% [1] Group 2 - Johnson & Johnson affirmed its fiscal year 2025 adjusted earnings guidance of $10.80-$10.90, compared to the consensus of $10.87 [2] - The company raised its sales guidance from $93.2 billion-$93.6 billion to $93.5 billion-$93.9 billion, against the consensus of $93.44 billion [2] - Johnson & Johnson announced plans to separate its Orthopedics business to enhance strategic and operational focus [2] Group 3 - Following the earnings announcement, analysts adjusted their price targets for Johnson & Johnson [3] - B of A Securities raised the price target from $198 to $204 while maintaining a Neutral rating [5] - Morgan Stanley increased its price target from $178 to $190 with an Equal-Weight rating [5] - Raymond James raised its price target from $174 to $209 while maintaining an Outperform rating [5] - Stifel increased its price target from $165 to $190 with a Hold rating [5] - Citigroup raised its price target from $213 to $215 while maintaining a Buy rating [5]
Johnson & Johnson's MedTech spin-off could boost focus, Bank of America says
Proactiveinvestors NA· 2025-10-15 16:49
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has a presence in key finance and investing hubs with bureaus and studios located in London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is committed to using technology to enhance workflows and has adopted various automation and software tools, including generative AI [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]
EssilorLuxottica acquires RetinAI, accelerating transformative AI and data-powered eye health solutions
Globenewswire· 2025-10-15 16:45
Core Insights - EssilorLuxottica has acquired Ikerian AG, operating under the RetinAI brand, to enhance its capabilities in AI and data management within eyecare [1][2] - The acquisition aims to strengthen the Group's med-tech journey by integrating advanced software that utilizes machine learning and computer vision to improve clinical workflows and patient care [1][3] Company Overview - RetinAI specializes in developing tools for collecting, processing, and grading large-scale retinal images and biomarker datasets, with its flagship platform, RetinAI Discovery, being FDA cleared and CE-marked [2] - The platform supports the diagnosis and monitoring of diseases such as age-related macular degeneration (AMD), glaucoma, and diabetic retinopathy, facilitating timely and accurate decision-making in eye disease management [2] Strategic Goals - The acquisition is part of EssilorLuxottica's broader strategy to create a digitally enabled patient journey, enhancing its ecosystem that includes eyecare, diagnostics, therapeutic innovation, and surgical excellence [3] - The integration of RetinAI's AI-powered analytics is expected to transform clinical data into actionable insights, leading to faster diagnoses and improved disease monitoring [3] Leadership Perspectives - Francesco Milleri, Chairman and CEO of EssilorLuxottica, emphasized the transformative potential of this acquisition for patient care and the healthcare industry as a whole [3] - Carlos Ciller, Chairman and CEO of RetinAI/Ikerian AG, highlighted the opportunity to scale their vision of data and AI-driven patient care through EssilorLuxottica's global reach and commitment to innovation [4]
Abbott's quarter disappoints again: We're downgrading it and considering what to do next
CNBC· 2025-10-15 16:36
Core Insights - Abbott Laboratories' shares fell 3% following a less-than-stellar Q3 performance, with revenue rising 6.9% to $11.37 billion, missing the $11.4 billion consensus estimate [1] - Organic sales, excluding Covid testing, increased by 7.5%, surpassing the 5.9% estimate [1] - Adjusted earnings per share (EPS) rose 7.4% to $1.30, aligning with expectations [1] Financial Performance - Q3 sales in three of Abbott's four main operating segments fell short of expectations, marking the second consecutive disappointing quarter [1] - Medical Devices sales grew 12.5% organically, driven by strong performance in diabetes care and other segments [1] - Established Pharmaceuticals saw a 7.1% organic increase, while emerging markets exceeded $1 billion in sales, growing 11.1% organically [1] - Diagnostics sales declined 7.8% organically, primarily due to a nearly 28% drop in rapid diagnostics [1] Market Position and Strategy - Abbott's management tightened their full-year EPS outlook to a range of $5.12 to $5.18, consistent with consensus estimates [1] - The company continues to expect full-year organic sales growth of 7.5% to 8%, excluding Covid testing [1] - Concerns were raised regarding Abbott's exposure to China's sluggish healthcare sector, prompting discussions about portfolio adjustments [1] Segment Analysis - Nutrition sales grew 4% year over year, with adult segment sales increasing 5.4% organically, led by products like Ensure and Glucerna [2] - The point of care diagnostics segment saw nearly 8% organic growth, highlighting the adoption of new tests [1] - Abbott's ongoing litigation regarding its specialized formula for premature infants remains a concern, although management stands by the product [1]
S&P 500 Health Giant Abbott Labs Skids On Mixed Report. But One Segment Shined.
Investors· 2025-10-15 14:08
Core Insights - Abbott Laboratories reported adjusted earnings of $1.30 per share on $11.37 billion in third-quarter sales, slightly missing sales expectations of $11.39 billion [1][2] - The company reaffirmed its sales guidance for 7.5% to 8% organic sales growth for the year, excluding the impact of Covid tests, and narrowed its earnings outlook to a range of $5.12 to $5.18 per share [2] Financial Performance - In the same quarter last year, Abbott earned $1.21 per share on $10.64 billion in sales, indicating a year-over-year earnings increase of approximately 7.4% and a sales increase of about 6.9% [2] - Analysts projected earnings of $5.15 per share and total sales of $44.69 billion for the year [2] Stock Market Reaction - In premarket trading, Abbott's stock fell nearly 3% to $128.94, having previously broken out of a cup-with-handle base with a buy point at $134.71 [3] - The stock is currently below the 5% chase zone and facing resistance at its 50-day moving average [3]
DIAGNOS to Present at the Centurion One Capital 3rd Annual Bahamas Summit
Newsfile· 2025-10-15 13:34
Brossard, Quebec--(Newsfile Corp. - October 15, 2025) - Diagnos Inc. (TSXV: ADK) (OTCQB: DGNOF) (FSE: 4D4A) ("DIAGNOS" or the "Corporation"), a pioneer in early detection of critical health issues using advanced technology based on Artificial Intelligence (AI), is pleased to announce it will be presenting at the Centurion One Capital 3rd Annual Bahamas Summit, a two-day invitation only event taking place at the exclusive Rosewood Baha Mar Hotel from Tuesday, October 28th to Wednesday, October 29th, 2025, i ...