Core Insights - Thermo Fisher Scientific Inc. (TMO) is set to release its fourth-quarter 2025 results on January 29, with earnings per share (EPS) expected to be $6.44, reflecting a 5.6% growth year-over-year [1][2][9] Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for TMO's revenues is $11.95 billion, indicating a 4.9% increase from the same quarter last year [2][9] - TMO's earnings have consistently beaten estimates in the past four quarters, with an average surprise of 2.95% [1] Group 2: Segment Performance - The Analytical Instruments segment is anticipated to generate strong sales, particularly from electron microscopy and chromatography and mass spectrometry businesses [4] - The Life-Science Solutions segment is expected to report $2.89 billion in revenues, representing an 11.1% year-over-year improvement, driven by growth in the bioproduction business [10] - Specialty Diagnostics sales are projected to rise by 4.8% year-over-year, supported by new FDA approvals and product launches [9][13] Group 3: Recent Developments - TMO launched several new products, including the Orbitrap Exploris EFOX Mass Detector and new formulations for plasmid DNA production, which are expected to positively impact quarterly revenues [5][7] - The acquisition of Solventum's Purification & Filtration business for approximately $4.0 billion is also anticipated to contribute favorably to TMO's performance [8] - TMO received FDA approvals for multiple diagnostic tests and launched new automated platforms, which are expected to enhance its top-line performance [11][12]

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].