Core Viewpoint - Thermo Fisher Scientific Inc. reported strong fourth-quarter results for 2025, exceeding earnings and sales expectations, indicating robust operational performance and strategic growth initiatives [1][2]. Financial Performance - Adjusted earnings for Q4 2025 were $6.57 per share, surpassing the consensus estimate of $6.45 [1]. - Quarterly sales reached $12.22 billion, a 7% increase year-over-year, exceeding the analyst consensus of $11.95 billion [1]. - Organic revenue growth was reported at 3% [1]. Segment Performance - Life Sciences Solutions sales increased by 13.1% to $2.95 billion [3]. - Analytical Instruments sales rose by 1.3% to $2.22 billion [3]. - Specialty Diagnostics revenues reached $1.22 billion, up 5.4% [3]. - Laboratory Products and Biopharma Services sales increased by 7.5% to $6.38 billion [3]. Future Guidance - For 2026, the company projects revenue growth between 4% and 6%, with expected revenue of $46.3 billion to $47.2 billion and organic growth of 3% to 4% [4]. - Adjusted earnings for 2026 are anticipated to be between $24.22 and $24.80 per share, reflecting a 6% to 8% increase compared to the consensus of $24.61 [5]. - The pending acquisition of Clario, valued at $8.875 billion, could contribute an additional 20 to 25 cents to earnings per share in 2026 [5]. Market Reaction - Following the earnings report, Thermo Fisher Scientific shares experienced a decline of 3.20%, trading at $588.57 [5].

Core Insights - Thermo Fisher Scientific (TMO) is expected to report quarterly earnings of $6.43 per share, reflecting a 5.4% increase year-over-year, with revenues projected at $11.94 billion, a 4.8% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.1%, indicating analysts' reassessment of their initial forecasts [2]. - Changes in earnings estimates are crucial for predicting investor reactions to the stock, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Laboratory Products and Biopharma Services' at $6.15 billion, indicating a year-over-year change of +3.7% [5]. - 'Revenues- Specialty Diagnostics' is expected to reach $1.21 billion, reflecting a +4.8% change year-over-year [5]. - 'Revenues- Life Sciences Solutions' is projected at $2.89 billion, showing an increase of +11.2% from the year-ago quarter [5]. - 'Revenues- Analytical Instruments' is forecasted at $2.19 billion, indicating a slight change of +0.1% from the prior year [6]. Geographic Revenue Insights - North America is expected to generate $6.27 billion in revenues, reflecting a +6.9% year-over-year change [6]. - Asia-Pacific revenues are projected at $2.16 billion, indicating a decline of -1.8% from the previous year [7]. - Revenues from Europe are expected to reach $3.10 billion, showing a +7.2% change year-over-year [8]. - Other regions are estimated to generate $411.17 million, reflecting a -6.3% change from the year-ago quarter [7]. Organic Revenue Growth - The combined assessment suggests that 'Revenue Growth - Organic' will likely reach 2.5%, down from 4.0% in the previous year [8]. Stock Performance - Shares of Thermo Fisher have returned +7.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.2% change [8].

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].

Core Insights - Thermo Fisher Scientific reported revenue of $10.86 billion for the quarter ended June 2025, marking a year-over-year increase of 3% and a surprise of +1.94% over the Zacks Consensus Estimate of $10.65 billion [1] - The company's EPS for the same period was $5.36, slightly down from $5.37 a year ago, with an EPS surprise of +2.68% compared to the consensus estimate of $5.22 [1] Revenue Performance - Organic revenue growth was 2%, exceeding the five-analyst average estimate of 1.5% [4] - Laboratory Products and Biopharma Services generated $6 billion, surpassing the average estimate of $5.74 billion by four analysts, representing a +4.1% change year-over-year [4] - Specialty Diagnostics revenue was $1.13 billion, slightly below the average estimate of $1.15 billion, reflecting a +1.5% year-over-year change [4] - Life Sciences Solutions revenue reached $2.5 billion, exceeding the average estimate of $2.4 billion, with a +6.1% change compared to the previous year [4] - Eliminations reported $-501 million, worse than the average estimate of $-475.96 million, but showing a +6.6% change year-over-year [4] - Analytical Instruments revenue was $1.73 billion, below the average estimate of $1.79 billion, indicating a year-over-year decline of -3% [4] Stock Performance - Thermo Fisher's shares returned +5.8% over the past month, closely aligning with the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Viewpoint - Analysts project that Thermo Fisher Scientific (TMO) will report quarterly earnings of $5.22 per share, reflecting a 2.8% decline year over year, with revenues expected to reach $10.65 billion, a 1% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised upward by 0.2% over the past 30 days, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenues- Laboratory Products and Biopharma Services' at $5.74 billion, a decrease of 0.2% year over year [5]. - 'Revenues- Specialty Diagnostics' are projected to reach $1.14 billion, indicating a 2.5% increase year over year [5]. - 'Revenues- Life Sciences Solutions' are expected to be $2.40 billion, reflecting a 2.1% increase year over year [5]. - 'Revenues- Analytical Instruments' are estimated at $1.79 billion, showing a 0.7% increase year over year [6]. - 'Geographic Revenues- Customer Location- North America' is projected at $5.56 billion, a 0.5% increase from the prior year [6]. - 'Geographic Revenues- Customer Location- Asia-Pacific' is estimated at $1.98 billion, reflecting a 0.4% increase year over year [7]. - 'Geographic Revenues- Customer Location- Other regions' is expected to reach $391.38 million, indicating a 3.3% increase year over year [7]. - 'Geographic Revenues- Customer Location- Europe' is projected at $2.69 billion, suggesting a 0.9% increase year over year [8]. Stock Performance - Over the past month, shares of Thermo Fisher have returned +8.3%, outperforming the Zacks S&P 500 composite's +5.4% change [8]. - Currently, TMO holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [8].

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].