Company Participants Thermo Fisher Scientific Inc. (NYSE:TMO) Q1 2023 Earnings Conference Call April 26, 2023 8:30 AM ET Rafael Tejada - Vice President, Investor Relations Marc Casper - Chairman, President and Chief Executive Officer Stephen Williamson - Senior Vice President and Chief Financial Officer Conference Call Participants Jack Meehan - Nephron Research Rachel Vatnsdal - JPMorgan Derik De Bruin - Bank of America Securities Daniel Brennan - Cowen Matthew Sykes - Goldman Sachs Vijay Kumar - Evercore ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Cowen 43rd Annual Healthcare Conference March 6, 2023 9:10 AM ET Company Participants Marc N. Casper – Chairman, President and CEO Conference Call Participants Dan Brennan – Cowen Dan Brennan Pleased to be joining with me here on stage Marc Casper, Chairman, President, and CEO of Thermo Fisher. I am going to first say thank you Marc for coming. Appreciate it. And Eileen Pattinson here in the front row, so I thought Marc, maybe you can just kick it off with some openi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission file number 1-8002 THERMO FISHER SCIENTIFIC INC. (Exact name of Registrant as specified in its charter) Delaware 04-2209186 (State of incorporation) (I.R.S. Employer Identification No.) 168 Thir ...

GAAP/Non-GAAP Reconciliation and Financial Package February 1, 2023 Use of Non-GAAP Financial Measures In addition to the financial measures prepared in accordance with generally accepted accounting principles (GAAP), we use certain non-GAAP financial measures such as organic revenue growth, which is reported revenue growth, excluding the impacts of revenues from acquired/divested businesses and the effects of currency translation. We also report Core organic revenue growth, which is reported revenue growth ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Q4 2022 Earnings Conference Call February 1, 2023 8:30 AM ET Company Participants Rafael Tejada – Vice President-Investor Relations Marc Casper – Chairman, President and Chief Executive Officer Stephen Williamson – Senior Vice President and Chief Financial Officer Conference Call Participants Jack Meehan – Nephron Research Patrick Donnelly – Citi Rachel Vatnsdal – J.P. Morgan Derik de Bruin – Bank of America Dan Brennan – Cowen Vijay Kumar – Evercore ISI Dan Arias – ...

Summary of Thermo Fisher Scientific Inc. Conference Call Company Overview - **Company**: Thermo Fisher Scientific Inc. (NYSE:TMO) - **Event**: 41st Annual J.P. Morgan Healthcare Conference - **Date**: January 10, 2023 - **CEO**: Marc Casper Key Points and Arguments 1. Company Performance and Strategy - 2022 was a strong year for Thermo Fisher, with a focus on value creation for stakeholders and a sustainable long-term strategy [3][6] - The company achieved a long-term financial growth outlook of high single digits, with a 12% core growth guidance for 2022 [6][12] - The acquisition of PPD in December 2021 has been successful, contributing significantly to revenue and synergies [6][15] 2. Market Position and Growth - Thermo Fisher serves a $225 billion market with a long-term growth rate of 4% to 6%, while the company aims for 7% to 9% growth [8][9] - The pharmaceutical and biotech sector represents about 60% of revenue, with strong fundamentals and growth potential [8][12] - The company has a proven growth strategy, leveraging high-impact innovation and a disciplined capital deployment strategy [9][11] 3. Financial Performance - Over the last decade, Thermo Fisher has delivered 13% revenue growth, 17% adjusted EPS growth, and 15% free cash flow growth [12] - The company returned over $3 billion in share buybacks and $0.5 billion in dividends in the previous year [11] 4. ESG Commitment - ESG initiatives are integral to the company's strategy, focusing on environmental sustainability, social responsibility, and governance [13][17] - The company aims for a 50% reduction in carbon emissions by 2030 and has committed to using renewable energy sources [17] 5. Future Goals and Acquisitions - Goals for 2023 include gaining market share, executing capital deployment strategies, and integrating the Binding Site acquisition [18][19] - The Binding Site acquisition, focused on specialty diagnostics for blood cancers, is expected to contribute positively to adjusted EPS [19][41] 6. Market Dynamics and Resilience - The company has shown resilience in the face of macroeconomic challenges, including inflation and supply chain issues, due to its PPI Business system [16][10] - Strong performance in the biopharma sector has been attributed to the company's trusted partner status and effective customer relationships [22][26] 7. Regional Insights - China is expected to remain a fast-growing market despite recent COVID-related disruptions, with a positive long-term outlook [28] - European markets have shown strong performance, particularly in pharmaceutical and biotech sectors, despite geopolitical and economic challenges [29] 8. Instrument Market and Pricing Strategy - The analytical instruments market has seen robust growth, with strong order backlogs entering 2023 [30][32] - Pricing strategies are expected to normalize but remain elevated compared to historical averages due to inflationary pressures [32] 9. Diagnostics and Testing - The company anticipates $400 million in COVID testing revenue for 2023, with a 40% margin flow-through expected [38] 10. Integration and Future Outlook - The integration of PPD and the Binding Site is on track, with expectations for continued strong performance and synergies [15][41] - Overall, Thermo Fisher is well-positioned for continued growth and success in 2023, with a strong financial track record and market leadership [20][18] Additional Important Insights - The company emphasizes the importance of maintaining high-quality standards in manufacturing and diagnostics, especially in light of industry challenges [36] - There is a focus on expanding capabilities in real-world evidence and technology within the CRO space, indicating potential future growth areas [35]

41st Annual J.P. Morgan Healthcare Conference Marc N. Casper Chairman, President and Chief Executive Officer January 10th, 2023 The world leader in serving science 1 Safe Harbor / Non-GAAP Measures Various remarks that we may make in the following presentations about the company's future expectations, plans and prospects constitute forwardlooking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995, including statements about future revenue, financ ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Q3 2022 Earnings Conference Call October 26, 2022 8:30 AM ET Company Participants Rafael Tejada - Vice President, Investor Relations Marc Casper - Chairman, President and Chief Executive Officer Stephen Williamson - Senior Vice President and Chief Financial Officer Conference Call Participants Jack Meehan - Nephron Research Derik De Bruin - Bank of America Patrick Donnelly - Citi Vijay Kumar - Evercore ISI Dan Brennan - Cowen Rachel Vatnsdal - JPMorgan Dan Arias - St ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Q2 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants Rafael Tejada - Vice President, Investor Relations Marc Casper - Chairman, President and Chief Executive Officer Stephen Williamson - Senior Vice President and Chief Financial Officer Conference Call Participants Jack Meehan - Nephron Research Patrick Donnelly - Citi Mike Ryskin - Bank of America Rachel Vatnsdal - JPMorgan Matt Sykes - Goldman Sachs Dan Arias - Stifel Puneet Souda - SVB Se ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Q1 2022 Earnings Conference Call April 28, 2022 8:30 AM ET Company Participants Rafael Tejada – Vice President, Investor Relations Marc Casper – Chairman, President, and Chief Executive Officer Stephen Williamson – Senior Vice President and Chief Financial Officer Conference Call Participants Jack Meehan – Nephron Research Patrick Donnelly – Citi Derik De Bruin – Bank of America Tejas Savant – Morgan Stanley Vijay Kumar – Evercore Puneet Souda – SVB Leerink Securitie ...