Workflow
Thermo Fisher Scientific(TMO)
icon
Search documents
Robust Specialty Diagnostics Segment Likely to Aid TMO's Q1 Earnings
ZACKS· 2025-04-16 12:35
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].
Thermo Fisher Scientific And Its Real Value
Seeking Alpha· 2025-04-14 15:27
Core Insights - The article emphasizes the importance of identifying good companies at bargain prices for long-term returns and dividends in various investing climates [1] Group 1 - Grant Gigliotti, the founder of Beat The Market Analyzer, has over 20 years of experience in active investing and focuses on value investing strategies similar to those of Warren Buffett [2] - The goal is to demonstrate how to purchase companies with strong fundamentals at significant discounts from their intrinsic value [2]
Thermo Fisher (TMO) Surges 8.2%: Is This an Indication of Further Gains?
ZACKS· 2025-04-10 10:15
Company Overview - Thermo Fisher Scientific (TMO) shares increased by 8.2% to $453.55 in the last trading session, following a significant volume of trading, contrasting with an 18.5% loss over the past four weeks [1] - The company is expected to release its 2025 first-quarter financial results on April 23, with strong revenue growth anticipated across all product categories [2] Financial Expectations - The consensus earnings per share (EPS) estimate for the upcoming report is $5.11, unchanged from the previous year, while revenues are projected to be $10.25 billion, reflecting a 0.9% decrease from the year-ago quarter [3] - Despite the positive revenue growth expectations, the consensus EPS estimate has been revised marginally lower over the last 30 days, indicating a potential negative trend in earnings estimate revisions [5] Market Sentiment - Investor optimism is driven by the company's recent product launch, the Thermo Scientific Krios 5 Cryo-Transmission Electron Microscope (TEM), which is expected to enhance customer engagement [2] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a cautious outlook amidst the recent price movements [5]
Is it Worth Retaining Thermo Fisher Stock in Your Portfolio Now?
ZACKS· 2025-04-02 12:30
Thermo Fisher Scientific Inc.’s (TMO) recent slew of strategic acquisitions reflects its ongoing commitment to sustainable long-term growth. End markets play an important role as well, bolstering Thermo Fisher’s top line. Meanwhile, unfavorable foreign exchange and a fierce competitive landscape may create operational challenges for the company.In the past year, this Zacks Rank #3 (Hold) company’s shares have declined 15.5% compared with the industry’s 7.5% decline and the S&P 500 composite’s 8.3% rise.The ...
Biohazard Bags Report 2025-2030 Featuring Thermo Fisher Scientific, Bel-Art, International Plastics, Cole-Parmer, Medegen, Tufpak, Capitol Scientific, Abdos Life Science, Tilak Polypack, Desco Medical
GlobeNewswire News Room· 2025-03-28 10:08
Dublin, March 28, 2025 (GLOBE NEWSWIRE) -- The "Biohazard Bags Market - Forecasts from 2025 to 2030" report has been added to ResearchAndMarkets.com's offering. The global market for biohazard bags is anticipated to exhibit a robust compound annual growth rate (CAGR) of 5.04%, as it expands from a valuation of US$616.256 million in 2025 to US$787.964 million by the end of 2030. This growth trajectory is underpinned by the recognition of the critical need for stringent biomedical waste management in healthc ...
TMO Stock Set to Gain From the Launch of New Vulcan Automated Lab
ZACKS· 2025-03-20 14:45
Thermo Fisher Scientific (TMO) has unveiled the Thermo Scientific Vulcan Automated Lab, a cutting-edge solution designed to drive a new era of process development and control in semiconductor manufacturing. The seamlessly integrated system is designed to enhance productivity, increase yield and reduce operating costs for semiconductor manufacturers.The latest development, which draws on decades of the company’s Electron Microscopy (EM) innovation, will likely bolster the Analytical Instruments segment.Predi ...
Thermo Fisher Scientific: Strong Q4, Strategic M&A, And Poised For Growth In Life Sciences
Seeking Alpha· 2025-03-07 04:13
Core Insights - Thermo Fisher Scientific (NYSE: TMO) reported Q4'24 and FY'24 results that exceeded analyst and market expectations, indicating strong revenue and profitability growth despite the stock being rangebound for over a year [1] Financial Performance - The company has shown consistent revenue and profitability growth, which is a positive indicator for potential investors [1] Investment Perspective - The stock has been stable in price for over a year, suggesting a potential opportunity for investors looking for quality stocks in a solid business [1]
Thermo Fisher Scientific Inc. (TMO) TD Cowen 45th Annual Health Care Conference - (Transcript)
Seeking Alpha· 2025-03-03 17:24
Group 1 - The life science industry showed modest improvement throughout 2024, with expectations for ongoing progress in 2025 [4] - Thermo Fisher Scientific posted strong fourth quarter earnings and provided positive financial guidance for 2025 [4] - The company indicated that 2023 was a challenging year for the industry, but they anticipated sequential market improvement in 2024 [5] Group 2 - The company expected the markets to be slightly down for the year but aimed to continue gaining market share [5] - The management highlighted the importance of understanding the evolving market backdrop and how it influenced their performance and strategy [5]
Thermo Fisher Scientific(TMO) - 2024 Q4 - Annual Report
2025-02-20 18:33
Financial Performance - Revenues for 2024 were $42,879 million, a slight increase of 0% compared to $42,857 million in 2023[144]. - GAAP operating income increased by 7% to $7,337 million in 2024 from $6,859 million in 2023, resulting in a GAAP operating income margin of 17.1%[144]. - Adjusted operating income (non-GAAP measure) was $9,707 million in 2024, a decrease of 1% from $9,810 million in 2023, with an adjusted operating income margin of 22.6%[144]. - Organic revenue growth was flat at 0% in 2024, with COVID-19 related product sales declining to $0.10 billion from $0.33 billion in 2023[146]. - The company reported a GAAP diluted earnings per share of $16.53 for 2024, up from $15.45 in 2023[193]. Segment Performance - Life Sciences Solutions segment revenues decreased by 3% to $9,631 million in 2024, primarily due to reduced COVID-19 related revenue[157]. - Analytical Instruments segment revenues increased by 3% to $7,463 million, driven by strong growth in the electron microscopy business[158]. - Specialty Diagnostics segment revenues grew by 2% to $4,512 million, supported by growth in immunodiagnostics and transplant diagnostics[159]. - Laboratory Products and Biopharma Services segment revenues increased by 1% to $23,157 million, with flat organic revenues due to decreased demand for COVID-19 related activities[161]. Cash Flow and Debt - The company generated free cash flow of $7,324 million in 2024, compared to $7,014 million in 2023, reflecting a year-over-year increase[175]. - As of December 31, 2024, the company's cash and cash equivalents decreased to $4,009 million from $8,077 million in 2023[172]. - Total debt as of December 31, 2024, was $31,275 million, down from $34,917 million in 2023[172]. - Net cash provided by operating activities was $8,667 million in 2024, an increase from $8,406 million in 2023[175]. Acquisitions and Investments - The company executed strategic acquisitions, including The Binding Site Group and CorEvitas, enhancing its diagnostic and biopharma service capabilities[150][151]. - The acquisition of Olink Holding AB (publ) in 2024 utilized $3,130 million in cash, contributing to the company's investing activities[179]. - The company repurchased $4,000 million of its common stock in 2024, which included 7.4 million shares[183]. - The company expects capital expenditures for property, plant, and equipment in 2025 to be between $1,400 million and $1,700 million[182]. Tax and Valuation - The company expects its GAAP effective tax rate for 2025 to be between 9% and 11%, with an adjusted tax rate of approximately 11.5%[166]. - The company's liability for unrecognized tax benefits was $0.52 billion at December 31, 2024, down from $0.54 billion at December 31, 2023[202]. - The company's tax valuation allowance decreased to $1.04 billion at December 31, 2024, from $1.32 billion at December 31, 2023[204]. Goodwill and Intangible Assets - Goodwill and indefinite-lived intangible assets totaled $45.85 billion and $1.24 billion, respectively, as of December 31, 2024[197]. - The company recorded definite-lived intangible asset impairments of $0.01 billion in 2023[201]. - The company performed quantitative goodwill impairment tests and found no impairments at the end of the tenth fiscal month of 2024[200]. - The company uses assumptions related to revenue and operating income margin growth rates for impairment testing of goodwill and indefinite-lived intangible assets[197]. Currency and Exchange Rate Impact - A 10% depreciation in year-end 2024 functional currencies relative to the U.S. dollar would reduce shareholders' equity by approximately $2.05 billion[210]. - A 10% depreciation in year-end 2024 non-functional currency exchange rates related to forward currency-exchange contracts would result in an unrealized loss of $32 million[211]. - A 10% depreciation in non-functional currency exchange rates applied to certain cash balances would negatively impact the company's net income by $16 million[212]. Credit Facilities - The company has a revolving credit facility providing up to $5,000 million, with no borrowings outstanding as of December 31, 2024[174]. - The total estimated fair value of the company's debt was $28.53 billion at December 31, 2024[208].
TMO Stock Set to Gain From The Launch of New Spatial Imaging System
ZACKS· 2025-02-13 15:16
Core Insights - Thermo Fisher Scientific has launched the Invitrogen EVOS S1000 Spatial Imaging System, which enhances fluorescent microscopy by allowing researchers to create high-quality multiplexed images of multiple samples in a few hours, facilitating advancements in spatial tissue proteomics [1][5][6] Company Developments - The EVOS S1000 system is now commercially available in the United States and Europe, providing essential tools for researchers to better understand complex biological systems and develop new treatments for various diseases [2] - Following the announcement of the new system, TMO shares experienced a decline of 1.3%, closing at $538, although the company continues to benefit from past innovations and the introduction of impactful new products [3] - Thermo Fisher has a market capitalization of $208.55 billion, with a Zacks Consensus Estimate predicting a 2.4% increase in both earnings and revenues year-over-year [4] Product Significance - The EVOS S1000 utilizes advanced spectral technology to capture images of up to 9 different targets simultaneously, reducing the need for multiple imaging rounds and preserving tissue integrity, which is crucial for developing treatments for solid tumors and neurodegenerative diseases [5][6] - The system provides detailed insights into tissue microenvironments and architecture, enabling researchers to accelerate experiments and enhance their research capabilities [6] Industry Outlook - The Spatial Proteomics market is projected to grow from $92.4 million in 2024 at a compound annual growth rate of 12.7% through 2030, driven by advancements in imaging techniques, mass spectrometry, and artificial intelligence [7]