Thermo Fisher: The Market Is Missing The Point, This Pullback Is A Buy (Rating Update)

Thermo Fisher delivered strong Q1 results, beating expectations with revenue of $12.21B (+7% YoY) and EPS of $6.57 (+8%). I reaffirm my strong buy rating on TMO, setting a target price of $668 per share, citing resilient margins and competitive positioning. TMO's 2026 guidance calls for $46.3B-$47.2B revenue (+4-6%) and EPS of $24.22-$24.80 (+6-8%), with organic growth of 4%.

Seeking Alpha • Jan 30, 2026

Thermo Fisher beats quarterly results estimates on demand for tools from pharma clients

Thermo Fisher Scientific on Thursday beat Wall Street estimates for fourth-quarter profit and revenue on strong demand for its tools and services used in drug development by pharmaceutical clients.

Reuters • Jan 29, 2026

Thermo Fisher Scientific Discloses How Much Clario Deal Could Add To Its EPS

Thermo Fisher Scientific Inc.  (NYSE: TMO) on Thursday reported fourth-quarter 2025 adjusted earnings of $6.57 per share, beating the street view of $6.45.

Benzinga • Jan 29, 2026

Thermo Fisher stock slides on cautious profit guidance

Thermo Fisher Scientific Inc (NYSE:TMO, XETRA:TN8) delivered a fourth quarter earnings beat, but its shares moved lower as investors focused on margin pressures and cautious earnings guidance for 2026. The life sciences tools and diagnostics company guided 2026 revenue to a range of $46.3 billion to $47.2 billion, implying 4% to 6% growth and organic growth of 3% to 4%, broadly in line with consensus expectations and indicating continued modest demand across biopharma and life sciences end markets.

Proactive Investors • Jan 29, 2026

Thermo Fisher Scientific Inc. (TMO) Q4 2025 Earnings Call Transcript

Thermo Fisher Scientific Inc. (TMO) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 29, 2026

Thermo Fisher Scientific Reports Fourth Quarter and Full Year 2025 Results

WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today reported its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter and Full Year 2025 Highlights Fourth quarter revenue grew 7% to $12.21 billion. Fourth quarter GAAP diluted earnings per share (EPS) grew 9% to $5.21. Fourth quarter adjusted EPS grew 8% to $6.57. Full year revenue grew 4% to $44.56 billion. Full year GAAP diluted earning.

Business Wire • Jan 29, 2026

Thermo Fisher Scientific (TMO) Beats Q4 Earnings and Revenue Estimates

Thermo Fisher Scientific (TMO) came out with quarterly earnings of $6.57 per share, beating the Zacks Consensus Estimate of $6.43 per share. This compares to earnings of $6.1 per share a year ago.

Zacks Investment Research • Jan 29, 2026

Thermo Fisher's Q4 Earnings & Revenues Top Estimates, Stock Climbs

TMO beats Q4 EPS and revenue estimates, posts 7.1% sales growth, and sees shares rise after results despite margin pressure.

Zacks Investment Research • Jan 29, 2026

Thermo Fisher (TMO) Reports Q4 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Thermo Fisher (TMO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Jan 29, 2026

Countdown to Thermo Fisher (TMO) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Thermo Fisher (TMO), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.

Zacks Investment Research • Jan 26, 2026