Thermo Fisher Scientific Inc. (TMO) BofA Securities 2025 Healthcare Conference (Transcript) |
Thermo Fisher Scientific Inc. (NYSE:TMO ) BofA Securities 2025 Healthcare Conference May 13, 2025 11:40 AM ET Company Participants Marc Casper - Chairman, President & Chief Executive Officer Conference Call Participants Michael Ryskin - Bank of America Michael Ryskin To kick things off, my name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team, and I'm excited to welcome everyone to Las Vegas for our Healthcare Conference 2025 edition. |
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2025-05-13 23:58:58 |
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Thermo Fisher: Tariffs Hit, Valuation Compensates |
The macro environment has clearly deteriorated, with tariffs and U.S. policy weighing on short-term earnings. Management revised EPS down ~$1, but revenue guidance held as pricing and FX helped offset volume pressure. Tariff-related headwinds are expected to be fully mitigated by 2026 through supply chain adjustments. |
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2025-05-13 03:54:28 |
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10 Undervalued Dividend Growth Stocks: May 2025 |
I rank a selection of undervalued dividend growth stocks in Dividend Radar and present the top ten stocks for consideration. I use two valuation screens, one based on my fair value estimate, and another comparing each stock's forward dividend yield with its 5-year average dividend yield. To rank stocks, I do a quality assessment and sort candidates by quality scores, breaking ties with additional metrics. |
seekingalpha.com |
2025-05-07 13:00:00 |
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Thermo Fisher Scientific to Present at BofA Securities 2025 Health Care Conference on May 13 |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that Marc N. Casper, chairman, president and chief executive officer, will present at the BofA Securities Health Care Conference on Tuesday, May 13, 2025 at 11:40 a.m. (ET). The live webcast of the presentation can be accessed via the Investors section of our website, www.thermofisher.com. About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in s. |
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2025-05-06 12:00:00 |
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3 Of The Cheapest High-Quality Stocks Money Can Buy |
Geopolitical risks and economic uncertainty have battered markets, but I view this turmoil as an opportunity to buy high-quality, undervalued stocks. Despite volatility and weak earnings trends, I'm focused on companies trading well below fair value, with strong fundamentals and long-term growth potential. In this article, I highlight three dirt-cheap stocks across different industries that I believe can deliver significant returns in the years ahead. |
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2025-04-30 11:30:00 |
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Baron Health Care Fund Q1 2025 Top Net Purchases And Sales |
Initiated positions in Waters Corporation, Penumbra, McKesson, Masimo, and added to UnitedHealth Group due to strong market positions and growth potential. Waters Corporation's growth driven by biopharmaceutical quality control, new regulations, and product replacement cycles, targeting high single to low double-digit revenue growth. Penumbra's mechanical thrombectomy devices target underpenetrated markets with potential FDA approval for Thunderbolt device as a growth catalyst. |
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2025-04-29 15:45:00 |
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Thermo Fisher Scientific Leverages Integrated Solutions to Accelerate the Development of Biologic Therapeutics |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific, the world leader in serving science, is employing an enhanced platform technology and a new CHO K-1 cell line that can reduce timelines to Investigational New Drug (IND) filing from 13 to nine months, helping biotech and pharmaceutical companies overcome logistical complexities within pre-clinical biologic drug development. The new CHO K-1 cell line is able to deliver up to 8g/L, providing higher protein expression levels and increased. |
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2025-04-28 12:30:00 |
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Thermo Fisher Doubles Down On US Manufacturing In $2B Expansion Plan |
Thermo Fisher Scientific Inc. TMO announced Thursday that it would invest an additional $2 billion in the U.S. over the next four years. |
benzinga.com |
2025-04-24 20:16:02 |
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Thermo Fisher Scientific: Tariff And Policy Impacts Look Priced In |
Thermo Fisher's updated 2025 guidance shows a $1 EPS, or 4.2% hit from tariffs and government spending cuts. Thermo can mitigate the tariff issues by next year, as its scale gives it options to source from different locations. Despite short-term challenges, Thermo Fisher aims for 7-9% long-term sales growth, leveraging its diverse product range and strategic acquisitions. |
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2025-04-24 12:01:32 |
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Thermo Fisher Scientific Invests to Enhance U.S. Innovation and Support Customers' Manufacturing |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, will invest an additional $2 billion in the United States over the next four years, strengthening American innovation, manufacturing and economic competitiveness across the life sciences sector. As one of the largest manufacturers of medicines in the world, Thermo Fisher enables biopharma companies to develop and produce their medicines in America. These additional investments to the. |
businesswire.com |
2025-04-24 12:00:00 |
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Thermo Fisher's Q1 Earnings Top Estimates, Revenues Beat, Stock Up |
TMO continues to advance its growth strategy and trusted partner status with customers in the first quarter of 2025. |
zacks.com |
2025-04-23 17:55:35 |
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Thermo Fisher Scientific Q1 Earnings Surpass Estimates, CEO Touts 'Strong Performance' Despite Economic Uncertainty |
Thermo Fisher Scientific Inc. TMO reported first-quarter 2025 adjusted earnings per share of $5.15 on Wednesday, beating the street view of $5.10. |
benzinga.com |
2025-04-23 16:05:52 |
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Thermo Fisher Tops Q1 Estimates in 'Uncertain Macroeconomic Environment' |
Thermo Fisher Scientific (TMO) shares rose Wednesday after the lab equipment and life science solutions firm reported first-quarter results above analysts' expectations. |
investopedia.com |
2025-04-23 15:26:15 |
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Thermo Fisher Scientific Inc. (TMO) Q1 2025 Earnings Call Transcript |
Thermo Fisher Scientific Inc. (NYSE:TMO ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Rafael Tejada - Vice President, Investor Relations Marc Casper - Chairman, President & Chief Executive Officer Stephen Williamson - Senior Vice President & Chief Financial Officer Conference Call Participants Michael Ryskin - Bank of America Matt Sykes - Goldman Sachs Jack Meehan - Nephron Research Rachel Vatnsdal - JPMorgan Doug Schenkel - Wolfe Research Tycho Peterson - Jefferies Operator Good morning, ladies and gentlemen, and welcome to the Thermo Fisher Scientific 2025 First Quarter Conference Call. [Operator Instructions] I would like to introduce our moderator for the call, Mr. |
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2025-04-23 15:16:37 |
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Thermo Fisher (TMO) Reports Q1 Earnings: What Key Metrics Have to Say |
While the top- and bottom-line numbers for Thermo Fisher (TMO) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. |
zacks.com |
2025-04-23 14:35:38 |
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Thermo Fisher Scientific (TMO) Q1 Earnings and Revenues Beat Estimates |
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $5.15 per share, beating the Zacks Consensus Estimate of $5.10 per share. This compares to earnings of $5.11 per share a year ago. |
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2025-04-23 12:10:35 |
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Buckle Up Buttercup - Here's What Every (Dividend) Investor Needs To Hear Right Now |
Trade uncertainty, Fed drama, and stretched valuations are driving a powerful capital rotation away from U.S. assets, impacting the dollar, debt, and equities. Despite headwinds, I remain confident in the structural strengths of the U.S. economy, emphasizing value stocks and real businesses over market noise. The U.S. still offers some of the best investment opportunities, particularly in value and dividend stocks, even as global investors seek international value. |
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2025-04-23 11:30:00 |
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Thermo Fisher beats estimates on steady demand for tools and services used in clinical research |
Thermo Fisher Scientific reported better-than-expected profit and revenue for the first quarter on Wednesday, helped by resilient demand for its products and services used for developing therapies. |
reuters.com |
2025-04-23 11:19:37 |
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Thermo Fisher Scientific Reports First Quarter 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 first quarter ended March 29, 2025. First Quarter Highlights First quarter revenue was $10.36 billion. First quarter GAAP diluted earnings per share (EPS) grew 15% to $3.98. First quarter adjusted EPS grew 1% to $5.15. Delivered very strong financial performance in the quarter, demonstrating the strength of our trusted partner status and t. |
businesswire.com |
2025-04-23 10:00:00 |
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2 Of The Biggest Dip Opportunities In Dividend (Growth) Land |
Market fear creates hesitation, but history shows scary headlines often mark great buying opportunities. I assess risk, not just wait for perfect timing. My strategy to rotate from growth to value has helped me outperform. I bought quality dividend growers when panic set in, based on logic, not luck. I highlight two compelling stocks: one a powerful long-term grower in healthcare, the other a higher-yielding pick tied to industrial strength and income stability. |
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2025-04-20 11:30:00 |
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Thermo Fisher Scientific to Present at 43rd Annual J.P. Morgan Healthcare Conference on January 14, 2025 |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that Marc N. Casper, chairman, president and chief executive officer, will present at the 43rd Annual J.P. Morgan Healthcare Conference on Tuesday, January 14, 2025, at 11:15 a.m. (EST). You can access the webcast of the presentation via the Investors section of our website, www.thermofisher.com. About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world lead. |
businesswire.com |
2025-01-03 10:00:00 |
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Thermo Fisher Scientific to Hold Earnings Conference Call on Thursday, January 30, 2025 |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that it will release its financial results for the fourth quarter and full year 2024 before the market opens on Thursday, January 30, 2025, and will hold a conference call on the same day at 8:30 a.m. EST. During the call, the company will discuss its financial performance, as well as future expectations. To listen, call (833) 470-1428 within the U.S. or (404) 975-4839 outs. |
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2025-01-02 10:00:00 |
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Knipper Health Announces Transfer of Commercial Sample Management Business from Thermo Fisher Scientific |
LAKEWOOD, N.J.--(BUSINESS WIRE)--Knipper Health, Inc., the largest supplier of end-to-end pharmaceutical healthcare marketing services and solutions in the U.S. serving the biopharmaceutical and medical industries, announced today the Company has been assigned the assets of Patheon Pharma Services sample and fulfillment services, from Thermo Fisher Scientific, located in Memphis TN. Included in the assignment, Knipper will retain all colleagues, as well as the Memphis site, along with all custo. |
businesswire.com |
2024-12-18 18:32:00 |
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Bioproduction Prospects to Drive TMO Shares Despite Macroeconomic Woes |
TMO's recent strategic acquisitions, including the $3.1-billion acquisition of Olink Holdings, are likely to drive future growth. |
zacks.com |
2024-12-17 13:16:10 |
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Thermo Fisher: The Cycle Has Already Turned Around |
Thermo Fisher's stock is now a "buy" due to signs of recovery, including positive sales growth and stabilized margins, despite recent bearish trends. The company's post-pandemic challenges are easing, with optimistic executive comments and improved guidance for 2024, indicating a potential return to organic growth. Potential deregulation under Trump's administration could benefit Thermo Fisher by increasing demand for its equipment and consumables in a more competitive pharmaceutical market. |
seekingalpha.com |
2024-12-13 06:22:27 |
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TMO Institutional & Insider Stock Sell-Offs Upset Market: How to Play |
Investors are also concerned about Thermo Fisher's continuous decline in testing revenues due to the decline in COVID testing-related demand. |
zacks.com |
2024-12-11 13:41:07 |
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Should You Continue to Hold TMO Stock in Your Portfolio? |
Investors continue to be optimistic about Thermo Fisher due to its strategic acquisitions and string of product launches. |
zacks.com |
2024-12-11 10:46:07 |
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Thermo Fisher Scientific: Renewed Growth Momentum After The Pandemic |
Thermo Fisher Scientific is well-positioned for growth due to its consistent revenue streams, strong M&A track record and minimal macroeconomic dependence. Despite a COVID-related revenue surge and subsequent correction, the company's valuation multiples are now reasonable, offering potential for capital appreciation. 2025 growth drivers include improved biotech funding and China's government stimulus. |
seekingalpha.com |
2024-12-10 16:03:06 |
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TMO Stock to Gain From the New Additions to CTS Portfolio of Products |
Thermo Fisher launches CTS Detachable Dynabeads CD4 and CTS Detachable Dynabeads CD8 to enhance cell therapy development and production. |
zacks.com |
2024-12-05 10:21:10 |
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Thermo Fisher: M&A And Innovation To Drive Sales Growth |
The reduction in revenues due to the decline in COVID-19-related products and services is expected to diminish or disappear in 2025. Thermo Fisher has been growing by acquiring other companies. This strategy led to the company growing 174% between 2017 and 2024 Q3 TTM. The company is filling more patents. In the first 11 months of 2024, Thermo Fisher had 254 published patents; its maximum number in a year. |
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2024-12-04 17:59:47 |
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Thermo Fisher Scientific Launches CTS Detachable Dynabeads CD4 and CTS Detachable Dynabeads CD8 to Enhance Cell Therapy Development and Production |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc., the world leader in serving science, today unveiled the Gibco™ CTS™ Detachable Dynabeads™ CD4 and CTS Detachable Dynabeads CD8 (CTS Detachable Dynabeads)*. These latest products expand on Thermo Fisher's CTS Detachable Dynabeads platform, which represents a new generation of cell therapy isolation and/or activation products that prioritize cell quality while also creating greater workflow control. Ultimately, these products can hel. |
businesswire.com |
2024-12-04 10:30:00 |
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Mainz Biomed Announces Reverse Stock Split Soon After Collaborating With MedTech Giant Thermo Fisher Scientific |
Mainz Biomed N.V. MYNZ announced a 1-for-40 reverse stock split, effective Dec. 3. |
benzinga.com |
2024-12-03 16:40:08 |
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End Market Growth, New Acquisitions Drive Thermo Fisher's Shares |
A few of its recent strategic acquisitions that are likely to drive future growth for TMO include the $3.1-billion acquisition of Olink Holdings. |
zacks.com |
2024-11-20 13:35:22 |
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Thermo Fisher Scientific Inc. (TMO) Wolfe 2024 Healthcare Conference (Transcript) |
Thermo Fisher Scientific Inc. (NYSE:TMO ) Wolfe 2024 Healthcare Results Conference November 19, 2024 8:00 AM ET Company Participants Marc Casper - Chairman, President and Chief Executive Officer Conference Call Participants Doug Schenkel - Wolfe Research Doug Schenkel All right. Good morning, everybody. |
seekingalpha.com |
2024-11-19 14:19:08 |
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Thermo Fisher Scientific Authorizes $4 Billion of Share Repurchases |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today announced that its Board of Directors has authorized the repurchase of $4 billion of shares of its common stock in the open market or in negotiated transactions. The authorization has no expiration date. This replaces the company's existing repurchase authorization, of which $1 billion was remaining. About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world lead. |
businesswire.com |
2024-11-15 10:00:00 |
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Thermo Fisher Scientific: Near The Bottom And Attractively Valued |
Thermo Fisher Scientific has strong growth prospects due to easing COVID-19 headwinds, improving Chinese and biotech markets, and favorable funding environments. The company's margins should benefit from volume leverage, cost-saving initiatives, M&A synergies, and favorable price/mix as organic growth improves. TMO's valuation is attractive, trading at a discount to historical averages and peers like Danaher, suggesting potential for P/E multiple re-rating. |
seekingalpha.com |
2024-11-14 07:18:37 |
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Thermo Fisher Scientific to Present at the Wolfe 2024 Healthcare Conference on November 19, 2024 |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that Marc N. Casper, chairman, president and chief executive officer, will present at the Wolfe Healthcare Conference on Tuesday, November 19, 2024 at 8:00 a.m. (EDT). You can access the live webcast of the presentation via the Investors section of our website, www.thermofisher.com. About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in serving. |
businesswire.com |
2024-11-11 10:00:00 |
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Thermo Fisher Scientific Declares Quarterly Dividend |
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today announced that its Board of Directors authorized a quarterly cash dividend of $0.39 per common share, payable on January 15, 2025, to shareholders of record as of December 13, 2024. About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue over $40 billion. Our Mission is to enable our customers to make the world he. |
businesswire.com |
2024-11-07 19:00:00 |
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Why Thermo Fisher (TMO) International Revenue Trends Deserve Your Attention |
Explore how Thermo Fisher's (TMO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects. |
zacks.com |
2024-11-04 12:22:58 |
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The Zacks Analyst Blog Meta, Tesla, Thermo Fisher Scientific and Food Comes From |
Meta, Tesla, Thermo Fisher Scientific and Food Comes From are included in this Analyst Blog. |
zacks.com |
2024-10-29 07:41:34 |
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