Thermo Fisher Reports Strong Q4 Earnings Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Should l Buy TMO?
Source: Benzinga
Thermo Fisher Scientific's stock fell 5.00% and hit a 5-day low amid mixed market performance, with the S&P 500 up 0.17% and Nasdaq-100 down 0.05%.
The company reported strong Q4 2025 earnings, with adjusted EPS of $6.57, surpassing expectations by $0.12, and revenue of $12.21 billion, exceeding estimates by $320 million. This marks the fifth consecutive earnings double beat, driven by a 13% year-over-year growth in the Life Sciences Solutions segment, indicating robust market demand and operational efficiency improvements. The positive earnings report has strengthened investor confidence, which is expected to enhance the company's performance in the capital markets.
Despite the stock's decline, the strong earnings report and optimistic future outlook suggest that Thermo Fisher is well-positioned for continued growth, potentially attracting more investor interest in the coming quarters.
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Analyst Views on TMO
Wall Street analysts forecast TMO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TMO is 658.89 USD with a low forecast of 580.00 USD and a high forecast of 750.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 542.360
Low
580.00
Averages
658.89
High
750.00
Current: 542.360
Low
580.00
Averages
658.89
High
750.00
About TMO
Thermo Fisher Scientific Inc. is engaged in accelerating life sciences research, solving complex analytical challenges, increasing laboratory productivity, and improving patient health through diagnostics and the development and manufacture of life-changing therapies. Through its Life Sciences Solutions segment, it provides a portfolio of reagents, instruments and consumables used in biological and medical research, the discovery and production of new drugs and vaccines as well as diagnosis of infection and disease. Through its Analytical Instruments segment, it provides instruments and the supporting consumables, software and services that are used for a range of applications. Its Specialty Diagnostics segment offers a range of diagnostic test kits, reagents, culture media, instruments and associated products. Its Laboratory Products and Biopharma Services segment offers virtually everything needed for the laboratory. It also provides purification and filtration technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Collaborative Ecosystem: OpenAI emphasizes that the Frontier platform will be built in collaboration with various partners, supporting both self-built agents by enterprises and those from third parties like Google, Microsoft, and Anthropic, showcasing the company's openness and flexibility within the AI ecosystem.
- Initial User Feedback: Frontier is initially being rolled out to a select group of customers, including Uber, State Farm, Intuit, and Thermo Fisher, with broader availability expected in the coming months, which is likely to further drive enterprise transformation and upgrades in AI applications.
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- Sales Increase: The company achieved sales of $772.06 million, up 6% year-over-year with 4% organic growth, exceeding the market expectation of $761.29 million, reflecting sustained demand for its products in the market.
- Life Sciences Segment Performance: The Life Sciences segment generated $382 million in revenue, a 2% increase, although academic and government demand declined, the growth from pharma and biotech partially offset this, showcasing the segment's resilience.
- Future Guidance: Revvity forecasts adjusted earnings for fiscal 2026 to be between $5.35 and $5.45 per share, with sales projected at $2.96 billion to $2.99 billion, reflecting a year-over-year growth of 4%-5%, indicating the company's confidence and strategic planning for future market conditions.
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- Innovative Product Launches: The company introduced several new products, including the Thermo Scientific Orbitrap Astral Zoom, receiving extremely positive customer feedback, which is expected to accelerate research and enhance scientific breakthroughs, thereby solidifying its market position.
- Strategic Acquisition Plans: Thermo Fisher announced the acquisition of Clario for approximately $9 billion, expected to close by mid-2026, which is projected to add $0.45 to adjusted EPS, demonstrating the company's proactive approach to expanding its business and enhancing profitability.
- 2026 Financial Guidance: The company initiated revenue guidance for 2026 between $46.3 billion and $47.2 billion, with adjusted EPS projected at $24.22 to $24.80, reflecting confidence in future growth while remaining mindful of macroeconomic uncertainties.
See More
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- Earnings Beat: Thermo Fisher reported adjusted Q4 2025 earnings of $6.57 per share, surpassing the expected $6.45, demonstrating robust performance amid a challenging external environment.
- Significant Sales Growth: Quarterly sales reached $12.22 billion, a 7% year-over-year increase, exceeding analyst consensus of $11.95 billion, indicating sustained competitive strength in the market.
- Strong Segment Performance: Life Sciences Solutions sales rose 13.1% to $2.95 billion, while Laboratory Products and Biopharma Services sales increased 7.5% to $6.38 billion, reflecting the effectiveness of strategic investments in key areas.
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