Personal health and wellness is one of the many secular tailwinds for healthcare companies. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns -
over the past six months, healthcare stocks have collectively shed 12.7%. This performance was worse than the S&P 500’s 7.5% fall.
Life sciences company Thermo Fisher (NYSE:TMO) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales were flat year on year at $10.36 billion. Its non-GAAP profit of $5.15 per share was 0.9% above analysts’ consensus estimates. The stock remained flat at $433.50 following the earnings release and call.
Thermo Fisher cut its 2025 EPS and revenue outlook due to tariffs and U.S. policy changes, expecting a $400 million sales hit and lower operating income.
Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration helped lift investor confidence.
The company now expects 2025 revenue to be in the range of $43.3 billion to $44.2 billion and adjusted EPS to be in the range of $21.76 to $22.84, compared with its previous forecast of $23.10 to $23.50.
Life sciences company Thermo Fisher (NYSE:TMO) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $10.36 billion. Its non-GAAP profit of $5.15 per share was 0.9% above analysts’ consensus estimates.
Let’s dig into the relative performance of Mettler-Toledo (NYSE:MTD) and its peers as we unravel the now-completed Q4 research tools & consumables earnings season.
Solventum detailed its 2025-2028 growth strategy, reaffirmed its 2025 guidance, and reported Q4 earnings that topped expectations with strong sales and EPS.
Over the last six months, Thermo Fisher shares have sunk to $508.90, producing a disappointing 17.1% loss - worse than the S&P 500’s 1.2% drop. This might have investors contemplating their next move.
