Thermo Fisher Scientific Inc (LIM:TMO)

$ 414.9 (0%) Market Cap: 159.10 Bil Enterprise Value: 187.44 Bil PE Ratio: 24.72 PB Ratio: 3.22 GF Score: 82/100

Q1 2025 Thermo Fisher Scientific Inc Earnings Call Transcript

Apr 23, 2025 / 12:30PM GMT

Release Date Price: $607.5

Transcript 10-Q8-K

Key Points

Positve

Thermo Fisher Scientific Inc (TMO) delivered strong financial performance in Q1 2025, with revenue of $10.36 billion and adjusted EPS growth of 1% to $5.15 per share.
The company demonstrated excellent execution across all dimensions, translating revenue performance into earnings that exceeded expectations.
Thermo Fisher Scientific Inc (TMO) launched several innovative products, including the Thermo Scientific Vulcan Automated Lab and the next-generation Thermo Scientific Transcend, enhancing their market leadership.
The company continued to strengthen its commercial engine and deepen its trusted partner status with customers, which is expected to accelerate innovation and productivity.
Thermo Fisher Scientific Inc (TMO) successfully executed its capital deployment strategy, including a $4.1 billion acquisition agreement for Solventum's Purification & Filtration business and $2 billion in share repurchases.

Negative

Revenue in the Academic and Government segment declined due to macroeconomic conditions in the US and China.
The company faced a 3% headwind from the combined impact of two fewer selling days and the runoff of pandemic-related revenue.
Thermo Fisher Scientific Inc (TMO) updated its 2025 guidance to reflect macroeconomic uncertainties, including tariffs and US policy changes, which are expected to impact revenue and adjusted EPS.
The company anticipates a $400 million revenue headwind due to US-China tariffs, affecting sales of US-made products in China.
The updated guidance reflects a $500 million reduction in revenue expectations due to policy changes impacting US Academic and Government customers and clinical trials related to vaccines.

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. Rafael Tejada, Vice President, Investor Relations. Mr. Tejada, you may begin the call.

Rafael Tejada

Thermo Fisher Scientific Inc - Vice President - Investor Relations

Good morning and thank you for joining us. On the call with me today is Marc Casper, our Chairman, President, and Chief Executive Officer, and Stephen Williamson, Senior Vice President and Chief Financial Officer.

Please note this call is being webcast live and will be archived on the investor section of our website, thermofisher.com under the heading News Events and Presentations until July 22, 2025. A copy of the press release of our first quarter earnings is available in the investor section of our website under the heading Financials. So before we begin, let me briefly cover our safe harbor statement.

Various remarks that we may make about the company's future

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