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just given that was the 1 part of the guide that came down. You talked about delays in China and India
does that mean more like two to four ex Lunar New Year and know, if so, what's kinda driving that sequential slowdown there?
is it Ukraine related? Is it Middle East related? Is it something else?
maybe talk through what you're seeing from a funnel indicator standpoint
I think you said up 8% in the quarter, 6% organic. What's the outlook for that side of the business in '26
Can you just unpack a bit more what you're seeing in that market and the outlook for Lab versus Industrial
For the $100 million or maybe a little more imports into The U.S. that aren't coming from China and Mexico, how much of that is coming from Switzerland
Any appetite to do more on the buyback side just given where the stock is today
I think this was the second consecutive quarter of high single-digit growth there. And I believe your guide assumes mid to high single-digits for '25
are there any other policies more broadly that you think could either disrupt or benefit you other than the tariff piece
Are there other parts of the portfolio you think could be pruned?
how should we think about the margin jumping off point for next year, just given the cost initiatives that you have underway?
Can you just size how much benefit 1Q organic growth has from the extra week?
how did U. S. Academic and government perform in the quarter? And you mentioned baking in a government shutdown impact in guidance
for the 2% to 4% organic for the full year, it creates a pretty wide range for the fourth quarter. So should we be anchoring more towards the lower end of that range?
any way to kind of quantify what's coming from changing manufacturing versus cost actions versus pricing
How much of that business is tied to migrants and immigrants? And any concerns just given some of the action taken by this administration?
do you think we should at least be towards the high end of that 3% to 5% range?
I know they should ease. Is the easing of those due to them annualizing? Or are you assuming some of that ordering resumes?
what does that assume for a government shutdown impact? And can you maybe talk through the range of outcomes
You set up low single digits in the quarter. And what was academic versus pharma performance there
What was reagent performance versus instrumentation in the quarter? And how do you expect that to trend in Q3
on -- for the outlook for the BD assets, any comment on pacing there? And maybe what we should expect from a fourth quarter exit rate for BD on the path to recovery
for the full year guide of 5.5% to 7% after starting at 7% to 9% in the first quarter. It implies some deceleration for the balance of the year. Is that just prudence to start the year
I think you said up 6%, which would be a low single-digit sequential increase. We haven't seen less than a high single-digit sequential increase in the fourth quarter since 2012
they called out some incremental headwinds in academia for biosciences. So can you just talk to your confidence in that 4% to 4.5% top line
what makes you confident that the underperformance issues that they've seen are similar in that case and there aren't different dynamics there
on the $115 million revenue synergies from the commercial excellence initiatives, how much of that is from biosciences versus the diagnostic side
what are your expectations for China for the balance of the year? Are you seeing any hesitation in customer spend there
How do you think about that as a potential tailwind? And how long after some of these capacity announcements do you typically see the demand start coming
over 50% of your active installed base now has a service contract in place. I believe your target is to get back to 55%
great to see that return to double-digit growth this quarter. Maybe just to go back to Tycho's questions, is there a way to quantify the stronger budget flush dynamic