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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we also had the news coming out of Denmark in the last quarter or so about Novo Nordisk going through some resizing there, and that puts that piece of the market under pressure right now.”
Mettler-Toledo cites Novo Nordisk's resizing as a pressure on its Nordic pharma end-market demand, a negative read-through for the drugmaker's spending.
Mettler-Toledo closed FY2025 with Q4 sales of $1.1 billion, up 5% in local currency, and adjusted EPS of $13.36 growing 8% as broad-based Q4 growth and budget-flush activity in product inspection and bioprocessing capped a year of improving trends. Management raised FY2026 adjusted EPS guidance from $45.35-46.00 to $46.05-46.70 representing 8-9% growth, benefiting from the Swiss tariff rate reduction from 39% to 15% and continued service business expansion reaching the $1 billion milestone.
Demand | Revenue Growth | Trade Tariffs | Geographic Expansion | Guidance Reliability | Competitive Dynamics | Macroeconomic | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 6 | 2 | 2 | 4 | 3 | 3 | |
| 2025Q1 | 9 | 3 | 8 | 4 | 3 | 2 | 1 | 2 |
| 2025Q2 | 8 | 5 | 8 | 3 | 4 | 1 | 1 | 3 |
| 2025Q3 | 11 | 6 | 2 | 4 | 3 | 4 | 1 | 3 |
| 2025Q4 | 14 | 6 | 1 | 5 | 4 | 4 | 1 | 2 |
| 2026Q1 | 19 | 2 | 1 | 3 | 3 | 1 | 5 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 9 | 8 | 11 | 14 | 19 |
| Revenue Growth | 6 | 3 | 5 | 6 | 6 | 2 |
| Trade Tariffs | 2 | 8 | 8 | 2 | 1 | 1 |
| Geographic Expansion | 2 | 4 | 3 | 4 | 5 | 3 |
| Guidance Reliability | 4 | 3 | 4 | 3 | 4 | 3 |
| Competitive Dynamics | 3 | 2 | 1 | 4 | 4 | 1 |
| Macroeconomic | 3 | 1 | 1 | 1 | 1 | 5 |
| Capex Investment | 2 | 3 | 3 | 2 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dan Arias | Stifel | 12 (8%) |
| Josh Waldman | Cleveland Research | 12 (0%) |
| Patrick Donnelly | Citigroup | 12 (0%) |
| Vijay Kumar | Evercore ISI | 12 (42%) |
| Tycho Peterson | Jefferies | 11 (9%) |
| Mike Ryskin | Bank of America | 9 (11%) |
| Luke Sergott | Barclays | 8 (13%) |
| Catherine Schulte | Robert W. Baird | 8 (0%) |
| Jack Meehan | Nephron Research | 8 (0%) |
| Doug Schenkel | Wolfe Research | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 13 (8%) |
| Stifel | 1 | 12 (8%) |
| Citigroup | 1 | 12 (0%) |
| Cleveland Research | 1 |
| 12 (0%) |
| Evercore ISI | 1 | 12 (42%) |
| Robert W. Baird | 2 | 10 (0%) |
| Bank of America | 1 | 9 (11%) |
| JPMorgan | 2 | 9 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MTD Mettler Toledo | 7 | +7.2% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |