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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jack Meehan | Nephron Research | 12 | 0% |
| Mike Ryskin | Bank of America | 12 | 0% |
| Tycho Peterson | Jefferies | 9 | 0% |
| Dan Arias | Stifel | 8 | 0% |
| Dan Brennan | TD Cowen | 7 | 0% |
| Rachel Vatnsdal | JPMorgan | 6 | 0% |
| Matt Larew | William Blair | 4 | 0% |
| Casey Woodring | JPMorgan | 4 | 0% |
| Doug Schenkel | Wolfe Research | 3 | 33% |
| Justin Bowers | Deutsche Bank | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 0% |
| Nephron Research | 1 | 12 | 0% |
| JPMorgan | 2 | 10 | 0% |
| Jefferies | 1 |
| 9 |
| 0% |
| Stifel | 1 | 8 | 0% |
| TD Cowen | 1 | 7 | 0% |
| William Blair | 1 | 4 | 0% |
| Wolfe Research | 1 | 3 | 33% |
Revenue grew 6% to $11.01 billion led by pharma and biotech driving mid-single-digit growth, while the Clario acquisition closed enhancing clinical research capabilities. Strong productivity efforts offset tariff and FX headwinds as adjusted EPS grew 6% to $5.44. Management raised full-year EPS guidance to $24.64-$25.12 representing 8-10% growth, noting reshoring dynamics were creating future tailwinds for CDMO and bioproduction.
Demand | Revenue Growth | Guidance Reliability | Competitive Dynamics | Regulation Policy | Geographic Expansion | Trade Tariffs | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 4 | 4 | 1 | 3 | 3 | 2 | 2 |
| 2025Q1 | 5 | 2 | 4 | 3 | 3 | 1 | 4 | |
| 2025Q2 | 7 | 4 | 2 | 1 | 2 | 1 | 1 | |
| 2025Q3 | 7 | 3 | 2 | 2 | 1 | 3 | 2 | 2 |
| 2025Q4 | 6 | 5 | 4 | 4 | 2 | 1 | ||
| 2026Q1 | 10 | 6 | 3 | 2 | 1 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 5 | 7 | 7 | 6 | 10 |
| Revenue Growth | 4 | 2 | 4 | 3 | 5 | 6 |
| Guidance Reliability | 4 | 4 | 2 | 2 | 4 | 3 |
| Competitive Dynamics | 1 | 3 | 1 | 2 | 4 | 2 |
| Regulation Policy | 3 | 3 | 2 | 1 | 2 | 1 |
| Geographic Expansion | 3 | 1 | 1 | 3 | 1 | |
| Trade Tariffs | 2 | 4 | 1 | 2 | ||
| Innovation & R&D | 2 | 2 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TMO Thermo Fisher Scientific | 7 | +6.2% | |
| 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% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| WAT Waters Corporation | 9 | +91.5% |