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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Thermo Fisher Scientific (TMO) is 7/10.
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.
Scored from Thermo Fisher Scientific’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $11.39B | +4.7% | $4.78 | +13.8% | 39.2% | 19.9% | 16.1% | $2.81B |
| FY2025 Q1 | $10.36B | +0.2% | $3.98 | +15.0% | 41.0% | 17.8% | 14.5% | $361M |
| FY2025 Q2 | $10.86B | +3.0% | $4.28 | +5.9% | 37.3% | 17.7% | 14.9% | $1.10B |
| FY2025 Q3 | $11.12B | +4.9% | $4.27 | +0.7% | 41.8% | 17.5% | 14.5% | $1.83B |
| FY2025 Q4 | $12.21B | +7.2% | $5.21 | +9.0% | 38.0% | 18.8% | 16.2% | $2.99B |
| FY2026 Q1 | $11.01B | +6.2% | $4.43 | +11.3% | 40.7% | 16.9% | 15.0% | $816M |
| FY2026 Q2 | $11.99B | +10.5% | $4.68 | +9.3% | 41.2% | 17.4% | 14.5% | $1.68B |