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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.
“This quarter, Thermo Fisher selected Rockwell Automation, Inc. to deliver an AI-enabled troubleshooting agent to accelerate issue resolution and reduce downtime.”
Thermo Fisher selected Rockwell to deploy an AI-enabled troubleshooting agent, a proof point for Rockwell's AI strategy.
“we have a very, very much a valued partnership with Thermo Fisher Scientific where we utilize the Fisher channels for ease of ordering.”
Bio-Techne distributes through Thermo Fisher's Fisher Scientific ordering channels as part of its academic-market commercial strategy.
“This quarter, Rockwell was selected by Thermo Fisher to help accelerate production of GLP-1 injectables for new capacity expansion by cutting their MES implementation time line in half.”
Thermo Fisher selected Rockwell to help speed up GLP-1 injectable production capacity expansion, cutting MES implementation time in half.
“Overall, the P&F business is well positioned for sustained growth, and our transaction process with Thermo is moving along nicely.”
Solventum is divesting its Purification & Filtration business to Thermo Fisher; the deal (with Solventum retaining drinking water) is progressing toward a year-end close.
“Yes, so we have, as you know, signed an agreement around kidney rejection with Thermo. The teams are working on that assay, and it's in Thermo's hands.”
Bio-Techne has a partnership agreement with Thermo Fisher to co-develop a kidney-rejection diagnostic assay built on Bio-Techne's Exosome Diagnostics technology.
“the definitive agreement to divest our Purification & Filtration business to Thermo Fisher”
Solventum is divesting its Purification & Filtration segment (bioprocessing and industrial filtration) to Thermo Fisher, adding a recurring-revenue bioprocessing/filtration business to Thermo Fisher's life sciences portfolio; management called it a strong strategic fit under the new owner.
“We're applying AI to the capabilities as well, and announced an interesting collaboration with NVIDIA, at the beginning of the year.”
Thermo Fisher announced an AI collaboration with NVIDIA tied to its analytical-instruments capabilities.
“We also announced a strategic collaboration with OpenAI, aimed at increasing our use of artificial intelligence at the company.”
Thermo Fisher announced a strategic collaboration with OpenAI to embed AI across operations and drug development.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Ryskin | Bank of America | 12 (0%) |
| Jack Meehan | Nephron Research | 12 (0%) |
| Tycho Peterson | Jefferies |
“This included a technology alliance with the Chan Zuckerberg for Advanced Biological Imaging to develop new technologies to better visualize human cells.”
Thermo Fisher formed a technology alliance with the Chan Zuckerberg initiative for advanced biological imaging.
“Then in Q4, we announced a definitive agreement to acquire Clario for approximately $9 billion in cash plus potential future performance-based payments.”
Thermo Fisher agreed to acquire digital-endpoint clinical-trials leader Clario for ~$9 billion.
“This year, we also expanded our US drug product manufacturing footprint through the acquisition of Sanofi's state-of-the-art sterile fill finish site, in New Jersey.”
Thermo Fisher acquired a sterile fill-finish site from Sanofi in New Jersey, a divestiture read-through for Sanofi.
“we completed the acquisition of our filtration and separation business from Solventa.”
Thermo Fisher acquired the filtration and separation (purification) business divested by Solventum, a read-through on Solventum shedding that unit.
“During the quarter, this technology received another FDA approval this time as a companion diagnostic for Bayer's new therapy targeted for certain patients with non-small cell lung cancer.”
Thermo Fisher's Ion Torrent Oncomine Dx test received FDA approval as a companion diagnostic for Bayer's new non-small cell lung cancer therapy.
“We also closed our acquisition of the Ridgefield, New Jersey sterile finish site from Sanofi, expanding our U.S. Drug product manufacturing”
Thermo Fisher acquired Sanofi's Ridgefield, NJ sterile fill-finish site and will continue manufacturing Sanofi's therapies there under an existing book of business.
“we completed our acquisition of our filtration and separation business from Solventum, which is now part of our Life Sciences Solutions segment”
Thermo Fisher closed its acquisition of Solventum's filtration and separation business (~$750M revenue), expanding its bioprocessing and industrial filtration offering.
“the recently announced strategic partnership with AstraZeneca BioVenture Hub in Gothenburg, Sweden”
Thermo Fisher will co-locate scientists with AstraZeneca on collaborative R&D in chromatography, molecular genomics and proteomics.
“One example is our strategic collaboration with OpenAI.”
Thermo Fisher formed a strategic collaboration with OpenAI to embed its technology into clinical research and internal operations, a notable enterprise win for OpenAI.
“we announced an expansion of our strategic partnership with Sanofi to enable additional U.S. drug product manufacturing. Under the agreement, we will acquire Sanofi's sterile fill-finish site in Ridgefield, New Jersey and continue to manufacture a portfolio of therapies for Sanofi.”
Thermo Fisher is acquiring Sanofi's sterile fill-finish site in Ridgefield, New Jersey and will continue manufacturing a portfolio of Sanofi therapies there, expanding U.S. drug manufacturing capacity.
| 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 (Challenge)Percentage 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 7% to $12.21 billion as pharma and biotech delivered high single-digit Q4 growth and bioproduction continued its excellent trajectory with strong bookings. Adjusted EPS grew 8% to $6.57 though operating margin dipped 30 basis points including over 100 basis points of tariff and FX headwind. Management initiated FY2026 guidance of $46.3-47.2 billion in revenue with 3-4% organic growth and adjusted EPS of $24.22-$24.80 representing 6-8% growth, while announcing the Clario acquisition for clinical research digital endpoints.
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% |