财务数据和关键指标变化 - 第三季度公司收入为106亿美元，调整后的营业收入为23.6亿美元，调整后的营业利润率为22.3%，调整后的每股收益为5.28美元 [5][20][23] - 调整后的毛利率为41.8%，较去年同期下降20个基点 [24] - 自由现金流年初至今为45亿美元，较去年同期增长22% [22] 各条业务线数据和关键指标变化 - 生命科学解决方案部门第三季度收入下降2%，有机收入同比下降4% [26] - 分析仪器部门第三季度收入和有机收入均增长3% [27] - 专业诊断部门第三季度收入和有机收入均增长4% [28] - 实验室产品和生物制药服务部门第三季度收入和有机收入持平 [29] 各个市场数据和关键指标变化 - 制药和生物技术市场在第三季度低个位数下降，受到疫苗和治疗收入减少的影响 [6][23] - 学术和政府市场在第三季度低个位数增长，电子显微镜业务表现强劲 [6] - 诊断和医疗保健市场在第三季度增长持平，受到COVID-19检测相关收入减少的影响 [7] 公司战略和发展方向和行业竞争 - 公司战略包括高影响力创新、与客户的信任伙伴关系以及无与伦比的商业引擎 [8] - 公司在第三季度推出了多项创新产品，获得行业认可 [9][11] - 公司在中国市场的关系良好，期待在经济复苏时抓住市场机会 [13] 管理层对经营环境和未来前景的评论 - 管理层对市场条件的改善持乐观态度，预计第四季度将实现有机增长 [35] - 对于2025年，管理层认为疫情相关活动的影响将减弱，市场将逐步恢复 [36][37] 其他重要信息 - 公司在资本部署方面继续执行严格的策略，包括战略性并购和向股东回报资本 [18] - 公司在社会责任方面积极参与，致力于创造积极的工作环境和支持社区 [16] 问答环节所有提问和回答 问题: 关于市场恢复的预期 - 管理层认为市场条件在逐步改善，预计第四季度将实现有机增长，并对2025年持乐观态度 [35][36] 问题: 制药和生物技术市场的表现 - 管理层指出，制药和生物技术市场受到疫情相关收入减少的影响，但整体信心正在改善 [38][39] 问题: 关于中国市场的前景 - 管理层表示，中国市场的经济活动仍然疲软，但对未来的刺激政策持乐观态度，认为公司在中国市场的地位良好 [55][76]

For the quarter ended September 2024, Thermo Fisher Scientific (TMO) reported revenue of $10.6 billion, up 0.2% over the same period last year. EPS came in at $5.28, compared to $5.69 in the year-ago quarter.The reported revenue represents a surprise of -0.42% over the Zacks Consensus Estimate of $10.64 billion. With the consensus EPS estimate being $5.25, the EPS surprise was +0.57%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Thermo Fisher Scientific Inc.'s (TMO) third-quarter 2024 adjusted earnings per share (EPS) of $5.28 beat the Zacks Consensus Estimate by 0.6%. However, the figure decreased 7.2% year over year.The adjusted number excludes certain expenses, including asset amortization costs and certain restructuring costs.GAAP EPS was $4.25, down 3.8% on a year-over-year basis.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Following the earnings announcement, shares of TMO decreased nearly 2% in the ...

For Thermo Fisher Scientific Inc. (NYSE: TMO ), I highlighted the downturn in the pharma and biotech industry as well as weak growth in China in my previous article published in January 2024. I anticipate the overall pharmaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TMO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no b ...

文章核心观点 - 公司第三季度每股收益5.28美元,超出市场预期5.25美元[1] - 公司第三季度收入106亿美元,略低于市场预期[1] - 公司过去4个季度均超出市场每股收益预期[1] - 公司股价今年以来涨幅低于标普500指数[2] 公司表现 - 公司第三季度每股收益5.28美元,同比下降7.4%[1] - 公司第三季度收入106亿美元,同比增长0.3%[1] - 公司过去4个季度均超出市场每股收益预期[1] 行业表现 - 公司所属医疗器械行业目前在250多个扎克斯行业中排名前27%[5] - 扎克斯研究显示,排名前50%的行业相比排名后50%的行业业绩表现要好2倍以上[5] - 同行Penumbra公司第三季度每股收益预计为0.69美元,同比增长3%[5] - Penumbra公司第三季度收入预计为2.98亿美元,同比增长10%[5]

Exhibit 99.1 News | --- | --- | |---------------------------------------------------------------------------|--------------------------------------------------------------------------------| | | | | FOR IMMEDIATE RELEASE | | | Media Contact Information: Sandy Pound Thermo Fisher Scientific | Investor Contact Information: Rafael Tejada Thermo Fisher Scientific | | Phone: 781-622-1223 | Phone: 781-622-1356 | | E-mail: sandy.pound@thermofisher.com | E-mail: rafael.tejada@thermofisher.com | Thermo Fisher Scient ...

Dublin, Oct. 22, 2024 (GLOBE NEWSWIRE) -- The "Lab Consumables - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering.The global market for Lab Consumables is estimated at US$12.7 Million in 2023 and is projected to reach US$17.2 Million by 2030, growing at a CAGR of 4.5% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. The manufacturing and supply of l ...

In its upcoming report, Thermo Fisher Scientific (TMO) is predicted by Wall Street analysts to post quarterly earnings of $5.25 per share, reflecting a decline of 7.7% compared to the same period last year. Revenues are forecasted to be $10.64 billion, representing a year-over-year increase of 0.7%. The consensus EPS estimate for the quarter has undergone an upward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed t ...

The market expects Thermo Fisher Scientific (TMO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 23, 2024, might help the stock move higher if these ...

Thermo Fisher Scientific Inc. (TMO) is slated to release third-quarter 2024 results on Oct. 23, before market open. Thermo Fisher's second-quarter earnings of $5.37 per share beat the Zacks Consensus Estimate by 4.7%. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 3.98%. TMO's Q3 Estimates The Zacks Consensus Estimate for revenues is pegged at $10.64 billion, suggesting 0.6% growth from the prioryear quarter's reported figure. The consensus mark for earnin ...