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Thermo Fisher Q2 Earnings Beat Estimates, Guidance Lifted
Investopedia· 2024-07-24 20:46
文章核心观点 - 泰尔茂科学(Thermo Fisher)公司发布了优于分析师预期的二季度财报,净利润同比增长14%,但收入基本持平[1][2][3][4] - 公司还上调了全年收入和调整后每股收益(EPS)的指引[5][6][7] - 尽管财报超预期,但公司股价在盘前交易中下跌1.7%[8] 根据相关目录分别进行总结 财务表现 - 公司二季度净利润同比增长14%,达到15.5亿美元,超出分析师预期的14.1亿美元[3] - 收入略微下滑1%至105.4亿美元,但仍略高于分析师预期的105.2亿美元[4] 业绩指引 - 公司上调了全年收入指引,新指引为424亿-433亿美元,高于此前的423亿-433亿美元[6] - 公司还提高了调整后每股收益(EPS)指引,新指引为21.29-22.07美元,高于此前的21.14-22.02美元[6] - 分析师预测全年收入约429.5亿美元,调整后EPS为21.70美元,均在公司新指引范围内[7]
Thermo Fisher Scientific(TMO) - 2024 Q2 - Quarterly Results
2024-07-24 18:03
第二季度财务表现 - 第二季度营收为105.4亿美元[5] - 第二季度调整后每股收益增长4%,达到5.37美元[5] 公司业务发展 - 公司在本季度推出了一系列高影响力的创新新产品[6] - 公司继续加强行业领先的商业引擎,扩大与客户的合作伙伴关系[7] - 公司完成了对Olink的收购,进一步扩大了在蛋白质研究领域的领先地位[8] 2024年财务展望 - 公司提高了2024年全年营收和调整后每股收益指引[15] 财务指标 - 调整后的运营利润率为22.3%[22] - 自由现金流为16.74亿美元[23] 2024年上半年财务表现 - 2024年上半年,公司营收为208.86亿美元,较去年同期213.97亿美元略有下降[30] - 2024年上半年,公司净利润为28.85亿美元,较去年同期26.54亿美元有所增长[30] - 2024年上半年,公司调整后的运营利润为46.25亿美元,运营利润率为22.1%[30] - 2024年上半年,公司调整后的净利润为40.16亿美元[30] - 2024年上半年,公司调整后的每股收益为10.47美元[30] - 2024年上半年,公司自由现金流为25.83亿美元[31] 2024年上半年业务表现 - 2024年上半年,生命科学解决方案业务营收占比为22.2%,运营利润率为36.7%[34] - 2024年上半年,分析仪器业务营收占比为16.6%,运营利润率为24.2%[34] - 2024年上半年,特种诊断业务营收占比为10.7%,运营利润率为26.6%[34] - 2024年上半年,实验室产品和生物制药服务业务营收占比为55%,运营利润率为13%[34] 财务调整项目 - 2024年和2023年调整后的结果排除了与产品线大规模放弃和由于设施整合而要放弃的制造资产加速折旧相关的存货减值费用。[35] - 2023年调整后的结果排除了21美元的与收购日期重新估值的存货销售相关的费用。[35] - 2024年和2023年调整后的结果排除了与最近收购相关的第三方费用,主要是与交易/整合成本有关,以及与对待收购考虑事项的估计变更相关的费用/信贷。[35] - 2024年和2023年调整后的结果排除了主要由裁员、长期资产减值、收购前诉讼和其他事项的净费用、以及裁员和房地产整合的放弃设施和其他费用组成的重组和其他费用。[35] - 2024年和2023年调整后的结果排除了投资的净收益/损失。[35] - 2024年和2023年调整后的结果排除了与GAAP和调整后净收入之间的调和项目的增值税影响,由于税率/法律变化导致的增值税影响,以及审计结算的税收影响。[35] - 2023年调整后的结果还排除了与设施关闭相关的合同终止费用26美元。[35] 财务数据比较 - 2024年和2023年的调整后的运营现金流为258.3亿美元和153.7亿美元。[46] - 2024年和2023年的折旧费用分别为562亿美元和523亿美元。[36]
$7.1 Billion Medical Refrigerators Market and Industry Insights, 2024-2030, Featuring Strategic Analysis of 42 Major Players, Including Godrej, Haier Biomedical, Thermo Fisher Scientific
GlobeNewswire News Room· 2024-07-18 19:39
Dublin, July 18, 2024 (GLOBE NEWSWIRE) -- The "Medical Refrigerators - Global Strategic Business Report" report has been added to ResearchAndMarkets.com's offering.The global market for Medical Refrigerators is estimated at US$4.4 Billion in 2023 and is projected to reach US$7.1 Billion by 2030, growing at a CAGR of 6.9% from 2023 to 2030. This comprehensive report provides an in-depth analysis of market trends, drivers, and forecasts, helping you make informed business decisions. Key Insights: Market Gro ...
Analysts Estimate Thermo Fisher Scientific (TMO) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2024-07-17 23:08
Wall Street expects a year-over-year decline in earnings on lower revenues when Thermo Fisher Scientific (TMO) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...
Here's How Thermo Fisher (TMO) is Placed Ahead of Q2 Earnings
ZACKS· 2024-07-17 22:11
Thermo Fisher Scientific Inc. (TMO) is slated to release second-quarter 2024 results on Jul 24, before market open.Thermo Fisher’s first-quarter earnings of $5.11 per share beat the Zacks Consensus Estimate by 8.7%. Its earnings missed estimates in one of the trailing four quarters and beat in the other three, the average surprise being 1.52%.Q2 EstimatesThe Zacks Consensus Estimate for second-quarter revenues is pegged at $10.51 billion, suggesting a 1.6% decline from the prior-year quarter’s reported figu ...
Thermo Fisher (TMO) Inks New Partnership for myeloMATCH Trial
ZACKS· 2024-07-12 22:16
Thermo Fisher Scientific Inc. (TMO) recently announced a partnership with the National Cancer Institute (“NCI”) for the myeloMATCH (Molecular Analysis for Therapy Choice) precision medicine umbrella trial.Under the trial, patients’ bone marrow and blood will be tested for certain genetic biomarkers using Thermo Fisher’s next-generation sequencing (“NGS”) technology. With this, clinical sites can quickly match patients with an appropriate clinical trial that tests a treatment designed to target specific muta ...
TMO or IDXX: Which Is the Better Value Stock Right Now?
ZACKS· 2024-07-12 00:40
Investors with an interest in Medical - Instruments stocks have likely encountered both Thermo Fisher Scientific (TMO) and Idexx Laboratories (IDXX) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with pos ...
Thermo Fisher (TMO) to Open New NanoPort Facility in Taiwan
ZACKS· 2024-07-10 20:56
文章核心观点 - 公司在台湾开设首个电子显微镜演示中心NanoPort,旨在成为该地区的研发合作伙伴 [1][2][3] - 该中心将为客户提供电子显微镜专家和最新技术,支持基础研究和提高客户的生产效率 [4] - 电子显微镜市场预计将从2024年的51.3亿美元增长至2032年的102.2亿美元,年复合增长率为8% [5][6] 其他重要发展 - 公司推出生物基薄膜以减少疗法制造对气候的影响,并推出新型质谱仪 [7] - 公司在欧盟开设新的临床和商业超低温设施,扩大欧洲临床试验网络 [8] - 公司推出新一代血液基因分型解决方案 [9] 财务表现 - 公司股价今年迄今上涨0.2%,低于行业3.2%的增幅 [10] - 公司目前评级为买入评级 [11] - 同行业中Hims & Hers Health、Medpace和Haemonetics表现良好 [12][13][14][15][16][17][18]
Thermo Fisher (TMO) Strategic Buyouts Aid Amid Macro Issues
ZACKS· 2024-07-09 23:36
Thermo Fisher (TMO) has been gaining from strong end-market performances. International headwinds continue to hamper overall growth. The stock carries a Zacks Rank #3 (Hold) currently.Thermo Fisher’s business strategy primarily includes expansion through strategic acquisition of technologies and businesses that augment the company’s existing products and services. As a result of these acquisitions, Thermo Fisher recorded significant goodwill and indefinite-lived intangible assets (primarily tradenames) on i ...
Thermo Fisher (TMO) Expands Central Lab Footprint in Kentucky
ZACKS· 2024-07-02 17:16
Thermo Fisher Scientific Inc. (TMO) recently announced the expansion of its central laboratory operations in Kentucky under its PPD clinical research business. The new 65,000-square-foot space in Covington, KY, will expand the company’s sample management and biorepository operations. The latest development will be in addition to its existing site in nearby Highland Heights. The latest addition will help TMO to accelerate pharmaceutical and biotech customers’ delivery of safe, effective medicines to patients ...