赛默飞(TMO)
搜索文档
Thermo Fisher (TMO) Introduces Dionex Inuvion IC system
Zacks Investment Research· 2024-02-20 00:56
Thermo Fisher Scientific, Inc. (TMO) recently introduced a new instrument for Ion chromatography to enhance labs' functional adaptability, efficiency, and reliability -- Thermo Scientific Dionex Inuvion Ion Chromatography (IC) system. The new system will make ion analysis simpler and more intuitive for labs of all sizes.The recent launch will bolster Thermo Fisher’s Analytical Instrument segment.More on New LaunchThe Dionex Inuvion system helps labs operate more effectively by providing simply adjustable wo ...
Thermo Fisher falls after results beat the Street, investors 'sell the news'
Proactive Investors· 2024-02-01 02:23
About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...
Thermo Fisher (TMO) End Market Growth Strong Despite Macro Woes
Zacks Investment Research· 2024-02-01 01:26
Thermo Fisher Scientific (TMO) continues to gain from strategic partnerships. Yet, macroeconomic issues dent growth. The company carries a Zacks Rank #3 (Hold) currently.Within the pharma and biotech end market, of late, Thermo Fisher’s biosciences and bioproduction businesses have significantly expanded their capacity to meet the global vaccine manufacturing requirements. Additionally, the pharma services business has been providing pharma and biotech customers with the services they need to develop and pr ...
Thermo Fisher Scientific(TMO) - 2023 Q4 - Earnings Call Transcript
2024-02-01 00:09
财务数据和关键指标变化 - 2023年全年收入为429亿美元,同比下降5%,其中核心有机收入增长1% [27] - 2023年全年调整营业利润为98.1亿美元,同比下降11%,调整营业利润率为22.9% [30] - 2023年全年调整每股收益为21.55美元 [27] 各条业务线数据和关键指标变化 - 生命科学解决方案业务2023年全年收入同比下降26%,调整营业利润同比下降39%,调整营业利润率为34.3% [36] - 分析仪器业务2023年全年收入和有机收入同比增长10%,调整营业利润同比增长27%,调整营业利润率为26.3% [37] - 实验室产品和生物制药服务业务2023年全年收入同比增长2%,调整营业利润同比增长17%,调整营业利润率为14.6% [39] 各个市场数据和关键指标变化 - 2023年第四季度,北美收入同比下降低双位数,欧洲下降低个位数,亚太地区增长低个位数,其中中国下降中个位数 [28] - 2023年全年,北美收入同比下降高个位数,欧洲下降低个位数,亚太地区下降低个位数,其中中国下降高个位数 [28] 公司战略和发展方向及行业竞争 - 公司在2023年持续推进高影响力创新,推出多项行业领先新产品,如Orbitrap Astral质谱仪、Metrios 6 S/TEM电子显微镜等 [11][12] - 公司进一步巩固了作为客户可信赖合作伙伴的地位,与客户建立了更深入的合作关系 [15] - 公司认为行业长期增长前景良好,预计未来市场年增长4%-6%,公司有望保持3个百分点的市场份额增长 [80][81] 管理层对经营环境和未来前景的评论 - 管理层认为2023年公司在充满挑战的宏观环境下仍交出了出色的业绩,体现了公司的卓越执行能力 [7][8] - 管理层对2024年前景保持乐观,认为公司有望继续交出出色的短期业绩,同时进一步增强长期竞争力 [23][24][25] - 管理层认为中国市场短期内仍面临挑战,但长期来看是公司重要的高增长市场 [89][91] 问答环节重要的提问和回答 问题1 **Jack Meehan 提问** 询问公司在不同业务线的增长情况和前景 [50][51] **Marc N. Casper 回答** 公司在2023年保持了较强的市场份额增长,未来有望继续保持这一势头,各业务线都有较好的发展前景 [51][52][53] 问题2 **Derik De Bruin 提问** 询问公司2024年收入指引较之前有所下调的原因 [66][67][68][69] **Stephen Williamson 回答** 主要是由于一些具体业务的收入时间调整,以及对汇率和其他因素的更新预测 [69][70][71] 问题3 **Vijay Kumar 提问** 询问公司2023年中国业务和CRO业务的表现,以及2024年的预期 [88][89][90][91] **Marc N. Casper 回答** 2023年中国业务受到挑战,但长期来看仍是公司重要的高增长市场,CRO业务在2023年表现出色,但2024年增速将有所放缓 [89][90][91]
Thermo Fisher (TMO) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-01-31 23:35
For the quarter ended December 2023, Thermo Fisher Scientific (TMO) reported revenue of $10.89 billion, down 4.9% over the same period last year. EPS came in at $5.67, compared to $5.40 in the year-ago quarter.The reported revenue represents a surprise of +1.40% over the Zacks Consensus Estimate of $10.74 billion. With the consensus EPS estimate being $5.64, the EPS surprise was +0.53%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...
Thermo Fisher Scientific (TMO) Tops Q4 Earnings and Revenue Estimates
Zacks Investment Research· 2024-01-31 21:11
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $5.67 per share, beating the Zacks Consensus Estimate of $5.64 per share. This compares to earnings of $5.40 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.53%. A quarter ago, it was expected that this maker of scientific instrument and laboratory supplies would post earnings of $5.58 per share when it actually produced earnings of $5.69, delivering a surpri ...
Thermo Fisher (TMO) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Zacks Investment Research· 2024-01-26 23:21
Wall Street analysts forecast that Thermo Fisher Scientific (TMO) will report quarterly earnings of $5.64 per share in its upcoming release, pointing to a year-over-year increase of 4.4%. It is anticipated that revenues will amount to $10.74 billion, exhibiting a decline of 6.2% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their in ...
Thermo Fisher Scientific (TMO) Laps the Stock Market: Here's Why
Zacks Investment Research· 2024-01-23 08:06
Thermo Fisher Scientific (TMO) closed at $553.39 in the latest trading session, marking a +0.3% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.22%. On the other hand, the Dow registered a gain of 0.36%, and the technology-centric Nasdaq increased by 0.32%.The maker of scientific instrument and laboratory supplies's stock has climbed by 4.29% in the past month, exceeding the Medical sector's gain of 2.3% and the S&P 500's gain of 1.61%.Analysts and investors alike wil ...
Here's Why Investors Should Retain Thermo Fisher (TMO) Stock
Zacks Investment Research· 2024-01-17 22:01
Thermo Fisher Scientific Inc. (TMO) is likely to gain in the coming quarters, backed by a slew of impressive product introductions across the portfolio. Promising developments within the company’s growth strategy, consisting of developing high-impact, innovative new products, leveraging scale and high growth in emerging markets and delivering a unique value proposition to customers, are encouraging. Stable solvency is an added upside.However, macroeconomic headwinds and competitive pressures may pose challe ...
What's in Store for Thermo Fisher (TMO) in Q4 Earnings?
Zacks Investment Research· 2024-01-17 02:34
Thermo Fisher Scientific Inc. (TMO) is slated to release fourth-quarter 2023 results on Jan 31, 2024, before market open.Thermo Fisher’s earnings of $5.69 per share in the last reported quarter topped the Zacks Consensus Estimate by 1.9%. Its earnings surpassed estimates in three of the trailing four quarters, the average surprise being 0.62%.Let's discuss the factors that are likely to be reflected in the upcoming results.Factors at PlayLike the last quarter, Thermo Fisher’s Analytical Instruments segment ...