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08:30
Jul 23 ◎
Jul 23 ◎
TMO
ASML
AMAT
▾
HIGH
Management raised both revenue and EPS guidance, citing stronger customer activity and execution, with an improved outlook for the rest of the year.
"We're raising our guidance for the full year on the top and bottom line reflecting our strong operational performance in the second quarter and increased outlook for the second half of the year"
TMO WATCH
Electron microscopy strength partly attributed to semiconductor enabling role, with strong bookings growth. — Suggests ongoing capital equipment demand in semiconductor manufacturing, benefiting tool suppliers and potentially reinforcing capex cycle narratives.
"Within electron microscopy, another really good quarter, semiconductor, we play a key enabling role there"
ASML WATCH
AMAT WATCH
HIGH
08:30
Apr 23 ◎
Apr 23 ◎
TMO
NVDA
OPENAI
▾
HIGH
Management raised full-year guidance after a solid Q1, citing strong operational performance and confidence in end-market resilience despite macro headwinds.
"We delivered a strong start to the year. We're raising our full year revenue and adjusted EPS guidance. Our end markets and our business are progressing in line with our expectations."
TMO WATCH
Thermo Fisher is integrating NVIDIA's AI into lab instruments to create commercial workflow solutions, potentially boosting NVIDIA's presence in life sciences.
"We announced a strategic collaboration with NVIDIA, combining our leadership and laboratory technologies with Navidius advanced AI capabilities."
NVDA WATCH
Thermo Fisher's earlier collaboration with OpenAI is supporting clinical research AI tools, though no new specifics were provided.
"we had announced some time ago with open Ai and you know customers value that and that position is very well"
OPENAI WATCH
HIGH
08:30
Jan 29 ◎
Jan 29 ◎
TMO
SOLV
SNY
DHR
BAYRY
▾
HIGH
Management issued 2026 guidance for 4-6% revenue growth and 6-8% EPS growth, with margin expansion and continued share gains, reflecting cautious optimism and operational discipline.
"We enter 2026 from a position of strength as the market leader serving attractive end markets."
TMO WATCH
Thermo Fisher acquired Solventum's filtration and separation business to extend bioproduction capabilities; Solventum divests a non-core unit for cash.
"completed the acquisition of our filtration and separation business from Solventum."
SOLV WATCH
Thermo Fisher acquires a sterile fill-finish plant from Sanofi, boosting its CDMO capacity; Sanofi monetizes a site while outsourcing fill-finish capacity.
"expanded our U.S. drug product manufacturing footprint through the acquisition of Sanofi's state-of-the-art sterile fill finish site in New Jersey."
SNY WATCH
Thermo Fisher's bioproduction business delivered 'excellent growth' for another quarter, signaling sustained demand for single-use technologies and cell culture media. — Ongoing bioprocessing demand suggests peer companies in biologics manufacturing supplies (Danaher, Sartorius) may also see tailwinds.
"Performance in the quarter was led by continued strong growth in our bioproduction business"
DHR WATCH
SARSY WATCH
Thermo Fisher's Oncomind DX test was FDA-approved as a companion diagnostic for Bayer's therapy, strengthening Bayer's targeted lung cancer treatment and driving demand for Thermo Fisher's NGS diagnostics.
"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."
BAYRY WATCH
Thermo Fisher is partnering with OpenAI to embed AI across its products and operations, potentially accelerating drug development and improving productivity—a positive signal for OpenAI's enterprise adoption in life sciences.
"announced a strategic collaboration with OpenAI aimed at increasing our use of artificial intelligence at the company."
OPENAI WATCH
Thermo Fisher's collaboration with NVIDIA leverages AI in analytical instruments and microscopy, positioning NVIDIA's chips in high-end scientific computing applications.
"announced an interesting collaboration with NVIDIA at the beginning of the year."
NVDA WATCH
HIGH
08:30
Oct 22 ◎
Oct 22 ◎
TMO
OPENAI
AZN
SOLV
SNY
▾
HIGH
Management raised full-year guidance after a strong Q3 beat, citing operational execution and active management; confidence in mid-term 3-6% organic growth reiterated.
"We are raising our revenue guidance to a new range of 44.1 billion to $44.5 billion, and raising our adjusted EPS guidance to a range of $22.60 to $22.86 per share."
TMO WATCH
Thermo Fisher is tightly integrating OpenAI's AI into its products and internal operations, which could accelerate drug development and enhance competitive positioning.
"We are embedding OpenAI advanced technology into critical areas of our business, including product development, service delivery, customer engagement, and operations."
OPENAI WATCH
Co-location of Thermo Fisher scientists with AstraZeneca could deepen R&D collaboration and drive instrument and consumables sales.
"The recently announced strategic partnership with AstraZeneca BioVenture Hub in Gothenburg, Sweden."
AZN WATCH
Thermo Fisher adds bioprocessing and industrial filtration capabilities, expanding its addressable market and customer base.
"We completed our acquisition of our filtration and separation business from Solventum, which is now part of our life sciences solution segment."
SOLV WATCH
Thermo Fisher gains a new U.S. sterile fill-finish node with built-in Sanofi volume, supporting reshoring demand.
"We closed our acquisition of the Ridgefield, New Jersey, sterile fill finish site from Sanofi, expanding our U.S. drug product manufacturing."
SNY WATCH
Thermo Fisher's new Mebane, NC facility can produce 40 million pipette tips per week, directly addressing U.S. lab consumable supply chain resilience. — Increases domestic capacity and may reduce reliance on Asian suppliers, pressuring competitors in the lab consumables space.
"A high-volume, low-cost facility, this site was developed with support from the U.S. government and is capable of producing at least 40 million laboratory pipette tips per week."
DHR WATCH
GLW WATCH
Pharma customers are actively reshoring manufacturing to the U.S., creating near-term construction/equipment demand and long-term recurring consumables growth for Thermo Fisher. — Steers large pharma spending toward Thermo Fisher's U.S. sites and could shift market share from European CDMOs.
"We are actively engaged in helping those customers think about new sites, how to best equip them, and support our customers in that effort."
CTLT WATCH
LONN WATCH
HIGH
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