Thermo Fisher Scientific IncNYSE: TMO
Health Care · Life Sciences Tools & Services
$469.56
-1.96%
Vol: 1.5M
Research Digest
Friday, May 1, 2026
Thermo Fisher raises 2026 EPS guidance to $24.64-$25.12 after Q1 beat; microbiology sale to Astorg for $1.075B announced
Thermo Fisher beat Q1 expectations with $11.01B revenue (+6% YoY) and $5.44 adjusted EPS (+6% YoY), raising full-year 2026 guidance to 8-10% growth. Company signed agreement to divest microbiology business to Astorg for $1.075B, expected to close H2 2026. Analyst consensus remains Strong Buy with $636 average price target (+36% upside). Investor Day scheduled for May 20.
Previous Market Intelligence
13 daysApr 30Thermo Fisher sells microbiology unit to Astorg for $1.075B; Q1 revenue grows 6% to $11.01BPositive▶
Thermo Fisher agreed to divest its microbiology business to Astorg for $1.075 billion in cash plus $50M seller note, reflecting a strategic shift toward biopharma. Q1 2026 revenue grew 6% to $11.01B with diluted EPS up 11% to $4.43, beating Street estimates. The company deployed capital through $3B stock buybacks, a 10% dividend increase, and the Clario acquisition. Strategic partnerships with NVIDIA and SHL Medical advance lab AI and manufacturing capabilities. This divestiture streamlines the company's portfolio while strengthening high-margin biopharma exposure amid macro headwinds.
Apr 29Thermo Fisher sells microbiology business to Astorg for $1.075B; Q1 EPS beats with 11% growth to $4.43Positive▶
Thermo Fisher completed a major divestiture agreement to sell its microbiology business to European private-equity firm Astorg for approximately $1.075 billion, marking continued strategic pivot away from IVD toward biopharma. Q1 2026 delivered 6% revenue growth to $11.01 billion and 11% diluted EPS growth to $4.43, exceeding expectations. The company strategically acquired Clario for endpoint data solutions, completed $3.0 billion in stock buybacks, and increased dividends 10%. Analyst consensus: Strong Buy with 12-month price target of $636.0, implying 36% upside. Company hosting Investor Day May 20 in NYC.
Apr 16Barclays lowers TMO price target to $625 as stock pulls back 15% YTD but maintains long-term 13.8% annual return; Clario acquisition valued at $8.875BMixed▶
Thermo Fisher Scientific continues executing strategic initiatives with its $8.875 billion Clario acquisition expected to add $1.25 billion in annual revenue and $0.45 to adjusted EPS in year one. The company achieved strong Q4 earnings, beating estimates with $6.57 EPS versus consensus of $6.43. Recent collaboration with HealthVerity expands real-world data capabilities. Despite analyst price target adjustments from Barclays, the company maintains a growth trajectory with $50 billion revenue and $9 billion earnings targets by 2028.
Apr 14Thermo Fisher dividend increased 10% to $0.47; Evercore lowers PT amid valuation concernsMixed▶
10% dividend increase to $0.47 payable April 15. Evercore lowered PT but added Tactical Outperform. Advancing $8.875B Clario acquisition.
Apr 13Thermo Fisher Q1 earnings April 23; 10% dividend increase; new biologics platforms launchedPositive▶
Thermo Fisher Scientific will release Q1 2026 earnings on April 23 before market open. Board authorized quarterly dividend of $0.47/share (10% increase from $0.43). Launched integrated Gibco cell therapy and CHOvantage biologics platforms. Completed Clario Holdings acquisition. Stock at $496 with analyst consensus Strong Buy; $639 price target (28.8% upside).
Apr 10Thermo Fisher announces 10% dividend increase and Q1 earnings April 23; cell therapy platform launch.Positive▶
Thermo Fisher Scientific increased its quarterly dividend 10% to $0.47 per share. Q1 2026 results will be released April 23 before market open. Launched new Gibco cell therapy and CHOvantage biologics platforms. Collaborated with SHL Medical on drug-device combination manufacturing.
Apr 9Thermo Fisher Clario Acquisition Complete; Strong Q4 Earnings Beat; Strong Buy RatingPositive▶
Thermo Fisher completed $8.875B acquisition of Clario, enhancing clinical research capabilities. Q4 adjusted EPS of $6.57 beat consensus $6.45 on strong pharma client demand for R&D tools. Stock rose in after-hours trading despite 0.62% intraday decline.
Apr 8Thermo Fisher Q1 2026 earnings April 23; Clario acquisition completed for $8.875B.Neutral▶
Thermo Fisher will report Q1 2026 results April 23. Disclosed $21,000 Q1 2026 lobbying activity. Recent product launches: CTS Compleo Fill/Finish, CHOvantage GS Cell Line Development Kit, Glacios 3 Cryo TEM. Clario acquisition completed ($8.875 billion). Quarterly dividend increased 10% to $0.47. Citi added 90-day upside catalyst watch.
Apr 7Thermo Fisher completes $8.875B Clario acquisition, launches biologics platform, Q1 earnings April 23Positive▶
Thermo Fisher completed $8.875B Clario Holdings acquisition adding clinical trial data solutions with $0.45 EPS year-one contribution. Company launched next-gen integrated cell line development platform for biologics acceleration. Full-year 2025 revenue grew 4% to $44.56B with adjusted EPS up 5% to $22.87. Management expects growth acceleration in 2026 as headwinds abate, exiting at long-term 3-6% organic target. Board authorized 10% quarterly dividend increase to $0.47/share payable April 15. Q1 2026 earnings April 23 at 8:30am ET. Analyst consensus "Strong Buy" PT $639.83 (31.8% upside).
Apr 6Thermo Fisher completes $8.875B Clario acquisition; Trump $2B U.S. investment announced.Positive▶
Thermo Fisher completed $8.875B Clario Holdings acquisition (plus earnout). Trump announced $2B U.S. investment visit. Q1 EPS beat at $6.57 vs $6.449. Next earnings April 29. Average target $639.83 (~30% upside).
Apr 3Thermo Fisher sets Q1 earnings call for April 23; strong analyst support ($639.83 PT) despite modest overnight decline.Positive▶
Thermo Fisher reports Q1 2026 earnings April 23. 2025 full-year revenue grew 4% to $44.56B; adjusted EPS +5% to $22.87. Company expects 2026 growth to accelerate. Leadership transition: Michel Lagarde exits, Gianluca Pettiti promoted to President/COO. Acquired Clario for $8.875B to boost clinical research. Down 0.51% overnight at $492 but analysts maintain Strong Buy with 30% upside to $639.83 PT.
Apr 1Thermo Fisher increases quarterly dividend 10% to $0.47; launches new cryo-electron microscope amid 3-4% 2026 growth outlook.Positive▶
Thermo Fisher Scientific authorized a quarterly dividend of $0.47 per share, reflecting a 10% increase payable April 15, 2026. The company is positioned for 3% to 4% growth in 2026 following the $8.875 billion Clario acquisition. TMO stock opened at $492.07. Barclays lifted price target from $625 to $650 with overweight rating. Analyst consensus is Strong Buy with average price target of $639.83, suggesting 30.89% upside.
Mar 31Thermo Fisher completed $8.875B Clario acquisition; stock down 3.17% despite bullish analyst outlook.Mixed▶
Thermo Fisher completed Clario acquisition for $8.875B. Stock declined 3.17% to $473.36 March 29. Q1 2026 EPS $6.57 beat $6.449 estimate. Next earnings April 29.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TMOTHERMO | $469.56 | -1.96% | -1.9% | 17.5x | 0.97 | $178.0B |
| DHRDANAHER | $175.47 | -1.95% | -6.9% | 19.7x | 0.99 | $126.7B |
| AAGILENT | $114.69 | -0.74% | +0.6% | 17.6x | 1.30 | $32.7B |
| WATWATERS | $306.56 | -0.86% | +1.7% | 18.9x | 1.20 | $30.4B |
| IQVIQVIA | $157.04 | -0.84% | -7.2% | 11.3x | 1.39 | $26.6B |
| MTDMETTLER | $1,269.64 | -0.55% | +0.8% | 24.9x | 1.44 | $25.8B |
Key Fundamentals
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Price below 200d MA — bearish structure.