While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Personal health and wellness is one of the many secular tailwinds for healthcare companies. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have harmed the industry’s returns -
over the past six months, healthcare stocks have collectively shed 12.7%. This performance was worse than the S&P 500’s 7.5% fall.
Life sciences company Thermo Fisher (NYSE:TMO) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales were flat year on year at $10.36 billion. Its non-GAAP profit of $5.15 per share was 0.9% above analysts’ consensus estimates. The stock remained flat at $433.50 following the earnings release and call.
Thermo Fisher cut its 2025 EPS and revenue outlook due to tariffs and U.S. policy changes, expecting a $400 million sales hit and lower operating income.
The company now expects 2025 revenue to be in the range of $43.3 billion to $44.2 billion and adjusted EPS to be in the range of $21.76 to $22.84, compared with its previous forecast of $23.10 to $23.50.
Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration helped lift investor confidence.
Life sciences company Thermo Fisher (NYSE:TMO) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $10.36 billion. Its non-GAAP profit of $5.15 per share was 0.9% above analysts’ consensus estimates.
Let’s dig into the relative performance of Mettler-Toledo (NYSE:MTD) and its peers as we unravel the now-completed Q4 research tools & consumables earnings season.
