Thermo Fisher Scientific Inc.
TMO
Market Cap$151.71B
Close$
Earnings Call Q1 2025
April 23, 2025 - AI Summary
Strong Q1 Performance: Thermo Fisher Scientific reported Q1 revenue of $10.36 billion and adjusted operating income of $2.27 billion, achieving a 21.9% adjusted operating margin. Adjusted EPS grew 1% year-over-year to $5.15 per share, reflecting strong execution despite two fewer selling days compared to the prior year.
Updated Guidance Affected by Macro Factors: The company adjusted its full-year revenue guidance to a range of $43.3 billion to $44.2 billion and adjusted EPS to $21.76 to $22.84. This adjustment is largely driven by the impact of U.S.-China tariffs and the current policy focus of the U.S. administration, which creates uncertainty for future growth.
Challenges from Tariffs: The tariffs are projected to have a $400 million revenue headwind and a $375 million operating income impact in 2025. Although mitigation actions are in place, the full benefit of those actions won’t be realized until 2026, suggesting continued short-term pressure on margins.
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$695.92
67.6% upside
Current Fair Value
67.6% upsideUndervalued by 67.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $151.71 Billion |
|---|---|
| Enterprise Value | $181.77 Billion |
| Dividend Yield | $1.6 (0.398108982333914%) |
| Earnings per Share | $16.58 |
| Beta | 0.78 |
| Outstanding Shares | 378,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 23.32 |
|---|---|
| PEG | 173 |
| Price to Sales | 3.68 |
| Price to Book Ratio | 3.19 |
| Enterprise Value to Revenue | 4.24 |
| Enterprise Value to EBIT | 28.73 |
| Enterprise Value to Net Income | 27 |
| Total Debt to Enterprise | 0.19 |
| Debt to Equity | 0.69 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Thermo Fisher Scientific Inc.
75,000 employees
CEO: Marc Casper Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue exceeding $25 billion. Its Mission is to enable our customers to make the world healthier, cleaner and safer. Whether the customers are acceleratin...