Análisis opcionales del producto
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Thermo Fisher Scientific Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $240.9B | |
|---|---|---|
| P/E (forward) | 23.7x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $39.21B | $44.92B | $42.86B | $42.88B | $44.56B | +3.2% |
| Gross profit | $19.63B | $19.01B | $17.56B | $17.73B | $16.78B | -3.9% |
| Operating income | $10.03B | $8.39B | $6.86B | $7.34B | $7.75B | -6.3% |
| Net income | $7.73B | $6.95B | $6.00B | $6.34B | $6.70B | -3.5% |
| EPS (diluted) | $19.46 | $17.63 | $15.45 | $16.53 | $17.74 | -2.3% |
| EBITDA | $11.97B | $11.94B | $6.86B | $11.80B | $11.47B | -1.1% |
| R&D | $1.41B | $1.47B | $1.34B | $1.39B | $1.40B | -0.2% |
| SG&A | $8.01B | $8.99B | $8.45B | $8.60B | $8.73B | +2.2% |
Recent company headlines from major financial publishers.
The Base case represents our modal expectation where Thermo Fisher delivers steady operational execution in line with management guidance. Laboratory Products and Biopharma Services maintains steady recurring demand, while Analytical Instruments sustains moderate single-digit expansion. This path yields our Fair value of $318.21 (implied return of -51.5% at 60.0% probability) versus $656.45 as of $656.45 (as of 2026-09-21). Disconfirmation would appear if customer biopharma spending decelerates below guided ranges or tariff friction erodes gross margin.
In the Bull case, bioprocessing order velocity accelerates swiftly, proprietary analytical instrumentation captures greater market share across Asian and European clinical laboratories, and academic spending rebounds robustly. Under these conditions, valuation expands toward $393.17 representing an expected return of -40.1% at a modeled probability of 20.0%. Confirmation requires consecutive quarters of organic revenue expansion exceeding upper guidance bands and operating margin expansion in analytical tools.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 6.7% | $373 | $392 | $417 | $449 | $491 |
| 7.7% | $330 | $343 | $358 | $377 | $401 |
| 8.7% | $299 | $308 | $318 | $330 | $345 |
| 9.7% | $275 | $281 | $288 | $297 | $307 |
| 10.7% | $255 | $260 | $265 | $271 | $278 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
