8-K ·Filed Apr 23, 2026

TMO

THERMO FISHER SCIENTIFIC INC.
BULLISH
Impact 7/10
Horizonimmediate Processed5mo ago SEC0000097745-26-000086
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

Monitor the upcoming earnings call for guidance on full-year 2026, particularly regarding the integration of Clario and the impact of strategic collaborations with NVIDIA and SHL Medical on future growth.

DirectionBullish
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
TMO ▲ +14.14% at T+60d
LONG call ✓ call won +14.14% · α vs SPY +9.22% · entry $466.52 → $532.48
Entry anchored
Apr 22, 03:59 PM ET
via exchange tick
T+1d
+0.56%
call +0.56% · α -0.23%
$469.13
settled 5mo ago
T+5d
-0.06%
call -0.06% · α -1.53%
$466.26
settled 5mo ago
T+20d
-3.16%
call -3.16% · α -7.79%
$451.79
settled 4mo ago
T+60d
+14.14%
call +14.14% · α +9.22%
$532.48
settled 2mo ago

Price Chart

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Executive Summary

Thermo Fisher Scientific reported strong Q1 2026 results with revenue up 6% to $11.01B and GAAP EPS growing 11% to $4.43, driven by operational excellence and the Clario acquisition. The company raised its dividend by 10% and repurchased $3.0B in stock, signaling confidence in its financial position.

Key Financial Metrics

EPS
$4.43
est $3.24 · +36.7%
Revenue
$11.0B
est $10.9B · +1.4% · +6.0% YoY
Rating
beat
Free Cash Flow
$825.0M

Key Facts

  • Q1 2026 revenue grew 6% YoY to $11.01 billion
  • GAAP diluted EPS grew 11% YoY to $4.43
  • Adjusted EPS grew 6% YoY to $5.44
  • Completed acquisition of Clario, a provider of endpoint data solutions
  • Repurchased $3.0 billion of stock and increased dividend by 10%

Financial Impact

Revenue beat consensus by $145M, EPS beat by $1.19

revenueepsdilution

Risk Factors

  • Increased debt from the Clario acquisition could impact future financial flexibility
  • Integrating Clario may pose operational challenges and cultural integration risks

Market Snapshot

Exchange
NYSE
Sector
Measuring & Controlling Devices, NEC
Analyst Consensus
89% bullish (35 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000097745-26-000086
Document: tmo-20260423.htm0000097745-26-000086
Document: 0000097745-26-000086-index-headers.html0000097745-26-000086
Document: 0000097745-26-000086-index.html0000097745-26-000086
Document: 0000097745-26-000086.txt0000097745-26-000086
8-K Data (Synthetic)0000097745-26-000086
15 reports for TMO
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+60▲ +29.04%Jun 11, 2026
Filters
Rows
Reports for TMO — sortable, filterable
TypeNow
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$600.50 $675.05▲ +12.41%▲ +12.30%$657.28 (+9.46%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$630.70 $666.33▲ +5.65%▲ +5.75%$657.28 (+4.21%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$628.74 $658.52▲ +4.74%▲ +3.42%$657.28 (+4.54%)
Aug 18, 2026
6w ago
Court Ruling
NEUTRAL ★ 1/10
$589.04 $648.43▲ +10.08%▲ +11.39%$657.28 (+11.58%)
Aug 13, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$588.29 $613.62▲ +4.31%▲ +6.30%$657.28 (+11.73%)
Aug 10, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$605.00 $605.69▲ +0.11%▲ +1.17%$657.28 (+8.64%)
Aug 7, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$594.00 $613.78▲ +3.33%▲ +3.73%$657.28 (+10.65%)
Jul 23, 2026
10w ago
8-K
BULLISH ★ 7/10
$572.32 $627.55▲ +9.65%▲ +6.34%$657.28 (+14.84%)
Jun 11, 2026
16w ago
ANALYST-UPGRADE
NEUTRAL ★ 2/10
$469.34 $527.05▲ +12.30%▲ +10.52%$657.28 (+40.04%)
Jun 11, 2026
16w ago
Institutional Cluster
BULLISH ★ 6/10
$475.66 $524.71▲ +10.31%▲ +8.42%$657.28 (+38.18%)
Showing 10 of 15

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