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The median of 3 price targets is $650[FMP target], stock is $465, +39.8% vs the analyst consensus median. Q1 FY26 EPS $5.44 vs $5.25 estimate: beat (+3.6%)[FMP earnings]. Stock move on D+1: +0.6%.
B — FMP rating [FMP ratings]. Form 4: unavailable[FMP Form 4].
Quick AnswerThermo Fisher Scientific Inc. (TMO) Q2 consensus: revenue $11.7B[FMP est], EPS $5.75[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 FY26 EPS $5.44 vs $5.25 estimate: beat (+3.6%)[FMP]. Stock move on D+1: +0.6%[FMP D+1].
Watchlist
Q1 Organic Revenue Growth
q1_organic_revenue_growth
Thermo Fisher's organic revenue growth in Q1 was 1%.
"On the top line, Q1 reported revenue grew 6% year-over-year. The components of our reported revenue change included 1% organic growth, a 3% contribution from acquisitions and a 2% tailwind from foreign exchange."
- James Meyer - Q1 FY26 Earnings Call - April 23, 2026
Bioproduction Growth
bioproduction_growth
The Life Sciences Solutions segment's reported revenue increased 13% due to strong growth in the bioproduction business.
"In Life Sciences Solutions, Q1 reported revenue increased 13% versus the prior year quarter and organic revenue growth was 1%. The growth in this segment was led by our bioproduction business, which had another quarter of excellent organic growth."
- James Meyer - Q1 FY26 Earnings Call - April 23, 2026
Fy26 Guidance Increase
fy26_guidance_increase
Thermo Fisher is raising its full year revenue and adjusted EPS guidance, incorporating the positive impact of Clario and the strong first quarter earnings performance.
"We are raising our guidance for the full year on the top and bottom line, incorporating the positive impact of Clario and the strong first quarter earnings performance."
- Marc Casper - Q1 FY26 Earnings Call - April 23, 2026
Clario Acquisition Impact
clario_acquisition_impact
The acquisition of Clario increased Thermo Fisher's 2026 revenue guidance by $900 million and added $0.32 of adjusted EPS net of financing costs.
"This incorporates the acquisition of Clario, which increased our 2026 revenue guidance by $900 million and added $0.32 of adjusted EPS net of financing costs."
- James Meyer - Q1 FY26 Earnings Call - April 23, 2026
Capital Deployment
capital_deployment
Thermo Fisher deployed $3.2 billion of capital to shareholders in Q1 through $3 billion of share buybacks and approximately $160 million of dividends.
"In Q1, we also deployed $3.2 billion of capital to shareholders through $3 billion of share buybacks and approximately $160 million of dividends."
- James Meyer - Q1 FY26 Earnings Call - April 23, 2026
Stock Expert AI - Methodology
Historical V1 earnings-model score (archived, May 9, 2026) — not the current MoonshotScore. Current MoonshotScore: TMO stock page
multi-pillar methodology. Cash Runway and News Sentiment strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 FY26 (April 23, 2026) EPS $5.44 vs $5.25 estimate: beat (+3.6%)[FMP]. Stock move on D+1: +0.6%[FMP D+1].
Q1 FY26 EPS $5.44 vs $5.25 estimate: beat (+3.6%)[FMP]. Stock move on D+1: +0.6%[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $376.0M[FMP cashflow]. Q1 op margin 16.9%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q2 EPS threshold $5.75[FMP], CapEx threshold "below $376.0M". Two anchors, three scenarios.
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Stock Expert AI is free today — no credit card. Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Thermo Fisher Scientific Inc. (TMO) Q2 FY26 earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Thermo Fisher Scientific Inc. (TMO): Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Thermo Fisher Scientific Inc. (TMO): Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
Thermo Fisher Scientific Inc. (TMO): No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.