Thermo Fisher Scientific is experiencing a robust demand recovery, with Q2 2026 revenue growth accelerating to 10.5% and gross margin expanding to 41.2% from 37.3% a year earlier. The company's aggressive capital deployment, including $8.9B in acquisitions and...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 10.5% in Q2 2026, with gross margin improving to 41.2% from 37.3% a year earlier, though it remains below peers like Danaher's 60.9%.
T-Mobile holds approximately 35% of the wireless market share and its Ultra Capacity 5G network reaches nearly 98% of the U.S. population.
Q1 2026 revenues reached $23.11 billion, marking an 11% year-over-year increase, with EPS at $2.27, exceeding forecasts.
The company expects to return up to $18.2 billion to stockholders in 2026 through share repurchases and dividends.
Rivals like Verizon and AT&T are heavily investing in their networks, which could pressure T-Mobile's market share and pricing.
There are worries about slowing postpaid phone net adds and potential increases in churn rates, particularly in smaller markets.
T-Mobile carries a significant debt load of $86.95 billion as of December 2025, increasing financial risk in a rising interest rate environment.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $6.03+5.4% vs $5.72 | $12.0B+2.5% vs $11.7B |
Q2 2026 Apr 23, 2026 | $5.44+3.6% vs $5.25 | $11.0B+1.3% vs $10.9B |
Q1 2026 Jan 29, 2026 | $6.57+1.9% vs $6.45 | $12.2B+2.2% vs $11.9B |
Q4 2025 Oct 22, 2025 | $5.79+5.3% vs $5.50 | $11.1B+1.9% vs $10.9B |
Thermo Fisher Scientific NYSE: TMO Chairman and Chief Executive Officer Marc Casper said the company is seeing improving demand across several end markets and expects 2026 to be an “outstanding year,” supported by stronger customer activity and operational execution.
Thermo Fisher Scientific Inc. (TMO) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, picked Horizon Kinetics Inflation Beneficiaries ETF (NYSE:INFL).
Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock NewsAnthropic researcher resigns over AI safety concerns: Jacob Coxon, a
Benchmark TMO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Thermo Fisher Scientific Inc. (TMO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $658.52 | $244.72B | 37.12 | 3.91% | 15.12% | 13.06% | 0.26% | |
| $221.12 | $155.44B | 43.87 | 2.9% | 15.95% | 7.66% | — | |
| $167.25 | $47.24B | 36.60 | 6.73% | 19.53% | 20.47% | — | |
| $425.74 | $31.84B | 39.57 | 6.99% | 3.58% | 1.88% | — | |
| $379.57 | $10.22B | 13.62 | 0.65% | 8.59% | 3.15% | — | |
| $61.21 | $9.32B | -408.07 | 2.08% | -2.03% | -2.87% | — |
Thermo Fisher Scientific Inc. (TMO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Thermo Fisher Scientific Inc. (TMO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
May 26, 2026·SEC
Apr 23, 2026·SEC
Get notified when TMO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Thermo Fisher Scientific Inc. (TMO) stock FAQ — growth, dividends, profitability & financials explained
Thermo Fisher Scientific Inc. (TMO) reported $46.34B in revenue for fiscal year 2025. This represents a 1480% increase from $2.93B in 1996.
Thermo Fisher Scientific Inc. (TMO) grew revenue by 3.9% over the past year. Growth has been modest.
Yes, Thermo Fisher Scientific Inc. (TMO) is profitable, generating $6.98B in net income for fiscal year 2025 (15.1% net margin).
Yes, Thermo Fisher Scientific Inc. (TMO) pays a dividend with a yield of 0.26%. This makes it attractive for income-focused investors.
Thermo Fisher Scientific Inc. (TMO) has a return on equity (ROE) of 13.1%. This is reasonable for most industries.
Thermo Fisher Scientific Inc. (TMO) generated $7.32B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
