THERMO FISHER SCIENTIFIC INC. (TMO) Earnings History

THERMO FISHER SCIENTIFIC INC. - Q4 FY2025 EarningsBeat

Filed at: Jan 29, 2026, 6:02 AM EST|Read from source

EXECUTIVE SUMMARY

Thermo Fisher Scientific reported a strong finish to 2025 with robust revenue and EPS growth in the fourth quarter, driven by excellent operational execution and strategic capital deployment. The company highlighted new product launches and advancements in its commercial engine, positioning it for continued share gain and value creation in 2026.

POSITIVE HIGHLIGHTS

  • •

    Fourth quarter revenue grew 7% to $12.21 billion, with organic revenue growth of 3%.

    positive
  • •

    Full year revenue grew 4% to $44.56 billion, with organic revenue growth of 2%.

    positive
  • •

    Fourth quarter GAAP diluted EPS grew 9% to $5.21, and adjusted EPS grew 8% to $6.57.

    positive
  • •

    Full year GAAP diluted EPS grew 7% to $17.74, and adjusted EPS grew 5% to $22.87.

    positive
  • •

    Adjusted operating margin for Q4 FY2025 was 23.6%, a slight decrease from 23.9% in Q4 FY2024, but the full year adjusted operating margin improved to 22.7% from 22.6% in the prior year.

    neutral
  • •

    The company deployed approximately $16.5 billion in capital in 2025, including $13 billion committed to M&A.

    positive

CONCERNS & RISKS

  • •

    Adjusted operating margin for Q4 FY2025 was 23.6%, a slight decrease from 23.9% in Q4 FY2024.

    attention
  • •

    Full year GAAP net cash provided by operating activities decreased to $7.818 billion in 2025 from $8.667 billion in 2024.

    attention
  • •

    Free cash flow decreased to $6.337 billion in 2025 from $7.324 billion in 2024.

    attention
  • •

    Inventories increased to $5.425 billion in 2025 from $4.978 billion in 2024.

    attention
  • •

    Long-term obligations increased significantly to $35.852 billion in 2025 from $29.061 billion in 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$12.21B
+7.2%
Prior year: $11.39B
Annual (YTD)
$44.56B
N/A
Prior year: $42.88B
Net Income
Quarterly
$1.96B
+7.3%
Prior year: $1.83B
Annual (YTD)
$6.70B
N/A
Prior year: $6.33B
EPS (Diluted)
Quarterly
$5.21
+9.0%
Prior year: $4.78
Annual (YTD)
$17.74
N/A
Prior year: $16.53
Operating Income
Quarterly
$2.25B
+11.8%
Prior year: $2.02B
Annual (YTD)
$7.75B
N/A
Prior year: $7.34B
EPS (Basic)
Quarterly
$5.22
+9.0%
Prior year: $4.79
Annual (YTD)
$17.77
N/A
Prior year: $16.58

MARGIN ANALYSIS

Gross Margin
Current Quarter
41.5%
Prior Year
43.0%
YoY Change
-150 bps
Operating Margin
Current Quarter
18.5%
Prior Year
17.7%
YoY Change
+80 bps
Net Margin
Current Quarter
16.1%
Prior Year
16.1%
YoY Change
0 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Life Sciences Solutions
0.0%
N/A
Analytical Instruments
0.0%
N/A
Specialty Diagnostics
0.0%
N/A
Laboratory Products and Biopharma Services
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Life Sciences Solutions
N/A———
Analytical Instruments
N/A———
Specialty Diagnostics
N/A———
Laboratory Products and Biopharma Services
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

Delivered a strong finish to 2025, reflecting outstanding execution and the continued strength of our proven growth strategy.

— THERMO FISHER SCIENTIFIC INC., Q4 FY2025 2025 Earnings Call

Effectively navigated the external environment and leveraged our PPI Business System to enable excellent operational performance.

— THERMO FISHER SCIENTIFIC INC., Q4 FY2025 2025 Earnings Call

It was also a very active year for capital deployment, as we advanced our strategy and added exciting new capabilities that further strengthen our long-term competitive position.

— THERMO FISHER SCIENTIFIC INC., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Full Year Organic Revenue Growth
2
%
Organic Revenue Growth
3
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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Analysis

TMO 10-K Analysis: The Three-Layer Debt Subsidy Behind 32.6× Earnings