through a tough time that might impact their academic budgets. Thermo Fisher remains cautious since growth could further moderate if the economic scenario worsens. The Zacks Consensus Estimate for 2024 earnings per share (EPS) has moved to $21.65 from $21.64 in the past 30 days. Some better-ranked stocks in the broader medical space are Hims & Hers Health (HIMS) , Medpace (MEDP) and ResMed (RMD) . Medpace, also sporting a Zacks Rank #1 at present, has an estimated 2024 earnings growth rate of 27.1% compared ...

文章核心观点 - 公司是一家专注于为医疗和生物技术行业提供创新产品和服务的供应商 [8][9][10] - 公司通过战略性并购如PPD和Patheon,不断拓展服务能力,成为制药公司的可靠合作伙伴 [13][14] - 公司在中国市场的业务表现良好,预计未来几年将从中国政府的财政刺激计划中获益 [15][16][17] - 公司专注于高端研究和前沿技术,如Orbitrap Astral质谱仪,有助于捕捉生命科学行业的快速发展 [18] 公司表现和前景 - 公司在第一季度提高了全年收入和利润指引 [18] - 公司与拜尔等大型医疗公司建立了战略合作关系,有利于未来发展 [19] - 公司股票回购和增加股息,体现了对未来发展的信心 [19] - 分析师预计公司未来2-3年的每股收益增长将达到11%-12% [21][22] - 公司当前估值略高于历史平均水平,但考虑到良好的增长前景,投资者仍看好公司 [23][24][25] - 公司长期来看有望实现高于大盘的总回报 [26] 投资评论 - 公司作为医疗和生物技术行业的关键供应商,有望持续受益于行业创新需求 [27][28] - 尽管短期内面临一些挑战,但公司的战略定位和合作关系为其未来发展奠定了良好基础 [28] - 对于追求长期增长的投资者而言,公司仍是一个有吸引力的投资标的 [27]

VANCOUVER, BC, May 23, 2024 /PRNewswire/ - Trilogy Metals Inc. (TSX: TMO) (NYSE American: TMQ) ("Trilogy Metals" or the "Company") is pleased to announce the detailed voting results on the items of business considered at its Annual Meeting of Shareholders ("Meeting") held in Vancouver on Wednesday, May 22, 2024. All proposals were approved and the nominees listed in the management proxy circular for the meeting were all elected as directors. A total of 98,964,326 or 61.79% of the Company's issued and outsta ...

Thermo Fisher Scientific (TMO) recently introduced the Applied Biosystems Axiom BloodGenomiX Array and Software, a first-of-its-kind solution for more precise blood genotyping in clinical research. The new array detects most extended and rare blood groups, tissue (HLA) and platelet (HPA) types in a single, highthroughput assay, supporting future advancements in donor blood matching for extended phenotypes. The latest development is expected to enhance the company's Life Sciences Solutions segment, which off ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Bank of America Securities 2024 Health Care Conference Call May 14, 2024 11:00 AM ET Company Participants Marc Casper - Chairman, President & Chief Executive Officer Conference Call Participants Mike Ryskin - Bank of America Mike Ryskin Thanks everyone for joining us. For those of you who don't know me, my name is Mike Ryskin on BofA life science tools and diagnostics team. And I'm thrilled to kick off the Bank of America Las Vegas Healthcare Conference. Joining us f ...

Thermo Fisher Scientific Inc. (NYSE:TMO) Bank of America Securities 2024 Health Care Conference Call May 14, 2024 11:00 AM ET Company Participants Marc Casper - Chairman, President & Chief Executive Officer Conference Call Participants Mike Ryskin - Bank of America Mike Ryskin Thanks everyone for joining us. For those of you who don't know me, my name is Mike Ryskin on BofA life science tools and diagnostics team. And I'm thrilled to kick off the Bank of America Las Vegas Healthcare Conference. Joining us f ...

Have you evaluated the performance of Thermo Fisher Scientific's (TMO) international operations during the quarter that concluded in March 2024? Considering the extensive worldwide presence of this maker of scientific instrument and laboratory supplies, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is ...

Thermo Fisher Scientific Inc.'s (TMO) first-quarter 2024 adjusted earnings per share (EPS) of $5.11 topped the Zacks Consensus Estimate by 8.7%. The figure also rose 1.6% year over year.The adjusted number excludes certain non-recurring expenses, including asset amortization costs and certain restructuring costs.GAAP EPS was $3.46, up 4.2% on a year-over-year basis.Revenues in DetailRevenues in the quarter totaled $10.35 billion, down 3.4% year over year. The top line surpassed the Zacks Consensus Estimate ...

财务数据和关键指标变化 - 公司第一季度收入为103.4亿美元,同比下降3% [31] - 公司第一季度调整后营业利润为22.8亿美元,调整后营业利润率为22% [8] - 公司第一季度调整后每股收益为5.11美元,同比增长2% [8] 各条业务线数据和关键指标变化 - 生命科学解决方案业务收入同比下降13%,调整后营业利润率为36.8% [38] - 分析仪器业务收入同比下降2%,调整后营业利润率为23.7% [39] - 特殊诊断业务收入持平,调整后营业利润率为26.5% [40] - 实验室产品和生物制药服务业务收入同比下降1%,调整后营业利润率为13% [41] 各个市场数据和关键指标变化 - 制药和生物技术市场收入同比下降低个位数,受疫苗和治疗药物收入下降的影响 [10] - 学术和政府市场收入同比下降低个位数,受上年同期仪器出货量高基数的影响 [11] - 工业和应用市场收入同比下降低个位数,电子显微镜业务表现强劲 [12] - 诊断和医疗保健市场收入同比下降高个位数,受新冠检测相关收入下降的影响 [13] 公司战略和发展方向 - 公司战略包括高影响力创新、成为客户的可信赖合作伙伴以及卓越的商业执行能力 [15][16][17][18][19][20] - 公司在第一季度推出多款新产品,包括离子色谱仪、电池安全检测仪、手持拉曼分析仪等 [16] - 公司与客户建立了多项战略合作,如与拜尔合作开发肿瘤诊断产品,与北卡罗来纳州合作支持PFAS研究 [19][20] - 公司正在利用生成式AI提高软件开发效率和客户服务能力 [21] 管理层对经营环境和未来前景的评论 - 公司预计2024年经济活动将会温和回升,看到生物技术融资环境和中国刺激计划等积极信号 [14] - 公司认为长期来看,中国市场将是公司良好的增长市场 [72][73] - 公司认为生物安全法案可能会长期利好公司,因为客户会更关注供应链安全性 [75][76][90] 问答环节重要的提问和回答 问题1 **Doug Schenkel 提问** 询问第一季度业务表现的进展情况以及对全年前景的影响 [50][51] **Marc Casper 回答** 第一季度市场环境符合预期,公司出色执行使财务表现超出预期,为全年业绩奠定基础 [51] 问题2 **Mike Ryskin 提问** 询问公司对中国刺激计划和生物技术融资环境改善的判断依据 [57][58] **Marc Casper 回答** 中国刺激计划是长期计划,公司已与客户就相关提案进行沟通,预计下半年会有直接订单,但更重要的是提振信心 [70][71][72] 问题3 **Rachel Vatnsdal 提问** 询问生物安全法案对公司的影响 [69][74][75] **Marc Casper 回答** 公司将继续帮助客户应对地缘政治环境变化,长期来看公司有望从客户重视供应链安全性中获益 [75][90]

营收表现 - Thermo Fisher Scientific (TMO)报告的第一季度营收为103.5亿美元，同比下降3.4%[1] - Thermo Fisher在最近报告的季度中表现出色，特别是在受到华尔街分析师广泛关注的关键指标方面[4] - Thermo Fisher在实验室产品和生物制药服务、专业诊断、生命科学解决方案等领域的营收表现均有所变化，对比去年同期和分析师预期[5][6][7][8][9] - Thermo Fisher在生命科学解决方案、实验室产品和生物制药服务、专业诊断、分析仪器等领域的营业收入也有所变化，与分析师预期进行对比[10][11][12][13] 股价表现 - Thermo Fisher的股票在过去一个月中表现良好，相对于Zacks S&P 500综合指数的下跌，股价上涨了1%[14]