July 23, 2026 11:00 AM GMT Thermo Fisher Scientific Inc. | North America Q2 Results: We Like It AlphaSignals Earnings Reaction Strengthens our thesis Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Nice and clean: We sensed less long crowding in TMO heading into Q2 results (versus Q1 and relative to other names in our sector like DHR). The buyside bar we'd heard for Q2 organic ...