| TMO |
Report |
Adjusted EPS |
BEAT |
pred ~$5.85 vs. cons $5.71 |
MEDIUM |
| TMO |
Report |
Revenue |
IN-LINE |
pred ~$11.75B vs. cons $11.68B |
MEDIUM |
| TMO |
Report |
Organic revenue growth |
IN-LINE |
pred ~3% vs. cons ~3% |
MEDIUM |
| TMO |
Guide |
FY2026 Adjusted EPS guide |
BETTER |
guide ~$24.75-25.20 midpoint vs. cons $24.90 (FY2026) |
MEDIUM |
| TMO |
Guide |
FY2026 organic revenue growth guide |
UNCHANGED |
guide ~3-4% vs. cons ~3-4% (FY2026) |
MEDIUM |
| TMO |
Guide |
FY2026 revenue guide |
UNCHANGED |
guide ~$47.3-48.1B vs. cons ~$47.7B (FY2026) |
MEDIUM |
| TMO |
Guide |
H2/Q4 organic acceleration commentary (bioproduction + PPD) |
UNKNOWN |
pred exit-rate ~mid-single-digit vs. cons ~4-5% (H2 2026) |
LOW |
| TMO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| TMO |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
A modest EPS beat with the FY organic range reaffirmed and Q2 hitting the ~3% guide should deliver a relief pop given TMO's beaten-down YTD setup and the fact it held flat while Danaher fell ~11% two days prior. But the out-period math still embeds an unproven Q4 acceleration, so the market will not chase it — implicit H2 skepticism caps follow-through. Estimates hold roughly flat (small flow-through raise offset by cautious H2 modeling), so the day-1 gain largely stabilizes rather than extends or fully fades. |
LOW |