| TMO |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$5.85 vs. cons $5.74 |
MEDIUM |
| TMO |
Report |
Total Revenue (Q2'26) |
BEAT |
pred ~$11.90B vs. cons $11.72B |
MEDIUM |
| TMO |
Report |
Organic Revenue Growth (Q2'26) |
BEAT |
pred ~3.5% vs. cons ~3.0% |
MEDIUM |
| TMO |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$25.05 (raised range) vs. cons $24.84 (FY2026) |
MEDIUM |
| TMO |
Guide |
FY2026 Revenue guidance |
UNCHANGED |
guide ~$47.7B midpoint (range $47.3-48.1B reaffirmed) vs. cons $47.8B (FY2026) |
MEDIUM |
| TMO |
Guide |
FY2026 Organic growth trajectory / H2 step-up |
UNCHANGED |
guide ~3%-4% organic reaffirmed vs. cons ~3.5% (FY2026) |
MEDIUM |
| TMO |
Guide |
Microbiology divestiture revenue/EPS impact |
LOWER |
guide ~-$300M revenue / neutral-to-slightly dilutive EPS vs. cons ~$0 baked-in impact (H2 2026 close) |
LOW |
| TMO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| TMO |
Return |
5-day cumulative residual |
+0.8% (FADE) |
Beat-and-raise on Q2 headline numbers should drive an initial pop, but the FY guide raise is likely to look 'in-line' relative to the magnitude of the Q2 beat once analysts back out the Clario/microbiology divestiture mechanics and roll forward organic growth assumptions for H2 (China/academic still soft, tariff cushion being drawn down). That combination — a smaller-than-expected raise to the out-year numbers plus lingering NIH/China/academic uncertainty — typically causes the initial pop to fade over the following days as sell-side models get trued up rather than meaningfully upgraded. |
MEDIUM |