TMTMOEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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TMO earnings call: We now expect revenue to be in the range of $47.7 billion-$48.2 billion and adjusted EPS to be in the range of $25.13-$25.43, representing 10%-11% growth.赛默飞 (TMO) 电话会：我们目前预计营收区间为477亿美元至482亿美元，调整后每股收益区间为25.13美元至25.43美元，增长率为10%至11%。
Management remarks
Call period: 2026 Q3 · 2026-10-21
Guidance: Jim Meyer: We now expect revenue to be in the range of $47.7 billion-$48.2 billion and adjusted EPS to be in the range of $25.13-$25.43, representing 10%-11% growth.
Demand and orders: Marc Casper: The improved end-market conditions we saw in Q2 continued in the third quarter, with strong customer activity and our team is executing at a very high level, leveraging the power of our PPI Business System to deliver very strong performance and create value for our stakeholders.
Margins: Jim Meyer: With respect to our operational performance, we delivered $2.97 billion of adjusted operating income in the quarter, an increase of 15% year-over-year, and adjusted operating margin was 24.5%, 120 basis points higher than Q3 last year.
Analyst Q&A
Analyst Doug Schenkel asked: Good morning, and thank you for taking my questions. Marc, many of the leading indicators appear to be moving in the right direction, clearly, pointing to an acceleration in market growth over the coming quarters. Can you talk about the key investments you've made during the tools downturn that position Thermo to disproportionately benefit as we move into recovery? Management Marc Casper answered: And that is being well adopted by our customers. You've seen that in the capacity expansions that we announced. You saw that in the moves we've made in bioproduction, both with product launches, but interestingly enough, the acquisition of the filtration separations business was another thing that we did during these less growth environment that we were in. And that business is doing really well, and our customers are excited, based on our trusted partner status, just to work with us in that area.
