TMO earnings release — EPS $6.03 vs $5.72 est · revenue $12.0B vs $11.7B est · gross margin 41.2% · operating margin 17.4%赛默飞 (TMO) 财报快讯 — EPS $6.03 vs $5.72 预期 · 营收 $12.0B vs $11.7B 预期 · 毛利率 41.2% · 经营利润率 17.4%
Thermo Fisher Scientific 2026 Q2 Earnings Quick Take
Thermo Fisher Scientific (ticker: TMO) released its second quarter 2026 financial results on July 23, 2026 at 6:00 ET via official Business Wire filings. The company reported adjusted diluted EPS of $6.03 and total revenue of $11.99B for the period ended June 27, 2026.
Actual vs Consensus Performance
Adjusted EPS beat the Wall Street consensus estimate of $5.72 by 5.4%, while total revenue beat the $11.70B consensus estimate by 2.5%, marking a dual beat for the quarter.
Earnings Quality Metrics
Gross profit came in at $4.9B for a 41.2% gross margin, with operating income of $2.1B and a 17.4% operating margin, representing a 19.1% year-over-year decline in operating income. GAAP diluted EPS was $4.67, with net income of $1.7B and a 14.5% net margin. Operating cash flow totaled $2.1B, with capex of $450M and free cash flow of $1.7B. Ending cash reserves were $4.1B, total debt $42.5B, and net debt $38.5B. EBITDA was -$111M with a -0.9% margin, while EBIT data was not disclosed.
Forward Guidance
The official press release did not include a formal numeric forward guidance range, only noting that quarterly performance aligned with the company’s proven growth strategy.
Independent Contextual Signal
This marks the second consecutive quarter of dual EPS and revenue beats for Thermo Fisher, following first quarter 2026’s similarly positive results. As of December 31, 2025, the company had 2,738 institutional holders, a net increase of 156 from the prior period, with total institutional holdings valued at $218.3B covering 100.2% of outstanding float.
Follow-up Markers
Investors should await the upcoming 2026 Q2 10-Q filing, detailed segment performance data, and the earnings call transcript to confirm the drivers of the year-over-year operating income decline, as well as any formal forward guidance not disclosed in the initial press release.
赛默飞世尔科技2026年第二季度财报速览
赛默飞世尔科技（股票代码：TMO）于2026年7月23日06:00通过Business Wire正式发布2026年第二季度（截至2026年6月27日）财务业绩。公司当季报告调整后摊薄每股收益（EPS）为6.03美元，总营收为119.94亿美元。
业绩超预期情况
本次调整后EPS超出华尔街一致预期的5.72美元，超幅达5.4%；总营收超出117.0亿美元的市场预期，超幅2.5%，本季度实现两项核心指标双双超预期。
财报质量分析
当季毛利润达49亿美元，毛利率41.2%；营业利润21亿美元，营业利润率17.4%，同比营业利润下滑19.1%。GAAP摊薄EPS为4.67美元，净利润17亿美元，净利润率14.5%。经营现金流达21亿美元，资本支出4.5亿美元，自由现金流17亿美元。期末现金储备41亿美元，总债务425亿美元，净债务385亿美元。EBITDA为-1.11亿美元，利润率-0.9%，EBIT数据未披露。
业绩指引情况
官方新闻稿未披露明确的量化未来业绩指引区间，仅提及本季度业绩符合公司既定增长战略。
独立背景参考
这是赛默飞世尔科技连续第二个季度实现EPS和营收双双超预期，2026年第一季度同样取得了两项指标超市场预期的表现。截至2025年12月31日，该公司共有2738家机构持仓，较上期净增加156家，总机构持仓规模达2183亿美元，覆盖100.2%的流通股。
后续关注要点
投资者需等待即将发布的2026年第二季度10-Q文件、详细分部业务数据以及业绩电话会议纪要，以验证同比营业利润下滑的具体驱动因素，同时确认初始新闻稿中未披露的正式业绩指引。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。