Thermo Fisher Scientific (TMO) Q1 FY25 earnings call

Thermo Fisher Scientific delivered a strong Q1 FY25, exceeding revenue and EPS expectations through robust execution and strategic capital deployment. The company updated its full-year guidance to reflect recent macroeconomic shifts, including U.S.-China tariffs and U.S. policy changes, which are expected to impact revenue and adjusted EPS. Management is actively implementing mitigation strategies and leveraging its PPI Business System to navigate the dynamic environment, while continuing to invest in high-impact innovation and U.S. manufacturing capabilities.