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Earnings Unscripted: Short & Sharp Insights
Earnings Unscripted: Short & Sharp Insights

Thermo Fisher running up the down escalator: Q4 2025 earnings - 1.29.2026 (035)

30 January 2026 11:56 Miro Benes

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About this episode

Is the "biotech winter" finally over? Thermo Fisher Scientific (TMO) just delivered a quarter that suggests the ice is cracking, posting high single-digit growth in the core pharma sector. In this episode, Susie and Miro unpack a wild earnings day where the stock dropped like a rock on the call only to claw its way back by the close. 📉📈

We dive into the "accounting magic trick" that allowed TMO to expand margins despite a massive 100-basis-point headwind from tariffs (sprinting up the down escalator, anyone?). We also explore the dangerous disconnect in the global science market: while the West is re-accelerating, China remains in a "coma." Plus, we discuss the company's aggressive pivot from just selling lab hardware to owning the data of science itself—featuring a $9B acquisition and a partnership with OpenAI. 🧬🤖

Join us as we analyze whether TMO is truly back in growth mode or just getting better at managing the pain, and say farewell to a CFO who’s signing off with a beat-and-raise mic drop.

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