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10-QPeriod: Q1 FY2025

THERMO FISHER SCIENTIFIC INC. Quarterly Report for Q1 Ended Mar 29, 2025

Filed May 2, 2025For Securities:TMO

Summary

Thermo Fisher Scientific Inc. reported a modest increase in total revenues for the first quarter of 2025, reaching $10.36 billion, up slightly from $10.34 billion in the prior year period. This growth was driven by positive contributions from the Analytical Instruments, Specialty Diagnostics, and Life Sciences Solutions segments, partially offset by a decline in the Laboratory Products and Biopharma Services segment, influenced by the moderation of COVID-19 related revenues. The company demonstrated resilience with a 15% increase in GAAP diluted earnings per share to $3.98, while adjusted diluted EPS saw a 1% rise to $5.15. Key drivers for earnings improvement included strong productivity gains and a favorable tax benefit from a domestication transaction, which helped to offset unfavorable business mix and strategic investments. From a balance sheet perspective, total assets grew to $99.04 billion, supported by robust cash and cash equivalents of $4.13 billion. The company maintained a strong liquidity position, with no outstanding borrowings under its $5 billion revolving credit facility as of quarter-end. Thermo Fisher continued its capital deployment strategy, repurchasing $2.00 billion of its common stock and paying $0.15 billion in dividends during the quarter. The company also announced a significant pending acquisition of Solventum Corporation’s Purification & Filtration business for approximately $4.1 billion, expected to close by year-end 2025, which is poised to strengthen its Life Sciences Solutions segment.

Financial Statements
Beta
Revenue$10.36B
R&D Expenses$342.00M
SG&A Expenses$2.08B
Operating Expenses$8.65B
Operating Income$1.72B
Net Income$1.51B
EPS (Basic)$3.99
EPS (Diluted)$3.98
Shares Outstanding (Basic)378.00M
Shares Outstanding (Diluted)379.00M

Key Highlights

  • 1Total revenues for the first quarter of 2025 were $10.36 billion, a slight increase of 0% year-over-year, with organic revenue growth of 1%.
  • 2GAAP diluted earnings per share increased by 15% to $3.98, and adjusted diluted EPS grew by 1% to $5.15, reflecting improved operational efficiency and a favorable tax impact.
  • 3The company generated strong operating cash flow of $723 million, though free cash flow decreased to $373 million compared to $908 million in the prior year, primarily due to increased capital expenditures and working capital investments.
  • 4Total assets reached $99.04 billion, with cash and cash equivalents at $4.13 billion, indicating a healthy liquidity position.
  • 5Thermo Fisher continues to actively manage its capital structure, repurchasing $2.00 billion of its common stock and paying $0.15 billion in dividends.
  • 6A significant pending acquisition of Solventum Corporation’s Purification & Filtration business for approximately $4.1 billion was announced, expected to close by the end of 2025.
  • 7Restructuring and other costs increased to $98 million, primarily related to headcount reductions and facility consolidations aimed at streamlining operations.

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