THERMO FISHER WKN: 857209 ISIN: US8835561023 Kürzel: TMO Forum: Aktien Thema: Hauptdiskussion

Das ist vollkommen zu erwarten gewesen

Das ist nicht sehr gut

WASHINGTON (dpa-AFX) - Thermo Fisher Scientific (TMO) reported Wednesday that its first-quarter net income attributable to the company fell to $1.29 billion from last year's $2.22 billion. Earnings per share were $3.32, lower than prior year's $5.61. The first-quarter adjusted earnings per share were $5.03, compared to $7.25 in the first quarter of 2022. On average, 22 analysts polled by Thomson Reuters expected earnings of $5.03 per share for the quarter. Analysts' estimates typically exclude special items. Revenue for the quarter declined 9 percent to $10.71 billion from $11.82 billion in 2022. The Street was looking for revenues of $10.67 billion for the quarter. Organic revenue was 8 percent lower, while core organic revenue growth was 6 percent, and COVID-19 testing revenue was $0.14 billion. The company said it will provide updates on its 2023 financial guidance during its earnings conference call. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. Copyright(c) 2023 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

Was ist heute passiert? Schlechte Zahlen?

https://www.finanzen.net/nachricht/aktien/thermo-fisher-scientific-schuettet-hoehere-dividende-aus-12194142

Servus, bin jetzt auch eingestiegen 😉✌️

Dafür ist der Kurs eher lahm...

Bomben Ergebnis!!

https://m.investing.com/news/thermo-fisher-scientific-tops-q4-eps-by-18c-offers-guidance-432SI-2992920

“Conclusion: Both companies have very strong fundamentals, a strong management team aligned with shareholders, and should do well over the long term. At this current price and due to the seemingly expensive acquisition Thermo Fisher did, I prefer Danaher over Thermo Fisher, and I recently purchased more Danaher shares just last week. Both of these companies are great, but right now, there is a winner: Danaher Corporation.”

Was sagt der?Ich habe keinen Zugriff

https://www.businesswire.com/news/home/20230123005001/en/Thermo-Fisher-Scientific-Launches-CE-IVD-Marked-Assay-to-Detect-Treatment-Resistant-Strains-of-HIV-1 Thermo Fisher Scientific Launches CE-IVD Marked Assay to Detect Treatment-Resistant Strains of HIV-1

Guter Artikel der TMO und DHR gegenüber stellt… https://seekingalpha.com/article/4569098-we-have-a-winner-revisiting-danaher-and-thermo-fisher

Außerdem generieren beide jedes Quartal unglaublich viel Cash das die seit Jahrzehnten in Akquisitionen stecken die extrem hohe ROICs generieren und den Aktienkurs beflügeln.

Das sehe ich auch so. Habe sie seit ein paar Wochen beide als Langzeitinvest ins Depot genommen.

Allerdings! Beide Firmen agieren in sehr attraktiven und krisensicheren Märkten und teilen sich zum großen Teil #1 und #2 Positionen. Beide liefern HSD Umsatz und DD EPS Wachstum. Beide werden außergewöhnlich gut gemanagt und damit sehe ich nur upside. Besonders wenn man beachtet wo die Kurse bereits waren.