Thermo Fisher Scientific Inc., US8835561023

Thermo Fisher Scientific stock carries raised 2026 guidance

Published on 10/05/2026 at 13:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Thermo Fisher Scientific stock was last at USD 654.80 on October 2, 2026, up 13 percent year to date. Q2 revenue rose 10 percent to USD 11.99 billion.

Schwarzweißfoto eines Technikers an einem großen Bioreaktortank in einer Fertigungshalle — Schwarzweiße Reportage-Aufnahme für Thermo Fisher Sci. US8835561023 dokumentiert Techniker an industrieller Bioreaktor-Anlage im Werk, Illustration mit AI erstellt.

Thermo Fisher Scientific Inc. (ISIN US8835561023) was last at USD 654.80 on the NYSE on October 2, 2026, up 0.35 percent for the session and 13 percent year to date. The company carried a raised 2026 outlook into October after second-quarter revenue and adjusted earnings exceeded expectations, according to Yahoo Finance on September 27, 2026.

Guidance rises after a strong quarter

Thermo Fisher reported Q2 2026 revenue of USD 11.99 billion, a 10 percent year-over-year increase. Adjusted EPS reached USD 6.03, up 13 percent, while adjusted operating income grew 15 percent to USD 2.73 billion, according to Yahoo Finance.

The adjusted EPS result exceeded the USD 5.71 consensus by USD 0.32, while revenue topped the USD 11.71 billion consensus by USD 0.28 billion, according to MarketBeat on October 3, 2026. The comparison matters because the raised outlook reflects both the quarterly beat and a stronger second-half operating view.

Full-year targets set the bar

Management raised 2026 revenue guidance to USD 47.4 billion to USD 48.1 billion and adjusted EPS guidance to USD 24.93-25.33, according to Yahoo Finance. The company also said Q2 adjusted operating margin expanded 90 basis points to 22.8 percent, giving investors a profitability measure alongside the revenue growth.

The outlook includes the expected impact of the microbiology divestiture. The transcript states that the transaction reduces 2026 revenue by USD 200 million after retained channel business and reduces adjusted EPS by USD 0.05, creating a specific counterweight to the stronger operating trend.

JPMorgan adds a fresh market catalyst

JPMorgan added Thermo Fisher to its October favorite stock ideas with an overweight rating, according to Yahoo Finance on October 5, 2026. The bank's rationale cited the company's financial outlook, AI adoption and US biopharma reshoring.

The broader analyst picture is positive but more measured than the JPMorgan selection. MarketBeat reported a Moderate Buy consensus from 26 analysts, with 2 Strong Buy ratings, 18 Buys, 4 Holds and 2 Sells, alongside an average target of USD 628.78.

October 2 price and valuation

Thermo Fisher was last at USD 654.80 on the NYSE on October 2, 2026, with a session range of USD 648.87 to USD 659.46. Its 52-week range was USD 435.27 to USD 683.63, and its market capitalization stood at USD 242.1 billion on the same date.