Thermo Fisher Scientific: Tariff And Policy Impacts Look Priced In

  • Thermo Fisher's updated 2025 guidance shows a $1 EPS, or 4.2% hit from tariffs and government spending cuts. Thermo can mitigate the tariff issues by next year, as its scale gives it options to source from different locations. Despite short-term challenges, Thermo Fisher aims for 7-9% long-term sales growth, leveraging its diverse product range and strategic acquisitions.