Thermo Fisher Is Strengthening Its Long-Term Advantage

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Jun. 01, 2025 10:10 PM ETThermo Fisher Scientific Inc. (TMO) Stock, TMO:CA StockTMO, TMO:CA1 CommentInvestor Overview2.29K Followers(12min)Thermo Fisher's 2025 headwinds from tariffs and US research funding cuts are real but temporary, not reflective of structural weakness in its fundamentals.The company is mitigating trade impacts by investing $2B in US manufacturing, leveraging diversification and innovation, and expects headwinds to peak this year.Biopharma growth, strategic acquisitions, and rapid product innovation position TMO for long-term outperformance versus less diversified peers.Despite risks, TMO's resilient model, strong cash flows, and consistent dividend growth make it a strong buy for patient, quality-focused investors at current valuations.JHVEPhotoThermo Fisher Scientific (NYSE:TMO) (NEOE:TMO:CA) has been in the spotlight at the start of 2025 amid disappointing guidance and rising geopolitical tensions. The company said that new U.S. and Chinese tariffs are expected to costThis article was written byInvestor Overview2.29K FollowersI'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in both revenue, earnings and free cash flow.2. Companies that have excellent growth prospects.3. Stocks with favorable valuations.I prefer steadily growing companies with high free cash flow margins, dividend stocks and stocks with generous share repurchase programs.Disclaimer: My articles do not provide financial advice, they reflect my own findings and insights.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)