CLAIM #56576 · Thermo Fisher Scientific Inc (TMO) · 2025Q3 earnings call · Oct 22, 2025 · due Dec 31, 2026
“When I think about going forward, the revenue growth there will be likely around or above the average for the company going forward.”
Stephen Williamson · CFO
How to check this claim
Look at: Filtration and separation business revenue growth rate (year-over-year) compared to total company revenue growth rate, fiscal year 2026
It came true if: Filtration and separation segment revenue growth >= total company revenue growth for FY2026
Where: Company segment disclosures and management commentary (10-K / earnings call reporting FY2026 results)
In context
“uple of things to think about when you're doing the modeling for 2026. So based on current FX rates, there'll be a tailwind to revenue of a couple of million dollars. Obviously, I'd obviously monitor how rates change between now and the end of the year. We'll give more detail in terms of the current view in early 2026. Then in terms of the recent M&A, maybe it's worth actually taking a step back and giving a little bit more detail on kind of the implications for the current guide '25 and some thoughts in terms of modeling for you going forward. Starting with the filtration and separation business, revenue for this business for the full year 2025, not just the period we own but as I think about the full calendar year, expected to be just under $750 million in scale, so good sized business. When I think about going forward, the revenue growth there will be likely around or above the average for the company going forward. A good growing business. For the first twelve months of ownership, we continue to expect the transaction to be $0.06 dilutive, just under half of that is occurring in 2025. And then we're bringing this company this business into the company as a low double-digit margin business, and that quickly gets up to mid-teens and above. Once the integration stand-up costs are behind us. At that point, strong top-line growth, including strong synergies, will be nicely accretive to both margins and earnings for the business. Then moving to the Sanofi site acquisition. This comes with, as Mark mentioned, an existing book of business from Sanofi, approximately $75 million. And over the next couple of years, we're investing in additional lines that we're drive much stronger utilization of that site goin”
Verify independently
SEC filings for TMO ↗ · Claim quote is verbatim from the 2025Q3 earnings call.