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CLAIM #56578 · Thermo Fisher Scientific Inc (TMO) · 2025Q3 earnings call · Oct 22, 2025 · due Dec 31, 2026

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.

Stephen Williamson · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Operating margin of the acquired filtration and separation business (as disclosed or discussed by management)

It came true if: Segment/business margin reaches mid-teens percentage (>=15%) or above, up from low double-digit starting point

Where: Management commentary on quarterly earnings calls / segment disclosures (10-K, 10-Q)

In context

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 going forward. And as we go through the investment phase over twelve months of ownership, we expect the transaction to be dilutive by about $0.05. To get into 2027, the revenue profitability builds nicely as the new lines start to generate revenue there. So hopefully, that's some good color that will help you with modeling here. Ja

Verify independently

SEC filings for TMO · Claim quote is verbatim from the 2025Q3 earnings call.