Thermo Fisher (NYSE: TMO) CFO holds 5,830 shares after tax-related share withholding

CNBC's 'Final Trades' featured picks from analysts, including Delta Air Lines (DAL) for its strong Q2 earnings, Thermo Fisher Scientific (TMO) for its raised FY2026 guidance, and Target (TGT) for its better-than-expected Q2 results. Interactive Brokers (IBKR) was also mentioned for its new Latin America funding solution. DAL +1.4%, TMO -0.1%, TGT -3.8%, IBKR +5.5%.

Johnson & Johnson (JNJ) reported $16.38B in quarterly sales, raising its annual sales forecast to $101.1B and EPS to $11.68. Thermo Fisher (TMO) showed recovery in life sciences spending, with Life Sciences Solutions revenue up 13%. JNJ's growth is driven by its diversified portfolio, while TMO's depends on industry recovery.

Medtronic (MDT) and Thermo Fisher (TMO) are healthcare companies with different recovery drivers. MDT reported its highest annual revenue growth in a decade, with strong performance in its cardiac segment. TMO's recovery is tied to improving customer spending in life sciences. Both companies are investing in growth areas.

LEO Pharma agreed to acquire worldwide rights to Tanabe Pharma’s dersimelagon for up to $435m. The late-stage oral drug completed Phase III, with an FDA NDA filed June 2026. Thermo Fisher and KYAN Technologies will collaborate on precision oncology using patient-derived tumoroids. Biogen’s felzartamab won China NMPA approval for multiple myeloma. Expedition Therapeutics raised $115m Series B for EXPD-101 COPD Phase II.

Thermo Fisher Scientific (NYSE: TMO) said it completed the sale of its microbiology business to Astorg for about $1.075 billion, made up of cash and a $50 million seller note. The unit, part of Thermo Fisher’s Specialty Diagnostics segment, earned $645 million in revenue in 2025 and provides antimicrobial susceptibility testing and culture media solutions.

Thermo Fisher Scientific (TMO) reported 5% organic revenue growth in Q2, ahead of prior guidance, and raised full-year adjusted EPS guidance to $24.93 to $25.33 on its July 23, 2026 earnings call. The article cites broad-based demand strength across pharma, biotech, academic and government, and notes TMO analysts remain mostly bullish.