Thermo Fisher Scientific Inc (LTS:0R0H)
$ 610.41 -0.91 (-0.15%) Market Cap: 226.88 Bil Enterprise Value: 265.50 Bil PE Ratio: 32.75 PB Ratio: 4.27 GF Score: 80/100

Thermo Fisher Scientific Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 15, 2026 / 01:15PM GMT
Kallum Titchmarsh
Morgan Stanley & Co Ltd - Analyst

Amazing. Thank you, everyone, for joining us Day 2 of Morgan Stanley's Global Healthcare Conference. I'm Kallum Titchmarsh. I run the Life Science Tools and Diagnostics team. Really pleased today to be joined by Marc Casper, Thermo's CEO.

Questions & Answers

Kallum Titchmarsh
Morgan Stanley & Co Ltd - Analyst

We have a lot to discuss, I think, Marc, today but maybe we can just kick off with a state of the union. We've seen, obviously, growing momentum throughout 2026 following perhaps a more dynamic few years. Q2 performance obviously came in ahead of guidance and obviously, the strongest growth we saw organically since 2021. So before we dive into each of the end markets and the segments specifically, how do you see the business today? And how has that environment evolved from your vantage point?

Marc Casper
Thermo Fisher Scientific Inc - Chairman of the Board, Chief Executive Officer

So, Kallum, thanks for having us, and I'm joined today with

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