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Thursday's Exclusive Story
The Often-Missed Corner of Healthcare That Wall Street Is LovingReported by Nathan Reiff. Originally Published: 3/29/2026. 
Key Points
- Numerous lab equipment stocks are down in the high-teens so far this year, but seemingly modest sales growth may hide fundamental strengths.
- These companies can present a more secure approach to the healthcare industry than some higher-risk alternatives.
- Still, headwinds including tariff impacts and inflation remain a concern.
- Special Report: Elon’s “Hidden” Company
The healthcare industry is notoriously volatile—company fortunes can be made or broken on the success of a single product or the results of a clinical trial—and it's not uncommon for stocks in this sector to post some of the market's wildest spikes and drops. Investors who want exposure to the healthcare space but are wary of that turbulence may prefer a "picks and shovels" approach, focusing on companies that supply essential equipment and services rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked, even though several companies in this subindustry rank among the largest in healthcare. With a range of external factors likely to affect healthcare companies in 2026—shifting subsidies, an aging population, inflation, the growing role of AI, and more—core lab-equipment names may look particularly appealing. Below are major players worth a closer look. A Recent Dip Masks Thermo Fisher's Long-Term Strengths
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$182-billion life sciences solutions, diagnostics, and analytical instruments company Thermo Fisher Scientific (NYSE: TMO) has had a difficult start to 2026, with shares down more than 15% year-to-date (YTD) and the company recently falling into TradeSmith's red zone for financial health. A meaningful portion of that weakness can be attributed to tariffs and foreign-exchange volatility, which together pressured margins by more than 100 basis points in 2025. That said, there are several bright spots in Thermo Fisher's recent performance. In Q4 2025, revenue of $12.2 billion rose 7% year-over-year (YOY), beating analyst estimates by roughly $250 million. Adjusted earnings per share came in at $6.57, also ahead of expectations. Momentum may be driven by recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's broad portfolio and diversified business model could provide significant cushioning against external pressures. Even if 2026 guidance is conservative (revenue is expected to grow 4% to 6%), improving EBITDA margins and persistent customer demand are constructive signs. That may explain why analysts remain largely positive: 17 of 19 rate the company a Buy or equivalent, and consensus estimates imply more than 29% upside. Danaher's Business May Be Improving, Even as Guidance Remains ModestDanaher Corp. (NYSE: DHR) shares are down roughly 20% YTD as the instruments, consumables, and reagents firm navigates a similar backdrop to Thermo Fisher. Although 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, that outlook may understate solid recent results: the latest quarter delivered top- and bottom-line beats, and the company generated $5.3 billion in free cash flow in 2025. Two notable strengths for 2026 are Danaher's bioprocessing business, which is expected to deliver high-single-digit revenue growth driven by strong monoclonal antibody demand, and its diagnostics segment, which should benefit from recent FDA clearances. Equipment orders have also started to improve after a prolonged slump, supporting potential sales momentum. Analysts are relatively upbeat: they predict roughly 12.3% earnings growth for the coming year and about 35% in share-price appreciation. That optimism is reflected in ratings, with 19 of 22 analysts assigning Buy-equivalent recommendations. Agilent's Biocare Purchase Could Be a CatalystAgilent Technologies (NYSE: A) has trailed the companies above based on its latest earnings, which showed only 4.4% YOY revenue growth and marginal misses on both revenue and earnings versus analyst expectations. However, Agilent may have a hidden growth driver in its recent acquisition of Biocare Medical, which strengthens its position in cancer diagnostics. Although the deal cost nearly $1 billion, Biocare should add a recurring revenue stream in a fast-growing area and could be higher-margin than some of Agilent's existing businesses, potentially helping operating margins (Agilent's operating margin was 24.6% in the last quarter). Despite a decline of roughly 17% YTD, analysts see significant upside for Agilent, with consensus estimates implying about 42% potential appreciation. Wall Street rates the stock a Moderate Buy overall, with 13 of 16 ratings at Buy or similar. |
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