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Further Reading from MarketBeat
The Often-Missed Corner of Healthcare That Wall Street Is LovingReported by Nathan Reiff. Article 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.
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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 might adopt a "picks and shovels" approach, focusing on companies that supply essential equipment and services to the industry rather than higher-risk names in pharmaceuticals. Lab equipment stocks are often overlooked, even though some companies in this subindustry are among the largest in healthcare. Given external factors that could affect healthcare companies in 2026—shifting subsidies, an aging population, inflation, the growing role of AI, and more—core lab-equipment names may be more appealing than usual. The companies below are major players worth a closer look for investors considering this industry. 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) as the stock moved into TradeSmith's red zone for financial health. Much of the recent weakness may reflect tariffs and FX volatility, which together reduced margins by more than 100 basis points in 2025. There are, however, several bright spots in Thermo Fisher's recent performance. In Q4 2025, revenue of $12.2 billion rose 7% year-over-year (YOY), beating analysts' estimates by about $250 million. Adjusted earnings per share also topped expectations at $6.57. This momentum may reflect several recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's broad business model and diverse product portfolio could provide substantial cushioning against external pressures. Even if 2026 guidance is modest—revenue is expected to rise 4%–6%—EBITDA margin improvements are a welcome tailwind, and fundamental customer demand should remain strong. That outlook helps explain why analysts remain largely positive on TMO: 17 of 19 rate the company a Buy or equivalent, and the consensus target implies more than 29% upside. Danaher's Business May Be Improving, Even as Guidance Remains ModestDanaher Corp. (NYSE: DHR) shares are down nearly 20% YTD as the instruments, consumables and reagents firm finds itself in a similar position to Thermo Fisher. Although 2026 guidance projects modest core revenue growth of 3%–6% YOY, the latest quarter included a top- and bottom-line beat, and the company generated $5.3 billion in free cash flow in 2025. Two bright spots are Danaher's bioprocessing business—expected to deliver high-single-digit revenue growth amid strong monoclonal antibody demand—and diagnostics. Diagnostics should benefit from FDA clearances, and equipment orders have begun to recover after a prolonged downturn, which could further boost sales. Analysts are fairly optimistic on DHR, forecasting roughly 12.3% earnings growth over the next year and about 35% upside in the share price. Nineteen of 22 analysts currently rate the stock a Buy. Agilent's Biocare Purchase Could Be a CatalystAgilent Technologies (NYSE: A) appears to lag some peers: its latest earnings showed tepid 4.4% YOY revenue growth and slight misses on both revenue and earnings versus expectations. However, Agilent may have a fresh growth engine in its recent acquisition of Biocare Medical, which strengthens its position in cancer diagnostics. Although Biocare cost nearly $1 billion, the deal could add recurring revenue in a high-demand area. Cancer diagnostics may also be higher-margin than some of Agilent's existing lines, which could help lift operating margin (24.6% in the most recent quarter). Despite a roughly 17% YTD decline, analysts see about 42% upside for Agilent. Wall Street calls the stock a Moderate Buy overall, with 13 of 16 analysts rating it Buy or equivalent. |
