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Exclusive Content from MarketBeat
The Often-Missed Corner of Healthcare That Wall Street Is LovingBy Nathan Reiff. 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 stocks in the sector often produce some of the market's biggest spikes and drops. Investors who want exposure to the healthcare space but are wary of that volatility might adopt 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 by healthcare investors, even though several firms in this subindustry rank among the largest players in the space. With a range of external factors likely to influence healthcare in 2026—shifting subsidies, an aging population with greater needs, inflation, the expanding role of AI, and more—core lab-equipment names may look especially attractive. Below are some 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 rough start to 2026, with shares down more than 15% year-to-date and the company recently falling into TradeSmith's red zone for financial health. A meaningful portion of that weakness can be traced to tariffs and foreign-exchange volatility, which together shaved more than 100 basis points from margins in 2025. There are, however, several encouraging signs in Thermo Fisher's recent results. In Q4 2025, revenue of $12.2 billion rose 7% year-over-year, beating estimates by roughly $250 million, and adjusted EPS came in at $6.57, topping forecasts. Momentum may be supported by recent product introductions, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's broad product mix and customer base could help it withstand macro pressures. Even if 2026 guidance is modest—revenue is projected to rise 4% to 6%—expected improvements to EBITDA margin and steady end-market demand are positives. Analysts remain largely bullish: 17 of 19 rate the stock 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 nearly 20% YTD as the instruments, consumables, and reagents firm faces headwinds similar to Thermo Fisher. While 2026 guidance calls for modest core revenue growth of 3% to 6% year-over-year, the most recent quarter delivered a top- and bottom-line beat and the company generated $5.3 billion in free cash flow for 2025. Two encouraging areas for 2026 are Danaher's bioprocessing business, which is expected to deliver high-single-digit revenue growth driven by strong demand for monoclonal antibodies, and its diagnostics segment. Diagnostics should benefit from recent FDA clearances, and equipment orders appear to be improving after a prolonged slowdown—both tailwinds for sales. Analysts are reasonably optimistic, forecasting approximately 12.3% earnings growth over the next year and about 35% potential upside in the share price. That outlook is reflected in ratings: 19 of 22 analysts rate DHR a Buy. Agilent's Biocare Purchase Could Be a CatalystAgilent Technologies (NYSE: A) lagged the companies above in its latest results, with revenue up just 4.4% year-over-year and slight misses on both sales and EPS versus expectations. But Agilent may have a growth catalyst in its recent acquisition of Biocare Medical, which strengthens the company's position in cancer diagnostics. Although the purchase price—nearly $1 billion—was sizeable, Biocare should add recurring revenue in a rapidly growing area. Cancer diagnostics can also carry higher margins than some of Agilent's legacy businesses, which could help lift operating margins (Agilent reported a 24.6% operating margin in the last quarter). Despite an approximately 17% YTD decline, analysts see significant upside for Agilent—roughly 42%—and Wall Street classifies the stock as a Moderate Buy, with 13 of 16 ratings at Buy or similar. |
