Doug Schenkel (Wolfe Research)

Focus Areas8 topics

Guidance Reliability2Macroeconomic1Competitive Dynamics1Capex Investment1Geographic Expansion1Demand1Revenue Growth1Margin1

Trends2 quarters

Questions per Quarter

Companies Covered

Question History3 questions

TMOThermo Fisher Scientific2 quarters

2025 Q1

you have to at least contemplate a scenario where the market growth rate is structurally lower

MacroeconomicCompetitive DynamicsGuidance ReliabilityView in transcript →

I'm curious what you're seeing in terms of movement towards reshoring in the US

Capex InvestmentGeographic ExpansionDemandView in transcript →