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Today's Bonus News The Often-Missed Corner of Healthcare That Wall Street Is LovingReported by 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.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
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 see some of the wildest spikes (and drops) across the market. Investors who want exposure to the healthcare space but are wary of that turbulence may adopt a "picks and shovels" approach, focusing on companies that provide essential equipment and services to the industry rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked by investors considering healthcare, even though several companies in this subindustry are among the largest in the sector. Given the range of external factors that could affect healthcare companies in 2026—shifting subsidies, an aging population with increased healthcare needs, inflation, the growing role of AI, and more—core lab equipment names may be especially attractive. The companies below are major players worth a closer look for any investor considering this industry. A Recent Dip Masks Thermo Fisher's Long-Term Strengths $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 slipping into TradeSmith's red zone for financial health. A substantial part of that sluggishness may stem from tariffs and FX volatility, which combined to hurt 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 reached $12.2 billion, up 7% year-over-year (YOY) and exceeding analyst estimates by about $250 million. Adjusted earnings per share (EPS) also topped expectations at $6.57. That momentum may reflect several product launches in recent months, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's broad business model and diverse product mix could provide cushioning against external pressures. Even if guidance for 2026 is modest, with revenue expected to grow 4% to 6%, improving EBITDA margins are a positive tailwind and underlying customer demand should remain solid. That may explain why, despite the recent selloff, analysts remain favorable on TMO: 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 Modest Danaher Corp. (NYSE: DHR) shares are down nearly 20% YTD as the instruments, consumables, and reagents firm faces challenges similar to Thermo Fisher's. Although 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, the latest quarter included both top- and bottom-line beats and generated $5.3 billion in free cash flow for 2025. Two bright spots for 2026 are Danaher's bioprocessing business—expected to deliver high-single-digit revenue growth thanks to strong monoclonal antibody demand—and its diagnostics segment. Diagnostics should benefit from FDA clearances, and equipment orders have begun to recover after a prolonged slump, which could further support sales growth. Analysts are relatively optimistic on DHR, forecasting about 12.3% earnings growth over the coming year and roughly 35% upside in the share price. That optimism is reflected in ratings: 19 of 22 analysts rate DHR a Buy. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) appears to lag 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 expectations. However, Agilent may have a growth driver in its recent acquisition of Biocare Medical, which should strengthen its position in cancer diagnostics. Although the Biocare deal cost nearly $1 billion, it could provide Agilent with recurring revenue in an area of rising demand. Cancer diagnostics tend to be higher margin than some of Agilent's existing lines, which could help improve operating margins; Agilent's operating margin was 24.6% in the most recent quarter. Despite a roughly 17% YTD decline, analysts see potential for about 42% upside. Wall Street classifies the stock as a Moderate Buy, with 13 of 16 analysts rating it Buy or similar. | 
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