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Wednesday's Exclusive Content 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 common for stocks in this sector to see 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 that focuses on companies supplying essential equipment and services, rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked, even though some companies in this subindustry are among the largest in healthcare. With a range of external factors likely to influence the sector in 2026—shifting subsidies, an aging population with greater needs, inflation, the growing role of AI, and more—core lab equipment names may look especially appealing. The companies below are major players worth a closer look for investors considering this part of the industry. A Recent Dip Masks Thermo Fisher's Long-Term Strengths The $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 recently slipped into TradeSmith's red zone for financial health. Much of the recent weakness can be attributed to tariffs and FX volatility, which combined to pressure margins by over 100 basis points in 2025. There are, however, several positive indicators in Thermo Fisher's recent performance. In Q4 2025, revenue rose to $12.2 billion, an increase of 7% year-over-year (YOY), beating analyst estimates by roughly $250 million. Adjusted earnings per share (EPS) also topped expectations at $6.57. That momentum may reflect a string of recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Ultimately, Thermo Fisher's diversified business should provide a cushion against external pressures. Even if 2026 guidance is modest—revenue growth of 4% to 6%—expected improvements to EBITDA margin and steady end-market demand are positives. This may explain why analysts remain favorable: 17 of 19 call the company a Buy or equivalent, and consensus estimates imply more than 29% upside potential. 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 pressures similar to Thermo Fisher's. Though 2026 guidance suggests core revenue growth of just 3% to 6% YOY, the latest quarter included a top- and bottom-line beat and the company 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 gain from recent FDA clearances, and equipment orders have begun to improve after a prolonged slump, supporting potential sales growth. Analysts are fairly optimistic on DHR, forecasting about 12.3% earnings growth in the coming year and roughly 35% share-price upside. That bullishness is reflected in ratings: 19 of 22 analysts rate the stock a Buy or equivalent. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) looks a bit behind the other names based on its latest results, which showed only 4.4% YOY revenue growth and marginal misses on both revenue and earnings versus expectations. However, Agilent's recent acquisition of Biocare Medical could provide a meaningful growth catalyst by expanding its presence in cancer diagnostics. The nearly $1 billion purchase should add a new source of recurring revenue in a growing area. Cancer diagnostics also tend to carry higher margins than some of Agilent's legacy businesses, which could help lift its operating margin (24.6% in the most recent quarter). Despite a decline of roughly 17% YTD, analysts see substantial upside for Agilent—about 42% on average. Wall Street presently views the stock as a Moderate Buy, with 13 of 16 ratings at Buy or similar. | 
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