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NYSE · Industrials

BIO RAD LABS INC BIO

Bio-Rad Laboratories is a company providing innovative tools and services to the clinical diagnostics and life science research markets with more than 50 years of industry experience. The company's products include instruments, reagents and software, and its customers include scientific research institutions, hospitals and biopharmaceutical companies around the world. Investors can pay attention to the growth of its life sciences business and changes in its diagnostic market share.

Sources Company annual reports / financials annualreports.com
Biotechnology: Laboratory Analytical Instruments

Company profile

Business mix

  • The company's main business is oriented to the two major fields of clinical diagnosis and life science research, providing a wide range of innovative tools and services.
  • The company has deep accumulation in core technology fields such as protein separation and nucleic acid detection, and its customers include scientific research institutions, hospitals and biopharmaceutical companies.
  • The company has been deeply involved in the field of scientific discovery for more than 50 years and has established a global sales and service network.

Current key questions

  • The clinical diagnosis business is affected by government procurement and medical insurance policies, while the life sciences business relies on scientific research funding, and downstream demand fluctuates cyclically.
  • Facing competition from large companies such as Thermo Fisher and Danaher, continuous research and development is needed to maintain technological advantages.
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 47.16 FCF 4.54% Buyback 3.69%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.0% $725.5M 2026-03-31
Ariel Investments John Rogers 2.5% $219.1M 2026-03-31
Southeastern Asset Management Mason Hawkins 2.2% $45.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $42.5M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $340.6M Estimated from net added shares
Reduction amount $44.9M Estimated from net reduced shares
Net share change / base shares +40.1% +1,060,800 / 2,643,121
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 208.7% 13F value change +$14.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 41.8% 13F value change +$13.7M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.1% 13F value change +$511,400
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 30.2% 13F value change +$7.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 28,466 Last 4 periods +123,918 (+435.3%) Total shares 152,384 Value $42.5M
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.6% 13F value change -$2.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -24.7% 13F value change -$9.6M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -4.1% 13F value change +$2.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -28.5% 13F value change -$23.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 323,805 Last 4 periods -161,001 (-49.7%) Total shares 162,804 Value $45.4M
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 13.0% 13F value change +$21.1M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.1% 13F value change +$29.4M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -5.5% 13F value change +$4.7M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 2.8% 13F value change -$12.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 724,660 Last 4 periods +61,301 (+8.5%) Total shares 785,961 Value $219.1M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major increase Shares 60.7% 13F value change +$226.0M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.1% 13F value change +$99.2M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 2.0% 13F value change +$72.2M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 1.3% 13F value change -$53.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 1,566,190 Last 4 periods +1,036,582 (+66.2%) Total shares 2,602,772 Value $725.5M

Recent mentions

No public mentions.