NYSE · Health Care

THERMO FISHER SCIENTIFIC INC TMO

Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services.

Tools

Company profile

Business mix

  • It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services.
  • The Life Sciences Solutions segment includes reagents, instruments, and consumables for biological and medical research; discovery and production of drugs and vaccines; and diagnosis of infections and diseases.
  • Its Analytical Instruments segment provides instruments, consumables, software, and services for pharmaceutical, biotechnology, academic, government, environmental, and other research and industrial markets, as well as clinical laboratories.
  • The Specialty Diagnostics segment offers clinical diagnostics products, such as liquid ready-to-use and lyophilized immunodiagnostic reagent kits, calibrators, controls, protein detection assays, and instruments.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within diagnostics & research?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 25.99 FCF 3.84% Buyback 1.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 2.3% $819.9M 2026-03-31
Baillie Gifford legacy James Anderson 0.4% $343.3M 2026-03-31
Lindsell Train Nick Train 9.7% $303.4M 2026-03-31
Glenview Capital Management Larry Robbins 3.1% $123.1M 2026-03-31
Weitz Investment Management Wallace Weitz 4.2% $59.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $50.2M 2026-03-31
Markel Group Tom Gayner 0.3% $33.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 7 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 4 Share count unchanged
Increase amount $1.1B Estimated from net added shares
Reduction amount $2.5M Estimated from net reduced shares
Net share change / base shares +187.3% +2,299,013 / 1,227,661
Third Point Dan Loeb 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$29.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$29.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$459.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 110.3% 13F value change +$360.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,668,025 (New) Total shares 1,668,025 Value $819.9M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 108.0% 13F value change +$13.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -10.0% 13F value change +$2.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.4% 13F value change +$7.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 40.3% 13F value change +$8.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 38,344 Last 4 periods +63,721 (+166.2%) Total shares 102,065 Value $50.2M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$40.5M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 182.9% 13F value change +$96.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -20.9% 13F value change -$7.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 11.9% 13F value change -$6.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +250,525 (New) Total shares 250,525 Value $123.1M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Major increase Shares 19.3% 13F value change -$1.8M
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -10.3% 13F value change +$5.2M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -10.3% 13F value change -$18.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 126,150 Last 4 periods -5,150 (-4.1%) Total shares 121,000 Value $59.5M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.9% 13F value change -$48.8M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.7% 13F value change +$33.6M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 56.9% 13F value change +$208.4M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -9.4% 13F value change -$103.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 509,377 Last 4 periods +189,064 (+37.1%) Total shares 698,441 Value $343.3M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 10.1% 13F value change -$2.3M
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 12.6% 13F value change +$7.0M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 12.5% 13F value change +$9.3M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 6.8% 13F value change -$3.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 45,000 Last 4 periods +22,100 (+49.1%) Total shares 67,100 Value $33.0M
Lindsell Train Nick Train 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Major increase Shares 68.0% 13F value change +$93.3M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -4.3% 13F value change +$50.0M
13F 2025-12-31 Filed 2026-02-11
Major reduction Shares -15.7% 13F value change +$3.0M
13F 2026-03-31 Filed 2026-04-24
Minor reduction Shares -10.5% 13F value change -$96.2M
Settlement As of 13F 2026-03-31 · Filed 2026-04-24
Base shares 508,790 Last 4 periods +108,421 (+21.3%) Total shares 617,211 Value $303.4M
Stockbridge Partners 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$322.1M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -5.5% 13F value change -$74.0M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -66.1% 13F value change -$147.4M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$100.7M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$40.5M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$40.5M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Polen Capital Management 4 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$1.2B
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -5.7% 13F value change -$267.6M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -94.8% 13F value change -$832.6M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -98.0% 13F value change -$54.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 0 Last 4 periods +2,307 (New) Total shares 2,307 Value $1.3M
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$4,947
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$4,947
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.