TMO
Market read
The latest filing is mixed. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 26 directly disclosed connections are confirming.
Invalidation: The isolated read changes if TMO's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 30 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 26 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“In the second quarter and first six months of 2025, the company’s net interest expense was reduced by approximately $66 million and $133 million, respectively, as a result of its interest rate swap and cross-currency interest rate swap arrangements (Note 10).”10-Q · Jul 31, 2026 ↗
“The increase in segment income margin was driven by very strong productivity improvements, favorable volume leverage, and the favorable impact of foreign exchange.”10-Q · Jul 31, 2026 ↗
“The benefits of PPI include optimized price realization, reduced costs resulting from implementing continuous improvement methodologies, global sourcing initiatives, a lower cost structure following restructuring actions including headcount reductions and con…”10-Q · Jul 31, 2026 ↗
“Revenues to customers in the industrial and applied market increased, driven by customer demand for our innovative high-end instruments.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for TMO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-01 against the comparable filing from 2025-05-02.
No thresholded deterioration was identified.
“Three months ended (Dollars in millions) March 28, 2026 March 29, 2025 Revenues Life Sciences Solutions $ 2,636 $ 2,341 Analytical Instruments 1,716 1,718 Specialty Diagnostics 1,142 1,148 Laboratory Products and Biopharma Services 6,036 5,640 Eliminations (524) (482) Consolidated revenues $ 11,005 $ 10,364 Life Sciences Solutions Three months ended Organic (non-GAAP measure) (Dollars in millions) March 28, 2026 March 29, 2025 Total Change Acquisitions/ Divestitures Currency Translation Revenues $ 2,636 $ 2,341 13 % 9 % 3 % 1 % Segment income 954 834 14 % Segment income margin 36.2 % 35.6 % 0.6 pt The increase in organic revenues in the first quarter of 2026 was primarily driven by the biop...”
“Laboratory Products and Biopharma Services Three months ended Organic (non-GAAP measure) (Dollars in millions) March 28, 2026 March 29, 2025 Total Change Acquisitions/ Divestitures Currency Translation Revenues $ 6,036 $ 5,640 7 % 1 % 2 % 4 % Segment income 778 731 6 % Segment income margin 12.9 % 13.0 % (0.1) pt The increase in organic revenues in the first quarter of 2026 was primarily due to strong growth in the clinical research business and the research and safety market channel.”
“Changes in other assets and liabilities used cash of $0.45 billion primarily due to the timing of payments for compensation and income taxes.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“On September 1, 2025, the company acquired, within the Life Sciences Solutions segment, our filtration and separation business, a leading provider of purification and filtration technologies used in the production of biologics as well as in medical technologi…”
Depended on by
“Thermo Fisher Scientific Commercial Manufacturing and Supply Agreement On September 24, 2025, we entered into a master services agreement with Patheon Manufacturing Services LLC, part of Thermo Fisher Scientific (collectively, “Thermo Fisher”), pursuant to wh…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
TMO is currently a Participant in the organic co-movement group Mixed Multi-Sector. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TMO; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.