Thermo Fisher Scientific (TMO)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-05
$676.94-4.14%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-05
Research Workspace
Put TMO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Life Sciences Tools & Services: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 19%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHealthy across the board
Thermo Fisher's strong demand has to keep compounding to justify the price. Revenue grew 9% year over year in the latest quarter. The company beat its profit and revenue estimates. It trades at 28 times earnings versus a 35 times peer median. The price reflects less growth than we forecast. A guidance cut would be a meaningful negative. Our model puts the next-quarter miss near 18%. Peer multiples imply a price about 11% below where it trades. This read is provisional.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Trailing returns as of 2026-11-05. TMO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering TMO (as of Nov 2026).
Based on 12 Wall Street analysts offering 12-month price targets for TMO in the last 4 months.
Current $676.94
The last 12 months of price, then the range of analyst 12-month targets from today’s $676.94.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare TMO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TMO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
A price-focused, side-by-side fair-value read versus Life Sciences Tools & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put TMO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Deliver strong quarterly financial performance
Q3 beat supports strong quarterly performance, though the stock reaction is not independently material.
Advances: Deliver strong quarterly financial performance
Reported profit and revenue beats confirm solid quarterly execution.
Advances: Deliver strong quarterly financial performance
EPS and revenue exceeded expectations, supporting the quarterly performance objective.
Advances: Strengthen trusted partner status with customers
Strengthens partner status and supports growth through collaboration.
Advances: Deliver strong quarterly financial performance
Management cites stronger demand and an outstanding year, validating improved operating momentum.
Advances: Launch innovative new products to support growth
New microscopy and isotope-analysis tools support innovation-led growth, though scale is unspecified.
Advances: Deliver strong quarterly financial performance
Q2 strength supports strong quarterly financial performance.
Advances: Drive growth through strategic acquisitions
Investment in India aligns with growth through strategic acquisitions.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.