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
QuarterlyIQ Insights · TMO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks TMO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.”
Stated in 7 of 8 supplied quarters. Management reported: ““We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.”” “Second Quarter Highlights • Second quarter revenue grew 10% to $11.99 billion • Second quarter GAAP diluted earnings per share (EPS) grew 9% to $4.68 • Second quarter adjusted EPS grew 13% to $6.03 “We delivered outstanding performance in the second quarter, reflecting the strength of our proven growth strategy, our team’s excellent execution and the power of our PPI Business System,” said Marc N.” Revenue was $12.137 billion in 2026-Q3.
““We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.””
“Second Quarter Highlights • Second quarter revenue grew 10% to $11.99 billion • Second quarter GAAP diluted earnings per share (EPS) grew 9% to $4.68 • Second quarter adjusted EPS grew 13% to $6.03 “…”
“• Delivered excellent performance in the first quarter, demonstrating the strength of our proven growth strategy, the power of our PPI Business System, and the continued active management of our comp…”
“• Delivered another year of excellent operational performance and share gain reflecting our active management of the company, the strength of our proven growth strategy and the power of our PPI Busin…”
“• Delivered excellent operational performance in the quarter, reflecting active management of our company in the macroenvironment demonstrating the strength of our proven growth strategy and the powe…”
“• Delivered very strong financial performance in the quarter, demonstrating the strength of our trusted partner status and the power of our PPI Business System in a more uncertain macroeconomic envir…”
• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers.
Stated in 7 of 8 supplied quarters. Management reported: “• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers.” ““Our end markets continue to strengthen and we're making great progress enhancing our capabilities, and further advancing our trusted partner status with customers, leading to continued share gain.””
“• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers.”
Growth Strategy and Capital Deployment • Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.
Stated in 7 of 8 supplied quarters. Management reported: “Growth Strategy and Capital Deployment • Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.” “Growth Strategy and Capital Deployment • Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.”
“Growth Strategy and Capital Deployment • Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.”
• Continued to successfully execute our capital deployment strategy.
Stated in 6 of 8 supplied quarters. Management reported: “• Continued to successfully execute our capital deployment strategy.” “• Continued to successfully execute our capital deployment strategy, deploying approximately $16.5 billion in 2025.”
“• Continued to successfully execute our capital deployment strategy.”
“We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.”
Stated in 7 of 8 supplied quarters. Management reported: ““We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.”” “Second Quarter Highlights • Second quarter revenue grew 10% to $11.99 billion • Second quarter GAAP diluted earnings per share (EPS) grew 9% to $4.68 • Second quarter adjusted EPS grew 13% to $6.03 “We delivered outstanding performance in the second quarter, reflecting the strength of our proven growth strategy, our team’s excellent execution and the power of our PPI Business System,” said Marc N.”
Over the trailing year it converted 1.13x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
““We drove meaningful share gain and enabled the success of our customers, by leveraging our proven growth strategy and PPI Business System, capping off another year of differentiated performance.””
““Our end markets continue to strengthen and we're making great progress enhancing our capabilities, and further advancing our trusted partner status with customers, leading to continued share gain.””
“• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers.”
“• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers.”
“• Advanced our proven growth strategy, launching a range of high-impact innovation, strengthening our industry-leading commercial engine and deepening our trusted partner status with customers during…”
“• Strengthened our industry-leading commercial engine and deepened our trusted partner status with customers to accelerate innovation and enhance productivity.”
“• Further strengthened our industry leadership throughout the year by advancing our trusted partner status with customers, gaining market share and delivering differentiated financial performance, in…”
“Growth Strategy and Capital Deployment • Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.”
“• Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.”
“• Advanced our proven growth strategy by launching a range of high-impact, innovative new products in 2025.”
“• Advanced our proven growth strategy, launching a range of high-impact innovation, strengthening our industry-leading commercial engine and deepening our trusted partner status with customers during…”
“• Advanced our proven growth strategy, launching a range of high-impact, innovative new products during the quarter.”
“• Advanced our proven growth strategy, launching a range of high-impact, innovative new products in 2024, highlighted by the groundbreaking Thermo Scientific™ Iliad™ (Scanning) Transmission Electron…”
“• Continued to successfully execute our capital deployment strategy.”
“• Continued to successfully execute our capital deployment strategy.”
“• Continued to successfully execute our capital deployment strategy, deploying approximately $16.5 billion in 2025.”
“• Continued to successfully execute our capital deployment strategy.”
“• Continued to successfully execute our capital deployment strategy in 2024.”
““We’re advancing our proven growth strategy, which is resonating strongly with our customers, and our PPI Business System is enabling outstanding execution across the company.””
“Second Quarter Highlights • Second quarter revenue grew 10% to $11.99 billion • Second quarter GAAP diluted earnings per share (EPS) grew 9% to $4.68 • Second quarter adjusted EPS grew 13% to $6.03 “…”
“• Delivered excellent performance in the first quarter, demonstrating the strength of our proven growth strategy, the power of our PPI Business System, and the continued active management of our comp…”
“• Delivered another year of excellent operational performance and share gain reflecting our active management of the company, the strength of our proven growth strategy and the power of our PPI Busin…”
“• Delivered excellent operational performance in the quarter, reflecting active management of our company in the macroenvironment demonstrating the strength of our proven growth strategy and the powe…”
“• Delivered very strong financial performance in the quarter, demonstrating the strength of our trusted partner status and the power of our PPI Business System in a more uncertain macroeconomic envir…”
““We drove meaningful share gain and enabled the success of our customers, by leveraging our proven growth strategy and PPI Business System, capping off another year of differentiated performance.””