TMO Thermo Fisher Scientific Inc Common Stock

NYSE · Life Sciences Tools & Services · View on SEC EDGAR ↗
$590.94
Price · Aug 18, 2026
Fundamentals as of Jul 31, 2026

About Thermo Fisher Scientific Inc Common Stock Company overview from Wikipedia

Thermo Fisher Scientific Inc. is an American life science and clinical research company. It is a global supplier of analytical instruments, clinical development solutions, specialty diagnostics, laboratory, pharmaceutical and biotechnology services. Based in Waltham, Massachusetts, Thermo Fisher was formed through the merger of Thermo Electron and Fisher Scientific in 2006. Thermo Fisher Scientific has acquired other reagent, consumable, instrumentation, and service providers, including Life Technologies Corporation (2013), Alfa Aesar (2015), Affymetrix (2016), FEI Company (2016), BD Advanced Bioprocessing (2018), and PPD (2021).

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Thermo Fisher Scientific Inc. is an American life science and clinical research company. It is a global supplier of analytical instruments, clinical development solutions, specialty diagnostics, laboratory, pharmaceutical and biotechnology services. Based in Waltham, Massachusetts, Thermo Fisher was formed through the merger of Thermo Electron and Fisher Scientific in 2006. Thermo Fisher Scientific has acquired other reagent, consumable, instrumentation, and service providers, including Life Technologies Corporation (2013), Alfa Aesar (2015), Affymetrix (2016), FEI Company (2016), BD Advanced Bioprocessing (2018), and PPD (2021).

It ranked 106th on the Fortune 500 list based on its 2025 annual revenue of $44.556 billion.

History

Predecessors and merger

Thermo Electron was co-founded in 1956 by George N. Hatsopoulos and Peter M Nomikos. Hatsopoulos received a PhD from MIT in mechanical engineering and Nomikos was a Harvard Business School graduate. The company focused on providing analytical and laboratory products.

Fisher Scientific was founded in 1902 by Chester G. Fisher from Pittsburgh. It focused on providing laboratory equipment, chemicals, supplies and services used in healthcare, scientific research, safety, and education.

On May 8, 2006, Thermo Electron and Fisher Scientific announced that they would merge in a tax-free, stock-for-stock exchange; the merged company was named Thermo Fisher Scientific, and had about 30,000 employees, and reported US$9 billion in combined revenue. On November 9, 2006, the companies announced that the merger had been completed. However, the Federal Trade Commission ruled that this acquisition was anti-competitive regarding centrifugal evaporators, requiring Fisher to divest Genevac. In April 2007, Genevac was sold to Riverlake Partners LLC and the merger closed with FTC approval.

The company's products are sold under the brand names of Thermo Scientific, Fisher Scientific, and several other recognized brand names (e.g. Applied Biosystems, Invitrogen, Patheon, PPD, and Nalgene).

Acquisition history

In 1990, Thermo Fisher Scientific (then known as Thermo Instrument Systems) acquired mass spectrometer manufacturer Finnigan Instrument Corporation.

In 2003, the company (then Fisher Scientific International) acquired Perbio Science, a transaction that included brands such as Pierce Biotechnology, HyClone and Endogen.

In April 2006, BioImage was acquired by Thermo Fisher Scientific. The merger was complete in November 2006, and technology transfer to a US site was completed during 2007 and 2008. BioImage was established in 1993 as a drug discovery research unit led by Ole Thastrup within Novo Nordisk, from which it spun out of in 1999. It had specialized in developing and selling proprietary bioassays to biopharmaceutical companies and research institutions. It made broad patents covering Enhanced GFP (EGFP), GFP-based biosensors and any genetically encoded protein fusion to a luminophore, with subsequent monitoring of the protein's translocation within a cell as the primary readout for drug discovery assays.

In December 2010, Thermo Fisher Scientific announced its acquisition of Dionex for $2.1 billion.

In May 2011, Thermo Fisher Scientific Inc. bought Phadia to expand into the testing of allergies and autoimmune diseases for €2.47 billion ($3.5 billion) in cash.

In April 2013, after a competitive bidding with Hoffmann-La Roche, Thermo Fisher acquired Life Technologies Corporation for US$13.6 billion in a deal, adding further service lines related to advanced DNA sequencing and genetic testing. Life Technologies was originally formed in 2008 through a $6.7B merger of Invitrogen, a cell therapy, and Applied Biosystems. The company also acquired GIBCO (Grand Island Biological Company) as part of the Life Technologies acquisition.

In February 2015, the company announced it would acquire Advanced Scientifics for $300 million in a cash-deal. ASI designs manufactures, and delivers technologies used in bioprocessing. In June 2015, the company announced its intention to acquire Alfa Aesar, a global manufacturer of research chemicals for $405 million from Johnson Matthey, and the acquisition was completed at the end of September

In January 2016, the company announced it would acquire Affymetrix for $1.3 billion. On May 27, 2016, the company announced it would acquire FEI Company for $4.2 billion, a manufacturer of electron microscopes. This acquisition is anticipated to close in early 2017 and will contribute to the growth of Thermo's Analytical Instruments business group. In November the company announced it would acquire MTI-GlobalStem, a previously privately held company that develops reagents for cell transfection, neurobiology and stem cell research.

In February 2017, the company acquired Finesse Solutions, Inc., developer of scalable control automation systems and software for bioproduction after receiving early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act. The transaction was completed a day later. In March, the company announced it would acquire Core Informatics, provider of cloud-based platforms supporting scientific data management. In August, the company acquired Patheon, a contract development and manufacturing organization serving the pharmaceutical and biotechnology sectors, for approximately $7.2 billion. As of 2017, the company had revenues of $20.9 billion, and was a Fortune 500 company.

In September 2018, Thermo Fisher Scientific announced it had signed a definitive agreement with Becton, Dickinson and Company (BDX) to acquire their Advanced Bioprocessing business. This BD business had annualized revenue of approximately $100 million; as of October 16, 2018, it had been integrated into Thermo Fisher's Life Sciences Solutions Segment.

In March 2019, Thermo Fisher Scientific announced its entry into the gene therapy manufacturing market with a $1.7 billion cash acquisition for Brammer Bio. In May 2019, Thermo Fisher Scientific partnered with MMJ International Holdings to manufacture drug products developed by MMJ for the treatment of multiple sclerosis and Huntington's disease. In June, the business announced it would acquire mass spectrometry software provider, HighChem.

In March 2020, Thermo Fisher Scientific received emergency use authorization from the FDA for a test for SARS-CoV-2 to help mitigate the COVID-19 pandemic. Thermo Fisher also partnered with its biopharma customers, including Pfizer and Moderna, to

support the development and production of new mRNA-based COVID-19 vaccines.

In March 2020, Thermo Fisher Scientific agreed to purchase Qiagen, a molecular diagnostics company, for $10.1 billion. In July, the offer for Qiagen was raised from €39 to €43 per share (€11.3 billion in total). On August 13, the company announced that its offer to acquire all of the ordinary share had lapsed, and it terminated the acquisition agreement.

In August 2020, Thermo Fisher Scientific opened its new Lenexa facility aimed at boosting the production and manufacturing of COVID-19 testing supplies. In December the business announced it would acquire Phitonex, Inc.

In January 2021, Thermo Fisher Scientific announced it had acquired Belgium-based viral vector manufacturer, Henogen SA, from Groupe Novasep SAS for €725 million in cash and point-of-care molecular diagnostics provider Mesa Biotech, Inc. for up to $550 million.

In April 2021, Thermo Fisher Scientific announced the acquisition of PPD, Inc., a contract research organization, for a total cash purchase price of $17.4 billion-plus the assumption of approximately $3.5 billion of net debt. PPD generated $4.7 billion in revenue during FY 2020, and this transaction, which values their company at approximately $20.9 billion. In November, the business announced it would acquire PharmaFluidics and its μPAC range of micro-chip-based chromatography products.

In January 2022, Thermo Fisher Scientific acquired PeproTech, a developer and manufacturer of recombinant proteins, for $1.85 billion. PeproTech became part of Thermo Fisher’s biosciences business and was integrated into the Life Sciences Solutions Segment.

In October 2022, the company agreed to buy British diagnostics firm, The Binding Site Group, in an all-cash deal for US$2.6 billion from Nordic Capital. The acquisition completed in January 2023.

In July 2023, the business announced it would acquire CorEvitas, LLC from Audax Private Equity for more than $900 million in cash. In August 2023, it was announced Thermo Fisher had completed the acquisition for $912.5 million (in cash).

In October 2023, Thermo Fisher Scientific acquired Olink Holding for $3.1 billion.

In February 2025, Thermo Fisher announced the acquisition of Solventum’s purification and filtration business for $4.1 billion.

In July 2025, Thermo Fisher added drug manufacturing capabilities in the United States through its purchase of a sterile fill-finish and packaging plant from Sanofi in Ridgefield, New Jersey.

In October 2025, Thermo Fisher announced a deal to acquire Clario Holdings—an endpoint data management solutions provider—for $8.88 billion in cash from a shareholder group including Novo Holding. The transaction was expected to close mid-2026.

Leadership

Marc N. Casper has been Chief Executive Officer of Thermo Fisher Scientific since October 2009, and was elected Chairman of the Board in February 2020. He also served as President from 2009 until March 2026. He joined the company in 2001 as President of the Life Sciences sector of Thermo Electron. Casper was named Senior Vice President in 2003, and in 2005 assumed responsibility for all of the company’s operating divisions. After the merger creating Thermo Fisher Scientific in 2006, he was named Executive Vice President and President of its Analytical Technologies business, and in 2008 he became the company’s Chief Operating Officer.

Prior to joining Thermo Fisher, Casper served as President, Chief Executive Officer and a Director of Kendro Laboratory Products. Previously, he worked for clinical diagnostics provider Dade Behring Inc., serving as President–Americas. He began his career as a strategy consultant at Bain & Company and later joined Bain Capital.

Partnerships

In September 2017, Thermo Fisher Scientific signed an agreement with the Institute of Pathology Heidelberg (IPH) to establish its Center of Molecular Pathology at Heidelberg University Hospital as the newest member of the Next Generation Sequencing Companion Dx Center of Excellence Program (COEP). The initiative focuses on establishing strategic collaborations with leading, European-based organizations that can lead studies using Thermo Fisher's Oncomine portfolio of research panels destined for development as companion diagnostics to help drive precision oncology in the region.

In 2021, Thermo Fisher announced the construction of a cell therapy development, manufacturing and collaboration center in cooperation with University of California, San Francisco on the school's Mission Bay campus.

In February 2022, Thermo Fisher Scientific announced a 15-year strategic collaboration

agreement with Moderna, Inc. The collaboration was designed to scale up the

manufacturing of Moderna’s COVID-19 vaccine and other investigational mRNA

products.

In May 2023, Thermo Fisher partnered with Pfizer, with plans to work together on expanding testing capabilities for lung and breast cancer patients.

In November 2023, Thermo Fisher partnered with Flagship Pioneering, a biotechnology company. Together, they plan to create companies in the biotechnology field.

In January 2025, Thermo Fisher partnered with the UK Biobank Pharma Proteomics Project (UKB-PPP) to support the world’s largest human proteomics study. Using the Olink Explore platform, UKB-PPP seeks to analyze more than 5,400 proteins from 600,000 samples to fuel the discovery of new protein biomarkers that can be used to predict, diagnose, and treat diseases.

In February 2025, Thermo Fisher entered a 10-year virtual power purchase agreement (VPPA) with X-ELIO to secure 118 megawatts of solar energy, moving its European operations closer to a 100% renewable electricity goal.

In June 2025, Thermo Fisher partnered with the Regeneron Genetics Center which selected the Olink Explore platform for large-scale proteomics investigation involving nearly 200,000 patient samples aiming to unlock new insights into the dynamic biology and mechanisms of human disease.

Controversies

Xinjiang and Tibet

In February 2019, Thermo Fisher Scientific announced that it would stop selling its equipment in Xinjiang. In June 2020, Thermo Fisher Scientific was reported to sell its equipment to security services in China for use in what was alleged as part of a genetic surveillance program. A report from the Australian Strategic Policy Institute found that Thermo Fisher Scientific collaborated with the Chinese Ministry of Public Security to develop a Huaxia PCR amplification kit specifically to identify the genotypes of Uyghur, Tibetan and Hui ethnic minorities. In June 2021, The New York Times reported that, despite bans, Thermo Fisher Scientific equipment continued to be sold to police in Xinjiang.

In 2022, following reports that Thermo Fisher Scientific had sold products to police in the Tibet Autonomous Region, the Inter-Parliamentary Alliance on China called on governments to "investigate and suspend commercial activities with companies providing the PRC government with technologies to carry out biometric surveillance in the Uyghur Region, Tibet and elsewhere in the PRC, including the PRC state backed BGI Group and US firm Thermo Fisher." Thermo Fisher Scientific subsequently halted sales of DNA collection kits in Tibet.

HeLa cells

In October 2021 the estate of Henrietta Lacks sued to get past and future payment for the alleged and widely known unauthorized sale by Thermo Fisher Scientific of her HeLa cells which are essential in many types of research. Over 50 million tons of her cells have been produced and used in over 60,000 scientific studies touching virtually every realm of medicine, including the development of polio vaccines, gene mapping, in-vitro fertilization, and multitudes more.

In May 2022, it was announced Thermo Fisher Scientific went to court to seek a dismissal of the lawsuit. In late July 2023, with the motion to dismiss still outstanding, the court ordered the parties to attend a settlement conference. Soon after that, settlement of the suit, with undisclosed terms, was announced.

Mexican plant

In 2013, Opengate Capital Group LLC filed suit against Thermo Fisher Scientific for selling it a manufacturing plant controlled by the Gulf Cartel. According to Opengate Capital, the company withheld important documents and pressured employees into concealing the presence of the drug cartel.

Image manipulation

In May 2026, scientists found that a large number of images from Thermo Fisher Scientific's catalog had been manipulated, with sections of the images blanked out and duplicated with the same part of the picture copied into multiple places. The images were claimed to validate the effectiveness of antibody products which have uses including Western blots.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

TMO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$590.93
Market Cap
$262.97B
P/E (TTM)
33.3
EPS (TTM)
$17.74
Revenue (TTM)
$44.56B
Div Yield
0.25%
ROE
13.0%
Debt/Equity
52W Range
$435 – $644

TMO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $44.56B
5-point trend, +13.6%
2021-12-31 2025-12-31
EPS $17.74
5-point trend, -8.8%
2021-12-31 2025-12-31
Free Cash Flow $6.29B
5-point trend, -7.3%
2021-12-31 2025-12-31
Margins 15.0%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
TMO
Peer Median
P/E (TTM)
5-point trend, -4.7%
33.3
17.5
P/S (TTM)
4-point trend, +7.0%
5.9
3.3
P/B
4-point trend, -12.6%
4.9
2.1
Price / FCF
4-point trend, +16.6%
41.8

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
TMO
Peer Median
Operating Margin
5-point trend, -32.0%
17.4%
Net Profit Margin
5-point trend, -23.6%
15.0%
-56.5%
ROA
5-point trend, -31.3%
6.5%
-17.2%
ROE
5-point trend, -34.6%
13.0%
-41.3%
ROIC
5-point trend, -37.6%
13.4%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
TMO
Peer Median
Current Ratio
5-point trend, +26.3%
1.9
4.9
Quick Ratio
5-point trend, +35.0%
1.3

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
TMO
Peer Median
Revenue YoY
5-point trend, +13.6%
3.9%
Revenue CAGR 3Y
5-point trend, +13.6%
-0.27%
Revenue CAGR 5Y
5-point trend, +13.6%
6.7%
EPS YoY
5-point trend, -8.8%
7.3%
Net Income YoY
5-point trend, -13.3%
5.8%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
TMO
Peer Median
EPS (Diluted)
5-point trend, -8.8%
$17.74

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
TMO
Peer Median
Payout Ratio
5-point trend, +85.7%
9.5%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
0.25%
Payout Ratio
9.5%
5Y Div CAGR
Ex-dateAmount
June 15, 2026$0.4700
March 13, 2026$0.4700
Dec. 15, 2025$0.4300
Sept. 15, 2025$0.4300
June 13, 2025$0.4300
March 14, 2025$0.4300
Dec. 13, 2024$0.3900
Sept. 13, 2024$0.3900
June 14, 2024$0.3900
March 14, 2024$0.3900
Dec. 14, 2023$0.3500
Sept. 14, 2023$0.3500
June 14, 2023$0.3500
March 14, 2023$0.3500
Dec. 14, 2022$0.3000
Sept. 14, 2022$0.3000
June 14, 2022$0.3000
March 15, 2022$0.3000
Dec. 14, 2021$0.2600
Sept. 14, 2021$0.2600

TMO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 36 analysts
  • Strong Buy 11 30.6%
  • Buy 18 50.0%
  • Hold 7 19.4%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

26 analysts · 2026-08-14
Median target $642.50 +8.7%
Mean target $631.42 +6.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.13%
Period EPS Actual EPS Est Surprise
June 30, 2026 $6.03 $5.77 0.26%
March 31, 2026 $5.44 $5.29 0.15%
Dec. 31, 2025 $6.57 $6.51 0.06%
Sept. 30, 2025 $5.79 $5.55 0.24%
June 30, 2025 $5.36 $5.28 0.08%
March 31, 2025 $5.15 $5.15 -0.00%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
TMO $257.86B 32.7 3.9% 15.0% 13.0%
DHR $161.82B 45.3 2.9% 14.7% 7.1% 59.1%
A $41.43B 32.0 6.7% 18.8% 20.6%
IQV $38.23B 28.8 5.9% 8.3% 21.6%
WAT $22.62B 35.3 7.0% 20.3% 27.2%
ILMN $20.65B 24.8 -0.66% 19.6% 34.1% 66.1%
MTD $28.38B 33.2 4.0% 21.6% -615.5% 59.4%
WST $19.81B 40.5 6.2% 16.1% 16.2% 35.9%
MEDP $15.93B 36.8 20.0% 17.8% 142.9%
TEM -41.9 83.4% -19.3% -61.2%
CRL $10.02B -70.0 -0.85% -3.6% -4.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 17
Annual Income Statement data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Revenue 10-point trend, +162.6% $44.56B $42.88B $42.86B $44.91B $39.21B $32.22B $25.54B $24.36B · $18.27B $16.96B
Cost of Revenue 2-point trend, +8.3% · · · · · · · · · $8.21B $7.58B
R&D Expense 10-point trend, +101.9% $1.40B $1.39B $1.34B $1.47B $1.41B $1.18B $1.00B $967M · $754M $692M
SG&A Expense 10-point trend, +89.3% $8.73B $8.60B $8.45B $8.99B $8.01B $6.93B $6.14B $6.06B · $4.97B $4.61B
Operating Expenses 10-point trend, +151.6% $36.81B $35.54B $36.00B $36.52B $29.18B $24.42B $20.95B $20.57B · $15.82B $14.63B
Operating Income 10-point trend, +231.6% $7.75B $7.34B $6.86B $8.39B $10.03B $7.79B $4.59B $3.78B · $2.46B $2.34B
Interest Expense 8-point trend, +231.3% · · $1.38B $726M $536M $553M $676M $667M · $469M $415M
Interest Income 10-point trend, +3103.2% $993M $1.08B $879M $272M $43M $65M $224M $137M · $48M $31M
Other Non-op 10-point trend, +25.0% $-12M $12M $-65M $-104M $-694M $-76M $-70M $9M · $-13M $-16M
Pretax Income 10-point trend, +277.5% $7.31B $7.04B $6.30B $7.83B $8.84B $7.23B $4.07B $3.26B · $2.02B $1.94B
Income Tax 10-point trend, +1343.2% $547M $657M $284M $703M $1.11B $850M $374M $324M · $-1M $-44M
Net Income 7-point trend, +81.3% $6.70B $6.33B $6.00B $6.96B $7.73B $6.38B $3.70B · · · ·
EPS (Basic) 10-point trend, +258.3% $17.77 $16.58 $15.52 $17.75 $19.62 $16.09 $9.24 $7.31 · $5.12 $4.96
EPS (Diluted) 10-point trend, +260.6% $17.74 $16.53 $15.45 $17.63 $19.46 $15.96 $9.17 $7.24 · $5.09 $4.92
Shares (Basic) 10-point trend, -5.5% 377,000,000 382,000,000 386,000,000 392,000,000 394,000,000 396,000,000 400,000,000 402,000,000 · 395,000,000 399,000,000
Shares (Diluted) 10-point trend, -6.0% 378,000,000 383,000,000 388,000,000 394,000,000 397,000,000 399,000,000 403,000,000 406,000,000 · 397,000,000 402,000,000
EBITDA 10-point trend, +92.5% $7.75B $7.34B $6.86B $8.39B $10.03B $7.79B $4.59B $6.05B · $4.21B $4.02B
Balance Sheet 28
Annual Balance Sheet data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents 10-point trend, +2079.2% $9.85B $4.01B $8.08B $8.52B $4.48B $10.32B $2.40B $2.10B · $786M $452M
Short-term Investments 3-point trend, +8333.3% $253M $1.56B $3M · · · · · · · ·
Receivables 11-point trend, +249.7% $8.90B $8.19B $8.22B $8.12B $7.98B $5.74B $4.35B $4.14B $3.87B $3.05B $2.54B
Inventory 11-point trend, +172.4% $5.42B $4.98B $5.09B $5.63B $5.05B $4.03B $3.37B $3.00B $2.72B $2.21B $1.99B
Other Current Assets 11-point trend, +388.8% $2.61B $1.96B $1.76B $1.64B $1.64B $1.13B $1.17B $922M $1.47B $595M $534M
Current Assets 10-point trend, +400.0% $28.71B $22.14B $24.59B $25.23B $20.11B $21.96B $11.89B $10.62B · $7.02B $5.74B
PP&E (Net) 10-point trend, +331.4% $10.56B $9.31B $9.45B $9.28B $8.33B $5.91B $4.75B $4.17B · $2.58B $2.45B
PP&E (Gross) 10-point trend, +346.8% $18.38B $16.06B $15.52B $14.27B $12.59B $9.58B $7.76B $6.82B · $4.42B $4.11B
Accum. Depreciation 10-point trend, +369.4% $7.82B $6.75B $6.08B $4.99B $4.26B $3.67B $3.02B $2.65B · $1.84B $1.66B
Goodwill 10-point trend, +162.2% $49.36B $45.85B $44.02B $41.20B $41.92B $26.04B $25.71B $25.35B · $21.33B $18.83B
Intangibles 10-point trend, +24.1% $15.84B $15.53B $16.67B $17.44B $20.11B $12.69B $14.01B $14.98B · $13.97B $12.76B
Other Non-current Assets 11-point trend, +454.7% $5.87B $4.49B $4.00B $4.01B $4.64B $2.46B $2.01B $1.12B $1.17B $1.01B $1.06B
Total Assets 10-point trend, +170.2% $110.34B $97.32B $98.73B $97.15B $95.12B $69.05B $58.38B $56.23B · $45.91B $40.83B
Accounts Payable 10-point trend, +340.5% $3.62B $3.08B $2.87B $3.38B $2.87B $2.17B $1.92B $1.61B · $926M $822M
Short-term Debt 3-point trend, +1286.0% · · · · · · · $693M · $953M $50M
Current Liabilities 10-point trend, +266.3% $15.19B $13.33B $14.01B $17.01B $13.44B $10.30B $6.20B $6.15B · $4.87B $4.15B
Capital Leases 7-point trend, +109.3% $1.20B $1.24B $1.24B $1.31B $1.20B $626M $571M · · · ·
Deferred Tax 11-point trend, -43.1% $1.49B $1.27B $1.92B $2.85B $3.84B $1.79B $2.19B $2.27B $2.71B $2.56B $2.62B
Other Non-current Liabilities 11-point trend, +230.0% $4.27B $3.99B $4.64B $4.24B $4.54B $3.33B $3.24B $2.52B $2.64B $1.57B $1.29B
Long-term Debt 8-point trend, +106.3% $39.17B $31.07B $34.73B $34.28B $34.67B $21.73B $17.75B $18.99B · · ·
Total Debt 5-point trend, +38114.0% · · · · · $19.11B $17.08B $693M · $953M $50M
Common Stock 10-point trend, +8.0% $445M $444M $442M $441M $439M $437M $434M $432M · $415M $412M
Retained Earnings 11-point trend, +387.2% $59.16B $53.10B $47.36B $41.91B $35.43B $28.12B $22.09B $18.70B $16.03B $13.93B $12.14B
Treasury Stock 10-point trend, +2113.4% $22.31B $19.23B $15.13B $12.02B $8.92B $6.82B $5.24B $3.67B · $2.31B $1.01B
AOCI 11-point trend, -22.6% $-2.45B $-2.70B $-3.22B $-3.10B $-2.33B $-2.81B $-2.68B $-2.50B $-2.09B $-2.64B $-2.00B
Stockholders' Equity 10-point trend, +150.1% $53.41B $49.58B $46.73B $43.98B $40.79B $34.51B $29.68B $27.59B · $21.54B $21.35B
Liabilities + Equity 10-point trend, +170.2% $110.34B $97.32B $98.73B $97.15B $95.12B $69.05B $58.38B $56.23B · $45.91B $40.83B
Shares Outstanding 7-point trend, +2.5% 445,000,000 444,000,000 442,000,000 441,000,000 439,000,000 437,000,000 434,000,000 · · · ·
Cash Flow 19
Annual Cash Flow data for TMO
Metric Trend 20252024202320222021202020192018201720162015
D&A 3-point trend, +34.3% · · · · · · · $2.27B · $1.76B $1.69B
Stock-based Comp 10-point trend, +148.0% $310M $301M $278M $307M $230M $196M $181M $181M · $133M $125M
Deferred Tax 10-point trend, -6.5% $-639M $-1.21B $-1.30B $-997M $-645M $-269M $-499M $-474M · $-639M $-600M
Amort. of Intangibles 10-point trend, +32.1% $1.73B $1.95B $2.34B $2.40B $1.76B $1.67B $1.71B $1.74B · $1.38B $1.31B
Restructuring 10-point trend, +118.9% $197M $97M $194M $68M $37M $51M $52M $88M · $167M $90M
Operating Cash Flow 10-point trend, +165.7% $7.82B $8.67B $8.41B $9.15B $9.31B $8.29B $4.97B $4.54B · $3.26B $2.94B
CapEx 10-point trend, +260.5% $1.52B $1.40B $1.48B $2.24B $2.52B $1.47B $926M $758M · $444M $423M
Investing Cash Flow 10-point trend, -270.3% $-4.05B $-5.84B $-5.14B $-2.16B $-21.93B $-1.51B $-1.49B $-1.25B · $-5.52B $-1.09B
Debt Issued 10-point trend, +331.5% $7.76B $1.20B $5.94B $3.19B $18.14B $3.46B $5.64B $690M · $7.60B $1.80B
Net Debt Issued 10-point trend, +369.8% $5.35B $-2.40B $160M $2.82B $6.40B $2.75B $-722M $-1.36B · $3.27B $-1.98B
Stock Issued Flat — no change across 4 periods · · · · · · $0 $0 · $0 $0
Stock Repurchased 10-point trend, +500.0% $3.00B $4.00B $3.00B $3.00B $2.00B $1.50B $1.50B $500M · $1.25B $500M
Net Stock Activity 10-point trend, -500.0% $-3.00B $-4.00B $-3.00B $-3.00B $-2.00B $-1.50B $-1.50B $-500M · $-1.25B $-500M
Dividends Paid 10-point trend, +163.9% $636M $583M $523M $455M $395M $337M $297M $266M · $238M $241M
Financing Cash Flow 10-point trend, +168.8% $1.80B $-6.79B $-3.62B $-2.81B $6.58B $959M $-3.12B $-2.24B · $2.76B $-2.62B
Net Change in Cash 10-point trend, +750.2% $5.84B $-4.06B $-440M $4.05B $-5.84B $7.91B $305M $756M · $345M $-898M
Taxes Paid 3-point trend, +19.8% $1.78B $1.83B $1.48B · · · · · · · ·
Free Cash Flow 10-point trend, +162.9% $6.29B $7.27B $6.93B $6.91B $6.79B $6.82B $4.05B $3.79B · $2.71B $2.39B
Levered FCF 8-point trend, +185.0% · · $5.61B $6.25B $6.32B $6.33B $3.43B $3.18B · $2.24B $1.97B
Profitability 7
Annual Profitability data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Operating Margin 10-point trend, +26.2% 17.4% 17.1% 16.0% 18.7% 25.6% 24.2% 18.0% 15.5% · 13.4% 13.8%
Net Margin 5-point trend, -23.6% 15.0% 14.8% 13.9% 15.5% 19.7% · · · · · ·
Pretax Margin 10-point trend, +43.7% 16.4% 16.4% 14.7% 17.4% 22.6% 22.4% 15.9% 13.4% · 11.1% 11.4%
EBITDA Margin 10-point trend, -26.7% 17.4% 17.1% 16.0% 18.7% 25.6% 24.2% 18.0% 24.8% · 23.0% 23.7%
ROA 5-point trend, -31.3% 6.5% 6.4% 6.1% 7.2% 9.4% · · · · · ·
ROE 5-point trend, -34.6% 13.0% 13.2% 13.1% 16.4% 19.9% · · · · · ·
ROIC 10-point trend, +20.3% 13.4% 13.4% 14.0% 17.4% 21.5% 12.8% 8.9% 12.0% · 10.9% 11.2%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 10-point trend, +36.5% 1.9 1.7 1.8 1.5 1.5 2.1 1.9 1.7 · 1.4 1.4
Quick Ratio 10-point trend, +73.2% 1.3 1.0 1.2 1.0 0.9 1.6 1.1 1.0 · 0.8 0.7
Debt / Equity 5-point trend, +23973.9% · · · · · 0.6 0.6 0.0 · 0.0 0.0
LT Debt / Equity 2-point trend, -3.8% · · · · · 0.6 0.6 · · · ·
Interest Coverage 8-point trend, -11.4% · · 5.0 11.6 18.7 14.1 6.8 5.7 · 5.2 5.6
Efficiency 3
Annual Efficiency data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 10-point trend, +5.9% 0.4 0.4 0.4 0.5 0.5 0.5 0.4 0.4 · 0.4 0.4
Inventory Turnover 2-point trend, -0.8% · · · · · · · · · 3.9 3.9
Receivables Turnover 10-point trend, -22.9% 5.2 5.2 5.2 5.6 5.7 6.4 6.0 6.1 · 6.5 6.8
Per Share 6
Annual Per Share data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share 4-point trend, +20.3% $120.02 $111.68 $105.74 $99.72 · · · · · · ·
Revenue / Share 10-point trend, +179.2% $117.87 $111.96 $110.46 $114.00 $98.77 $80.75 $63.38 $60.00 · $45.98 $42.21
Cash Flow / Share 10-point trend, +195.1% $20.68 $22.63 $21.66 $23.23 $23.46 $20.77 $12.34 $11.19 · $7.94 $7.01
Cash / Share 4-point trend, +14.5% $22.14 $9.03 $18.27 $19.33 · · · · · · ·
Dividend / Share 10-point trend, +186.7% $2 $2 $1 $1 $1 $1 $1 $1 · $1 $1
EPS (TTM) 10-point trend, +260.6% $17.74 $16.53 $15.45 $17.63 $19.46 $15.96 $9.17 $7.24 · $5.09 $4.92
Growth Rates 10
Annual Growth Rates data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -82.0% 3.9% 0.05% -4.6% 14.5% 21.7% · · · · · ·
Revenue CAGR 3Y 3-point trend, -102.7% -0.27% 3.0% 10.0% · · · · · · · ·
Revenue CAGR 5Y 6.7% · · · · · · · · · ·
EPS YoY 5-point trend, -66.6% 7.3% 7.0% -12.4% -9.4% 21.9% · · · · · ·
EPS CAGR 3Y 3-point trend, +119.4% 0.21% -5.3% -1.1% · · · · · · · ·
EPS CAGR 5Y 2.1% · · · · · · · · · ·
Net Income YoY 5-point trend, -72.5% 5.8% 5.7% -13.9% -9.9% 21.2% · · · · · ·
Net Income CAGR 3Y 3-point trend, +39.2% -1.2% -6.4% -2.0% · · · · · · · ·
Net Income CAGR 5Y 1.0% · · · · · · · · · ·
Dividend CAGR 5Y 13.5% · · · · · · · · · ·
Valuation (TTM) 12
Annual Valuation (TTM) data for TMO
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM 10-point trend, +162.6% $44.56B $42.88B $42.86B $44.91B $39.21B $32.22B $25.54B $24.36B · $18.27B $16.96B
Net Income TTM 10-point trend, +352.9% $6.70B $6.33B $6.00B $6.96B $7.73B $6.38B $3.70B $1.48B · $1.48B $1.48B
Market Cap 4-point trend, +6.2% $257.86B $230.98B $234.61B $242.85B · · · · · · ·
P/E 10-point trend, +13.3% 32.7 31.5 34.4 31.2 34.3 29.2 35.4 30.9 · 27.7 28.8
P/S 4-point trend, +7.0% 5.8 5.4 5.5 5.4 · · · · · · ·
P/B 4-point trend, -12.6% 4.8 4.7 5.0 5.5 · · · · · · ·
P / Cash Flow 4-point trend, +24.3% 33.0 26.7 27.9 26.5 · · · · · · ·
P / FCF 4-point trend, +16.6% 41.0 31.8 33.9 35.1 · · · · · · ·
Dividend Yield 4-point trend, +31.6% 0.25% 0.25% 0.22% 0.19% · · · · · · ·
Earnings Yield 10-point trend, -11.8% 3.1% 3.2% 2.9% 3.2% 2.9% 3.4% 2.8% 3.2% · 3.6% 3.5%
Payout Ratio 5-point trend, +85.7% 9.5% 9.2% 8.8% 6.5% 5.1% · · · · · ·
Annual Payout 10-point trend, +163.9% $636M $583M $523M $455M $395M $337M $297M $266M · $238M $241M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312025-06-282025-03-292024-12-312024-09-28
Revenue $44.56B$42.88B
Operating Margin % 17.4%17.1%
Net Income $6.70B$6.33B
Diluted EPS $17.74$16.53
Balance Sheet
2025-12-312025-06-282025-03-292024-12-312024-09-28
Current Ratio 1.91.7
Quick Ratio 1.31.0
Cash Flow
2025-12-312025-06-282025-03-292024-12-312024-09-28
Free Cash Flow $6.29B$7.27B

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Institutional owners (13F) 2,893 filers · $107.2B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
196 (-6 vs prior Q) 140 (-78 vs prior Q) 925 (-41 vs prior Q) 1,116 (+29 vs prior Q) +59.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $12,171,173,789 24,276,316 11.35% Shares
STATE STREET CORP $8,443,627,719 16,825,879 7.87% Shares
FMR LLC $4,526,822,682 9,029,086 4.22% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,572,029,397 7,164,352 3.33% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $3,121,552,090 6,226,169 2.91% Shares
Capital World Investors $3,106,193,041 6,195,370 2.90% Shares
NORGES BANK $2,550,871,048 5,087,903 2.38% Shares
Capital Research Global Investors $2,079,461,815 4,147,545 1.94% Shares
Capital International Investors $1,595,416,232 3,182,151 1.49% Shares
Dodge & Cox $1,531,543,498 3,054,778 1.43% Shares
Fisher Asset Management, LLC $1,461,823,432 2,915,715 1.36% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $1,373,321,891 2,739,191 1.28% Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $1,371,130,859 2,734,823 1.28% Shares
EdgePoint Investment Group Inc. $1,092,789,324 2,179,650 1.02% Shares
VANGUARD FIDUCIARY TRUST CO $1,046,130,256 2,086,585 0.98% Shares
Unisphere Establishment $1,032,801,600 2,060,000 0.96% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $1,009,204,590 2,012,934 0.94% Shares
PRIMECAP MANAGEMENT CO/CA/ $993,831,390 1,982,271 0.93% Shares
VIKING GLOBAL INVESTORS LP $971,342,384 1,937,415 0.91% Shares
FLOSSBACH VON STORCH SE $955,579,626 1,905,975 0.89% Shares
ALLIANCEBERNSTEIN L.P. $908,857,157 1,849,037 0.85% Shares
1832 Asset Management L.P. $863,062,662 1,721,443 0.80% Shares
Clearbridge Investments, LLC $847,834,531 1,691,069 0.79% Shares
PARNASSUS INVESTMENTS, LLC $822,024,341 1,639,589 0.77% Shares
DIMENSIONAL FUND ADVISORS LP $768,919,799 1,533,667 0.72% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $667,185,605 1,330,750 0.62% Shares
Temasek Holdings (Private) Ltd $583,447,171 1,163,729 0.54% Shares
BlackRock, Inc. $579,344,543 1,155,546 0.54% Shares
LOOMIS SAYLES & CO L P $571,001,278 1,138,905 0.53% Shares
LAZARD ASSET MANAGEMENT LLC $567,301,499 1,131,525 0.53% Shares
Sumitomo Mitsui Trust Group, Inc. $541,170,491 1,079,405 0.50% Shares
Pictet Asset Management Holding SA $538,406,962 1,073,670 0.50% Shares
FARALLON CAPITAL MANAGEMENT, L.L.C. $526,019,392 1,049,185 0.49% Shares
Swiss National Bank $525,485,443 1,048,120 0.49% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $505,067,056 1,007,394 0.47% Shares
Rathbones Group PLC $504,097,425 1,005,460 0.47% Shares
UBS Group AG $503,596,066 1,004,460 0.47% Shares
BANK OF AMERICA CORP /DE/ $488,690,042 974,729 0.46% Shares
WELLINGTON MANAGEMENT GROUP LLP $450,916,165 899,386 0.42% Shares
Veritas Asset Management LLP $442,637,207 882,873 0.41% Shares
Focus Partners Wealth $431,444,332 860,536 0.40% Shares
FIRST MANHATTAN CO. LLC. $422,447,886 841,894 0.39% Shares
National Pension Service $422,118,548 841,947 0.39% Shares
GOLDMAN SACHS GROUP INC $417,251,345 832,239 0.39% Shares
D1 Capital Partners L.P. $409,672,787 817,123 0.38% Shares
W1M Asset Management Ltd $408,009,352 814,886 0.38% Shares
Vanguard Global Advisers, LLC $401,921,762 801,663 0.37% Shares
Legal & General Group Plc $393,992,751 785,848 0.37% Shares
BARCLAYS PLC $383,005,951 763,934 0.36% Shares
AMERIPRISE FINANCIAL INC $373,268,191 744,431 0.35% Shares
BNP PARIBAS FINANCIAL MARKETS $369,918,950 737,831 0.34% Shares
VANGUARD ASSET MANAGEMENT, Ltd $365,892,528 729,800 0.34% Shares
VANGUARD GROUP INC $354,408,424 611,629 0.33% Shares
California Public Employees Retirement System $349,327,092 696,759 0.33% Shares
KING LUTHER CAPITAL MANAGEMENT CORP $339,577,646 677,313 0.32% Shares
W1M Investment Management Ltd $335,034,706 691,342 0.31% Shares
NEUBERGER BERMAN GROUP LLC $321,963,477 642,176 0.30% Shares
RAYMOND JAMES FINANCIAL INC $319,519,265 637,305 0.30% Shares
GLENVIEW CAPITAL MANAGEMENT, LLC $314,473,046 627,240 0.29% Shares
VICTORY CAPITAL MANAGEMENT INC $309,344,243 616,961 0.29% Shares
CANADA PENSION PLAN INVESTMENT BOARD $307,944,336 614,218 0.29% Shares
D. E. Shaw & Co., Inc. $307,017,322 612,369 0.29% Shares
JANUS HENDERSON GROUP PLC $301,030,667 612,436 0.28% Shares
RHUMBLINE ADVISERS $297,780,694 593,946 0.28% Shares
Ninety One UK Ltd $297,641,362 593,668 0.28% Shares
ENVESTNET ASSET MANAGEMENT INC $296,956,107 592,301 0.28% Shares
Mirova US LLC $296,432,610 591,257 0.28% Shares
Robeco Institutional Asset Management B.V. $289,599,072 577,627 0.27% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $281,062,261 571,811 0.26% Shares
PRINCIPAL FINANCIAL GROUP INC $274,562,786 547,636 0.26% Shares
Eurizon Capital SGR S.p.A. $271,488,657 539,965 0.25% Shares
APG Asset Management N.V. $266,543,464 607,825 0.25% Shares
Longview Partners (Guernsey) LTD $265,608,495 529,776 0.25% Shares
CITADEL ADVISORS LLC $263,486,238 525,543 0.25% Shares
Lindsell Train Ltd $257,955,736 514,512 0.24% Shares
Southpoint Capital Advisors LP $250,680,000 500,000 0.23% Shares
Qube Research & Technologies Ltd $246,959,909 492,580 0.23% Shares
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $245,733,399 490,134 0.23% Shares
CI INVESTMENTS INC. $235,771,058 470,263 0.22% Shares
Balyasny Asset Management L.P. $225,425,494 449,628 0.21% Shares
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $223,014,454 444,819 0.21% Shares
JONES FINANCIAL COMPANIES LLLP $221,174,247 431,114 0.21% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $217,246,307 433,314 0.20% Shares
M&G PLC $214,820,283 428,783 0.20% Shares
Liontrust Investment Partners LLP $211,478,390 364,964 0.20% Shares
Cryder Capital Partners LLP $210,160,586 419,181 0.20% Shares
FIFTH THIRD BANCORP $209,624,364 418,112 0.20% Shares
JANE STREET GROUP, LLC $205,206,648 409,300 0.19% Put option
JANE STREET GROUP, LLC $204,905,832 408,700 0.19% Call option
Ensign Peak Advisors, Inc $204,085,607 407,064 0.19% Shares
NEW YORK STATE COMMON RETIREMENT FUND $203,978,817 406,851 0.19% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $203,629,369 406,154 0.19% Shares
AVIVA PLC $202,744,469 404,389 0.19% Shares
Navera Investment Management Ltd. $199,087,273 397,439 0.19% Shares
FIL Ltd $198,044,720 395,015 0.18% Shares
CIBC Bancorp USA Inc. $190,068,606 378,891 0.18% Shares
Alyeska Investment Group, L.P. $188,546,957 376,071 0.18% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $187,568,351 373,510 0.17% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $180,518,000 360,056 0.17% Shares
Railway Pension Investments Ltd $179,973,199 358,970 0.17% Shares

Company insiders 60 insiders · 29 officers · 28 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Marijn E Dekkers Chief Executive Officer Aug. 17, 2009 F 42,554 0 0 $0
Stephen Williamson Retiring Sr. VP and CFO Feb. 28, 2026 F 32,499 0 0 $0
Kyriazi Theo Melas VP & Chief Financial Officer Sept. 16, 2004 M 158,199 0 0 $0
Gianluca Pettiti President & COO July 27, 2026 S 24,651 0 6 $-2,582,704
Mark Stevenson Retiring Executive VP & COO Feb. 25, 2022 F 62,141 0 0 $0
Frederick M. Lowery Executive Vice President Feb. 28, 2026 F 15,044 0 2 $-8,154,131
Michel Lagarde Executive Vice President Feb. 28, 2026 F 85,151 0 5 $-51,307,290
Thomas B Shropshire Jr. SVP and General Counsel Feb. 25, 2026 A 6,058 0 0 $0
Michael A Boxer SVP and General Counsel March 10, 2025 S 10,816 0 0 $0
Syed A. Jafry Sr. Vice President Feb. 26, 2021 F 22,349 0 0 $0
Peter E Hornstra VP & Chief Accounting Officer Feb. 26, 2021 F 1,962 0 0 $0
Patrick M Durbin Senior Vice President Aug. 28, 2019 F 38,868 0 0 $0
Gregory J. Herrema Senior Vice President Aug. 28, 2019 F 26,967 0 0 $0
Seth H Hoogasian Sr. VP & Retiring Gen. Counsel Feb. 28, 2018 F 26,530 0 0 $0
Shine Daniel P Senior Vice President Aug. 30, 2017 S 20,682 0 0 $0
Thomas W Loewald Senior Vice President Aug. 28, 2017 F 38,133 0 0 $0
Peter M Wilver Exec. VP & Chief Admin Officer March 15, 2017 S 62,517 0 0 $0
Alan J Malus Executive Vice President March 10, 2016 M 47,286 0 0 $0
Andrew J Thomson Senior Vice President Aug. 26, 2015 F 52,389 0 0 $0
Edward A Pesicka Senior Vice President March 5, 2015 M 80,641 0 0 $0
Kenneth Berger Senior Vice President Feb. 26, 2012 F 36,128 0 0 $0
Stephen G Sheehan Sr. VP, Human Resources March 5, 2010 F 4,396 0 0 $0
Yuh-Geng Tsay Senior Vice President Feb. 26, 2010 F 110,369 0 0 $0
Alexander G Stachtiaris Sr. VP, Global Bus. Services March 5, 2008 A 17,236 0 0 $0
Fredric T Walder Sr. VP, Customer Excellence March 5, 2008 A 16,730 0 0 $0
Guy Broadbent Senior Vice President March 5, 2008 A 31,545 0 0 $0
Joseph R Massaro Sr. VP, Global Bus. Services Nov. 16, 2007 S 15,000 0 0 $0
SYRON RICHARD F/CA Executive Chairman Dec. 12, 2003 S 80,320 0 0 $0
Barry S Howe VP, Measurement & Control July 31, 2003 M 23,247 0 0 $0
Alexandra R. Keith Director June 27, 2026 A 2,602 0 0 $0
Dion J Weisler Director June 27, 2026 A 5,446 0 0 $0
Karen S Lynch Director June 27, 2026 A 1,159 0 0 $0
Scott M Sperling Director June 27, 2026 A 69,479 0 0 $0
Jennifer M Johnson Director June 27, 2026 A 1,403 0 0 $0
Debora L Spar Director May 20, 2026 A 2,610 0 0 $0
Tyler Jacks Director May 20, 2026 A 9,462 0 0 $0
Ruby R Chandy Director May 20, 2026 A 3,463 0 0 $0
Nelson Chai Director May 20, 2026 A 15,316 0 0 $0
Martin C Harris Director May 20, 2026 A 9,532 0 0 $0
MULLEN JAMES C Director May 21, 2025 A 3,393 0 0 $0
Lars Rebien Sorensen Director May 22, 2024 F 9,233 0 0 $0
Jim P Manzi Director Feb. 3, 2023 S 14,807 0 0 $0
Thomas J Lynch Director Nov. 5, 2021 G 10,257 0 0 $0
Judy C Lewent Director May 20, 2020 A 1,290 0 0 $0
Elaine Ullian Director May 22, 2019 A 4,706 0 0 $0
William G Parrett Director Feb. 23, 2018 S 11,660 0 0 $0
Michael E Porter Director March 9, 2012 M 14,640 0 0 $0
Peter J Manning Director May 25, 2011 A 6,548 0 0 $0
Michael Adam Bell Director May 20, 2010 A 8,192 0 0 $0
Stephen P Kaufman Director May 20, 2010 A 9,192 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 22 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Pharmaceutical Product Development, LLC, Wildcat Acquisition Holdings (UK) Limited, Jaguar Holding Company II, Jaguar Holding Company I, LLC, Eagle Holding Company II, LLC, PPD, Inc., Thermo Fisher Scientific Powder US Holdings Corp., Thermo Fisher Scientific Inc., Fisher Scientific International LLC, Fisher Scientific Worldwide Inc., Spectra-Physics Holdings USA, LLC, Thermo Fisher Scientific Powder Holdings I Ltd, Thermo Fisher Scientific Powder Holdings II Ltd, Thermo Fisher Scientific Powder Holdings III Ltd, Thermo Fisher Scientific Powder Holdings IV Ltd, Thermo Fisher Scientific Powder US Holdings Ltd ×2 filings March 14, 2024 Initial filing M&A / sale SEC
Thermo Fisher Scientific Inc., Thermo Fisher (CN) Luxembourg S.à r.l. ×2 filings Sept. 13, 2017 Initial filing SEC
Undisclosed reporting person June 30, 2005 Initial filing SEC
Undisclosed reporting person May 11, 2005 Initial filing SEC
Undisclosed reporting person March 24, 2005 Initial filing SEC
Undisclosed reporting person March 2, 2005 Initial filing SEC
Undisclosed reporting person July 28, 2004 Initial filing SEC
Undisclosed reporting person July 27, 2004 Initial filing SEC
Undisclosed reporting person Oct. 28, 2003 Initial filing SEC
Undisclosed reporting person Oct. 17, 2002 Initial filing SEC
Undisclosed reporting person Oct. 16, 2002 Initial filing SEC
Undisclosed reporting person April 4, 2002 Initial filing SEC
Undisclosed reporting person April 1, 2002 Initial filing SEC
Thermo Electron Corporation IRS No. ×5 filings Dec. 27, 2001 Initial filing SEC
Undisclosed reporting person Nov. 21, 2001 Initial filing SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 213 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
GDOC · Goldman Sachs ETF Trust 4.52% 1,847 NS May 31, 2026 N-PORT
AGIQ · Tidal Trust I 3.99% 918 NS May 31, 2026 N-PORT
HRTS · Tema ETF Trust 3.97% 4,185 NS May 31, 2026 N-PORT
IYH · iShares Trust 3.51% 222,608 SH Aug. 8, 2026 Daily
JDOC · J.P. Morgan Exchange-Traded Fund Tr… 3.19% 740 NS April 30, 2026 N-PORT
PRVS · Parnassus Funds II 3.12% 1,576 NS June 30, 2026 N-PORT
QLTY · GMO ETF Trust 2.94% 269,227 NS May 31, 2026 N-PORT
FHLC · FIDELITY COVINGTON TRUST 2.91% 173,204 NS April 30, 2026 N-PORT
VHT · VANGUARD WORLD FUND 2.74% 1,117,168 SH Aug. 8, 2026 Daily
IXJ · iShares Trust 2.72% 195,170 SH Aug. 8, 2026 Daily
RXL · ProShares Trust 2.68% 3,918 NS May 31, 2026 N-PORT
EQTY · Valued Advisers Trust 2.66% 72,927 NS April 30, 2026 N-PORT
TOLL · Tema ETF Trust 2.63% 2,616 NS May 31, 2026 N-PORT
CURE · Direxion Shares ETF Trust 2.59% 7,491 NS April 30, 2026 N-PORT
QIDX · Spinnaker ETF Series 2.39% 1,916 NS April 30, 2026 N-PORT
KAT · Advisors Series Trust 2.24% 30,779 NS March 31, 2026 N-PORT
HTEC · EXCHANGE TRADED CONCEPTS TRUST 1.99% 2,213 NS April 30, 2026 N-PORT
CAML · Professionally Managed Portfolios 1.88% 14,779 NS April 30, 2026 N-PORT
RSPH · Invesco Exchange-Traded Fund Trust 1.86% 24,566 SH Aug. 8, 2026 Daily
PEXL · Pacer Funds Trust 1.67% 1,592 NS April 30, 2026 N-PORT
FMCE · Northern Lights Fund Trust IV 1.64% 2,250 NS May 31, 2026 N-PORT
FMCX · Northern Lights Fund Trust IV 1.63% 3,902 NS May 31, 2026 N-PORT
FMED · Fidelity Covington Trust 1.53% 1,276 NS May 31, 2026 N-PORT
BKDV · BNY Mellon ETF Trust II 1.43% 41,397 NS April 30, 2026 N-PORT
GKAT · Advisors Series Trust 1.41% 4,289 NS March 31, 2026 N-PORT
RILA · Spinnaker ETF Series 1.32% 1,154 NS April 30, 2026 N-PORT
SNPV · DBX ETF Trust 1.26% 5,900 NS May 29, 2026 N-PORT
ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 1.22% 189 NS April 30, 2026 N-PORT
LRGC · AB Active ETFs, Inc. 1.20% 30,508 NS May 31, 2026 N-PORT
EQWL · Invesco Exchange-Traded Fund Trust 1.16% 54,333 SH Aug. 8, 2026 Daily
MFSG · MFS Active Exchange Traded Funds Tr… 1.16% 8,091 NS May 31, 2026 N-PORT
RFFC · ALPS ETF Trust 1.08% 654 NS May 31, 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 1.02% 3,416 NS April 30, 2026 N-PORT
FFND · Northern Lights Fund Trust II 1.02% 2,122 NS May 31, 2026 N-PORT
MGV · VANGUARD WORLD FUND 0.88% 233,578 SH Aug. 8, 2026 Daily
CAPE · DoubleLine ETF Trust 0.86% 4,580 NS March 31, 2026 N-PORT
CRTC · DBX ETF Trust 0.85% 2,247 NS May 31, 2026 N-PORT
FXH · First Trust Exchange-Traded AlphaDE… 0.84% 15,398 NS April 30, 2026 N-PORT
USXF · iShares Trust 0.84% 21,650 SH Aug. 8, 2026 Daily
BSCQ · Invesco Exchange-Traded Self-Indexe… 0.81% 28,441,000 Aug. 8, 2026 Daily
ZECP · Zacks Trust 0.80% 5,541 NS May 31, 2026 N-PORT
IWX · iShares Trust 0.79% 54,993 SH Aug. 8, 2026 Daily
TAX · EA Series Trust 0.79% 408 NS May 29, 2026 N-PORT
BIGY · Tidal Trust II 0.75% 409 NS April 30, 2026 N-PORT
OEI · Listed Funds Trust 0.75% 656 NS April 30, 2026 N-PORT
IVE · iShares Trust 0.72% 615,615 SH Aug. 8, 2026 Daily
FFLC · FIDELITY COVINGTON TRUST 0.72% 16,950 NS April 30, 2026 N-PORT
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0.71% 1,284 NS April 30, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.70% 3,534,266 SH Aug. 8, 2026 Daily
IUSV · iShares Trust 0.68% 322,866 SH Aug. 8, 2026 Daily