Thermo Fisher Scientific Inc. (TMO)

Over the past six months, Thermo Fisher Scientific's stock has experienced fluctuations. In January 2026, the stock was up 6.87% over the past 30 days and 10.79% over the past 12 months. Key events impacting the stock price include strong Q4 results driven by robust demand, partnerships and acquisitions such as the NVIDIA partnership and the Solventum acquisition, analyst rating upgrades, and insider trading activity involving significant sales by company executives.

While there is no explicit strong seasonality in demand, several factors influence it. The company has experienced consistent demand for research tools and services. After a surge during the COVID-19 pandemic, the company experienced a sales downturn and margin normalization. Demand is sensitive to macroeconomic and regulatory events and relies on capital and operational expenditures from various customers. The company continuously expands capacity to meet growing industry demands.

Thermo Fisher Scientific is a global leader in the life sciences, diagnostics, and laboratory products industries. The company focuses on providing analytical instruments, clinical development solutions, specialty diagnostics, and a wide range of laboratory, pharmaceutical, and biotechnology services. Its sector encompasses laboratory equipment, biotechnology, chemicals, pharmaceutical, and healthcare industries. Major products and services include analytical instruments, laboratory equipment, reagents, and consumables, life sciences solutions, specialty diagnostics, pharmaceutical services under the Patheon brand, and software and services.

Thermo Fisher Scientific has a significant global presence, serving customers worldwide. The company operates across more than 60 sites in over 25 countries, with facilities strategically located throughout North America, Europe, and Asia-Pacific. It has also expanded its operations in regions like South Africa and the United Arab Emirates.

Thermo Fisher Scientific maintains a strong brand reputation centered on its mission to enable customers to make the world healthier, cleaner, and safer. Events contributing to its reputation include a $2 billion investment in U.S. manufacturing capabilities, the opening of a Centre for Advanced Training and Innovative Research in South Africa, FDA clearance of Thermo Fisher's EXENT, expansion of its Services Central platform, and a partnership with NVIDIA to integrate AI solutions.

Thermo Fisher Scientific is primarily owned by institutional shareholders, who hold approximately 88.06% of the company. Insiders own about 0.91%, and retail investors hold 11.04%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider ownership is relatively low, with TMO insiders showing net buying activity in the last 12 and 3 months.