Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the best strong buy healthcare stocks to invest in. Thermo Fisher Scientific Inc. (NYSE:TMO) reported its fiscal Q4 and full-year 2025 results on January 29, announcing that fiscal Q4 revenue grew 7% to $12.21 billion. GAAP diluted earnings per share for the quarter grew 9% to $5.21, while adjusted EPS rose 8% to $6.57. In addition, full year revenue underwent a 4% growth to $44.56 billion, with GAAP diluted earnings per share rising 7% to $17.74, and adju ...

☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Registrant's telephone number, including area code: (781) 622-1000 Securities registered pursuant to Section 12(b) of the Act: | Title of each class | Trading Symbol(s) | Name of each exchange on which reg ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8]

Thermo Fisher Scientific Inc. (TMO) is a leading life sciences and technology company that develops and supplies scientific instruments, laboratory equipment, specialty diagnostics, reagents, and biopharmaceutical services used across research, healthcare, and industrial markets worldwide. The company is headquartered in Waltham, Massachusetts, and is growing rapidly through acquisitions and innovation in analytical technologies and laboratory services. Thermo Fisher Scientific’s market cap is around $193. ...

Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the 10 best life sciences stocks to buy according to hedge funds. On January 30, Daniel Arias of Stifel Nicolaus maintained a Buy rating on Thermo Fisher Scientific Inc. (NYSE:TMO), with a $700 price target. The analyst reflected on the company’s strong finish to 2025, highlighting that Thermo Fisher Scientific Inc. (NYSE:TMO) was among the few sector names that did not pre-announce results before delivering a solid Q4 beat. Thermo Fisher Scientific Inc. ...

业务进展情况 生命科学解决方案板块2025年利润同比增长7.6%，成为核心增长引擎，而分析仪器板块利润同比下滑 11.2%。 来源：经济观察网 经济观察网 赛默飞世尔（TMO）未来值得关注的事件。 公司业绩目标 管理层在2025年财报中发布2026年全年指引，预计收入同比增长3.9%至5.9%，调整后每股收益（EPS） 增长5.9%至8.4%，并重申长期有机收入增长目标为3%-6%。这一指引将作为评估公司年度表现的关键 基准。 战略推进 2025年公司完成对Solventum过滤与分离业务的收购，并收购赛诺菲新泽西州无菌灌装设施；2025年第 四季度宣布拟以89亿美元收购临床数据服务商Clario，该交易旨在加强生物生产与药品本土化能力。市 场将关注这些并购的协同效应及后续整合效果。 公司持续推出新技术产品（如Orbitrap Astral质谱仪），并与Open AI、陈・扎克伯格研究所等达成合 作，推动人工智能在运营中的应用。 行业状况 招银国际报告指出，2025年制药与生物技术客户需求呈现反弹（第四季度收入高单位数增长），且生物 技术融资恢复可能在未来6-12个月转化为订单增量。该趋势可能成为收入增长的潜 ...

经济观察网 赛默飞世尔发布2025年第四季度及全年财报，第四季度营收同比增长7.2%，调整后每股收 益增长7.7%，均超市场预期。但公司对2026年利润指引保守，警告美国学术研究经费削减的压力可能 持续影响业绩。 业绩经营情况 招银国际在2026年2月2日研报中指出，公司预计2026年收入同比增长3.9%至5.9%，调整后每股收益增 长5.9%至8.4%，并重申长期有机增长目标为3%-6%。 公司业务状况 公司宣布将逐步关闭位于马萨诸塞州富兰克林的工厂，并裁员103人，计划于2026年底前完成，以优化 全球运营效率。此外，2026年1月15日公司关停北卡罗来纳州阿什维尔工厂，裁员421人，聚焦高毛利业 务，部分产品线转移至其他基地。 业务与技术发展 管理层在2026年财年业绩会议中强调，将推出如Astral Zoom质谱仪等新产品，并利用PPI业务系统推动 成本控制，目标每年利润率扩张50-70个基点。公司计划完成Clario收购整合，并推进人工智能在运营中 的应用。 以上内容基于公开资料整理，不构成投资建议。 2025年公司完成对Solventum过滤业务、赛诺菲无菌灌装基地的收购，并宣布以89亿美元收购C ...

经济观察网赛默飞世尔在2026年2月初发布2026年利润指引时，明确表示年度利润可能低于华尔街预 期。这一保守态度主要基于以下客观因素： 行业政策与环境 公司状况 公司近期宣布关闭位于马萨诸塞州富兰克林和北卡罗来纳州阿什维尔的工厂，计划于2026年底前完成。 这些调整旨在优化全球运营效率，将资源向高利润业务集中，但短期可能带来重组成本并影响市场信 心。 机构观点 部分机构如招银国际仍维持"买入"评级，认为长期生物制药需求与战略并购将支撑竞争力，但短期指引 疲软是主要关注点。 以上内容基于公开资料整理，不构成投资建议。 公司指出，美国政府对学术研究机构的预算削减政策将持续至2026年，导致下游科研客户和生物技术公 司在设备采购上趋于谨慎。特朗普政府削减科研拨款的措施直接影响赛默飞的核心客户群体，进而抑制 短期需求。美国贸易政策和中美供应链成本上升加剧了竞争压力，而公司部分低利润率业务面临本土中 低端市场的激烈竞争。管理层在财报中强调，这些外部挑战需要更谨慎的业绩展望。 经营状况 尽管制药客户需求在2025年第四季度显著反弹，但美国政府及学术客户因预算限制导致的高端仪器设备 需求低迷。分析仪器业务在2025年利润 ...

Core Insights - Lindsell Train Ltd reported an equity portfolio valued at approximately $4.1–4.2 billion, maintaining a focus on a limited number of dominant consumer, media, and financial franchises [1][10] - The portfolio is highly concentrated, with the top 10 holdings accounting for over 90% of total assets, reflecting a belief in long-term brand power and cash generation [2][10] Portfolio Overview - Total Portfolio Value: ~$4.1–4.2 billion [2] - Top 10 Holdings: - TKO Group Holdings: ~$597 million (14.6%) - Alphabet (Class A): ~$543 million (13.3%) - Walt Disney: ~$427 million (10.5%) - Intuit: ~$418 million (10.3%) - Thermo Fisher Scientific: ~$397 million (9.7%) - Fair Isaac: ~$334 million (8.2%) - Mondelez International: ~$314 million (7.7%) - PepsiCo: ~$309 million (7.6%) - PayPal: ~$301 million (7.4%) - eBay: ~$223 million (5.5%) [2] Changes in Holdings - Notable Add: Alphabet (Class A) saw an increase of ~206,000 shares (+10.1% QoQ), reinforcing its role as a core long-term investment [3] - Major Trims: - TKO Group Holdings reduced by ~219,000 shares (-6.9% QoQ) - Walt Disney trimmed by ~361,000 shares (-8.8% QoQ) - Intuit reduced by ~54,000 shares (-8.1% QoQ) - Mondelez International trimmed by ~681,000 shares (-11.9% QoQ) - PepsiCo reduced by ~226,000 shares (-9.3% QoQ) - eBay reduced by ~830,000 shares (-25.3% QoQ) [8] Investment Strategy - The portfolio reflects a quality growth style focused on brand and intellectual property-led businesses, with a very long-term holding period and low turnover [9][10] - The strategy emphasizes disciplined capital allocation and patient ownership of high-return businesses, with modest rebalancing to enhance long-term compounding [11]

从2026年1月13日至2月11日，TMO股价累计下跌14.29%，其中2月11日单日下跌2.28%，收盘报527.49 美元。同期美股大盘指数波动较小，显示公司特定因素主导了股价异动。 公司宣布将逐步关闭位于马萨诸塞州富兰克林的工厂，并裁员103人，计划于2026年底前完成。这是继 关闭北卡罗来纳州阿什维尔工厂后的又一收缩举措。管理层表示这些调整是为了优化全球运营效率，但 市场担忧其面临成本压力与需求疲软的双重挑战。 行业政策与环境 报告指出，赛默飞的制药客户需求在2025年第四季度显著反弹，但美国政府及学术客户因预算限制导致 设备需求低迷。此外，美国特朗普政府削减科研拨款的政策可能持续影响公司部分核心客户，加剧了投 资者对短期增长动能的担忧。 股票近期走势 经济观察网赛默飞世尔(TMO)股价近期出现异动，主要与公司财报、运营调整及行业环境等多重因素相 关。 业绩经营情况 公司公布2025年第四季度及全年财报，第四季度营收同比增长7.2%，调整后每股收益(EPS)同比增长 7.7%，均超市场预期。但公司同时发布2026年利润指引，称年度利润可能低于华尔街预期，并警告美 国学术研究经费削减的压力将持续至202 ...