Latest Thesis
Thermo Fisher Capital Allocation: Does Their Services Ecosystem Outperform Agilent CrossLab Strategy?
Thermo Fisher and Agilent both use service ecosystems, but capital allocation decides which model compounds better.
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Recent Reports
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Thermo Fisher Capital Allocation: Does Their Services Ecosystem Outperform Agilent CrossLab Strategy?Thermo Fisher and Agilent both use service ecosystems, but capital allocation decides which model compounds better.NYSEJun 5, 2026Research reportReadSlides
Thermo Fisher: Can inorganic M&A growth sustain the premium earnings multiple today?Thermo Fisher's acquisition engine is still powerful, but Q1 2026 showed why the premium-multiple debate needs a harder evidence gate: 6% reported revenue growth, 1% organic growth, a major Clario acquisition, higher debt and a larger goodwill/intangible asset base.NYSEMay 22, 2026Research reportReadSlides
Thermo Fisher: the lab-tools compounder still has to prove the biopharma cycle is healingThermo Fisher reported 2025 revenue of $44.6 billion and Q1 2026 revenue of $11.0 billion. The thesis depends on biopharma demand, instrument and consumables mix, diagnostics normalization, margin durability, M&A integration and cash conversion.NYSEMay 19, 2026Research reportReadSlides