A new SEC filing for Thermo Fisher Scientific Inc. (TMO) was recorded as of 1 August 2026, prompting renewed examination of the company's financial and ownership profile [Brief - 2026-09-27]. Subsequent briefings from 19 September and 11 September 2026 confirmed no additional disclosure events beyond that filing date were available for the current reporting period [Brief - 2026-09-19] [Brief - 2026-09-11]. The filing served as the primary documentary anchor for tracking changes in the company's financial position and institutional ownership across recent quarters.
For the trailing twelve months ending 27 June 2026, Thermo Fisher Scientific reported revenue of $46.34 billion, representing year-over-year growth of approximately 10.5%. Net income over the same period stood at $6.98 billion, yielding a net margin of 15.07%. Gross margin was recorded at 24.45% and operating margin at 17.58%. Earnings per share grew 9.35% year-over-year. The company held $4.06 billion in cash against total debt of $45.65 billion. The trailing price-to-earnings ratio was recorded at 35.22 [SEC 10-Q - TMO - 2026-06-27].
This report was triggered by material institutional position changes. Five prominent asset managers each opened new positions in TMO during the most recent 13F reporting period. These include Citadel (Ken Griffin), D1 Capital (Dan Sundheim), Millennium (Izzy Englander), AQR Capital (Cliff Asness), and Bridgewater (Ray Dalio), all of whom initiated holdings where none were previously reported [SEC 13F - Citadel - Q3 2026] [SEC 13F - D1Capital - Q3 2026] [SEC 13F - Millennium - Q3 2026] [SEC 13F - AQR - Q3 2026] [SEC 13F - Bridgewater - Q3 2026]. No insider transaction data was available for this reporting period.
The prevailing macroeconomic backdrop included a 10-year US Treasury yield of 5.24% and a 2-year yield of 4.78%, producing a normal yield curve configuration [FRED DGS10] [FRED DGS2]. The spread between the two tenors stood at 46 basis points, reflecting a positive term structure across the observed period.