Life Sciences, Scientific Instruments & Lab Equipment, Diagnostics & Contract Research
Strategic Profile
The company delivers innovative technologies, purchasing convenience, and pharmaceutical services through industry-leading brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon, and PPD. Its scale, recurring revenue base, deep customer integration, and disciplined capital allocation create durable competitive advantages with consistent free cash flow generation.
Cyborg Score Rationale
Full year 2025 revenue grew 4% to $44.56 billion with strong earnings growth. The balance sheet is solid with a current ratio of 1.5 and debt-to-equity ratio of 0.7. Recent strategic acquisitions of Clario Holdings ($8.75B) and Solventum's Purification & Filtration business ($4.0B) strengthen market position.
Top Insights
FY2026 revenue guidance of $46.3-$47.2 billion aligns with market expectations.
Company embedding AI capabilities and OpenAI integration into products to enhance productivity and support innovation in precision medicine.
Q4 2025 beat Wall Street estimates driven by strong demand for tools and services used in drug development.
19 analyst average rating is "Strong Buy" with 12-month target of $639.83 (26.74% upside).
Named Competitors
Illumina — Genomics and sequencing instruments
Agilent Technologies — Analytical instruments and lab solutions
Mettler-Toledo — Precision instruments and lab equipment
PerkinElmer — Diagnostics and life sciences instruments
Recent Developments
(January 2026) Q4 2025 revenue grew 7% to $12.21B; full year revenue reached $44.56B with 4% growth
(October 2025) Announced acquisition of Clario Holdings for $8.75B to enhance clinical trial solutions
(September 2025) Completed $4.0B acquisition of Solventum's Purification & Filtration business
(2025) Strategic collaboration with NVIDIA to power AI-based laboratory solutions
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