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TMO filing events and research context

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TMO's research view summarizes recent SEC filing context, starting with other from May 26, 2026.

TMO filing events and research context
FiledItemContext
May 26, 2026otherShareholders elected directors, did not approve executive compensation, and ratified auditor at the annual meeting.
Apr 23, 2026earningsThermo Fisher Scientific reported Q1 2026 revenue of $11.01 billion and adjusted EPS of $5.44.
Mar 24, 2026acquisitionThermo Fisher Scientific completed the acquisition of Clario Holdings, Inc. for $8.875 billion in cash.
Mar 24, 2026Guidance: adjusted_eps_contribution_from_acquisition0.45 to not reported
Mar 24, 2026Guidance: adjusted_operating_income_from_synergies175.00 to not reported
Mar 24, 2026Guidance: clario_business_growth_ratenot reported to not reported
May 1, 2026mda_quarterlyThermo Fisher Scientific actively managed its capital structure and executive incentives during the first quarter of 2026. The company repurchased 4,869,851 shares of common stock in January at an average price of $616.04, totaling approximately $3 billion. This activity reduced the remaining authorization under its $5 billion share repurchase program, approved in November 2025, to $2 billion as of March 28, 2026. No further repurchases occurred in February or March. Financially, a key development was the extension of a credit agreement on February 4, 2026, which pushed the maturity date for participating lenders from January 7, 2027, to January 7, 2028, providing greater flexibility in debt management. Furthermore, new Restricted Stock Unit and Performance Restricted Stock Unit agreements were implemented for executive officers, including CEO Marc N. Casper, effective February 25, 2026. These awards incorporate both time-based and performance-based vesting criteria, with specific clauses addressing change in control, retirement, and various employment termination events, along with robust clawback provisions. No directors or executive officers adopted, modified, or terminated Rule 10b5-1 trading arrangements during the quarter.
Feb 26, 2026businessThermo Fisher Scientific's comprehensive business description, encompassing corporate governance and insider trading policies, is incorporated by reference from its Proxy Statement. The provided filing, however, details the company's extensive global operational footprint and complex corporate structure. It lists a multitude of subsidiaries, such as Applied Biosystems, known for genetic analysis; Dionex, specializing in chromatography; FEI Company, a leader in electron microscopy; Fisher Scientific, a broad supplier of laboratory equipment and consumables; Invitrogen and Life Technologies, providing molecular biology reagents and life science tools; Olink Proteomics, focused on protein analysis; Patheon, a contract development and manufacturing organization; PPD, a contract research organization; and The Binding Site, specializing in diagnostics. These entities collectively indicate a diversified presence across life sciences, analytical instrumentation, diagnostics, and pharmaceutical services, operating in key markets including the US, UK, Germany, China, Japan, and the Netherlands. Financially, the company maintains a sophisticated capital structure, including various senior notes with diverse maturities and interest rates, such as floating rate, 0.800% due 2030, 1.125% due 2033, 3.628% due 2035, 1.625% due 2041, and 2.000% due 2051, issued by its finance subsidiary, Thermo Fisher Scientific (Finance I) B.V., with the Registrant acting as guarantor.

Source: SEC EDGAR filing text and events; period May 26, 2026; filed May 26, 2026.

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