Sales by Industry:

• Life Sciences Solutions: approx. 40%
• Analytical Instruments: approx. 20%
• Specialty Diagnostics: approx. 20%
• Laboratory Products and Services: approx. 20%

TOP 3 Markets and their Percentage Shares:

• USA: approx. 45%
• Europe: approx. 25%
• Asia-Pacific: approx. 20%

Thermo Fisher Scientific Inc. generates its sales mainly from four major business segments. The Life Sciences Solutions segment is the largest revenue contributor, followed by Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Services.

Geographically, the U.S. market is the most significant for the company, followed by Europe and the Asia-Pacific region. These markets are crucial for the growth and strategic direction of Thermo Fisher, as they are leading in research, development, and provision of scientific solutions.

Production Sites: Globally distributed, including the USA, Europe, and Asia.

Thermo Fisher Scientific Inc. operates production facilities worldwide to manufacture its wide range of scientific instruments, reagents, and consumables. The main production sites are located in the USA, particularly in Massachusetts and California. Additionally, the company has significant production capacities in Europe, such as in Germany and the UK, as well as in Asia, especially in China and Singapore.

This global presence enables Thermo Fisher to efficiently respond to local market requirements and optimize supply chains. The strategic distribution of production sites supports the company in delivering its products timely and cost-effectively to customers worldwide.

Revenue growth: 7.5% (2024) R&D investments: 4.5 billion USD (2024)

Thermo Fisher Scientific Inc. pursues a growth strategy that heavily relies on innovation and strategic acquisitions. The company continuously invests in research and development to expand its product range and develop new technologies. This is underscored by the significant R&D investments of 4.5 billion USD in 2024.

Another focus is on expanding into high-growth markets, particularly in the biotechnology and diagnostics sectors. Thermo Fisher leverages strategic acquisitions to strengthen its market position and gain access to new technologies and customers. This strategy has led to stable revenue growth in the past and is expected to continue supporting the company's growth in the coming years.

Main raw materials: Chemicals, plastics, metals, rare earths

Countries of origin: USA, China, Germany, Japan

Thermo Fisher Scientific Inc. imports a variety of raw materials necessary for the production of their scientific instruments and laboratory equipment. This includes especially special chemicals and plastics, which are sourced from the USA and China. Metals and rare earths, essential for the production of high-tech devices, often come from countries like Germany and Japan.

These materials are crucial for the manufacturing of laboratory equipment, diagnostic products, and other scientific instruments distributed worldwide by the company. The selection of countries of origin is based on the availability and quality of the raw materials as well as existing trade relationships.

Market share: Approx. 10% in the field of Life Sciences (2023) R&D expenses: $1.4 billion (2023) EBITDA margin: 27% (2023)

Thermo Fisher Scientific Inc. possesses a significant competitive advantage that is composed of several factors. The company holds a considerable market share of about 10% in the field of Life Sciences, emphasizing its strong market position. This position is supported by continuous investments in research and development, which amounted to approximately $1.4 billion in 2023.

Additionally, Thermo Fisher benefits from a solid EBITDA margin of 27%, indicating efficient operational processes and strong pricing strategies. The company leverages its extensive product range and global presence to differentiate itself from competitors.

The ability to continuously grow through innovations and strategic acquisitions further enhances the competitive advantage. Analysts expect that Thermo Fisher will expand its market leadership through continued investments in new technologies and markets.

Institutional investor share: approx. 87% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant insider transactions in the last year (estimated for 2025)

Thermo Fisher Scientific Inc. has traditionally had a high institutional investor share, which has often been over 80% in the past. This reflects the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Insider transactions, especially purchases or sales by executives and directors, are important indicators of management's confidence in the company's future development. In recent years, there have been no significant insider purchases or sales, indicating a stable assessment of the company's value by management.

Market share of Thermo Fisher Scientific: 10% (estimated for 2025)

Top competitors and their market shares:

1. Danaher Corporation: 9%
2. Agilent Technologies: 7%
3. PerkinElmer: 6%
4. Waters Corporation: 5%
5. Bio-Rad Laboratories: 4%
6. Bruker Corporation: 3%
7. Illumina: 3%
8. Merck KGaA (Life Science division): 3%
9. Shimadzu Corporation: 2%
10. Sartorius AG: 2%

Moat of Thermo Fisher Scientific:

Thermo Fisher Scientific has a significant moat supported by several factors. Firstly, the company has a broad product portfolio ranging from laboratory equipment to diagnostics and life sciences, enabling a strong market presence in various segments of the life science industry.

Secondly, Thermo Fisher benefits from extensive investments in research and development leading to continuous innovations. This innovation capability helps the company differentiate itself from the competition and explore new market opportunities.

Furthermore, Thermo Fisher has strengthened its market position and expanded its geographic reach through strategic acquisitions. These acquisitions have not only expanded the product offering but also increased the customer base.

Compared to competitors, Thermo Fisher has an advantage due to its size and global presence, which can be considered a significant moat. While some competitors may be stronger in certain niches, Thermo Fisher offers a more comprehensive range of solutions that are attractive to many customers.

Revenue growth: 8% (2024) Research and development expenses: 1.2 billion USD (2024) Market share in the life sciences industry: 15% (2024)

Thermo Fisher Scientific Inc. recorded a revenue growth of 8% in 2024, driven by strong demand for its products and services in the life sciences industry. The company continuously invests in research and development, with expenses of 1.2 billion USD in 2024, to strengthen its innovation capabilities and product pipeline.

With a market share of 15% in the life sciences industry, Thermo Fisher holds a solid market position that enables the company to benefit from long-term trends such as the increasing demand for life science research and diagnostic solutions. The strategic focus on growth areas and the ability to expand through acquisitions and partnerships support the company's long-term growth strategy.

Overall, Thermo Fisher Scientific could be an attractive investment for investors interested in a diversified portfolio in the life sciences sector and looking to benefit from the industry's long-term growth prospects.

Dividend yield: 0.25% (estimated for 2025)
Dividend growth: 10% (annually, estimated)

Thermo Fisher Scientific Inc. regularly pays out a dividend. The dividend yield is currently estimated at 0.25% for the year 2025. The company has pursued a consistent dividend policy in recent years, increasing payouts by approximately 10% annually.

The reliability of Thermo Fisher Scientific's dividend payment is considered high, as the company has stable revenue sources and a strong market position. Analysts expect the company to continue its dividend policy in the future, supported by solid revenue and profit growth.