TMO
Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific...
Bristol Gate on TMO (TMO)
公司名称
Thermo Fisher Scientific
主要经营地
美国
详细生意模式
生命科学仪器和试剂供应商及CDMO服务。Q3 beat推动52W新高。制药客户更有信心，规划产能扩张。增长预期2026年建设至3-6%有机收入。
护城河
🟢强
估值水平
合理偏高
EV/Market Cap
EBITDA $111.38亿
网络观点
制药客户信心改善驱动增长
AI观点
TMO作为制药产能扩张受益方具防御性。CDMO网络和设备销售是增长引擎。但估值不便宜
作者简介
知名资管机构
These Are The Only 10 High-Quality Compounders You Need
Thermo Fisher Scientific is a global leader in scientific instruments, laboratory equipment, reagents, and software. It generates recurring revenue from consumables and services. The company is trusted by scientists and researchers for its precision, reliability, and innovation, enabling scientific breakthroughs and advancements in medicine.