Early Access

10-KPeriod: FY2013

THERMO FISHER SCIENTIFIC INC. Annual Report, Year Ended Dec 31, 2013

Filed February 27, 2014For Securities:TMO

Summary

Thermo Fisher Scientific Inc. (TMO) filed its 2013 Form 10-K on February 26, 2014, highlighting significant strategic activity, most notably the completion of the acquisition of Life Technologies Corporation (Life Technologies) shortly after the fiscal year end on February 3, 2014. This transformative acquisition is expected to significantly expand TMO's scale and capabilities, particularly in life sciences research, specialty diagnostics, and applied markets, leading to a new reporting segment, Life Sciences Solutions. The company also entered into an agreement to divest certain Life Technologies businesses to GE Healthcare for approximately $1.06 billion as a condition for regulatory approval of the larger acquisition. Financially, for the fiscal year ended December 30, 2013, Thermo Fisher reported revenues of $13.09 billion, an increase from $12.51 billion in the prior year, driven by organic growth, acquisitions, and partially offset by currency translation effects. Operating income saw a healthy increase to $1.61 billion from $1.48 billion. The company emphasized its ongoing commitment to research and development, with significant expenditures in 2013 ($396 million) to maintain its competitive edge and introduce innovative products. The report also details the company's robust liquidity position and its plans for financing the Life Technologies acquisition, including substantial debt and equity issuances.

Financial Statements
Beta
Revenue$13.09B
Cost of Revenue$6.31B
Gross Profit$6.78B
R&D Expenses$395.50M
SG&A Expenses$3.45B
Operating Expenses$11.48B
Operating Income$1.61B
Interest Expense$262.10M
Net Income$1.27B
EPS (Basic)$3.53
EPS (Diluted)$3.48
Shares Outstanding (Basic)360.30M
Shares Outstanding (Diluted)365.80M

Key Highlights

  • 1Completion of the transformational acquisition of Life Technologies Corporation shortly after the fiscal year-end, significantly expanding TMO's market reach and capabilities.
  • 2Agreement to divest certain Life Technologies businesses (sera and media, gene modulation, magnetic beads) to GE Healthcare for approximately $1.06 billion.
  • 3Full-year 2013 revenues reached $13.09 billion, an increase from $12.51 billion in 2012, driven by organic growth and acquisitions.
  • 4Operating income increased to $1.61 billion in 2013, up from $1.48 billion in 2012, indicating improved profitability.
  • 5Significant investment in R&D, with $396 million spent in 2013, underscoring a commitment to innovation and new product development.
  • 6Robust liquidity position with $5.83 billion in cash and short-term investments at year-end 2013, sufficient to meet near-term obligations and fund the Life Technologies acquisition.
  • 7The company is organized into three reporting segments for 2013 (Analytical Technologies, Specialty Diagnostics, Laboratory Products and Services), with plans to report in four segments (including Life Sciences Solutions) starting in 2014 due to the Life Technologies acquisition.

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