REVVITY (RVTY) Company Report

2025 revenue guidance of ~$2.8 billion, split ~50% Life Sciences and ~50% Diagnostics, with ~85% recurring revenue
On track for 28.0% adjusted operating margin in 2026, assuming ~18% tax rate and 2–3% organic growth driving high-single-digit EPS growth
$1.4 billion of share repurchases since 2023, reducing share count by ~10%
Long-term organic growth targets: 9–11% for Immunodiagnostics & Signals Software, 6–8% for Life Sciences Solutions, 2–4% for Reproductive Health

6 days ago

Presentation

Revvity outlines growth strategy and targets at J.P. Morgan Healthcare Conference

RVTY

Guidance Update

Share Buyback

Revvity today is a $2.8 billion company split roughly 50/50 between life sciences and diagnostics, with 85% of revenue from recurring consumables, services and software.
The company launched Transcribe AI, cutting clinical lab workflow time by 40%, and reduced its own software development timelines by 10%, while partnering with Eli Lilly to embed Tune Lab models into its new Signals Synthetica AI drug-discovery platform.
Strategic diagnostics partnerships include Genomics England’s large-scale newborn sequencing program and a Sanofi collaboration to screen for juvenile Type 1 diabetes via a four-biomarker dried-blood-spot assay.
For 2026, Revvity targets 2%–3% organic growth, a 28% adjusted operating margin, over 85% free cash flow conversion, and has repurchased $1.4 billion of shares to reduce its share count by 10%.

6 days ago

Transcript

Revvity presents at 44th J.P. Morgan Healthcare Conference

RVTY

Guidance Update

Product Launch

Share Buyback

Revvity, a $2.8 billion life sciences and diagnostics company, generates 85% recurring revenue across consumables, assays, software and services, and employs 11,000 globally.
Management reaffirmed 2026 guidance targeting 2–3% organic growth and a 28% adjusted operating margin, aiming for high-single-digit EPS growth under an 18% tax rate.
Launched Transcribe AI, improving clinical lab workflow speed by 40%, and introduced the Signals Synthetica platform in partnership with Eli Lilly to accelerate AI-enabled drug discovery.
Operational excellence efforts have boosted free cash flow conversion from 70% to over 85%, enabled $1.4 billion in share repurchases and a 10% reduction in share count.

6 days ago

Transcript

Revvity outlines 2026 growth and AI strategy at JPM Healthcare Conference

RVTY

Guidance Update

Share Buyback

Product Launch

Revvity positions as a $2.8 billion life sciences and diagnostics company, with 85% of revenue from consumables, assets, software and services equally split between segments.
Unveiled AI initiatives—Transcribe AI reduced lab workflow time by 40%, internal AI cut software development timelines by 10%, and launched the Signals Synthetica platform in partnership with Lilly to accelerate AI-enabled drug discovery.
Reported expansion milestones: GMP reagents projects moving 2.5× faster into bioprocessing, and U.S. autoimmune diagnostics revenue share doubled to 20% post-Euroimmun acquisition.
Confirmed 2026 targets of 2–3% organic growth, a 28% adjusted operating margin, high single-digit EPS growth, and an 18% tax rate assumption.
Highlighted operational excellence and capital allocation actions: $1.4 billion of share buybacks cutting share count by 10%, 10% headcount reduction, and closure of 30+ sites to shrink footprint by 10% by 2027.

6 days ago

Transcript

Revvity to hold Q4 2025 earnings call on February 2, 2026

RVTY

Earnings

Guidance Update

Release and Call Timing: Revvity will publish its fourth quarter and full year 2025 results before market open on February 2, 2026, and host a conference call at 8:00 a.m. ET with CEO Prahlad Singh and CFO Max Krakowiak.
Q4 2025 Revenue: Preliminary reported revenue of $772 million, up 6% year-over-year; organic revenue growth of 4%.
FY 2025 Revenue: Preliminary reported revenue of $2,855 million, up 4% year-over-year; organic revenue growth of 3%.
Adjusted EPS Outlook: Full year 2025 adjusted earnings per share expected to exceed the upper end of the prior $4.90–$5.00 guidance range.

6 days ago

8-K

Revvity forecasts Q4 revenue and raises EPS guidance

RVTY

Guidance Update

Revvity expects Q4 2025 revenue of $772 million (≈6% reported, 4% organic) and full-year 2025 revenue of $2.855 billion (≈4% reported, 3% organic), and forecasts adjusted EPS above its prior $4.90–$5.00 guidance range.
The preliminary outlook drove a 6% after-hours share price rise to $110 and has been noted to cause a roughly 9% intraday pop in other market reports.
Analysts’ consensus targets for FY2025 revenue and EPS were around $2.84 billion and $4.90, respectively, with InvestingPro consensus EPS near $5.06, though five analysts have recently cut estimates.
Full Q4 and FY2025 results will be released before market open on Feb. 2, 2026, alongside an 8:00 a.m. ET conference call and a presentation at the J.P. Morgan Healthcare Conference.

7 days ago

Barron's

Revvity to report Q4 and FY2025 results, previews revenue and EPS

RVTY

Earnings

Guidance Update

Revvity will release its Q4 and full-year 2025 financial results before market open on February 2, 2026, and host an earnings call at 8:00 a.m. ET with CEO Prahlad Singh and CFO Max Krakowiak.
Preliminary Q4 2025 revenue is expected to be approximately $772 million, reflecting reported growth of 6% and organic growth of 4% year-over-year.
Full-year 2025 revenue is projected at approximately $2,855 million, with reported growth of 4% and organic growth of 3% versus 2024.
The company now expects its full-year adjusted earnings per share to exceed the upper end of the prior $4.90–$5.00 guidance range.

7 days ago

Press Release

Revvity collaborates with Lilly to expand AI drug discovery access

RVTY

New Projects/Investments

Revvity, Inc. (NYSE: RVTY) partners with Eli Lilly, integrating Lilly TuneLab into the Revvity Signals platform to broaden access to predictive drug discovery models.
The collaboration builds on Revvity’s Signals Xynthetica™ offering, establishing a scalable, federated framework for AI-driven research.
Lilly TuneLab’s high-quality AI/ML models will be available through Revvity Signals, aiming to accelerate AI-enabled drug discovery workflows.

Jan 9, 2026, 12:05 PM

Press Release

Revvity outlines FY2025 performance and 2026 guidance at Citi Healthcare Conference

RVTY

Guidance Update

M&A

Share Buyback

Revvity saw a $60 million Q3-to-Q4 uplift in FY2025 driven by life sciences instrumentation demand, the Genomics England contract ($2 million in Q3 rising to $7 million in Q4), strong ex-China immunodiagnostics, partially offset by a $5–7 million FX drag on absolute revenue.
Life sciences reagents achieved low-single digit organic growth amid pharma biotech normalization and modest U.S. academia/government shutdown impact, with Revvity indicating share gains in a depressed market.
The Signals software business outperformed, growing over 20% in FY2025 (APV up ~19%), bolstered by customer engagement, renewals, and upcoming launches such as BioDesign and AI-driven drug discovery tools.
EUROIMMUN immunodiagnostics ex-China grew mid- to high-single digits, especially in the U.S., while China diagnostics faces DRG reform noise; Revvity targets a low-teens China revenue mix and local innovation for stability.
For 2026, Revvity guides 2–3% revenue growth and 28% EBITDA margins, and plans to pursue disciplined M&A alongside opportunistic share buybacks.

Dec 2, 2025, 2:00 PM

Transcript

Revvity presents at Citi Annual Global Healthcare Conference 2025

RVTY

Guidance Update

M&A

Product Launch

Revvity reported an expected Q3 to Q4 FY25 life sciences uplift of $60 million, driven by increased instrument activity, a Genomics England contract that rose from $2 million to $7 million, and strong ex-China immunodiagnostic performance.
BioLegend accounts for ~50 % of reagents revenue; modest academic/government impact from the US shutdown is offset by recovering pharma/biotech demand as market uncertainty subsides and M&A activity normalizes over the next 1–2 quarters.
The Signals software segment achieved ~19 % APV growth in FY25—outpacing the 9–11 % long-range target—through continued investment, customer engagement, and new product launches (Clinical, Synergy, BioDesign) alongside the ACD/Labs acquisition.
For FY26, Revvity guides 2–3 % organic revenue growth and 28 % operating margins, assuming stable market conditions, calendarized China diagnostics headwinds, and ongoing margin initiatives; capital allocation will remain opportunistic with selective M&A and share buybacks.

Dec 2, 2025, 2:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for REVVITY.

Q3 2025

Oct 27, 2025

→

Q2 2025

Jul 28, 2025

→

Q1 2025

Apr 28, 2025

→

View All Transcripts

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Prahlad Singh say about margins?What are REVVITY's strategic priorities?How is REVVITY positioned vs competitors?How did REVVITY do last quarter?

REVVITY (RVTY)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Prahlad Singh

Anita Gonzales

Joel Goldberg

Maxwell Krakowiak

Miriame Victor

Tajinder Vohra

Board Members

Alexis Michas

Frank Witney

Michael Klobuchar

Michel Vounatsos

Michelle McMurry-Heath

Pascale Witz

Peter Barrett

Samuel Chapin

Sophie Vandebroek

Analyst Coverage

Patrick Donnelly

Vijay Kumar

Daniel Brennan

Luke Sergott

Michael Ryskin

Puneet Souda

Matthew Sykes

Andrew Cooper

Catherine Schulte

Dan Arias

Daniel Arias

Daniel Leonard

Dan Leonard

Doug Schenkel

Tycho Peterson

Brandon Couillard

Catherine Ramsey

Douglas Schenkel

Jack Meehan

Rachel Vatnsdal

Subbu Nambi

Latest news

Earnings Transcripts

Q3 2025

Q2 2025

Q1 2025

Ask Fintool AI Agent