Download PDF

1. Company Snapshot

1.a. Company Description

Revvity, Inc.provides products, services, and solutions to the diagnostics, life sciences, and applied services markets worldwide.It operates through two segments, Discovery & Analytical Solutions and Diagnostics.


The Discovery & Analytical Solutions segment provides instruments, reagents, informatics, software, subscriptions, detection, and imaging technologies that enable scientists to enhance research breakthroughs in the life sciences research market, as well as contract research and laboratory services.It also provides analytical technologies, solutions, and services for its customers to understand the characterize the health of various aspects, including air, water, and soil.In addition, this segment offers solutions to farmers and food producers; and analytical instrumentation for the industrial market, which includes the chemical, semiconductor and electronics, energy, lubricant, petrochemical, and polymer industries.


The Diagnostics segment provides instruments, reagents, assay platforms, and software products for the early detection of genetic disorders, such as pregnancy and early childhood, as well as infectious disease testing in the diagnostics market.Its products are used for testing and screening genetic abnormalities, disorders, and diseases, including down syndrome, hypothyroidism, muscular dystrophy, infertility, and various metabolic conditions.This segment also develops technologies that enable and support genomic workflows using protein coupled receptor and next-generation DNA sequencing for applications in oncology, immunodiagnostics, and drug discovery.


It serves pharmaceutical and biotechnology companies, laboratories, academic and research institutions, public health authorities, private healthcare organizations, doctors, and government agencies.The company was formerly known as PerkinElmer, Inc.and changed its name to Revvity, Inc.


in April 2023.Revvity, Inc.was founded in 1937 and is headquartered in Waltham, Massachusetts.

Show Full description

1.b. Last Insights on RVTY

Revvity's recent performance was positively driven by its Q3 earnings beat, with the company reporting $1.18 per share, surpassing the Zacks Consensus Estimate of $1.14 per share. The company's Life Sciences segment showed strong performance, offsetting challenges in the Diagnostic segment, particularly in China. Additionally, Revvity raised its 2025 EPS view, indicating a positive outlook. The company's acquisition of ACD/Labs also expanded its Signals Software capabilities, strengthening its position in the market. Furthermore, Revvity collaborated with MDIC and NIST to launch new somatic cancer reference standards.

1.c. Company Highlights

2. Revvity's Q3 2025 Earnings: Steady Performance and Promising Outlook

Revvity reported a revenue of $699 million for the third quarter of 2025, with a 1% organic growth rate and a 1% FX tailwind. The company's adjusted operating margins were 26.1%, slightly above expectations, and adjusted EPS was $1.18, $0.05 above the midpoint of guidance. The company's free cash flow was $120 million, and it repurchased $205 million worth of shares. The signals software business was a standout, growing 20% organically, while the reproductive health business grew in the mid-single digits.

Publication Date: Nov -03

📋 Highlights
  • Revenue and Organic Growth:: Q3 revenue reached $699M with 1% organic growth, supported by a 1% FX tailwind, driven by 2% growth in Diagnostics and flat Life Sciences performance.
  • Signals Software Outperformance:: Signals business grew 20% organically, achieving 40% ARR, 12% APV, and >110% net retention rate, reinforcing its strategic value.
  • Margin and Profitability:: Adjusted operating margins hit 26.1%, exceeding expectations, while adjusted EPS of $1.18 topped guidance by $0.05, with full-year EPS raised to $4.90–$5.00.
  • Capital Allocation:: Generated $120M in free cash flow and repurchased $205M in shares, supported by a $1B buyback authorization and a low 2.7x net debt/EBITDA leverage ratio.

Segmental Performance

The Life Sciences segment generated $343 million in revenue, up 1% on a reported basis and roughly flat on an organic basis. The Diagnostics segment generated $356 million of revenue, up 3% on a reported basis and 2% on an organic basis. Geographically, The Americas grew in the low single digits, Europe in the mid-single digits, while Asia declined in the mid-single digits, with China down in the low teens.

Guidance and Outlook

Revvity reiterated its organic revenue growth outlook of 2% to 4% for the full year, with the fourth quarter expected to play out largely as previously expected. The company expects both Life Sciences and Diagnostic segments to each grow in the low single digits for the full year. For 2026, Revvity expects organic growth to be 2% to 3%, with a 28% operating margin baseline. The adjusted EPS for the year is expected in a range of $4.9 to $5.

Valuation and Metrics

With a P/E Ratio of 46.23 and an EV/EBITDA of 17.27, Revvity's valuation suggests that the market is pricing in a certain level of growth. The company's ROIC is 2.93%, and ROE is 3.15%, indicating a relatively modest return on capital. The Net Debt / EBITDA ratio is 3.17, indicating a manageable level of debt. Analysts estimate next year's revenue growth at 2.9%, which is within the company's guided range.

Key Drivers and Risks

The company's signals software business continues to be a bright spot, with an ARR of over 40% and a net retention rate of more than 110%. However, the China Diagnostics business is expected to decline by 20-25% year over year due to multiplex reimbursement changes. Revvity has made significant progress in localizing its manufacturing in China, which should help the business return to growth thereafter.

3. NewsRoom

Card image cap

Revvity, Inc. (RVTY) Presents at Citi Annual Global Healthcare Conference 2025 Transcript

Dec -02

Source: seekingalpha.com

Card image cap

Revvity, Inc. (RVTY) Presents at Jefferies London Healthcare Conference 2025 Transcript

Nov -18

Source: seekingalpha.com

Card image cap

Revvity, Inc. (RVTY) Presents at UBS Global Healthcare Conference 2025 Transcript

Nov -10

Source: seekingalpha.com

Card image cap

Revvity Collaborates with MDIC and NIST to Launch New Somatic Cancer Reference Standards to Monitor Diagnostic Assay Accuracy

Nov -10

Source: businesswire.com

Card image cap

Revvity to Acquire ACD/Labs to Expand its Signals Software Capabilities

Nov -10

Source: businesswire.com

Card image cap

Revvity Inc. $RVTY Shares Sold by Asset Management One Co. Ltd.

Oct -29

Source: defenseworld.net

Card image cap

Revvity Analysts Increase Their Forecasts After Q3 Earnings

Oct -28

Source: benzinga.com

Card image cap

Revvity to Present at Upcoming Investor Conferences

Oct -28

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.94%)

6. Segments

Diagnostics

Expected Growth: 5%

Revvity, Inc.'s diagnostics segment growth is driven by increasing demand for personalized medicine, advancements in AI-powered diagnostics, and strategic partnerships. Expanding healthcare infrastructure, growing geriatric population, and rising healthcare expenditure also contribute to the growth. Additionally, the company's innovative products and services, such as non-invasive diagnostics, are gaining traction, further fueling the segment's growth.

Life Sciences

Expected Growth: 7%

Revvity, Inc.'s 7% growth in Life Sciences is driven by increasing demand for personalized medicine, advancements in gene editing technologies, and growing investments in research and development. Additionally, the rising need for efficient diagnostic tools and the expanding geriatric population are contributing to the segment's growth.

Reconciling Items

Expected Growth: 4%

Revvity, Inc.'s 4% growth is driven by increasing adoption of its AI-powered accounting platform, expansion into new markets, and strategic partnerships. Additionally, the company's focus on customer retention and upselling/cross-selling initiatives have contributed to revenue growth. Furthermore, investments in research and development have enhanced the platform's features, attracting new customers and driving growth.

7. Detailed Products

Revvity Digital Signage

A cloud-based digital signage solution that enables businesses to create, manage, and display engaging content across multiple screens and locations.

Revvity Kiosk

A self-service kiosk solution that provides an interactive and immersive experience for customers, enabling them to access information, make transactions, and engage with brands.

Revvity Wayfinding

An interactive wayfinding solution that helps visitors navigate complex environments, such as malls, airports, and hospitals, with ease.

Revvity Analytics

A data analytics platform that provides insights into customer behavior, engagement, and preferences, enabling businesses to make data-driven decisions.

Revvity Content Management

A cloud-based content management system that enables businesses to create, manage, and distribute content across multiple channels and devices.

8. Revvity, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Revvity, Inc. is medium due to the availability of alternative products in the market.

Bargaining Power Of Customers

The bargaining power of customers for Revvity, Inc. is high due to the presence of a large number of customers with significant purchasing power.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Revvity, Inc. is low due to the presence of multiple suppliers and the company's ability to negotiate prices.

Threat Of New Entrants

The threat of new entrants for Revvity, Inc. is medium due to the moderate barriers to entry and the presence of established players in the market.

Intensity Of Rivalry

The intensity of rivalry for Revvity, Inc. is high due to the presence of several established players in the market and the need to differentiate itself to gain market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 33.13%
Debt Cost 3.95%
Equity Weight 66.87%
Equity Cost 9.36%
WACC 7.56%
Leverage 49.53%

11. Quality Control: Revvity, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Guardant Health

A-Score: 5.2/10

Value: 8.0

Growth: 4.7

Quality: 6.2

Yield: 0.0

Momentum: 10.0

Volatility: 2.0

1-Year Total Return ->

View Full Report
Stock-Card
Exact Sciences

A-Score: 3.4/10

Value: 4.8

Growth: 6.0

Quality: 3.2

Yield: 0.0

Momentum: 2.0

Volatility: 4.7

1-Year Total Return ->

View Full Report
Stock-Card
Illumina

A-Score: 3.3/10

Value: 4.6

Growth: 2.8

Quality: 7.4

Yield: 0.0

Momentum: 1.5

Volatility: 3.7

1-Year Total Return ->

View Full Report
Stock-Card
Sotera Health

A-Score: 3.3/10

Value: 1.4

Growth: 5.2

Quality: 3.8

Yield: 0.0

Momentum: 6.0

Volatility: 3.3

1-Year Total Return ->

View Full Report
Stock-Card
Revvity

A-Score: 3.3/10

Value: 3.0

Growth: 3.1

Quality: 5.7

Yield: 0.0

Momentum: 1.5

Volatility: 6.3

1-Year Total Return ->

View Full Report
Stock-Card
Neogen

A-Score: 2.5/10

Value: 7.9

Growth: 1.3

Quality: 3.2

Yield: 0.0

Momentum: 0.5

Volatility: 2.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

102.53$

Current Price

102.53$

Potential

-0.00%

Expected Cash-Flows