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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.

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1.b. Last Insights on RVTY

Revvity's recent performance was positively driven by its strong Q4 earnings, with adjusted EPS of $1.70 beating estimates and revenue growing 5.9% to $772.1 million. The company's Life Sciences segment showed early signs of demand recovery. Analysts boosted their forecasts following the better-than-expected Q4 results. Additionally, Revvity's full-year adjusted EPS of $5.06 surpassed initial guidance, and the company achieved 3% organic growth, within its original guidance range.

1.c. Company Highlights

2. Revvity's Q4 2025 Earnings: A Strong Close to a Dynamic Year

Revvity reported a robust fourth quarter, with revenue reaching $772 million, representing 4% organic growth. The company's adjusted operating margins were 29.7%, down 60 basis points year over year, but in line with expectations. Adjusted earnings per share (EPS) came in at $1.70, surpassing the high end of guidance and beating analyst estimates of $1.63. For the full year, revenue was $2.86 billion, with 3% organic growth. Adjusted operating margins were 27.1%, down 120 basis points year over year, due to pressures from tariffs, FX, and lower volume leverage.

Publication Date: Feb -08

📋 Highlights
  • Q4 Revenue & Growth: Achieved $772M revenue with 4% organic growth, surpassing guidance due to FX tailwinds. Full-year revenue reached $2.86B.
  • Adjusted EPS Outperformance: Q4 adjusted EPS of $1.70 exceeded guidance by $0.11 and the high end by $0.06.
  • Diagnostics Segment Growth: Diagnostics grew 7% organically in Q4, while life sciences instruments showed strong sequential double-digit revenue growth after past declines.
  • Free Cash Flow & Balance Sheet: Generated $162M in free cash flow with 84% conversion of adjusted net income; net debt/EBITDA of 2.7x at year-end.
  • 2026 Outlook: Projects 2-3% organic growth, $2.96B-$2.99B revenue, and $5.35-$5.45 adjusted EPS, with 28% adjusted operating margins and AI-driven innovation via Signals Synthetica.

Segment Performance

The diagnostics segment reported 7% organic growth in the fourth quarter, driven by high single-digit growth in immunodiagnostics and mid-single digit growth in reproductive health. The life sciences segment was flat year over year, but saw a strong double-digit sequential increase in instrument revenue. The company's software business, including the recent introduction of Signals Synthetica, an AI-driven drug discovery platform, is expected to drive future growth.

Outlook for 2026

Revvity expects 2% to 3% organic growth in 2026, with revenue ranging from $2.96 to $2.99 billion. Adjusted EPS is expected to be between $5.35 and $5.45, representing high single-digit growth. The company anticipates adjusted operating margins to be 28% overall, up from 27.1% in 2025. FX rates are expected to provide a 1% tailwind to revenue, and the ACD Labs software acquisition is expected to add approximately 75 basis points to overall company revenue growth.

Valuation and Growth Prospects

With a current P/E Ratio of 47.59 and EV/EBITDA of 22.12, Revvity's valuation suggests that the market is pricing in significant growth prospects. The company's expected organic growth of 2% to 3% in 2026, along with potential upside from cost efficiency initiatives and new product launches, may support further expansion. As Prahlad Singh noted, "we are excited about our recent introduction and upcoming launch of our AI models as a service platform, Signals Synthetica," which could drive future growth and efficiency in the drug discovery process.

Cash Flow and Balance Sheet

Revvity generated $162 million in free cash flow in the fourth quarter, resulting in 84% conversion of adjusted net income. The company's balance sheet remains strong, with a net debt to adjusted EBITDA leverage ratio of 2.7 times. The company expects to maintain momentum in 2026, with a target of 85% conversion or greater.

3. NewsRoom

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Revvity to Present at Upcoming Investor Conferences

Feb -17

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Revvity Unveils New High-Impact Discovery Platforms and Showcases Recent Innovations at SLAS2026

Feb -05

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Revvity: Close To A Buy, Not Quite There

Feb -03

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Revvity Analysts Boost Their Forecasts Following Better-Than-Expected Q4 Results

Feb -03

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Revvity Inc (RVTY) Q4 2025 Earnings Call Highlights: Surpassing EPS Guidance and Strategic Growth Initiatives

Feb -02

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Revvity, Inc. (RVTY) Q4 2025 Earnings Call Transcript

Feb -02

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Revvity's Strong Performance Overshadowed by Market Uncertainty

Feb -02

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Revvity Stock Up as Q4 Earnings Beat, Revenues In Line With Estimates

Feb -02

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

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: 6.4

Yield: 0.0

Momentum: 10.0

Volatility: 2.3

1-Year Total Return ->

Stock-Card
Exact Sciences

A-Score: 4.4/10

Value: 4.4

Growth: 6.0

Quality: 3.5

Yield: 0.0

Momentum: 9.0

Volatility: 3.3

1-Year Total Return ->

Stock-Card
Sotera Health

A-Score: 3.9/10

Value: 1.1

Growth: 5.2

Quality: 4.6

Yield: 0.0

Momentum: 8.0

Volatility: 4.7

1-Year Total Return ->

Stock-Card
Revvity

A-Score: 3.5/10

Value: 2.9

Growth: 3.1

Quality: 5.6

Yield: 0.0

Momentum: 3.0

Volatility: 6.3

1-Year Total Return ->

Stock-Card
Illumina

A-Score: 3.4/10

Value: 2.6

Growth: 2.8

Quality: 7.2

Yield: 0.0

Momentum: 4.0

Volatility: 3.7

1-Year Total Return ->

Stock-Card
Neogen

A-Score: 2.9/10

Value: 9.0

Growth: 1.3

Quality: 3.2

Yield: 0.0

Momentum: 1.0

Volatility: 2.7

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

97.4$

Current Price

97.41$

Potential

-0.00%

Expected Cash-Flows