Revvity, Inc. · RVTY · FY2025 Q3 · Calendar Q4 2025
Revvity raises EPS outlook as software growth offsets China headwinds
The quarter provides support for a constructive operating case: software growth, product launches, partnerships, and higher EPS guidance outweighed ongoing China diagnostics pressure. The evidence is positive but does not remove the execution and macro risks identified by management and analysts.
Earnings scorecard
Reported versus consensusMarket reaction
prior-close to event-session closeAsk FN2 about RVTY FY2025 Q3
Transcript, numbers and history already loadedFree account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, guidance sentiment improved: FY adjusted EPS guidance was raised to $4.90-$5.00, while the 2%-4% organic revenue growth outlook was maintained. Signals software growth moderated from more than 30% in the prior-quarter analysis to 20% organically, and AI initiatives became a more prominent growth and efficiency theme.
Guidance delta
Management raised FY adjusted EPS guidance to $4.90-$5.00 while maintaining the 2%-4% organic revenue growth outlook.
Key takeaways
- Q3 revenue was $699 million with 1% organic growth, while adjusted EPS beat expectations.
- Signals software grew 20% organically and supported margin expansion.
- Management highlighted AI-enabled products, assay approvals, partnerships, and disciplined capital deployment.
Management priorities
- Roll out AI-enabled platforms including SignalsOne, Transcribe AI, and Phenologic AI.
- Advance assay approvals and expand collaborations with Genomics England, Sanofi, and ProFluent Bio.
- Continue share repurchases under the new $1 billion authorization.
Follow RVTY with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Analyst 52W Price Targets
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Overweight | Overweight | Maintain | Sep 4, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 5, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | May 7, 2026 |
| TD Cowen | Buy | Buy | Maintain | May 6, 2026 |
| Stifel | Hold | Hold | Maintain | May 6, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 6, 2026 |
| Baird | Outperform | Outperform | Maintain | May 4, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Apr 14, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Feb 3, 2026 |
| Jefferies | Hold | Hold | Maintain | Feb 3, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 22, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Jul 29, 2025 |
| UBS | Buy | Neutral | Upgrade | May 1, 2025 |
| Bernstein | Outperform | Outperform | Maintain | Nov 5, 2024 |
| Leerink Partners | Outperform | Outperform | Maintain | Oct 17, 2024 |
| Citigroup | Buy | Buy | Maintain | Jul 30, 2024 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Dec 5, 2022 |
| Credit Suisse | Neutral | Neutral | Maintain | Nov 13, 2022 |
| Needham | Buy | Buy | Maintain | Nov 8, 2020 |
| CFRA | Hold | Hold | Maintain | May 5, 2020 |
| Piper Sandler | Neutral | Overweight | Downgrade | Oct 30, 2019 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jan 2, 2019 |
| Janney Montgomery Scott | Neutral | Buy | Downgrade | Nov 1, 2018 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 8, 2018 |
| Mizuho | Neutral | Buy | Downgrade | Aug 4, 2016 |
| Wedbush | Neutral | Outperform | Downgrade | Dec 2, 2015 |
| ISI Group | Neutral | Buy | Downgrade | Apr 8, 2014 |
| Macquarie | Outperform | Neutral | Upgrade | Dec 9, 2013 |
| CLSA | Buy | Outperform | Maintain | Jan 16, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $151.53. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $140 | $127.08 | -7.6% | Sep 9, 2026 |
| KeyBanc | Analyst unavailable | $165 | $130.63 | +8.9% | Sep 4, 2026 |
| RBC Capital | Dan Leonard | $135 | $128.67 | -10.9% | Sep 1, 2026 |
| Evercore ISI | Vijay Kumar | $125 | $111.66 | -17.5% | Jul 6, 2026 |
| Bernstein | Analyst unavailable | $115 | $113.53 | -24.1% | Jun 26, 2026 |
| Stifel Nicolaus | Analyst unavailable | $100 | $92.3 | -34.0% | May 6, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $117 | $92.3 | -22.8% | May 6, 2026 |
| Robert W. Baird | Analyst unavailable | $125 | $86.68 | -17.5% | May 4, 2026 |
| Barclays | Luke Sergott | $95 | $92.64 | -37.3% | Apr 14, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $129 | $103.89 | -14.9% | Feb 3, 2026 |
| Cowen & Co. | Analyst unavailable | $124 | $106.97 | -18.2% | Feb 3, 2026 |
| Evercore ISI | Analyst unavailable | $118 | $107.09 | -22.1% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $118 | $107.09 | -22.1% | Feb 3, 2026 |
| Jefferies | Analyst unavailable | $105 | $107.05 | -30.7% | Feb 2, 2026 |
| Wells Fargo | Brandon Couillard | $107 | $100.46 | -29.4% | Dec 15, 2025 |
| Barclays | Luke Sergott | $115 | $100.46 | -24.1% | Dec 15, 2025 |
| Goldman Sachs | Evie Koslosky | $105 | $99.79 | -30.7% | Dec 9, 2025 |
| Robert W. Baird | Analyst unavailable | $123 | $97.74 | -18.8% | Oct 28, 2025 |
| Barclays | Analyst unavailable | $105 | $97.16 | -30.7% | Oct 28, 2025 |
| Evercore ISI | Analyst unavailable | $108 | $95.88 | -28.7% | Oct 27, 2025 |
| Robert W. Baird | Catherine Ramsey Schulte | $122 | $98.64 | -19.5% | Oct 24, 2025 |
| Barclays | Analyst unavailable | $100 | $91.76 | -34.0% | Oct 2, 2025 |
| Raymond James | Andrew Cooper | $140 | $116.6 | -7.6% | Jan 21, 2025 |
| Bernstein | Eve Burstein | $130 | $113.88 | -14.2% | Jan 10, 2025 |
| KeyBanc | Paul Knight | $132 | $124.82 | -12.9% | Nov 4, 2024 |
| Barclays | Luke Sergott | $140 | $122.91 | -7.6% | Oct 15, 2024 |
| Bank of America Securities | Derik de Bruin | $127 | $125.59 | -16.2% | Jul 30, 2024 |
| Jefferies | Tycho Peterson | $125 | $125.29 | -17.5% | Jul 29, 2024 |
| Stifel Nicolaus | Daniel Arias | $110 | $120.16 | -27.4% | Jul 29, 2024 |
| Citigroup | Patrick Donnelly | $135 | $120.16 | -10.9% | Jul 29, 2024 |
| Evercore ISI | Vijay Kumar | $126 | $120.16 | -16.8% | Jul 29, 2024 |
| UBS | Dan Leonard | $120 | $105.02 | -20.8% | Apr 29, 2024 |
Track every rating change on RVTY the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRevvity, Inc., founded in 1937 and based in Waltham, Massachusetts, is a global enterprise that develops and delivers a wide array of products, services, and solutions. The company, which changed its name from PerkinElmer, Inc. in April 2023, caters to the diagnostics, life sciences, and applied services sectors worldwide. Its Discovery & Analytical Solutions division provides advanced instrumentation, reagents, informatics, software, subscriptions, and sophisticated detection and imaging technologies. These resources are designed to enable scientists to achieve significant breakthroughs in life sciences research. This segment also offers contract research and specialized laboratory services. Furthermore, it supplies analytical tools and services for assessing environmental health, including air, water, and soil, and delivers solutions to agricultural and food producers.…
Historical context
All RVTY earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the RVTY recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-10-05T03:40:41.625853+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T03:40:41.623677+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.