Analyst Consensus ?
ConsensusBuy29 ratings
Bullish1551.7%
Neutral1448.3%
Bearish00.0%
Revvity, Inc. · RVTY · FY2025 Q4 · Calendar Q1 2026
Revvity enters 2026 with steady growth and expanding AI software plans
Revvity's earnings support a measured version of the growth thesis: resilient diagnostics and life-science demand, AI-enabled software, and disciplined capital allocation provide support, but the maintained outlook and identifiable China, tariff, policy and adoption risks argue against assuming a faster acceleration.
Reported Before market openNYSEHealthcare
$17.07B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.70
Consensus $1.57
EPS surprise
+8.3%
Reported versus consensus
Reported revenue
$772.1M
Consensus $764.9M
Revenue surprise
+0.9%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-1.6%
Event window
SPY move
+0.5%
Same window
Abnormal move
-2.1%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
-10.4%
Up to 20 sessions
RVTYSPY benchmark
Ask FN2 about RVTY FY2025 Q4
Transcript, numbers and history already loaded
Why did RVTY fall 1.6% after beating EPS estimates in FY2025 Q4?What changed in RVTY's guidance and outlook in FY2025 Q4?Give me the bull and bear case for RVTY after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis shows a transition from prior-quarter AI and assay initiatives toward execution: Revvity launched Signals Synthetica, completed the ACD Labs acquisition, added the Lilly TuneLab partnership, and set a maintained 2026 outlook. Diagnostics improved to 7% growth, while China DRG pressure and policy uncertainty remained unresolved.
Guidance delta
Management maintained its 2026 outlook: 2%–3% organic growth, $2.96–$2.99 billion revenue, adjusted EPS of $5.35–$5.45 and a 28% adjusted operating-margin target.
Key takeaways
- Q4 adjusted EPS was $5.06, while diagnostics grew 7% and life-science sales were described as resilient.
- Signals Synthetica, the ACD Labs acquisition and the Lilly TuneLab partnership broaden the software and AI agenda.
- Management cited roughly 90% free-cash-flow conversion and more than $800 million of 2025 share repurchases.
- The central debate is whether new software and stronger diagnostics can lift growth above the maintained 2%–3% outlook.
Management priorities
- Roll out Signals Synthetica and related AI services.
- Integrate ACD Labs into the Signals business.
- Launch Biodesign and Labgistics software products.
- Complete cost-efficiency programs by the end of Q2 2026 while maintaining disciplined capital allocation.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$153.01Current
$95Low
$122.3Average
$165High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 1, 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 $153.01. 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 | -8.5% | Sep 9, 2026 |
| KeyBanc | Analyst unavailable | $165 | $130.63 | +7.8% | Sep 4, 2026 |
| RBC Capital | Dan Leonard | $135 | $128.67 | -11.8% | Sep 1, 2026 |
| Evercore ISI | Vijay Kumar | $125 | $111.66 | -18.3% | Jul 6, 2026 |
| Bernstein | Analyst unavailable | $115 | $113.53 | -24.8% | Jun 26, 2026 |
| Stifel Nicolaus | Analyst unavailable | $100 | $92.3 | -34.6% | May 6, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $117 | $92.3 | -23.5% | May 6, 2026 |
| Robert W. Baird | Analyst unavailable | $125 | $86.68 | -18.3% | May 4, 2026 |
| Barclays | Luke Sergott | $95 | $92.64 | -37.9% | Apr 14, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $129 | $103.89 | -15.7% | Feb 3, 2026 |
| Cowen & Co. | Analyst unavailable | $124 | $106.97 | -19.0% | Feb 3, 2026 |
| Evercore ISI | Analyst unavailable | $118 | $107.09 | -22.9% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $118 | $107.09 | -22.9% | Feb 3, 2026 |
| Jefferies | Analyst unavailable | $105 | $107.05 | -31.4% | Feb 2, 2026 |
| Wells Fargo | Brandon Couillard | $107 | $100.46 | -30.1% | Dec 15, 2025 |
| Barclays | Luke Sergott | $115 | $100.46 | -24.8% | Dec 15, 2025 |
| Goldman Sachs | Evie Koslosky | $105 | $99.79 | -31.4% | Dec 9, 2025 |
| Robert W. Baird | Analyst unavailable | $123 | $97.74 | -19.6% | Oct 28, 2025 |
| Barclays | Analyst unavailable | $105 | $97.16 | -31.4% | Oct 28, 2025 |
| Evercore ISI | Analyst unavailable | $108 | $95.88 | -29.4% | Oct 27, 2025 |
| Robert W. Baird | Catherine Ramsey Schulte | $122 | $98.64 | -20.3% | Oct 24, 2025 |
| Barclays | Analyst unavailable | $100 | $91.76 | -34.6% | Oct 2, 2025 |
| Raymond James | Andrew Cooper | $140 | $116.6 | -8.5% | Jan 21, 2025 |
| Bernstein | Eve Burstein | $130 | $113.88 | -15.0% | Jan 10, 2025 |
| KeyBanc | Paul Knight | $132 | $124.82 | -13.7% | Nov 4, 2024 |
| Barclays | Luke Sergott | $140 | $122.91 | -8.5% | Oct 15, 2024 |
| Bank of America Securities | Derik de Bruin | $127 | $125.59 | -17.0% | Jul 30, 2024 |
| Jefferies | Tycho Peterson | $125 | $125.29 | -18.3% | Jul 29, 2024 |
| Stifel Nicolaus | Daniel Arias | $110 | $120.16 | -28.1% | Jul 29, 2024 |
| Citigroup | Patrick Donnelly | $135 | $120.16 | -11.8% | Jul 29, 2024 |
| Evercore ISI | Vijay Kumar | $126 | $120.16 | -17.7% | Jul 29, 2024 |
| UBS | Dan Leonard | $120 | $105.02 | -21.6% | Apr 29, 2024 |
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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
- 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
- MUFY2026 Q4 · September 30, 2026+5.4% EPS+0.0% move
- CCLFY2026 Q3 · September 29, 2026+5.9% EPS+13.4% move
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% 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 · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T12:56:05.029869+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T12:56:05.025375+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 2026-10-01. For educational purposes only; not investment advice.