Analyst Consensus ?
ConsensusBuy29 ratings
Bullish1551.7%
Neutral1448.3%
Bearish00.0%
Revvity, Inc. · RVTY · FY2026 Q2 · Calendar Q3 2026
Revvity raises 2026 outlook as Diagnostics and AI demand strengthen
Revvity's Q2 supports a constructive operating trajectory: Diagnostics growth, AI-related screening demand and a raised full-year outlook outweighed weakness in Signals software. The evidence is encouraging, but recurring earnings quality depends on backlog conversion and growth without the tariff-refund benefit.
Reported Before market openNYSEHealthcare
$16.02B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.41
Consensus $1.21
EPS surprise
+16.5%
Reported versus consensus
Reported revenue
$711.0M
Consensus $703.0M
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-3.3%
Event window
SPY move
+1.8%
Same window
Abnormal move
-5.1%
Stock minus SPY
Volume
1.8×
Versus trailing sessions
Subsequent drift
+13.6%
Up to 20 sessions
RVTYSPY benchmark
Ask FN2 about RVTY FY2026 Q2
Transcript, numbers and history already loaded
Why did RVTY fall 3.3% after beating EPS estimates in FY2026 Q2?What changed in RVTY's guidance and outlook in FY2026 Q2?Give me the bull and bear case for RVTY after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The full-year outlook was raised to 4%-5% organic growth and adjusted EPS of $5.30-$5.40. Q2 also added detail on Signals AI, the Anthropic connector, the China divestiture agreement and a $16 million tariff-refund benefit.
Guidance delta
Management raised full-year guidance to 4%-5% organic growth and adjusted EPS of $5.30-$5.40.
Key takeaways
- Q2 organic revenue grew 3%, while Diagnostics grew 11% organically.
- Management cited AI-driven demand for high-content screening instruments and reagents.
- Signals AI, an Anthropic connector and LabGistics expand the software roadmap.
- Cash conversion was strong and debt reduction improved balance-sheet flexibility.
Management priorities
- Expand high-content screening instrument and reagent capacity.
- Roll out Signals AI, the Anthropic connector and LabGistics.
- Grow Signals for Startups and invest in AI-focused product development.
- Complete the China immunodiagnostics divestiture by the end of 2027.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$143.31Current
$95Low
$122.3Average
$165High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 23, 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 $143.31. 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 | -2.3% | Sep 9, 2026 |
| KeyBanc | Analyst unavailable | $165 | $130.63 | +15.1% | Sep 4, 2026 |
| RBC Capital | Dan Leonard | $135 | $128.67 | -5.8% | Sep 1, 2026 |
| Evercore ISI | Vijay Kumar | $125 | $111.66 | -12.8% | Jul 6, 2026 |
| Bernstein | Analyst unavailable | $115 | $113.53 | -19.8% | Jun 26, 2026 |
| Stifel Nicolaus | Analyst unavailable | $100 | $92.3 | -30.2% | May 6, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $117 | $92.3 | -18.4% | May 6, 2026 |
| Robert W. Baird | Analyst unavailable | $125 | $86.68 | -12.8% | May 4, 2026 |
| Barclays | Luke Sergott | $95 | $92.64 | -33.7% | Apr 14, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $129 | $103.89 | -10.0% | Feb 3, 2026 |
| Cowen & Co. | Analyst unavailable | $124 | $106.97 | -13.5% | Feb 3, 2026 |
| Evercore ISI | Analyst unavailable | $118 | $107.09 | -17.7% | Feb 3, 2026 |
| Barclays | Analyst unavailable | $118 | $107.09 | -17.7% | Feb 3, 2026 |
| Jefferies | Analyst unavailable | $105 | $107.05 | -26.7% | Feb 2, 2026 |
| Wells Fargo | Brandon Couillard | $107 | $100.46 | -25.3% | Dec 15, 2025 |
| Barclays | Luke Sergott | $115 | $100.46 | -19.8% | Dec 15, 2025 |
| Goldman Sachs | Evie Koslosky | $105 | $99.79 | -26.7% | Dec 9, 2025 |
| Robert W. Baird | Analyst unavailable | $123 | $97.74 | -14.2% | Oct 28, 2025 |
| Barclays | Analyst unavailable | $105 | $97.16 | -26.7% | Oct 28, 2025 |
| Evercore ISI | Analyst unavailable | $108 | $95.88 | -24.6% | Oct 27, 2025 |
| Robert W. Baird | Catherine Ramsey Schulte | $122 | $98.64 | -14.9% | Oct 24, 2025 |
| Barclays | Analyst unavailable | $100 | $91.76 | -30.2% | Oct 2, 2025 |
| Raymond James | Andrew Cooper | $140 | $116.6 | -2.3% | Jan 21, 2025 |
| Bernstein | Eve Burstein | $130 | $113.88 | -9.3% | Jan 10, 2025 |
| KeyBanc | Paul Knight | $132 | $124.82 | -7.9% | Nov 4, 2024 |
| Barclays | Luke Sergott | $140 | $122.91 | -2.3% | Oct 15, 2024 |
| Bank of America Securities | Derik de Bruin | $127 | $125.59 | -11.4% | Jul 30, 2024 |
| Jefferies | Tycho Peterson | $125 | $125.29 | -12.8% | Jul 29, 2024 |
| Stifel Nicolaus | Daniel Arias | $110 | $120.16 | -23.2% | Jul 29, 2024 |
| Citigroup | Patrick Donnelly | $135 | $120.16 | -5.8% | Jul 29, 2024 |
| Evercore ISI | Vijay Kumar | $126 | $120.16 | -12.1% | Jul 29, 2024 |
| UBS | Dan Leonard | $120 | $105.02 | -16.3% | 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 |
| A Agilent Technologies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +8.7% | +1.7% | Agilent raises outlook after Q3 beat; Ignite drives margin gains |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% 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 · 2026-08-04T20:12:35.542558+00:00
- FN2 earnings calendar · 2026-09-09T01:23:14.388487+00:00
- Polygon adjusted daily market bars · 2026-09-23T00:20:53.245193+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-23T00:20:53.242442+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 2026-09-23. For educational purposes only; not investment advice.