RVTY
Revvity, Inc.96.27
-2.81-2.84%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Upsides detailed to conservative guide
Q&A detailed multiple upsides to the conservative 2-3% organic guide, baking in no life sciences recovery, software launches like Synthetica/Biodesign, or diagnostics outperformance—yet pharma/biotech momentum, newborn screening durability, and China immuno recovery offer paths higher. Management walked back China IDX to slight H2 decline from prior low-single growth view, though it's now <5% of revenue. Signals software could double in 4-5 years at 15% CAGR. Reagents took share without margin dilution; high-content screening stays strong. Q&A reaffirmed resilience. Watch preclinical trends.
Key Stats
Market Cap
11.17BP/E (TTM)
49.62Basic EPS (TTM)
1.94Dividend Yield
0%Recent Filings
10-K
FY2025 results
Revvity posted FY2025 revenue of $2.86B, up 4% y/y including 1% FX tailwind, with Diagnostics surging 5% on immunodiagnostics and reproductive health strength while Life Sciences eked out 2% via software offsetting solutions dip. Gross margin slipped 104bps to 54.8% from tariffs hiking costs $25M (net $20M hit post-mitigation), yet operating margin held near-flat at 12.5% via productivity gains. Q4 saw aggressive buybacks totaling 1.76M shares at $95.42 average, leaving $880M authorized; cash at $920M funds $589M 2026 notes due July. Steady $0.07/share quarterly dividend continued. Tariffs on Europe-U.S. flows threaten Q1 momentum.
8-K
Q4 revenue up 6%, guidance set
8-K
Revvity Q4 revenue up 6%
10-Q
Q3 FY2025 results
Revvity posted Q3 revenue of $699M, up 2% y/y from $684M yet operating income fell 17% to $82M from $98M amid 2.7-point gross margin contraction to 53.6% from tariffs, forex headwinds, and mix shift—Diagnostics grew 3% on reproductive health strength while Life Sciences edged 1% higher via software. Cash dipped to $931M with $407M YTD operating cash flow (derived: $407M OCF minus $53M capex yields $354M FCF); total debt $3.2B includes €500M notes due 2026, revolver fully available at $1.5B. Share repurchases hit $653M YTD. Antidilutive options excluded trimmed diluted shares; net EPS holds at $0.40. Markets may falter on funding cuts.
8-K
Q3 revenue up 2%, EPS guidance raised
Revvity posted Q3 revenue of $699 million, up 2% reported and 1% organic, yet GAAP EPS fell to $0.40 from $0.77 while adjusted EPS hit $1.18. Diagnostics grew 2% organically, Life Sciences flat. Board authorized $1 billion two-year buyback. Raised full-year adjusted EPS guidance to $4.90-$5.00, reaffirming 2-4% organic growth.
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