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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vijay Kumar | Evercore ISI | 12 | 17% |
| Dan Brennan | TD Cowen | 10 | 10% |
| Patrick Donnelly | Citigroup | 10 | 0% |
| Catherine Schulte | Robert W. Baird | 8 | 0% |
| Puneet Souda | Leerink Partners | 8 | 13% |
| Tycho Peterson | Jefferies | 8 | 13% |
| Dan Arias | Stifel | 8 | 0% |
| Mike Ryskin | Bank of America | 8 | 13% |
| Dan Leonard | UBS | 8 | 0% |
| Luke Sergott | Barclays | 8 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 12 | 17% |
| Citigroup | 1 | 10 | 0% |
| TD Cowen | 1 | 10 | 10% |
| UBS | 1 |
| 8 |
| 0% |
| Jefferies | 1 | 8 | 13% |
| Stifel | 1 | 8 | 0% |
| Robert W. Baird | 1 | 8 | 0% |
| Leerink Partners | 1 | 8 | 13% |
Revvity reported Q1 adjusted EPS of $1.06 with 3% organic growth, while announcing the strategic divestiture of the China immunodiagnostics business. Pro forma excluding China IDx, organic growth was 6%, and life sciences instruments grew mid-single digits for the strongest quarter since early 2023. Academic and government customers returned to growth with US positive for the first time since Q2 2023. EPS guidance was recast to $5.20-$5.30 pro forma, reflecting the divestiture removal.
Revenue Growth | Demand | Margin | Regulation Policy | Guidance Reliability | Cloud & AI | Trade Tariffs | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 9 | 3 | 3 | 4 | 1 | 1 | |
| 2025Q1 | 7 | 1 | 3 | 3 | 1 | 3 | 7 | 2 |
| 2025Q2 | 8 | 4 | 5 | 7 | 2 | 1 | 2 | 2 |
| 2025Q3 | 8 | 8 | 4 | 5 | 4 | 2 | 1 | 1 |
| 2025Q4 | 7 | 7 | 3 | 2 | 3 | 3 | 1 | 3 |
| 2026Q1 | 4 | 2 | 3 | 1 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 10 | 7 | 8 | 8 | 7 | 4 |
| Demand | 9 | 1 | 4 | 8 | 7 | 2 |
| Margin | 3 | 3 | 5 | 4 | 3 | 3 |
| Regulation Policy | 3 | 3 | 7 | 5 | 2 | 1 |
| Guidance Reliability | 4 | 1 | 2 | 4 | 3 | 5 |
| Cloud & AI | 1 | 3 | 1 | 2 | 3 | 4 |
| Trade Tariffs | 7 | 2 | 1 | 1 | ||
| Competitive Dynamics | 1 | 2 | 2 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RVTY Revvity | 5 | +7.0% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |