Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“an increasing contribution from our work with Genomics England.”
Revvity's reproductive-health business is benefiting from a growing contribution from its work with Genomics England, a national genomics program.
“our important collaboration with Lilly and its TUNE lab initiative.”
Eli Lilly is co-funding access to Revvity's Signals platform and providing Synthetica modeling credits via its TuneLab AI-models initiative, embedding Lilly's models in Revvity's drug-discovery workflow.
“acquisition of the software firm ACD Labs, which closed a few weeks ago”
Revvity closed its acquisition of software firm ACD Labs, folding its products into the Signals platform and adding roughly $20M of revenue this year.
“There have been a few head fakes there in China as we know, and you got folks like Abbott and Danaher who are telling folks to model incremental headwinds in 2026.”
An analyst notes diagnostics peer Danaher is guiding investors to model incremental China headwinds into 2026.
“There have been a few head fakes there in China as we know, and you got folks like Abbott and Danaher who are telling folks to model incremental headwinds in 2026.”
An analyst notes diagnostics peer Abbott is guiding investors to model incremental China headwinds into 2026.
“These efforts are being recognized as we recently received a triple a rating from the well known ESG rating agency MSCI, which is its highest possible rating and is above most of our peers.”
MSCI awarded Revvity its highest AAA ESG rating, which Revvity notes is above most peers.
“A second key partnership was just announced earlier this month in collaboration with Sanofi.”
Revvity and Sanofi are co-developing a type 1 diabetes early-screening assay, tied to Sanofi's approved delay therapy TZEALD.
“One recent example includes our sequencing partnership with Genomics England and its large generation study announced earlier this year with work beginning in the third quarter.”
Revvity's newborn-sequencing partnership with Genomics England began contributing revenue in Q3 and is cited as a key strategic win.
“We have also entered into a new collaboration with ProFluent Bio to offer novel AI-engineered enzymes with our pinpoint-based editing system.”
Revvity partnered with ProFluent Bio to add AI-engineered enzymes to its pinpoint gene-editing system, a growth-oriented collaboration.
“such as our Signals software franchise and our reproductive health business, which is starting to benefit from the ramp-up in July of sequencing volumes as part of the contract we were recently awarded from Genomics England for its generation study.”
Revvity's reproductive health business is ramping sequencing volumes under a newly awarded Genomics England contract for its generation study, expected to contribute roughly $10 million of revenue in the back half of the year.
“Our continuous improvement in areas impacting our sustainability, governance and social priorities was recognized recently by MSCI, who increased their overall ESG rating for Revvity to AAA, which is the highest level.”
MSCI upgraded Revvity's ESG rating to AAA, its highest tier, an external validation of the company's sustainability and governance progress.
“our recent announcement of our expanded alliance with Genomics England to further drive research into Newborn Genomic Sequencing in England”
Revvity expanded its alliance with Genomics England to provide DNA sequencing services screening up to 100,000 newborns for rare genetic conditions, building on an existing DNA-extraction collaboration.
Revvity closed FY2025 with Q4 adjusted EPS of $1.70 and adjusted operating margins of 29.7%, as life sciences instruments were roughly flat ending a three-year decline trend. Diagnostics delivered 7% organic growth, and the Signals Synthetica AI platform launched with the Lilly TuneLab partnership. Management introduced FY2026 guidance of 2-3% organic growth with $5.35-$5.45 adjusted EPS, representing high-single-digit EPS growth.
Revenue Growth | Demand | Regulation Policy | Margin | 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 | 7 | 5 | 2 | 1 | 2 | 2 |
| 2025Q3 | 8 | 8 | 5 | 4 | 4 | 2 | 1 | 1 |
| 2025Q4 | 7 | 7 | 2 | 3 | 3 | 3 | 1 | 3 |
| 2026Q1 | 4 | 2 | 1 | 3 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 10 | 7 | 8 | 8 | 7 | 4 |
| Demand | 9 | 1 | 4 | 8 | 7 | 2 |
| Regulation Policy | 3 | 3 | 7 | 5 | 2 | 1 |
| Margin | 3 | 3 | 5 | 4 | 3 | 3 |
| 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 |
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Dan Arias | Stifel | 8 (0%) |
| Dan Leonard | RBC Capital Markets | 8 (0%) |
| Tycho Peterson | Jefferies | 8 (13%) |
| Puneet Souda | Leerink Partners | 8 (13%) |
| Catherine Schulte | Robert W. Baird | 8 (0%) |
| Luke Sergott | Barclays | 8 (0%) |
| Mike Ryskin | Bank of America | 8 (13%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 12 (17%) |
| TD Cowen | 1 | 10 (10%) |
| Citigroup | 1 | 10 (0%) |
| Stifel | 1 |
| 8 (0%) |
| Jefferies | 1 | 8 (13%) |
| Robert W. Baird | 1 | 8 (0%) |
| RBC Capital Markets | 1 | 8 (0%) |
| Leerink Partners | 1 | 8 (13%) |
| 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% |