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Sentiment · FY2026 Q2
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 | 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 | 13 (15%) |
| Dan Brennan | TD Cowen | 11 (9%) |
| Patrick Donnelly | Citigroup |
| Mike Ryskin | Bank of America | 9 (22%) |
| Puneet Souda | Leerink Partners | 9 (11%) |
| Luke Sergott | Barclays | 9 (0%) |
| Dan Leonard | RBC Capital Markets | 8 (0%) |
| Tycho Peterson | Jefferies | 8 (13%) |
| Dan Arias | Stifel | 8 (0%) |
| Catherine Schulte | Robert W. Baird | 8 (0%) |
| 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 | 13 (15%) |
| TD Cowen | 1 | 11 (9%) |
| Citigroup | 1 | 10 (0%) |
| Leerink Partners | 1 | 9 (11%) |
| Barclays | 1 | 9 (0%) |
| Bank of America | 1 | 9 (22%) |
| Stifel | 1 | 8 (0%) |
| Jefferies | 1 | 8 (13%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $729M | +4.8% | $0.78 | -6.3% | 49.3% | 18.1% | 13.0% | $150M |
| FY2025 Q1 | $665M | +2.3% | $0.34 | +53.6% | 56.5% | 10.9% | 6.4% | $112M |
| FY2025 Q2 | $720M | +4.1% | $0.47 | -26.6% | 54.5% | 12.6% | 7.7% | $115M |
| FY2025 Q3 | $699M | +2.2% | $0.40 | -47.6% | 53.6% | 11.7% | 6.7% | $120M |
| FY2025 Q4 | $772M | +5.9% | $0.87 | +11.5% | 43.8% | 14.5% | 12.7% | $163M |
| FY2026 Q1 | $711M | +7.0% | $0.36 | +4.5% | 54.5% | 10.7% | 5.7% | $95M |
| FY2026 Q2 | $730M | +1.3% | $0.47 | 0.0% | 57.1% | 12.2% | 7.1% | $184M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What RVTY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We also had a 75 basis point incremental contribution from ACD/Labs, our recent software acquisition.”
Revvity's recent acquisition of ACD/Labs contributed roughly 75 basis points of inorganic revenue growth in the quarter.
“We announced the Lilly TuneLab partnership, which is a great launch path for Xynthetica, leveraging the ecosystem that Lilly brings to the table.”
Revvity partnered with Lilly on TuneLab as a launch channel for its Xynthetica AI software platform, leveraging Lilly's ecosystem.
“The well-known research from Gartner recently published a research paper highlighting our internal AI deployment, which stands out across the industries that they've researched.”
Revvity cites Gartner research that highlighted Revvity's internal AI deployment as standing out across industries, using Gartner as an outside validator.
“a better-than-expected contribution from our Genomics England contract.”
Revvity's reproductive health business benefited from stronger-than-expected sample volumes under its Genomics England newborn-screening contract.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
RVTY Revvity | 5 | +7.0% | |
| A Agilent Technologies | 6 | +7.0% | |
| 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% |