Expectations trend
FY2027 · fiscal year ending 2027-12-28 · fmp
Revvity (RVTY)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
$150.83-5.39%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
5.88 → 5.95 EPS · FY ending Dec 28, 2027 · 8 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 8 to 8; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for RVTY yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
adjusted EPS of $5.20-$5.30 for 2026 | It targets adjusted EPS near $5.25 in 2026. | Intact | adjusted EPS falls below $5.00 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 8 supplied quarters. Management reported: “Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of approximately $2.86 billion, pro forma organic revenue growth of approximately 5%, and pro forma adjusted earnings per share of $5.40-$5.45.” “Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of $2.81-$2.84 billion, pro forma organic revenue growth of 3%-4%, and pro forma adjusted earnings per share of $5.20-$5.30.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
RVTY looks like a steady growth business with robust earnings quality and stable management, rather than a turnaround or speculative growth story. Its long-term thesis is intact, with management’s 2026 growth and earnings goals on track, though confidence in the evidence is medium.
Valuation is expensive versus peers, with the model showing a premium of about 1.01 and an expectations gap of 0.32. Expectations appear aligned with the evidence, and no fragility warning is active, but the premium leaves limited room for execution to weaken.
Near term, the company’s 2026 guidance points to 3%-4% pro forma organic revenue growth and adjusted earnings per share of $5.30-$5.40, while recent quarterly earnings have improved. The China Immunodiagnostics divestiture, expected to complete in 2027 pending approvals, adds execution uncertainty; weakening jobs data and a reversal of recently raised guidance are key risks.
The multi-year view depends on management delivering its 2026 growth and earnings goals and completing the divestiture as planned. Near term, stronger results and guidance from sector peers could support the Healthcare backdrop, while weaker employment or a guidance cut could undermine confidence.
Over the next 1-3 years, RVTY’s intact thesis rests on steady execution, but its expensive valuation makes guidance credibility and delivery important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
divestiture of China Immunodiagnostics business (6% of 2025 revenue) | A supporting condition in Revvity's published investment case. The stated target is successful divestiture completed without material revenue loss beyond 6%. | Improving | divestiture delays or revenue loss exceeds 6% of 2025 revenue | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 8 supplied quarters. Management reported: “Intention to divest China Immunodiagnostics business The Company announced its strategic decision to divest its Immunodiagnostics business in China.” “The divestiture is expected to be completed in 2027 follo wing receipt of necessary regulatory approvals.” Delivery assessment Nov 4, 2026 |
organic revenue growth of 3%-4% in 2026 | A primary condition in Revvity's published investment case. The stated target is 3%-4% YoY. | Broken | organic revenue growth falls below 2% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 8 supplied quarters. Management reported: “Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of approximately $2.86 billion, pro forma organic revenue growth of approximately 5%, and pro forma adjusted earnings per share of $5.40-$5.45.” “Full Year 2026 Guidance For the full year 2026, on a pro forma basis, the Company forecasts total revenue of $2.81-$2.84 billion, pro forma organic revenue growth of 3%-4%, and pro forma adjusted earnings per share of $5.20-$5.30.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$5.81 → $5.95 · observed estimates
$2.98B → $3.02B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $5.81 | $2,976,833,822 | 7 / 9 |
| 2026-07-25 | $5.81 | $2,976,833,822 | 7 / 9 |
| 2026-07-26 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-07-27 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-07-28 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-07-29 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-07-30 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-07-31 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-08-01 | $5.81 | $2,976,833,822 | 6 / 9 |
| 2026-08-02 | $5.81 | $2,976,833,130 | 7 / 9 |
| 2026-08-03 | $5.81 | $2,976,833,130 | 7 / 9 |
| 2026-08-04 | $5.81 | $2,976,833,130 | 7 / 9 |
| 2026-08-05 | $5.81 | $2,976,833,130 | 7 / 9 |
| 2026-08-06 | $5.81 | $2,976,833,130 | 7 / 9 |
| 2026-08-08 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-09 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-10 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-12 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-13 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-14 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-15 | $5.91 | $3,003,509,575 | 8 / 9 |
| 2026-08-16 | $5.91 | $3,003,509,575 | 8 / 10 |
| 2026-08-17 | $5.91 | $3,003,509,575 | 8 / 10 |
| 2026-08-18 | $5.91 | $3,003,509,575 | 8 / 10 |
| 2026-08-19 | $5.91 | $3,003,509,575 | 8 / 10 |
| 2026-08-20 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-21 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-22 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-23 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-24 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-25 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-26 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-27 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-28 | $5.88 | $3,003,509,575 | 8 / 10 |
| 2026-08-29 | $5.88 | $3,003,502,932 | 8 / 10 |
| 2026-08-30 | $5.88 | $3,003,502,932 | 8 / 10 |
| 2026-08-31 | $5.88 | $3,003,502,932 | 8 / 10 |
| 2026-09-01 | $5.88 | $3,003,502,932 | 8 / 10 |
| 2026-09-02 | $5.88 | $3,004,411,537 | 8 / 10 |
| 2026-09-03 | $5.88 | $3,004,411,537 | 9 / 11 |
| 2026-09-04 | $5.88 | $3,004,734,470 | 9 / 11 |
| 2026-09-05 | $5.88 | $3,004,734,470 | 9 / 11 |
| 2026-09-06 | $5.88 | $3,004,734,470 | 9 / 11 |
| 2026-09-07 | $5.88 | $3,004,734,470 | 8 / 11 |
| 2026-09-08 | $5.88 | $3,004,734,470 | 8 / 11 |
| 2026-09-09 | $5.88 | $3,004,734,470 | 8 / 11 |
| 2026-09-10 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-11 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-12 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-13 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-14 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-15 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-16 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-17 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-18 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-19 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-20 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-21 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-22 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-23 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-24 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-25 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-26 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-27 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-28 | $5.89 | $3,003,817,981 | 8 / 11 |
| 2026-09-29 | $5.88 | $3,003,942,169 | 8 / 11 |
| 2026-09-30 | $5.88 | $3,003,942,169 | 8 / 11 |
| 2026-10-01 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-02 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-03 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-04 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-05 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-06 | $5.88 | $3,004,948,117 | 8 / 10 |
| 2026-10-07 | $5.89 | $3,005,191,576 | 8 / 10 |
| 2026-10-08 | $5.88 | $3,005,191,576 | 8 / 11 |
| 2026-10-09 | $5.89 | $3,005,305,132 | 8 / 11 |
| 2026-10-10 | $5.89 | $3,005,305,132 | 8 / 11 |
| 2026-10-11 | $5.89 | $3,005,305,132 | 8 / 11 |
| 2026-10-12 | $5.89 | $3,005,305,132 | 9 / 12 |
| 2026-10-13 | $5.89 | $3,005,305,132 | 9 / 12 |
| 2026-10-14 | $5.89 | $3,006,531,798 | 9 / 12 |
| 2026-10-15 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-16 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-17 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-18 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-19 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-20 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-21 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-22 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-23 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-24 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-25 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-26 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-27 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-28 | $5.89 | $3,006,501,474 | 9 / 12 |
| 2026-10-29 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-10-30 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-10-31 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-11-01 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-11-02 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-11-03 | $5.90 | $3,006,501,474 | 9 / 12 |
| 2026-11-04 | $5.95 | $3,023,808,130 | 8 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 11 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 7 recorded
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.