Revvity (RVTY)

NYSEHealth CareDiagnostics & ResearchSnapshot 2026-07-07

$112.08-0.77%

Close 2026-07-07 · 1-day change

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The thesis

The standing, falsifiable read: what has to stay true, and what would break it.

Compounder

The bull case

Revvity grows revenue about 3%-4% a year. It targets adjusted EPS near $5.25 in 2026. The company has beaten earnings estimates recently. Its valuation is below peers, offering room to trade higher.

The bear case

Revenue growth could slow below 2%. EPS growth may stall or decline. The divestiture of its China Immunodiagnostics business could reduce revenue by 6%.

What's priced in

The price is about 7% above our fair value near $104, reflecting roughly 2% revenue growth. Our fair value is 10% below the Street median, which is more optimistic on growth.

What has to stay true

adjusted EPS of $5.20-$5.30 for 2026Intact
Management Executionprimary$5.20-$5.30 · FY26 (guidance)
Breaks if: adjusted EPS falls below $5.00 in FY26
Are they delivering?Mixed this quarter· 1 tracked commitment
- Pro forma adjusted EPS of $5.20-$5.30 for 2026Growth
  Revvity targets pro forma adjusted earnings per share of $5.20-$5.30 for 2026.
  Mixed
  Stated in 2 of last 2 quarters. Adjusted EPS from continuing operations was $1.06 in 2026-Q1, indicating progress towards the full-year target. The trajectory is mixed as the full-year target range was adjusted downward.
  Adjusted EPS from continuing operations was $1.06 in 2026-Q1
  CEO/CFO:
divestiture of China Immunodiagnostics business (6% of 2025 revenue)Intact
Management Executionsupportingsuccessful divestiture completed without material revenue loss beyond 6% · mid-2026 (qualitative)
Breaks if: divestiture delays or revenue loss exceeds 6% of 2025 revenue
Are they delivering?Mixed this quarter· 1 tracked commitment
- Divest China Immunodiagnostics businessGrowth
  Revvity plans to divest its Immunodiagnostics business in China, which represented 6% of 2025 revenue.
  Mixed
organic revenue growth of 3%-4% in 2026Intact
Revenue Growthprimary3%-4% YoY · FY26 (qualitative)
Breaks if: organic revenue growth falls below 2% in FY26
Are they delivering?On Track this quarter· 1 tracked commitment
- Achieve organic revenue growth of 3%-4% for 2026Growth
  Revvity aims for pro forma organic revenue growth of 3%-4% in 2026.
  On Track
  Stated in 2 of last 2 quarters. Revenue grew from $664.8M in 2025-Q1 to $711.1M in 2026-Q1, indicating progress towards the organic growth target. The trajectory is on track with management's guidance.

Standing thesis, reviewed periodically — not a price target or advice.

Read the full Outlook — the long-form 1–3 year hold read

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.