Revvity
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Revvity (RVTY) investor relations material

Revvity Barclays 28th Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 28th Annual Global Healthcare Conference summary10 Mar, 2026

Signals platform and AI integration

  • Signals platform includes ChemDraw, Signals One, and Spotfire, serving as core tools for research scientists to design, store, and analyze molecular data.

  • AI is viewed as an accelerator, not a disruptor, enhancing the capabilities and efficiency of the Signals suite.

  • New launches—BioDesign, LabGistics, and Xynthetica—expand the platform to large molecule design, lab logistics, and operationalizing machine learning models.

  • Xynthetica acts as an iOS-like system, enabling access to both proprietary and public machine learning models for research, with a consumption-based revenue model.

  • Productization of Xynthetica with partners like Lilly is expected in the second half of the year, with ongoing discussions for broader adoption.

Financial outlook and growth strategy

  • Signals business is projected to grow at 9%-11% in the long-range plan, with actual performance trending in the low- to mid-teens APV.

  • New launches are expected to drive growth, with a goal to double the Signals business within four to five years.

  • Signals revenue model is shifting from seat-based subscriptions to a consumption-based approach, especially with Xynthetica.

  • Margin expansion is anticipated, with cost-cutting and operational efficiencies expected to benefit the second half of the year and into 2027.

  • Guidance remains conservative, factoring in potential policy headwinds, especially from China, and assumes stable but not robust pharma demand.

Competitive landscape and market dynamics

  • BioLegend has gained market share in a depressed reagents market, focusing on service, quality, and scientific partnership.

  • Flow cytometry reagents represent about 30% of the total reagents business, with other assays like AlphaLISA and HTRF contributing to growth.

  • Long-term reagent programs provide business stability, with growth tied to ongoing pharma and biotech discovery projects.

  • The funding environment for biotech is stabilizing, with early signs of renewed investment in innovation and preclinical research.

  • M&A activity and competitive shifts are ongoing, but differentiation is driven by scientific innovation and customer collaboration.

Explain Xynthetica's consumption revenue model
Bridge the 1,000 bps Q1 to Q4 margin expansion
BioLegend strategy against flow market M&A
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Q1 202627 Apr, 2026
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Frequently asked questions

Revvity Inc., formerly known as PerkinElmer Inc., is an American life sciences and diagnostics company. It offers a wide range of health science solutions, technologies, expertise, and services, aiming to cover the complete workflow from discovery to development, and diagnosis to cure. The company primarily serves the pharmaceutical and biotechnology industries, with a special focus on cell therapy and gene therapy developments. Revvity operates in two main segments: diagnostics, and life sciences research and laboratory services markets. By providing products, services, and solutions globally, Revvity supports the diagnostics, life sciences, and applied services markets. The company is committed to driving innovation in healthcare, emphasizing the development of technologies and solutions across disease pathways. Revvity Inc. is headquartered in Waltham, Massachusetts, and its shares are listed on the NYSE.

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