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Revvity (RVTY) investor relations material
Revvity UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary10 Nov, 2025
Q3 performance and business highlights
Achieved solid Q3 results with organic growth and operating margins meeting expectations; free cash flow conversion reached 90%.
Software business grew 20%, newborn screening saw high single-digit global growth, and U.S. immunodiagnostics grew mid-teens.
Instrumentation business showed increased commercial activity in September and early October, but this is not yet factored into 2026 projections.
Reagents and e-commerce strategy
Differentiators include rapid innovation, fast delivery, and value-based pricing, supporting market share gains.
E-commerce channel for reagents doubled in two years, now at 45%, with a target of 65–70%.
E-commerce increases efficiency, reduces costs, and improves customer retention.
GMP facility completed in late 2023; meaningful financial impact expected in 2–5 years.
Instrumentation and software innovation
Refreshed In vivo platform in 2023; high-content screening refresh and AI-enabled launches expected soon.
Software business (Signals) continues double-digit growth; new launches extend into clinical trial workflows.
Large molecule software launch planned for early 2026, with financial impact expected after a year.
Recent acquisition of ACD/Labs for $70M to enhance preclinical workflow; expected to be accretive post-2026.
Reagents e-commerce: What's the path to 65%?
Signals: Explain organic growth vs. APV trend.
China DX: How to achieve low single-digit growth?
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Jefferies London Healthcare Conference 202518 Nov, 2025
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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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