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Revvity
Revvity (RVTY) investor relations material
Revvity 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Business and Portfolio Transformation
Transitioned from a diversified industrial and analytical focus to a specialized life sciences and diagnostics leader through targeted acquisitions and divestitures, including autoimmune, allergy, and infectious disease diagnostics.
Now operates as a ~$2.8B company, evenly split between life sciences and diagnostics, with ~85% recurring revenue and leading market positions in specialized clinical and research markets.
High-growth, high-margin businesses dominate, with a global footprint and strong market positions.
Life sciences segment targets pharma/biotech (75% of customers) and academia, offering reagents, instruments, and SaaS solutions, with high single-digit organic growth and ~31% adjusted operating margin.
Diagnostics segment focuses on immunodiagnostics and reproductive health, serving public health labs, hospitals, and clinics, with similar growth and ~25% margin.
Innovation, Technology, and Strategic Partnerships
Emphasizes AI integration, launching Transcribe AI to improve lab workflow speed by ~40% and reduce software development timelines by ~10%.
Partnered with Lilly to launch AI Models-as-a-Service, accelerating drug discovery and providing biotech customers access to advanced AI tools.
Expanded GMP reagent manufacturing and regulatory capabilities, increasing bioprocessing projects 2.5x in 12 months.
Strategic partnerships with Genomics England and Sanofi expand diagnostic capabilities, including early detection of Type 1 diabetes and newborn genetic screening.
Leveraging newborn screening infrastructure for broader pediatric disease detection.
Financial Performance and Operational Excellence
Achieved >85% free cash flow conversion and executed $1.4B in share repurchases, reducing share count by ~10% since 2023.
Ongoing headcount rationalization, supply chain optimization, and site consolidation to reach 28% operating margin by 2026.
Plans to reduce 30+ sites, cut annual costs by ~20%, and shrink footprint by 10% by 2027.
2026 guidance: 2%-3% organic growth, high single-digit adjusted EPS growth, and 28% operating margin.
Long-term targets include 6-8% organic growth in key segments, double-digit adjusted EPS growth, margin expansion to mid-30s, and 200bps above-market growth.
Signals Xynthetica commercialization strategy
Drivers for >40% US Immunodiagnostics revenue
Operational initiatives impact on 2026 margins
Explain Xynthetica's impact on AI drug discovery
Detail 2026 operating margin drivers
What is the strategy for Diagnostics market expansion?
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Next Revvity earnings date
Q4 20252 Feb, 2026
Revvity
Next Revvity earnings date
Q4 20252 Feb, 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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