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Revvity (RVTY) investor relations material
Revvity Baird Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business performance and market trends
Achieved stable results in Q2, with top and bottom lines slightly ahead of expectations; consumables showed low single-digit growth for five consecutive quarters, while instruments declined mid to high single-digits, consistent with outlook.
Life sciences solutions faced low single-digit declines, mainly due to academic/government funding pressures and ongoing softness in pharma/biotech; software segment outperformed, growing above long-term expectations.
Diagnostics, about half of revenue, performed well outside China, with strong growth in the Americas and reproductive health; China diagnostics faced new policy-driven volume pressures, impacting outlook.
Reagents, especially in China, outperformed with mid single-digit growth, driven by demand for innovative science and specialty consumables.
Software business (Signals) grew in high teens, with a major product launch expanding into large molecule workflows expected to further differentiate and accelerate growth.
Regional and segment-specific dynamics
Academic/government segment declined low single-digits but showed signs of stability, with specialized consumables less impacted than instrumentation.
Pharma/biotech revenue was flat excluding software, with medium and large customers making up 85% of segment revenue; small biotech exposure is limited.
Life sciences in China grew mid single-digits, outperforming peers due to focus on consumables and innovative science.
Diagnostics in China impacted by DRG policy changes, leading to a 25% expected revenue decline in the back half of the year; stabilization anticipated by mid-2025.
Reproductive health maintained mid single-digit growth despite birth rate pressures, supported by geographic/menu expansion and a major Genomics England contract.
Strategic initiatives and outlook
Software business expected to continue outpacing LRP assumptions, with new launches targeting unified small and large molecule workflows.
BioLegend acquisition, though affected by market changes, remains profitable and strategically valuable.
Operating margin guidance set at 28% for 2026, with structural actions underway to offset headwinds and support margin expansion.
Capital deployment focuses on organic growth, selective M&A in attractive areas (consumables, software), and active share repurchases (8-9% of shares bought back in 12 months).
Key opportunities include software growth and U.S. diagnostics expansion, with new product launches and FDA approvals prioritized.
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