Logotype for Revvity Inc

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.
Logotype for Revvity Inc
Baird Global Healthcare Conference 2025 summary9 Sep, 2025

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.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Revvity earnings date

Logotype for Revvity Inc
Q3 202527 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Revvity earnings date

Logotype for Revvity Inc
Q3 202527 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage