Revvity (RVTY) Investor Day 2026 summary

Portfolio and strategic positioning

• 2026E revenue of ~$2.9B, split ~55% Life Sciences and ~45% Diagnostics; ~85% recurring revenue from consumables, services and software.

• Diagnostics revenue is ~$1.4B, with Immunodiagnostics ~55% and Reproductive Health ~45%; long-range organic growth targets are 7–9% and 3–5%, respectively.

• Life Sciences revenue is ~$1.5B, comprising ~85% Life Sciences Solutions and ~15% Signals Software; long-range organic growth targets are 6–8% and 10–12%, respectively.

• Strategy centers on connected offerings spanning specialty diagnostics, reagents, instruments and software to produce richer biological data and accelerate scientific decisions.

Software and scientific discovery

• Signals 2026E revenue is ~$260M; it serves 1M+ users across 4,000+ customers, including 46 of the top 50 pharma and biotech companies, and is the leading ELN provider.

• Signals APV is expected to exceed $275M in 2026E versus >$130M in 2020, with 13% CAGR; ARR is >$100M versus ~$10M, with 47% CAGR.

• Signals SaaS penetration is projected at ~35% in 2026E versus ~5% in 2020; planned pay-per-use and storage-based pricing link revenue to customer consumption and data growth.

• Signals Xynthetica and Signals LabGistics extend AI-enabled model-to-lab workflows, scientific operations, technology transfer and GxP documentation; Lilly TuneLab is a federated-learning partnership.

• AI-driven discovery is expected to increase demand for high-quality biological evidence; reagents, instruments and software are positioned to connect experimentation, data context and decisions.

Diagnostics innovation and growth

• Immunodiagnostics targets 7–9% long-range organic growth, supported by innovation, market adoption and geographic expansion; its 2026E revenue mix is ~55% of Diagnostics.

• Reproductive Health targets 3–5% long-range organic growth despite a birth-rate headwind; menu adoption and geographic expansion support above-market growth, with newborn screening targeted at 4–6%.

• A complete NGS workflow for newborn screening is planned, covering sample collection through analysis, with curated genomic data, integration with existing NBS software and global lab support.

• Population-screening expansion will leverage dried-blood-spot expertise to develop a Type 1 diabetes multiplex assay, with future applications in autoimmune thyroid disease and celiac disease.