February 3, 2026
Finance

Revvity Raises Earnings Outlook Following Robust Q4 Performance

Life sciences firm surpasses analyst expectations on revenue and EPS, prompting targeted price increases

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Summary

Revvity Inc. delivered stronger-than-anticipated financial results for the fourth quarter, driven by organic sales growth and operational improvements. The company reported adjusted earnings per share of $1.70 for Q4 2025, exceeding consensus forecasts. Enhanced guidance for fiscal 2026 reflects modest revenue and earnings growth, supported by portfolio restructuring and favorable market trends.

Key Points

Revvity reported Q4 adjusted EPS of $1.70, exceeding expectations and representing a 19.7% increase year-over-year.
Fourth-quarter revenue reached $772.06 million, up 6%, including 4% organic growth, surpassing consensus estimates.
Fiscal 2026 guidance anticipates adjusted EPS of $5.35-$5.45 and revenues of $2.96-$2.99 billion, both above market consensus.
Analysts responded by raising price targets while maintaining Hold, Overweight, Equal-Weight, and Outperform ratings.

Revvity Inc. (NYSE: RVTY), a prominent player in the life sciences and diagnostics sector, announced its fourth-quarter financial results on Monday, reporting earnings that surpassed market expectations. The company achieved adjusted earnings per share (EPS) of $1.70 for the fourth quarter of 2025, marking a notable 19.7% increase compared to the same period in the previous year. This performance exceeded the consensus analyst estimate of $1.55 per share.

Alongside robust earnings, Revvity recorded fourth-quarter sales amounting to $772.06 million. This figure represents a 6% rise year-over-year, inclusive of a 4% organic growth rate, and outpaces the analyst consensus, which had projected revenue of approximately $761.29 million. The combination of rising revenues and EPS affirms the company’s effectiveness in navigating current market conditions.

Prahlad Singh, president and chief executive officer of Revvity, highlighted the company's progress, stating, "We finished 2025 on a strong note by delivering results that were solidly ahead of our expectations." He emphasized that strategic steps to transform the company’s portfolio over recent years have positioned Revvity well to harness improved market dynamics in their operations. This tailored approach, according to Singh, is intended to foster differentiated results in subsequent years.

Looking forward to fiscal 2026, Revvity provided guidance projecting adjusted EPS in the range of $5.35 to $5.45 per share, slightly above the analyst consensus forecast of $5.32. The revenue outlook for the year is anticipated to fall between $2.96 billion and $2.99 billion, again exceeding consensus expectations pegged at $2.93 billion. The expected growth signifies a year-over-year increase of approximately 4% to 5%, with organic sales growth forecasted between 2% and 3%. These projections suggest steady expansion aligned with Revvity’s broader strategic objectives.

In response to the earnings release, several analysts updated their outlooks and price targets for Revvity's stock. Jefferies analyst Tycho Peterson maintained a Hold rating on the shares, adjusting his price target upward from $100 to $105.

Similarly, Barclays analyst Luke Sergott sustained an Overweight rating and raised his price target from $115 to $118, reflecting increased confidence in the company’s prospects following the results.

Wells Fargo analyst Brandon Couillard also retained an Equal-Weight rating while revising his price target slightly upwards from $107 to $110, signaling a cautiously optimistic view in light of the improved earnings and forecast.

Meanwhile, Evercore ISI Group's Vijay Kumar reiterated an Outperform rating on Revvity stock and elevated the price target from $112 to $118, suggesting a positive outlook bolstered by the company’s recent performance and guidance.

At the closing bell on Monday, Revvity shares were valued at $107.09, reflecting investor response to the quarterly results and future projections.

Despite positive momentum, ongoing risks remain tied to the execution of Revvity’s strategic initiatives and the broader end-market conditions, which may fluctuate due to external factors. Additionally, the company’s ability to sustain organic growth rates and achieve the forecasted earnings hinges on maintaining operational efficiency and competitive positioning within the life sciences solutions landscape.


Key Points

  • Revvity posted adjusted Q4 2025 EPS of $1.70, surpassing market expectations by 15 cents and achieving nearly 20% year-over-year growth.
  • Fourth-quarter revenues rose 6% year-over-year to $772.06 million, with organic growth contributing 4%.
  • The company projects fiscal 2026 adjusted EPS between $5.35 and $5.45, and revenues near $2.96 to $2.99 billion, both exceeding analyst consensus estimates.
  • Multiple analysts adjusted price targets upward, reflecting enhanced confidence following the strong quarterly performance and improved guidance.

Risks and Uncertainties

  • Execution risk related to ongoing portfolio transformation efforts could impact future growth trajectories.
  • Market demand conditions remain variable and could influence the company's ability to achieve targeted organic growth rates.
  • Operational challenges and competitive pressures in the life sciences sector may affect margins and overall profitability.
Risks
  • Risks persist regarding the successful execution of Revvity’s portfolio transformation and strategic initiatives.
  • Fluctuations in end-market conditions could impact the company’s organic growth and revenue targets.
  • Competitive pressures within the life sciences and diagnostics sector may constrain operating margins and profitability.
Disclosure
Education only / not financial advice
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