Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%

Stock buyback support
Stock Buyback 3Y Total is 1.6 Bil

Low stock price volatility
Vol 12M is 39%

Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Advanced Diagnostics, Personalized Diagnostics, Show more.

Weak multi-year price returns
2Y Excs Rtn is -49%, 3Y Excs Rtn is -87%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 20x, P/EPrice/Earnings or Price/(Net Income) is 47x

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.1%

Key risks
RVTY key risks include [1] intense pressure from larger, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%
1 Stock buyback support
Stock Buyback 3Y Total is 1.6 Bil
2 Low stock price volatility
Vol 12M is 39%
3 Megatrend and thematic drivers
Megatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Advanced Diagnostics, Personalized Diagnostics, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -49%, 3Y Excs Rtn is -87%
5 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 31x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 20x, P/EPrice/Earnings or Price/(Net Income) is 47x
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.1%
7 Key risks
RVTY key risks include [1] intense pressure from larger, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Revvity (RVTY) stock has remained largely at the same level since 2/28/2026 because of the following key factors:

1. Revvity reported mixed first-quarter 2026 earnings, with an EPS beat but a revenue miss, contributing to a balanced market reaction. The company announced Q1 2026 earnings per share (EPS) of $1.06, surpassing analyst estimates of $1.04 by $0.02. However, revenue for the quarter was $711.12 million, falling short of estimates by $8.11 million. This combination of a modest earnings beat and a revenue miss likely tempered significant upward momentum, leading to the stock largely maintaining its level.

2. Macroeconomic headwinds, including cautious investment and U.S.-China trade tensions in the life sciences sector, likely constrained significant stock appreciation. The broader life sciences industry in Q1 2026 experienced a more selective investment environment, with softened venture funding and IPO activity. Additionally, uncertainty surrounding Most Favored Nation (MFN) pricing and ongoing U.S. investigations into China's biotechnology practices increased deal complexity, and Revvity specifically faces expected declines in revenue from the China market. These broader market and geopolitical concerns likely counteracted any potential upward movement from company-specific positives.

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Stock Movement Drivers

Fundamental Drivers

The 1.5% change in RVTY stock from 2/28/2026 to 6/12/2026 was primarily driven by a 1.6% change in the company's Total Revenues ($ Mil).
(LTM values as of)22820266122026Change
Stock Price ($)98.2399.661.5%
Change Contribution By: 
Total Revenues ($ Mil)2,8562,9021.6%
Net Income Margin (%)8.4%8.3%-2.2%
P/E Multiple46.146.51.0%
Shares Outstanding (Mil)1131121.1%
Cumulative Contribution1.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/12/2026
ReturnCorrelation
RVTY1.5% 
Market (SPY)8.4%54.5%
Sector (XLV)-3.6%49.2%

Fundamental Drivers

The -4.4% change in RVTY stock from 11/30/2025 to 6/12/2026 was primarily driven by a -8.2% change in the company's P/E Multiple.
(LTM values as of)113020256122026Change
Stock Price ($)104.2799.66-4.4%
Change Contribution By: 
Total Revenues ($ Mil)2,8132,9023.2%
Net Income Margin (%)8.4%8.3%-2.2%
P/E Multiple50.746.5-8.2%
Shares Outstanding (Mil)1151123.2%
Cumulative Contribution-4.4%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/12/2026
ReturnCorrelation
RVTY-4.4% 
Market (SPY)9.2%51.9%
Sector (XLV)-1.6%41.4%

Fundamental Drivers

The 10.5% change in RVTY stock from 5/31/2025 to 6/12/2026 was primarily driven by a 23.1% change in the company's P/E Multiple.
(LTM values as of)53120256122026Change
Stock Price ($)90.1699.6610.5%
Change Contribution By: 
Total Revenues ($ Mil)2,7702,9024.8%
Net Income Margin (%)10.3%8.3%-20.2%
P/E Multiple37.846.523.1%
Shares Outstanding (Mil)1201127.4%
Cumulative Contribution10.5%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/12/2026
ReturnCorrelation
RVTY10.5% 
Market (SPY)27.3%47.3%
Sector (XLV)18.0%50.8%

Fundamental Drivers

The -12.9% change in RVTY stock from 5/31/2023 to 6/12/2026 was primarily driven by a -74.0% change in the company's Net Income Margin (%).
(LTM values as of)53120236122026Change
Stock Price ($)114.4099.66-12.9%
Change Contribution By: 
Total Revenues ($ Mil)3,0242,902-4.0%
Net Income Margin (%)31.8%8.3%-74.0%
P/E Multiple15.046.5209.6%
Shares Outstanding (Mil)12611212.9%
Cumulative Contribution-12.9%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/12/2026
ReturnCorrelation
RVTY-12.9% 
Market (SPY)84.5%46.7%
Sector (XLV)26.5%51.9%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
RVTY Return40%-30%-22%2%-13%5%-28%
Peers Return32%-27%-13%-1%1%-4%-19%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
RVTY Win Rate83%50%42%33%42%33% 
Peers Win Rate73%37%48%47%50%37% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
RVTY Max Drawdown-25%-42%-43%-15%-35%-30% 
Peers Max Drawdown-19%-39%-39%-23%-39%-28% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TMO, DHR, A, BIO, ILMN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/12/2026 (YTD)

How Low Can It Go

EventRVTYS&P 500
2025 US Tariff Shock
  % Loss-22.3%-18.8%
  % Gain to Breakeven28.7%23.1%
  Time to Breakeven227 days79 days
2020 COVID-19 Crash
  % Loss-29.3%-33.7%
  % Gain to Breakeven41.4%50.9%
  Time to Breakeven71 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-25.4%-19.2%
  % Gain to Breakeven34.0%23.8%
  Time to Breakeven67 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-10.9%-3.7%
  % Gain to Breakeven12.3%3.9%
  Time to Breakeven117 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-17.4%-12.2%
  % Gain to Breakeven21.1%13.9%
  Time to Breakeven53 days62 days
2014-2016 Oil Price Collapse
  % Loss-11.2%-6.8%
  % Gain to Breakeven12.6%7.3%
  Time to Breakeven39 days15 days

Compare to TMO, DHR, A, BIO, ILMN

In The Past

Revvity's stock fell -22.3% during the 2025 US Tariff Shock. Such a loss loss requires a 28.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventRVTYS&P 500
2025 US Tariff Shock
  % Loss-22.3%-18.8%
  % Gain to Breakeven28.7%23.1%
  Time to Breakeven227 days79 days
2020 COVID-19 Crash
  % Loss-29.3%-33.7%
  % Gain to Breakeven41.4%50.9%
  Time to Breakeven71 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-25.4%-19.2%
  % Gain to Breakeven34.0%23.8%
  Time to Breakeven67 days105 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-33.1%-17.9%
  % Gain to Breakeven49.5%21.8%
  Time to Breakeven132 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-20.1%-15.4%
  % Gain to Breakeven25.2%18.2%
  Time to Breakeven96 days125 days
2008-2009 Global Financial Crisis
  % Loss-57.0%-53.4%
  % Gain to Breakeven132.8%114.4%
  Time to Breakeven420 days1085 days

Compare to TMO, DHR, A, BIO, ILMN

In The Past

Revvity's stock fell -22.3% during the 2025 US Tariff Shock. Such a loss loss requires a 28.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Revvity (RVTY)

Revvity, Inc. provides products, services, and solutions to the diagnostics, life sciences, and applied services markets worldwide. It operates through two segments, Discovery & Analytical Solutions and Diagnostics. The Discovery & Analytical Solutions segment provides instruments, reagents, informatics, software, subscriptions, detection, and imaging technologies that enable scientists to enhance research breakthroughs in the life sciences research market, as well as contract research and laboratory services. It also provides analytical technologies, solutions, and services for its customers to understand the characterize the health of various aspects, including air, water, and soil. In addition, this segment offers solutions to farmers and food producers; and analytical instrumentation for the industrial market, which includes the chemical, semiconductor and electronics, energy, lubricant, petrochemical, and polymer industries. The Diagnostics segment provides instruments, reagents, assay platforms, and software products for the early detection of genetic disorders, such as pregnancy and early childhood, as well as infectious disease testing in the diagnostics market. Its products are used for testing and screening genetic abnormalities, disorders, and diseases, including down syndrome, hypothyroidism, muscular dystrophy, infertility, and various metabolic conditions. This segment also develops technologies that enable and support genomic workflows using protein coupled receptor and next-generation DNA sequencing for applications in oncology, immunodiagnostics, and drug discovery. It serves pharmaceutical and biotechnology companies, laboratories, academic and research institutions, public health authorities, private healthcare organizations, doctors, and government agencies. The company was formerly known as PerkinElmer, Inc. and changed its name to Revvity, Inc. in April 2023. Revvity, Inc. was founded in 1937 and is headquartered in Waltham, Massachusetts.

AI Analysis | Feedback

Here are 1-2 brief analogies to describe Revvity (RVTY):

  • It's like the Thermo Fisher Scientific for scientific research and diagnostic tools.
  • Think of it as the Danaher of high-tech instruments and services for labs, healthcare, and environmental analysis.

AI Analysis | Feedback

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  • Life Sciences Research Technologies: Revvity provides instruments, reagents, informatics, software, detection, and imaging technologies to enhance research breakthroughs in life sciences.
  • Contract Research and Laboratory Services: The company offers specialized contract research and laboratory services primarily for the life sciences research market.
  • Environmental and Food Analysis Solutions: Revvity supplies analytical technologies, solutions, and services for assessing the health of air, water, and soil, as well as solutions for farmers and food producers.
  • Industrial Analytical Instrumentation: The company offers analytical instrumentation and solutions for various industrial markets, including chemical, semiconductor, energy, and petrochemical industries.
  • Diagnostic Products and Platforms: Revvity provides instruments, reagents, assay platforms, and software for the early detection of genetic disorders and infectious diseases.
  • Genomic Workflow Technologies: The company develops technologies that enable and support genomic workflows using protein coupled receptor and next-generation DNA sequencing for applications in oncology, immunodiagnostics, and drug discovery.
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AI Analysis | Feedback

Revvity (RVTY) primarily sells its products, services, and solutions to other companies and organizations, rather than directly to individuals. Its major customers fall into the following categories:

  • Pharmaceutical and biotechnology companies
  • Laboratories (including contract research and analytical laboratories)
  • Academic and research institutions
  • Public health authorities
  • Private healthcare organizations
  • Doctors and healthcare providers
  • Government agencies (including those in environmental, industrial, and public health sectors)

AI Analysis | Feedback

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Prahlad Singh, PhD - President and Chief Executive Officer

Prahlad Singh was appointed President and Chief Executive Officer of Revvity (formerly PerkinElmer, Inc.) in 2019. He led the company through a significant transformation, including overseeing the divestiture of its Applied, Food and Enterprise Services businesses to New Mountain Capital, which led to the creation of Revvity. Prior to joining PerkinElmer in 2014, Dr. Singh served as General Manager of GE Healthcare's Women's Health business. He also held senior executive roles in strategy, business development, and mergers and acquisitions at both GE Healthcare and Philips Healthcare. Dr. Singh holds a PhD in chemistry and an MBA.

Max Krakowiak - Senior Vice President and Chief Financial Officer

Max Krakowiak is the Senior Vice President and Chief Financial Officer at Revvity, a role he was appointed to in August 2022. He has been an integral part of Revvity's finance leadership team since 2018. Before becoming CFO, Mr. Krakowiak served as VP of Corporate Finance, overseeing financial planning and analysis, as well as the commercial and business development finance organizations. He also acted as the company's chief of staff for finance, focusing on global finance transformation. Prior to Revvity, Mr. Krakowiak spent seven years at GE, most recently as a member of the executive leadership team in their corporate audit staff, where he worked on corporate strategy, external investigations, and investor relations across GE's global operating segments. He is a graduate of the GE Financial Management leadership program and holds a bachelor's degree in finance from Fordham University. Notably, he was also a minor league baseball player for the Seattle Mariners organization.

Joel Goldberg - Senior Vice President, Administration, General Counsel and Secretary

Joel Goldberg serves as Senior Vice President, Administration, General Counsel and Secretary for Revvity. In this role, he provides expert insights and strategic thinking on a variety of legal, regulatory, and policy issues affecting the company. He leads dedicated and solutions-driven teams that collaborate across the business to offer support and guidance on various corporate matters.

Miriame Victor - Senior Vice President and Chief Commercial Officer

Miriame Victor is the Senior Vice President and Chief Commercial Officer at Revvity. She is responsible for leading a global team dedicated to bringing innovative products and solutions to market that address customer needs and expand human potential in health and science. Ms. Victor is a proponent of accessible, easy-to-use diagnostics and breakthrough solutions for advancing human health.

Tajinder Vohra - Senior Vice President, Global Operations

Tajinder Vohra is the Senior Vice President of Global Operations at Revvity. He oversees the company's manufacturing, supply chain, customer care, and distribution functions. With nearly 30 years of experience in operations management, Mr. Vohra leads a global team that works closely with R&D and Product Management to launch and manufacture products across Revvity's Life Sciences and Diagnostics businesses.

AI Analysis | Feedback

The key risks to Revvity's business include:

  1. Intense Competition: Revvity operates in highly competitive life sciences and diagnostics sectors, facing numerous large and specialized players such as Thermo Fisher Scientific, Agilent Technologies, Danaher, Siemens Healthineers, Roche, and Abbott Laboratories. This dynamic environment necessitates continuous innovation to maintain market share against well-capitalized rivals, and ongoing consolidation among competitors could further threaten Revvity's market position.

  2. Regulatory and Geopolitical Headwinds, Particularly in China: Revvity is significantly exposed to evolving regulatory landscapes and geopolitical factors. Specifically, changes in China's regulatory policies, such as DRG (Diagnosis-Related Group) reimbursement reforms that favor cheaper single-marker diagnostic tests over multiplex panels, have led to double-digit declines in Revvity's immunodiagnostics business in the region. This makes China a "major drag" on its diagnostics segment, with persistent uncertainty around future healthcare policy changes. Broader macroeconomic pressures, including tariffs, trade barriers, and foreign exchange fluctuations, also impact profit margins and disrupt supply chains globally.

  3. Technological Disruption and the Imperative for Continuous Innovation: The rapid pace of technological advancement in the life sciences and diagnostics industries poses a significant risk. Revvity must continuously introduce new products and solutions to avoid technological obsolescence and prevent the loss of market share to competitors. Failure to keep pace with these changes and invest in timely innovation could adversely affect its competitive standing.

AI Analysis | Feedback

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Revvity, Inc. operates in various addressable markets across its two segments: Discovery & Analytical Solutions and Diagnostics.

Discovery & Analytical Solutions Segment

  • Life Sciences Market (products, services, research): The global life science market size is projected to grow from USD 100.88 billion in 2025 to approximately USD 278.40 billion by 2034. The global life science research services market, a component of this, is calculated at USD 35.37 billion in 2025 and is predicted to increase to approximately USD 96.26 billion by 2035.
  • Contract Research Organization (CRO) Services: The global contract research organization (CRO) services market size was valued at USD 92.27 billion in 2025 and is projected to reach USD 199.28 billion by 2034.
  • Analytical Instrumentation Market: The global analytical instrumentation market size was valued at USD 41.8 billion in 2025 and is expected to grow to USD 71.9 billion in 2035. Another estimate places the global analytical instrumentation market size at USD 58.67 billion in 2025, projected to reach around USD 102.7 billion by 2035.
  • Process Analytical Technology Market: The global process analytical technology market size is calculated at USD 4.00 billion in 2025 and is projected to surpass approximately USD 11.01 billion by 2035.

Diagnostics Segment

  • Diagnostic Testing Market: The global diagnostic testing market size was calculated at USD 207.96 billion in 2025 and is predicted to surpass around USD 281.56 billion by 2035.
  • Genetic Testing Market: The global genetic testing market size was valued at USD 37.32 billion in 2025 and is projected to grow to USD 93.94 billion by 2034. A more specific segment, the global genetic disease testing market, was valued at USD 937 million in 2024 and is projected to grow to USD 1.97 billion by 2032.
  • Genomics Market (including genomic workflows for diagnostics): The global genomics market is estimated to be valued at USD 50.1 billion in 2025 and is projected to reach USD 304.8 billion by 2035.
  • Clinical Laboratory Services Market: The global clinical laboratory services market size was valued at USD 291.01 billion in 2025 and is projected to grow to USD 545.79 billion by 2034.

AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Revvity (RVTY) over the next 2-3 years:

  1. New Product Launches and Software Innovations: Revvity anticipates a significant new product introduction cycle, particularly within its Signals business. Launches such as Synthetica, BioDesign, and Labgistics are expected to boost growth, with the Signals business projected to double in five years. Additionally, the Phenologic.AI™ software, introduced in January 2025, is designed to enhance cellular imaging workflows. In the Diagnostics segment, the company launched the IDS i20 ChLIA diagnostic analyzer and received U.S. regulatory approval for the T-SPOT TB test automation in Q2 2025.
  2. Growth in Diagnostics Segment (Immunodiagnostics and Reproductive Health): The Diagnostics segment is a key growth area, with the company seeing strong performance in both immunodiagnostics and reproductive health. Reproductive health and newborn screening are exhibiting "outsized growth," driven by geographic expansion and the detection of new disorders. Revvity aims to significantly increase its market penetration in U.S. immunodiagnostics, with a goal to double its revenue share from 20% to 40%.
  3. Stabilization and Improvement in Pharma Biotech Market: Revvity expects continued stabilization and growth in the broader pharma biotech market, along with anticipated improvements in pharmaceutical spending. The Life Science Solutions segment has shown differentiated performance, with expectations for improved platform sales, and sales into the pharma biotech sector saw low single-digit growth in Q4 2025 and for the full year.
  4. Strategic Re-segmentation and Operational Efficiency: The company is undertaking a strategic re-segmentation, effective fiscal year 2025, by integrating most of its Applied Genomics business into a new Life Sciences Solutions business. This restructuring is intended to streamline operations, create synergies, and sharpen customer focus, which is expected to position Revvity for sustained success across its key markets. Furthermore, Revvity is implementing its operating model to enhance operational efficiency and execution.
  5. Favorable Pricing Impact: Revvity anticipates a consistent positive impact from pricing, expecting at least 100 basis points of favorable price annually in the coming years.

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Share Repurchases

  • Revvity, Inc. authorized a new $1 billion share repurchase program in November 2024, replacing a previous program announced in May 2023.
  • Over two and a half years leading up to March 2026, the company repurchased 15 million shares, representing 12% of its outstanding shares.
  • Between March 31, 2025, and June 29, 2025, Revvity repurchased 3,102,232 shares for $292.66 million, contributing to a total of $586.86 million under the November 2024 buyback program.

Share Issuance

  • The number of outstanding shares increased by 12.62% in 2021.
  • Shares outstanding decreased by 2.28% in 2023, 2.25% in 2024, and 6.03% in 2025.

Outbound Investments

  • In 2025, Revvity announced its acquisition of ACD/Labs, a provider of scientific software solutions, to enhance its Signals Software capabilities in analytical characterization and molecular design.
  • In March 2025, Revvity acquired Project Farma, which offers consulting, quality, regulatory, and marketing services to the biopharma sector.
  • In 2021, Revvity (then PerkinElmer) acquired BioLegend, Inc. for $5.7 billion to strengthen its Life Sciences segments, and also acquired Nexcelom and Oxford Immunotec in the same year.

Capital Expenditures

  • Capital expenditures were -$73.52 million in the trailing 12 months (as of a recent report, likely late 2025/early 2026).
  • For the full year 2025, capital expenditures totaled -$53.351 million, with -$18.501 million in Q4 2025.
  • Capital expenditures for the full year 2024 were -$62.194 million.

Better Bets vs. Revvity (RVTY)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

RVTYTMODHRABIOILMNMedian
NameRevvity Thermo F.Danaher Agilent .Bio-Rad .Illumina  
Mkt Price99.66469.34180.10129.84285.94160.97170.53
Mkt Cap11.1174.6127.536.67.724.630.6
Rev LTM2,90245,19624,7787,2322,5904,3935,812
Op Inc LTM3598,2074,7601,5552298611,208
FCF LTM4936,7485,2911,0873579741,030
FCF 3Y Avg3717,0115,2471,2712927391,005
CFO LTM5708,2876,4391,4525101,1281,290
CFO 3Y Avg4518,4516,5481,6444578911,268

Growth & Margins

RVTYTMODHRABIOILMNMedian
NameRevvity Thermo F.Danaher Agilent .Bio-Rad .Illumina  
Rev Chg LTM4.8%5.4%4.0%9.1%1.9%1.3%4.4%
Rev Chg 3Y Avg-1.1%1.1%-0.1%1.1%-2.3%-0.4%-0.2%
Rev Chg Q7.0%6.2%3.7%10.0%1.1%4.8%5.5%
QoQ Delta Rev Chg LTM1.6%1.4%0.9%2.4%0.3%1.2%1.3%
Op Inc Chg LTM-3.8%4.7%-1.3%9.7%-7.7%0.2%-0.6%
Op Inc Chg 3Y Avg-5.9%3.7%-10.7%-1.4%-16.1%10.9%-3.6%
Op Mgn LTM12.4%18.2%19.2%21.5%8.8%19.6%18.7%
Op Mgn 3Y Avg11.9%17.9%20.2%20.8%10.3%11.0%14.9%
QoQ Delta Op Mgn LTM-0.1%-0.0%0.1%0.9%0.4%0.8%0.3%
CFO/Rev LTM19.6%18.3%26.0%20.1%19.7%25.7%19.9%
CFO/Rev 3Y Avg16.0%19.4%27.2%24.3%17.8%20.3%19.9%
FCF/Rev LTM17.0%14.9%21.4%15.0%13.8%22.2%16.0%
FCF/Rev 3Y Avg13.2%16.1%21.8%18.8%11.3%16.8%16.5%

Valuation

RVTYTMODHRABIOILMNMedian
NameRevvity Thermo F.Danaher Agilent .Bio-Rad .Illumina  
Mkt Cap11.1174.6127.536.67.724.630.6
P/S3.83.95.15.13.05.64.5
P/Op Inc31.121.326.823.533.728.627.7
P/EBIT31.019.627.721.728.421.224.7
P/E46.525.534.625.945.728.931.7
P/CFO19.621.119.825.215.121.820.4
Total Yield2.3%3.9%2.9%4.6%2.2%3.5%3.2%
Dividend Yield0.1%0.0%0.0%0.8%0.0%0.0%0.0%
FCF Yield 3Y Avg3.3%3.6%3.4%3.5%3.8%4.6%3.5%
D/E0.30.20.10.10.20.10.2
Net D/E0.20.20.10.0-0.00.10.1

Returns

RVTYTMODHRABIOILMNMedian
NameRevvity Thermo F.Danaher Agilent .Bio-Rad .Illumina  
1M Rtn4.9%5.2%8.5%15.2%17.4%11.0%9.8%
3M Rtn16.6%1.1%-3.6%16.7%8.8%35.3%12.7%
6M Rtn-0.7%-17.8%-20.1%-6.7%-7.2%19.4%-6.9%
12M Rtn4.4%13.4%-11.6%10.1%23.0%82.7%11.8%
3Y Rtn-12.6%-10.0%-14.6%11.2%-23.7%-19.9%-13.6%
1M Excs Rtn5.1%5.4%8.7%15.3%17.6%11.2%9.9%
3M Excs Rtn4.5%-11.0%-15.7%4.7%-3.2%23.3%0.6%
6M Excs Rtn-11.5%-26.0%-29.5%-17.0%-17.1%11.4%-17.1%
12M Excs Rtn-19.4%-9.9%-34.8%-14.1%0.8%60.5%-12.0%
3Y Excs Rtn-86.7%-83.2%-87.4%-60.2%-97.4%-92.3%-87.0%

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Life Sciences1,4311,3991,293898
Diagnostics1,4251,3562,0202,933
Revenue purchase accounting adjustments  -1-3
Total2,8562,7553,3123,828


Operating Income by Segment
$ Mil2025202420232022
Life Sciences458467503282
Diagnostics3443547821,433
Significant environmental matters100 
Asset impairment0-230 
Purchase accounting adjustments-10-46-41
Acquisition and divestiture-related costs-4-25-40-63
Transformation costs-90  
Significant litigation matters and settlements-12-81 
Corporate expenses-29-42-73-77
Restructuring and other, net-56-17-14-18
Amortization of intangible assets-336-359-371-257
Total3573477431,258


Assets by Segment
$ Mil2023202220212019
Corporate expenses11413013187
Current and long-term assets of discontinued operations1,6941,700  
Diagnostics3,9924,6934,2293,369
Life Sciences8,3308,4783,6013,083
Total14,13015,0017,9606,539


Price Behavior

Price Behavior
Market Price$99.66 
Market Cap ($ Bil)11.1 
First Trading Date12/29/2006 
Distance from 52W High-15.3% 
   50 Days200 Days
DMA Price$94.59$95.21
DMA Trendupup
Distance from DMA5.4%4.7%
 3M1YR
Volatility42.1%38.7%
Downside Capture125.73171.41
Upside Capture128.48132.88
Correlation (SPY)50.4%47.1%
RVTY Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta2.252.091.711.701.541.08
Up Beta4.082.291.871.841.761.02
Down Beta2.370.791.461.451.131.01
Up Capture261%173%158%168%177%92%
Bmk +ve Days13283667141432
Stock +ve Days12233664129370
Down Capture24%296%182%172%148%107%
Bmk -ve Days7132757109318
Stock -ve Days8182760121381

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with RVTY
RVTY4.1%38.6%0.19-
Sector ETF (XLV)15.4%15.0%0.7450.5%
Equity (SPY)24.9%12.3%1.5246.9%
Gold (GLD)25.5%27.4%0.8112.4%
Commodities (DBC)30.1%19.0%1.25-17.2%
Real Estate (VNQ)13.5%13.5%0.6941.1%
Bitcoin (BTCUSD)-41.8%42.2%-1.1631.5%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with RVTY
RVTY-5.7%34.0%-0.11-
Sector ETF (XLV)6.4%14.8%0.2556.5%
Equity (SPY)13.5%17.1%0.6153.2%
Gold (GLD)16.8%18.2%0.7512.3%
Commodities (DBC)8.4%19.4%0.334.7%
Real Estate (VNQ)2.8%18.8%0.0550.2%
Bitcoin (BTCUSD)13.6%54.4%0.4421.8%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with RVTY
RVTY6.7%30.8%0.28-
Sector ETF (XLV)9.7%16.6%0.4759.1%
Equity (SPY)15.3%17.9%0.7357.4%
Gold (GLD)12.5%16.1%0.6410.2%
Commodities (DBC)6.7%18.0%0.2912.7%
Real Estate (VNQ)5.7%20.7%0.2443.9%
Bitcoin (BTCUSD)60.2%66.8%1.0014.7%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity8.7 Mil
Short Interest: % Change Since 5152026-8.1%
Average Daily Volume1.7 Mil
Days-to-Cover Short Interest5.1 days
Basic Shares Quantity111.9 Mil
Short % of Basic Shares7.8%

Earnings Returns History

Updated 6/8/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/20266.7%14.4%16.8%
2/2/2026-1.6%-6.6%-11.8%
10/27/2025-1.7%-5.4%1.7%
7/28/2025-8.3%-14.9%-11.1%
4/28/20250.8%-0.3%-2.2%
1/31/2025-0.6%-6.1%-13.0%
11/4/20243.1%1.2%-5.0%
7/29/20249.1%7.1%5.2%
...
SUMMARY STATS   
# Positive131011
# Negative111413
Median Positive4.7%7.8%5.7%
Median Negative-1.6%-5.2%-10.8%
Max Positive9.1%14.4%16.8%
Max Negative-16.1%-14.9%-17.8%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/12/202610-Q
12/31/202502/24/202610-K
09/30/202511/04/202510-Q
06/30/202508/05/202510-Q
03/31/202505/06/202510-Q
12/31/202402/25/202510-K
09/30/202411/06/202410-Q
06/30/202408/06/202410-Q
03/31/202405/07/202410-Q
12/31/202302/27/202410-K
09/30/202311/07/202310-Q
06/30/202308/09/202310-Q
03/31/202305/12/202310-Q
12/31/202203/01/202310-K
09/30/202211/14/202210-Q
06/30/202208/09/202210-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: Q1 2026 Earnings Reported 5/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue2.81 Bil2.83 Bil2.84 Bil-5.0% LoweredGuidance: 2.98 Bil for 2026
2026 Revenue Growth3.0%3.5%4.0%40.0%1.0%RaisedGuidance: 2.5% for 2026
2026 EPS5.25.255.3-2.8% LoweredGuidance: 5.4 for 2026

Prior: Q4 2025 Earnings Reported 2/2/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue2.96 Bil2.98 Bil2.99 Bil4.2% Higher NewActual: 2.85 Bil for 2025
2026 Organic Revenue Growth2.0%2.5%3.0%-16.7%-0.5%Lower NewActual: 3.0% for 2025
2026 Adjusted EPS5.355.45.459.1% Higher NewActual: 4.95 for 2025

Insider Activity

Updated 5/11/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Gonzales, AnitaVice President and CAODirectSell422202692.80807,424679,203Form
2Victor, MiriamePlease See RemarksDirectSell226202697.131,862180,8561,760,190Form
3McMurry-Heath, Michelle DirectSell225202697.2660058,356411,702Form
4Singh, Prahlad RPlease See RemarksDirectSell2062026100.2125,5252,557,85912,046,538Form
5Goldberg, Joel SPlease See RemarksDirectSell2062026100.2112,7171,274,3574,333,734Form
Core Cache Last Updated: 6/12/2026