
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 19 | 77.1x | 17.3x | Bottom tier | |
Growth | 38 | 4.1% | 7.1% | Bottom tier | |
Quality | 65 | 3.1% | 4.4% | Around median | |
Safety | 64 | 3.0x | 2.6x | Around median | |
Capital Return | 68 | 0.17% | 0.06% | Top tier | |
Momentum | 99 | 60.8% | -1.7% | Top tier | |
Sentiment | 39 | 8 | 3 | Bottom tier |
The floor: what the company is worth if growth stopped today
94% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 5.00% as of 2026-10-23. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Revvity operates through a portfolio combining Diagnostics and Life Sciences. The Diagnostics business includes newborn screening, reproductive health, and immunodiagnostics, while the Life Sciences business generates revenue from high-content screening instruments, related reagents, and Signals software that manages data and scientific workflows; the products mentioned include Opera Phenix OptIQ, Signals One, Signals AI, BioDesign, and Synthetica, in addition to LabGistics, which is planned for launch during fiscal year 2026.
According to EDGAR filings, Revvity recorded revenue of $729.7 million, gross profit of $416.9 million, net income of $51.8 million, and earnings per share of $0.47 in fiscal year 2026 quarter 2. This equates to a gross margin of approximately 57.1% and a net income margin of approximately 7.1%, compared with revenue of $711.1 million and net income of $40.7 million in fiscal year 2026 quarter 1. Trailing twelve-month revenue reached $2.9 billion, with net income of $238.4 million and earnings per share of approximately $2.13.
Management also presents operating performance on a pro forma basis that excludes the China immunodiagnostics business agreed to be sold; on this basis, revenue in fiscal year 2026 quarter 2 was approximately $711 million, with organic growth of 3%. The Life Sciences segment contributed $359 million, or approximately 50.5% of pro forma revenue, but declined organically by 3%, while the Diagnostics segment contributed $352 million, or approximately 49.5%, and grew organically by 11%. The pro forma adjusted operating margin was 29.3%, and pro forma adjusted earnings per share were $1.41, with results benefiting from $16 million in tariff recoveries and a temporary decline in the tax rate to 16%.
The average analyst price target is $110.4, within a wide range of $95 to $125, and the consensus recommendation is Buy. The average is approximately 15.1% below the 52-week range high of $130.07, while the highest target is close to that high, reflecting meaningful variation in estimates of the impact of the Life Sciences recovery and AI-related demand. No reported price-to-earnings ratio is available in the data, so the risk assessment is based on the target range and the 52-week range of $81.22 to $130.07, alongside the possibility that the tariff and tax benefits that supported second-quarter results may not recur.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
EDGAR filings showed revenue of $729.7 million, net income of $51.8 million, and earnings per share of $0.47 in fiscal year 2026 quarter 2. On the pro forma basis that excludes the China immunodiagnostics business, revenue was $711 million and the business grew organically by 3%, with Diagnostics growing by 11% and Life Sciences declining by 3%. The pro forma adjusted operating margin was 29.3%, and adjusted earnings per share were $1.41, but both benefited from $16 million in tariff recoveries and temporary tax timing.
Revvity sells Opera Phenix OptIQ instruments that generate cellular data and help customers test compounds proposed by AI-driven drug discovery processes. High-content screening achieved double-digit growth in orders and organic revenue in fiscal year 2026 quarter 2, with the pace of orders exceeding near-term production capacity. The company connects instruments and reagents with Signals One, Signals AI, and an Anthropic connector with Claude within a Lab-in-the-Loop workflow for data management and laboratory validation.
Automated analysis for informational purposes only — not investment advice.
Signals organic revenue declined by approximately 20% year over year in fiscal year 2026 quarter 2 due to contract timing and a difficult comparison with the prior period. Despite the decline, the annual portfolio value grew in the teens, and annual recurring revenue growth was in the mid-twenties, according to management. Expectations for a return to strong double-digit growth in the second half of fiscal year 2026 are based on contract renewal schedules and launches such as Signals AI, BioDesign, Synthetica, and the Anthropic connector.
Management expects organic growth of between 4% and 5% in fiscal year 2026, compared with a previous outlook of between 3% and 4%. The expected pro forma revenue range is $2.83 billion to $2.86 billion, with a pro forma adjusted operating margin of 28.7% and adjusted earnings per share of between $5.30 and $5.40. For fiscal year 2026 quarter 3, the company expects pro forma revenue of between $685 million and $700 million, organic growth of between 4% and 6%, and a pro forma adjusted operating margin of approximately 29%.
The Diagnostics segment generated $352 million in fiscal year 2026 quarter 2 and grew organically by 11%, supported by immunodiagnostics and reproductive health. Newborn screening achieved double-digit growth, while its reagents grew in the high single digits despite an environment of declining birth rates, driven by geographic expansion and broader screening panels. Management expects Genomics England revenue to approach $25 million in fiscal year 2026, but it expects reproductive health growth to slow in the second half as year-over-year comparisons against the contract begin.
Revvity generated free cash flow of $184 million in fiscal year 2026 quarter 2, with conversion of 117% of adjusted net income. Free cash flow totaled approximately $300 million in the first half, while the company ended the quarter with net debt to adjusted earnings before interest, taxes, depreciation, and amortization of 2.5 times. The company repaid a €500 million bond in July 2026 and is targeting gross leverage below three times by the end of fiscal year 2026, with a weighted interest rate of 2.3% on its fully fixed-rate long-term debt.