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Companies · RVTY

RVTY Reported this cycle

Revvity

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Latest analysis

Updated Aug 11, 2026

Revvity Q2 FY2026: Diagnostics drives 1% revenue growth as $16.2M tariff refund masks Life Sciences Software weakness and restructuring surge

Revvity's Q2 FY2026 result is a tale of two segments: Diagnostics delivered 5% revenue growth and 520 basis points of operating margin expansion, powered by Reproductive Health strength and a $16.2 million tariff refund, while Life Sciences contracted 2% on a $10.2 million Software revenue decline. The gross margin expansion of 260 basis points to 57.1% is partly one-time in nature, as the tariff refund accounted for the bulk of the improvement. Restructuring charges of $35.5 million — more than triple the prior-year quarter — and accelerating digital investment signal that management is simultaneously cutting costs and building out a new operating infrastructure, with approximately 5% of the workforce affected by severance actions in the first half of FY2026.

Tone: mixed

Revenue

$2.9B

RVTY 10-K · FY 2025

Employees

11,000

Revenue growth YoY

+4%

Headquarters

Waltham, MA

Profile

RVTY 10-K Item 1 · Feb 24, 2026

Revvity is a health science solutions company operating across two segments — Life Sciences and Diagnostics — serving pharmaceutical, biotech, academic, clinical, and government customers in more than 160 countries. The company provides instruments, reagents, software, and services spanning drug discovery, genomics, reproductive health, and immunodiagnostics. Its strategy combines organic R&D investment with acquisitions to expand capabilities in multi-omics, biomarker identification, imaging, and informatics.

Read filing description ↓

We are a leading provider of health science solutions, technologies, expertise and services that deliver complete workflows from discovery to development, and diagnosis to cure. Revvity is revolutionizing what's possible in healthcare, with specialized focus areas in translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, informatics and more. Our headquarters are in Waltham, Massachusetts, and we market our products and services in more than 160 countries. Our strategy is to develop and deliver innovative products, services and solutions in high-growth markets that utilize our knowledge and expertise to address customers' critical needs and drive scientific breakthroughs. To execute on our strategy and accelerate revenue growth, we focus on broadening our offerings through both the investment in research and development and the acquisition of innovative technology. Our strategy includes strengthening our position within key markets by expanding our global product and service offerings, maintaining superior product quality and driving an enhanced customer experience; attracting, retaining and developing talented and engaged employees; accelerating transformational innovation through both internal research and development and third-party collaborations and alliances; augmenting growth in both of our core business segments, Life Sciences and Diagnostics, through strategic acquisitions and licensing; advancing the use of Artificial Intelligence to further strengthen our differentiated offerings and to drive internal operating efficiencies; engraining focused operational excellence to improve organizational efficiency and agility; and taking a disciplined approach to capital allocation to support organic investments, pursue mergers and acquisitions and opportunistic share repurchase programs to drive shareholder value.

Primary products

  • Reagents
  • Instruments
  • Software
  • Technology and Licensing
  • Radiometric detection solutions
  • PhenoVue cellular imaging reagents

Business segments

Life Sciences Diagnostics

End markets

Pharmaceutical and biotechnology companies Laboratories Academic and research institutions Public health authorities Private healthcare organizations Doctors Government agencies Contract research organizations Hospitals Medical labs Clinicians Medical research professionals

Geographies

United States More than 160 countries

Named customers

Pharmaceutical and biotechnology companies Academic and research institutions Public health authorities Private healthcare organizations
“We compete on the basis of service level, price, technological innovation, operational efficiency, product differentiation, product availability, quality and reliability.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Total revenue increased by $101.1 million, or 4%, in fiscal year 2025 versus fiscal year 2024, with Life Sciences segment revenue up 2% and Diagnostics segment revenue up 5%.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 12 diligence answers 2 M&A transactions SWOT