Revvity, Inc. (RVTY)

Revvity's stock price experienced a decline of 13.62% from January 2, 2025, to December 31, 2025, with the share price falling from $112.00 to $96.75. Key events impacting the stock in the past six months include an equity buyback announcement, the acquisition of ACD/Labs, the declaration of a quarterly dividend, the release of its 2025 Impact Report, revenue guidance for the fourth quarter and full year of 2025, beating Wall Street's revenue expectations in Q2 CY2025, reporting financial results for the first quarter of 2025, and reporting financial results for the fourth quarter and full year ended December 29, 2024.

Demand for Revvity's products and services exhibits some seasonality and is influenced by market dynamics. The company has noted weak demand from its pharma and biotech customers, which led to a decline in its Life Sciences business in Q3 2023. Conversely, the Diagnostics segment has shown strong growth, particularly in molecular infectious disease testing. A substantial portion, approximately 80%, of Revvity's post-divestiture revenue is recurring, indicating a stable base of demand.

Revvity, Inc. specializes in health sciences solutions, technologies, expertise, and services, operating primarily within the life sciences and diagnostics business. Formed in 2023 after a spin-off from PerkinElmer, it focuses on serving the pharmaceutical and biotechnology industries. Revvity's major products and services are categorized into Life Sciences, providing instruments, reagents, and software for biopharma and academic research, and Diagnostics, offering tools and applications for clinically oriented customers in reproductive health, immunodiagnostics, and applied genomics markets.

Revvity, Inc. has a global presence, marketing its products and services in over 160 countries, with major markets including the United States, Europe, and China. Net sales are distributed with 39.8% in the United States, 16.3% in China, 4.1% in the United Kingdom, and 39.8% in other regions. The company operates in Asia, Europe, and the Americas, maintaining a global laboratory network for multi-omic clinical grade services in the United States, Sweden, India, China, and the United Kingdom.

Revvity's brand reputation has been positively influenced by its commitment to sustainability and social governance. The company released its 2025 Impact Report in October 2025, highlighting achievements in sustainability, social, and governance initiatives. Revvity also earned a AAA ESG rating from MSCI, recognizing its leadership in managing sustainability risks and opportunities.

Institutional investors hold a dominant stake in Revvity, Inc., owning approximately 95.01% of the company's shares as of late July 2025, and 101.34% as of early 2026. Major institutional owners include T. Rowe Price Investment Management Inc., Vanguard Group Inc., BlackRock, Inc., EdgePoint Investment Group Inc., and State Street Corp. The largest individual Revvity shareholder is Alexis P. Michas, who owns 701,393 shares, representing 0.62% of the company.