Revvity, Inc. (RVTY)

Over the past six months, Revvity's stock has trended down by 13.66%. Key events impacting the stock price include Q4 2024 and Q1 2025 financial results, analyst ratings and price target adjustments, organizational structure adjustments, the impact of tariffs, and softer spending from pharma and biotech customers.

Demand for Revvity's products and services can be influenced by seasonality, with normal seasonality between the third and fourth quarters related to instrumentation. The software business experiences seasonality related to renewal timing in its pipeline. The company's financial performance can also be affected by changes in the level of economic activity, global health crises, changes in government funding, and declining birthrates globally.

Revvity, Inc. is a global health science solutions provider, offering technologies, expertise, and services that span the entire workflow from discovery to development, and diagnosis to cure. The company operates primarily in the Healthcare sector, specifically within the Diagnostics & Research industry. Revvity's business is structured into two main segments: Life Sciences, which supports research and development activities, and Diagnostics, which focuses on reproductive health, immunodiagnostics, emerging market diagnostics, infectious disease testing and applied genomics. Major products and focus areas include translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, and informatics.

Revvity, Inc. has a significant global presence, marketing its products and services in more than 160 countries and serving customers in over 190 countries with approximately 11,000 employees worldwide. In the third quarter of 2023, Revvity experienced low single-digit declines in the Americas, low single-digit growth in Europe, and mid-single-digit growth in Asia, with China showing high single-digit growth overall. Specifically, their Diagnostics segment in China grew in the low double digits, driven by high-teens growth in immunodiagnostics, while Life Sciences in China saw low single-digit growth.

Revvity's brand reputation is tied to its position as a leading provider of health science solutions and its commitment to innovation. The company's transformation from PerkinElmer to Revvity in April 2023 aimed to reflect its renewed strategic focus on life sciences and diagnostics. Events that could affect brand reputation include demand fluctuations, competitive pressures, regulatory changes, economic downturns and reliance on key products. Analysts generally hold a bullish outlook for Revvity, indicating confidence in the company's strategic direction and market positioning.

Revvity, Inc. is primarily owned by institutional shareholders, who hold 95.74% of the stock, with insiders owning 2.70% and retail investors holding 1.55%. The largest institutional owner is T. Rowe Price Investment Management, Inc., holding 19.10% of the shares. The largest individual Revvity shareholder is Alexis P. Michas, owning 0.60% of the company.