Revvity, Inc. (RVTY)

Revvity's stock has been impacted by several key events in the past six months. In Q2 2025, the company reported 3% organic revenue growth and updated its full-year outlook. In Q3 2025, Revvity reported revenue of $699 million, a 2% reported growth and 1% organic growth, meeting Wall Street's revenue expectations. The Board of Directors authorized a new two-year $1 billion share repurchase program in October 2025. Headwinds from Diagnosis-Related Group (DRG) changes in China have negatively impacted the diagnostics business. Revvity unveiled new AI software offerings and collaborated with Profluent to launch AI-enhanced adenine deaminase pin-point base editing systems.

While a direct statement on demand seasonality is not explicitly provided, seasonal volume and software growth are expected to contribute to a Q4 margin ramp. Sales to pharmaceutical and biotech customers have shown mid-single-digit growth, while sales to academic and government customers have declined in the low single digits. Newborn screening has consistently performed well, growing in the high single digits globally. The diagnostics business in China has faced headwinds due to DRG changes, which are anticipated to continue impacting performance until the second quarter of 2026.

Revvity, Inc. is a global health science company providing innovative solutions across life sciences and diagnostics. The company operates in the healthcare sector, specifically in the life sciences tools and diagnostics industry. It offers health science technologies, expertise, and services from discovery to cure. Its major products and solutions include life science solutions, diagnostic products, and software such as the Signals informatics platform.

Revvity serves customers in over 160 countries with a significant presence across the Americas, Europe, and Asia. In the third quarter of 2025, the Americas experienced low single-digit growth, while Europe saw mid-single-digit growth. Asia declined in the mid-single digits, with China specifically experiencing a low-teens decline in its diagnostics business. The United States accounts for a substantial portion of net sales (39.8%), followed by China (16.3%) and the United Kingdom (4.1%).

Revvity has focused on enhancing its brand reputation through sustainability and social initiatives. The company's 2025 Impact Report highlights progress in its ESG strategy, including a reduction in emissions and waste. However, a legal event in March 2024, where Revvity filed a complaint against Cloud Software Group (CSG), could have impacted its reputation.

Revvity, Inc. is predominantly owned by institutional shareholders, with institutional ownership ranging from approximately 93.6% to 99.49% of total shares outstanding. Major institutional owners include T. Rowe Price Investment Management, Inc., Vanguard Group Inc., and BlackRock, Inc. Alexis P. Michas is the largest individual shareholder, owning 0.60% of the company.