4 analysts' median target is $106[FMP target], stock is $101, +5.0% upside potential. After Q1 +3.9% EPS beat[FMP earnings], the stock moved +7.4%.
B = MoonshotScore 46[9-pillar formula] + Council 2/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $710.6M[FMP est], EPS $1.26[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q1 EPS +3.9% beat[FMP] but the stock +7.4% D+1[FMP D+1]. Max Krakowiak promised $19.8M CapEx + a sequential decline in Q4 during the Q1 earnings call[Max Krakowiak capex transcript].
Watchlist
Fy26 Organic Growth Guidance
fy26_organic_growth_guidance
Revvity is now projecting organic growth of 3% to 4% for fiscal year 2026.
"As it pertains to our updated pro forma guidance for 2026, which now excludes the immunodiagnostics business in China, we are now looking for organic growth of 3% to 4%, adjusted operating margins of 28.4%, and adjusted earnings per share of $5.20 to $5.30, which includes a 20% reduction related to the planned divestiture, offset by $0.05 of benefit from improved operational execution throughout the year."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
Pro Forma Organic Growth Improvement
pro_forma_organic_growth_improvement
Revvity expects its pro forma organic growth to improve by approximately 100 basis points due to the divestiture of the China immunodiagnostics business.
"We expect this change to improve our 2026 total company organic growth by approximately 100 basis points and enhance our operating margins by approximately 30 basis points."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
China Immunodiagnostics Divestiture
china_immunodiagnostics_divestiture
Revvity has decided to divest its immunodiagnostics business in China to focus resources on areas with higher returns.
"Following an extensive review, we have decided to divest our immunodiagnostics business in China, which represented approximately 6% of total company revenue last year."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
Ai Driven Demand For Lab Tools
ai_driven_demand_for_lab_tools
As AI generates more promising therapeutic hypothesis at an unprecedented rate, the downstream demand for laboratory tools, reagents, and instruments to validate these discoveries will grow substantially.
"As AI generates more promising therapeutic hypothesis at an unprecedented rate, the downstream demand for laboratory tools, reagents, and instruments to validate these discoveries will grow substantially."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
Signals Software Innovation
signals_software_innovation
Revvity's Signals software business introduced Xynthetica, its AI models as a service platform that serves as a secure marketplace, collecting computational capabilities to wet lab research.
"In our Signals software business, we introduced Xynthetica in December, our AI models as a service platform that serves as a secure marketplace, collecting computational capabilities to wet lab research."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
Pharma Biotech Spending Improvement
pharma_biotech_spending_improvement
Revvity saw a modestly improved pharma and biotech spending environment, which led to positive low single-digit year-over-year organic growth from these customers.
"We saw a modestly improved pharma and biotech spending environment in the first quarter, which led to positive low single-digit year-over-year organic growth from these customers."
- Prahlad Singh, CEO - Q1 FY26 Earnings Call - May 5, 2026
Stock Expert AI - Methodology
9-pillar methodology. Cash Runway and Price Momentum strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 2 bullish (Ray Dalio, Ken Griffin), 0 bearish (none), 4 neutral (Jim Simons, Klarman, Buffett, Munger).
How is it calculated? ->Quality business, trading at fair value.
How is it calculated? ->Past Performance
Q1 (May 5, 2026): EPS $1.06 vs $1.02 est[FMP], +3.9% beat. D+1 movement: +7.4%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $1.06 vs $1.02 beat[FMP], stock +7.4% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $19.8M[FMP cashflow]. Q1 op margin 10.7%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Monday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Monday evening. The framework is ready on this page: Q4 EPS threshold $1.26[FMP], CapEx threshold "below $19.8M"[Max Krakowiak]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This RVTY (RVTY) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.