Revvity Beats Q4 Estimates, Offers Cautious Optimism Amid Long-Term Growth Challenges

BOSTON — Revvity Inc. (NYSE:RVTY), the life sciences tools and diagnostics provider formerly known as PerkinElmer, closed its 2025 fiscal year on a positive note, posting quarterly sales and earnings that exceeded analyst expectations. The company reported Q4 revenue of $772.1 million, a 5.8% year-over-year increase and roughly 1.1% above consensus estimates. Adjusted earnings per share came in at $1.70, surpassing forecasts by 7.8%.

For the full year, the company provided revenue guidance with a midpoint of $2.98 billion, slightly above the average analyst projection. "Our performance in the fourth quarter reflects the continued execution of our strategy and resilience across our portfolio," said Prahlad Singh, Revvity's President and CEO. "We are navigating a dynamic market by focusing on innovation in health science technologies, from discovery to diagnostic solutions."

However, the upbeat quarterly results are set against a backdrop of more muted long-term trends. Over the past five years, Revvity's revenue has declined at an average annual rate of 5.5%, though the last two years have seen a modest recovery to 1.9% annualized growth. The company's organic revenue growth, which excludes the impact of acquisitions and currency effects, has averaged about 2% over the same two-year period, indicating recent performance is primarily driven by core operations.

Profitability metrics present a mixed picture. While the company has maintained an average operating margin of 18.4% over the past five years—a solid figure for the healthcare sector—that margin has contracted significantly over the longer term. The Q4 operating margin was 14.5%, down 1.8 percentage points from the prior-year period. Earnings per share have declined at an annual rate of 9.4% over the five-year horizon, underscoring challenges in adapting its cost structure to softer demand.

Looking ahead, sell-side analysts project revenue growth of approximately 2.8% over the next twelve months, a pace that suggests the company's newer offerings have yet to significantly accelerate its top-line expansion. The stock showed little immediate reaction to the earnings release, holding steady around $109.50.

Analyst & Investor Perspectives:

"This quarter is a welcome step, but it's a single data point," noted Michael Chen, a senior analyst at Horizon Capital Advisors. "The guidance is prudent, yet the underlying long-term growth trajectory remains modest. Investors need to see consistent execution across multiple quarters before confidence in a true turnaround solidifies."

"Finally, some positive surprise! The beat on both lines shows management is getting a better grip on operations," commented Sarah Gibson, a portfolio manager at Clearwater Funds. "The stability in organic growth is key—it tells me the core business is holding its own in a tough environment."

"Big deal—they barely beat lowball estimates," countered David R. Miller, an independent investor and frequent commentator on financial forums. "Five years of declining sales and EPS? The CEO's 'strong note' is playing a tune shareholders have been losing money to for years. This isn't a turnaround; it's a blip."

"The life sciences tools sector is evolving rapidly with automation and data integration," observed Dr. Anya Sharma, a biotechnology consultant. "Revvity's challenge is to prove its newer platforms can capture share in high-growth segments like integrated diagnostics and AI-driven research tools. The current growth rate suggests that transition is still in early stages."