From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook.
The $12.2B Diagnostics & Research stock has shed low-growth legacy lines, invested heavily in its Signals software platform, and repurchased stock with the zeal of a private-equity firm.
They've done this all while promising that a pipeline of high-margin genomic and prenatal tests would start paying visible dividends around this time.
Yesterday's earnings call was the first real gut‑check on that thesis.
Expectations were sky‑high... the chart had just poked through multi‑month resistance, and bulls were openly wondering whether they could become the “next great compounder” in diagnostics.
Then management dropped a guidance bomb that sent the stock nosediving.
Let’s unpack the quarter, the reaction, and the levels that now matter most.
Here are the latest earnings stats for RVTY 👇
*Click the image to enlarge it
Revvity had a -4.43 reaction score after reporting a double beat. This was one of the stock's worst earnings reactions ever.
They reported revenues of $720M, versus the expected $710M, and earnings per share of $1.18, versus the expected $1.14.
Now let's dive into the data and the reaction 👇
RVTY had its worst earnings reaction in 7 quarters 🩸
Revvity fell by 8.3% after this earnings report, and here's why:
Revenue increased by 4% year-over-year, led by the Signals Software segment, which set a record for orders and grew organic sales by 32%.
They are aggressively repurchasing shares, with nearly $450M in buybacks in the first half of 2025, resulting in a 4% reduction in the share count.
Overall, the report was fine, BUT the management team lowered its EPS forward guidance. Wall Street didn't take the news very well...
As you can see, the market was anticipating a solid report, as evidenced by the stock closing at a new multi-month high last week.
However, when the management team said they were lowering guidance, sellers ran for the exit.
This resulted in a nasty failed breakout.
We think this will force the price to continue churning sideways and underperform the market.
So long as RVTY is below 102, the path of least resistance is likely to remain sideways for the foreseeable future.
Thank you for reading.
- The Beat Team
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