Revvity (RVTY) Up 9.5% Since Last Earnings Report: Can It Continue?

Core Insights - Revvity's shares have increased by approximately 9.5% since the last earnings report, outperforming the S&P 500 [1][2] Earnings Performance - For Q3 2025, Revvity reported adjusted earnings per share of $1.18, exceeding the Zacks Consensus Estimate of $1.14 by 3.5%, although this represents a 7.8% decline from the previous year [3] - GAAP earnings per share from continuing operations was 40 cents, down from 77 cents in the prior-year period [3] Revenue Details - Revvity's total revenue for the quarter was $698.9 million, reflecting a year-over-year increase of 2.2% and an organic growth of 1% [4] - The Life Sciences segment generated revenues of $343 million, remaining flat organically year over year, with adjusted operating income down 9% [5] - The Diagnostics segment reported revenues of $345 million, up 3% year over year, with organic growth of 2% [5] Margin Analysis - Selling, general and administrative expenses rose to $241.9 million, a 1.8% increase year over year [7] - Research and development expenses were $50.8 million, up 3.4% from the previous year [7] - Adjusted operating income decreased by 5.7% to $182.4 million, with an adjusted operating margin of 26.1%, down 220 basis points from the prior year [7] Financial Update - At the end of Q3 2025, Revvity had cash and cash equivalents of $931.4 million, down from $991.8 million at the end of the previous quarter [8] - Net cash provided by operating activities was $138.9 million, compared to $157 million in the same quarter last year [8] 2025 Guidance - Revvity has raised its earnings outlook for 2025, now expecting adjusted earnings per share in the range of $4.90-$5.00, up from $4.85-$4.95 [10] - Revenue guidance for 2025 has been updated to a range of $2.83-$2.88 billion, slightly down from the previous estimate of $2.84-$2.88 billion [10] Market Position and Estimates - Recent estimates for Revvity have trended upward, indicating positive market sentiment [11] - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13] Industry Comparison - Revvity is part of the Zacks Medical Services industry, where competitor Danaher has seen a 6.4% increase in stock price over the past month, reporting revenues of $6.05 billion, a 4.4% year-over-year increase [14] - Danaher's earnings per share for the last quarter was $1.89, compared to $1.71 a year ago, but it holds a Zacks Rank 4 (Sell) due to a slight downward revision in estimates [15]