J.P. Morgan 44th Healthcare Conference Prahlad Singh Chief Executive Officer January 13, 2026 Safe Harbor This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial results, developments relating to the Company's customers and end-markets, plans concerning business development oppo ...

Core Viewpoint - Revvity, Inc. is a life sciences and diagnostics company with a market cap of $11.1 billion, providing essential tools for genetic screening and infectious disease testing [1] Financial Performance - Analysts anticipate Revvity to report an adjusted earnings of $1.54 per share for the fourth quarter, reflecting an 8.5% increase from $1.42 per share in the same quarter last year [2] - For fiscal 2025, adjusted EPS is expected to be $4.91, slightly up from $4.90 in 2024, with a projected 8.2% annual increase to $5.31 per share in fiscal 2026 [3] Stock Performance - RVTY stock has decreased by 12.4% over the past 52 weeks, underperforming compared to the Healthcare Select Sector SPDR Fund's 13% increase and the S&P 500 Index's 16.9% gain [4] Growth and Profitability Challenges - Revvity has experienced weak underlying growth with constant-currency revenue growth averaging only 2% over the last two years, indicating soft demand [5] - Profitability has declined, with adjusted operating margin decreasing by over 9 percentage points in the past five years due to rising costs and limited operating leverage [5] - Financial performance has deteriorated, with both revenue and EPS declining annually over the past five years, leading to cautious investor sentiment [5]

Core Viewpoint - Danaher Corporation will host a quarterly earnings conference call for Q4 2025 on January 28, 2026, at 8:00 a.m. ET to discuss financial performance and future expectations [1]. Group 1: Earnings Call Details - The earnings call will last approximately one hour and will be accessible via webcast on Danaher's website under the "Investors" section [2]. - A replay of the webcast will be available shortly after the call and will remain accessible until the next quarterly earnings call [2]. - Participants can access the conference call by dialing specific numbers provided for both U.S. and international callers, with a Conference ID of DHRQ425 [3]. Group 2: Company Overview - Danaher is a global leader in life sciences and diagnostics, focused on improving human health through science and technology [4]. - The company collaborates with customers to address significant health challenges, enabling faster and more accurate diagnoses while reducing costs [4]. - Danaher employs approximately 63,000 associates worldwide, dedicated to enhancing quality of life and fostering a sustainable future [4].

Core Insights - Tempus AI is participating in the 2025 Stifel Healthcare Conference, indicating its active engagement in the healthcare sector [1] Company Overview - Jim Rogers, the CFO of Tempus AI, is representing the company at the conference, highlighting the importance of leadership presence in investor relations [1]

Summary of 908 Devices Conference Call Company Overview - **Company**: 908 Devices (NasdaqGM:MASS) - **Industry**: Life Sciences and Diagnostics Key Financial Highlights - **Q3 Revenue**: $14 million, exceeding consensus of $13.5 million [3][4] - **Guidance**: Maintained revenue guidance of $54 million to $56 million for Q4 [25] - **Cash Position**: Ended the quarter with $112 million in cash [5] Business Transformation - **Acquisition**: Acquired RedWave, enhancing handheld product portfolio from 1 to 5 products [5][6] - **Divestiture**: Sold PAT business to Repligen, generating approximately $70 million [5] - **Cost Structure**: Consolidated manufacturing to Danbury, Connecticut, leading to a lower cost footprint [6] Product Development and Market Focus - **Product Launches**: Continued launch of Viper product and Explorer, with record performance [4][8] - **Market Segments**: Focus on drug detection (e.g., fentanyl crisis) and toxic materials [6][30] - **Government Partnerships**: Collaboration with Smith's Detection for the Avcad program targeting military applications [11][12] Revenue Streams and Diversification - **Revenue Sources**: 47% from state and local channels, 25% from international channels [28] - **Fentanyl Detection**: Majority of revenues driven by fentanyl and drug detection capabilities [36][37] Challenges and Risks - **Government Shutdown Impact**: Approximately $4 million in revenue tied up due to government shutdown, affecting Q4 revenue recognition [24][25] - **Export Licensing Delays**: $1 million to $3 million in international orders pending export license approval [26] Future Growth Catalysts - **Next-Gen Products**: Anticipated launch of next-generation MX908, expected to enhance market position [40][42] - **Enterprise Accounts**: Potential for enterprise-level deals with Viper and Explorer products [55][56] - **Long-Term Growth**: Projected 20% product growth in 2026, with opportunities for further expansion in 2027 and beyond [75] Operational Insights - **Production Capacity**: Confident in production capabilities to meet demand, with plans to ramp up labor as needed [19][20] - **Partnerships**: Emphasizing strategic partnerships to enhance market reach and product integration [70][71] Profitability Outlook - **Adjusted EBITDA**: Expected positive adjusted EBITDA in Q4, with a target of $16 million [73] - **Sustained Profitability**: Anticipated crossover into consistent profitability in the future, though 2026 may not be the year for sustained positive results [74] Conclusion - **Overall Sentiment**: Positive outlook on business transformation, product innovation, and market opportunities, despite short-term challenges related to government operations and export licensing delays [76][78]

Core Insights - Danaher Corporation's President and CEO, Rainer M. Blair, will present at the Jefferies Global Healthcare Conference in London on November 18, 2025 [1] - The presentation will be available via a live webcast on Danaher's official website [1] Company Overview - Danaher is a leading global innovator in life sciences and diagnostics, focused on improving human health through science and technology [2] - The company collaborates closely with customers to address significant health challenges worldwide [2] - Danaher's advanced technologies facilitate faster and more accurate diagnoses, reducing the time and cost associated with developing life-changing therapies [2] - With approximately 63,000 associates globally, Danaher aims to enhance the quality of life for billions while laying the groundwork for a sustainable future [2]

Core Insights - Danaher Corporation is a leading global innovator in life sciences and diagnostics, valued at $145 billion, operating in over 50 countries and 700 locations [1] - The company is set to announce its third-quarter results on October 21, with analysts expecting an adjusted profit of $1.72 per share, a slight increase from $1.71 in the same quarter last year [2] - For fiscal 2025, Danaher is projected to report an adjusted EPS of $7.77, reflecting a 3.9% increase from $7.48 in 2024, with further growth expected in fiscal 2026 [3] Stock Performance - Danaher's stock has declined by 24% over the past 52 weeks, underperforming the Health Care Select Sector SPDR Fund's 7% decline and the S&P 500 Index's 13.4% return [4] - Following the release of strong Q2 results, Danaher's stock gained nearly 1% and maintained positive momentum for the next three trading sessions, with Q2 topline growth of 3.4% year-over-year to $5.9 billion [5] Analyst Ratings - The consensus opinion on Danaher stock is strongly bullish, with 18 out of 23 analysts recommending "Strong Buy," one advising "Moderate Buy," and four suggesting a "Hold" rating [7] - The mean price target for Danaher is $240.75, indicating an 18.9% upside potential from current price levels [7] Market Influences - Recent stock price movements are attributed to fluctuations in healthcare-related policies by the Federal government, although the company's long-term prospects remain positive [6]