Core Insights - Revvity, Inc. (RVTY) is expected to report its third-quarter 2025 results on October 27, with a history of earnings surprises, averaging 6.60% over the last four quarters [1][3] Q3 Performance Expectations - The company is anticipated to have a mixed but resilient performance in the second half of 2025, with the Life Sciences segment showing sustained momentum while facing challenges in Diagnostics, particularly in China [2] - The Zacks Consensus Estimate for revenues is $700 million, reflecting a 2.3% increase year-over-year, while earnings are expected to decline by 10.9% to $1.14 per share [3] - RVTY projects organic revenue growth to be flat to a 2% increase, translating to total revenues between $690 million and $705 million, with adjusted operating margins around 26% [4] Life Sciences Segment - The Life Sciences segment is expected to maintain its growth trajectory, particularly driven by the Signals Software business, which grew approximately 30% organically in the previous quarter [5] - Revenue estimates for the Life Sciences segment are projected at $308.7 million, a 2.6% increase year-over-year [6] Diagnostics Segment - The Diagnostics segment faces a challenging outlook, with strong performance outside of China but significant declines in multiplex testing volumes within China due to policy changes [7] - Revenue estimates for the Diagnostics segment are pegged at $392.5 million, reflecting a 2.5% year-over-year increase [8] Additional Factors - Recent product launches, such as the IDS i20 analytical platform and Mimix reference standards, are expected to contribute positively to revenues in the Diagnostics segment [10][11] - The introduction of pHSense reagents is anticipated to support growth in oncology and precision medicine, potentially enhancing revenue streams [12]

Core Viewpoint - Revvity, Inc. (RVTY) reported strong second-quarter 2025 results with adjusted earnings per share (EPS) of $1.18, exceeding estimates, while revenue growth was noted despite margin contraction [1][8][10] Financial Performance - Adjusted EPS of $1.18 beat the Zacks Consensus Estimate of $1.14 by 3.5%, but declined 3.3% year-over-year [1] - Revenue reached $720.3 million, reflecting a 4.1% year-over-year increase and surpassing estimates by 1.2% [2][8] - GAAP EPS from continuing operations was 46 cents, slightly up from 45 cents in the prior-year period [1] Segment Analysis - Life Sciences segment generated revenues of $365.9 million, up 4% organically year-over-year, with adjusted operating income of $115 million, down 2.5% [3] - Diagnostics segment reported revenues of $354.4 million, a 3% increase year-over-year, with organic growth of 2% [3] Margin and Expense Analysis - Selling, general and administrative expenses totaled $248.5 million, down 1.2% year-over-year [5] - Research and development expenses increased by 10.7% to $53.3 million [5] - Adjusted operating income declined 3.6% to $191.8 million, with an adjusted operating margin of 26.6%, down 220 basis points [5] Cash Flow and Financial Position - Cash and cash equivalents at the end of Q2 2025 were $991.8 million, down from $1.14 billion in the previous quarter [6] - Net cash provided by operating activities was $134.3 million, compared to $158.6 million in the year-ago quarter [6] Guidance and Outlook - The company raised its revenue guidance for 2025 to a range of $2.84-$2.88 billion, while lowering its EPS outlook to $4.85-$4.95 [7][9] - The adjusted EPS guidance was revised down from $4.90-$5.00 [9] Strategic Developments - Recent product launches, including the IDS i20 analytical platform and Mimix reference standards, are expected to drive additional sales [13] - A favorable ruling in litigation with Cloud Software Group ensures continued access to essential software, supporting operational continuity [14] Market Reaction - RVTY shares fell 5.9% in pre-market trading, attributed to the lowered EPS outlook, with a year-to-date decline of 7.1% compared to the industry’s 5.2% drop [11]