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 Insights - Revvity, Inc. (RVTY) is expected to report second-quarter 2025 results on July 28, with a history of earnings surprises averaging 7.71% over the last four quarters [2][4][14] Q2 Estimates - The Zacks Consensus Estimate for revenues is $711.3 million, reflecting a 2.8% increase year over year, while earnings are estimated at $1.14 per share, indicating a 6.6% decline year over year [3] - Revvity anticipates organic revenue growth of 2% to 4%, translating to total revenues between $700 million and $715 million, with gross margins expected around 60% due to tariff impacts [4][10] Diagnostics Segment - The Diagnostics segment grew 5% organically in Q1 2025, driven by high-single-digit growth in immunodiagnostics and strong performance in reproductive health [5][6] - For Q2 2025, the Diagnostics segment is projected to contribute significantly, with revenues estimated at $388.4 million, up 2.8% year over year [7][10] Life Sciences Segment - The Life Sciences segment experienced 2% organic growth in Q1 2025, supported by strong reagent demand and over 20% growth in the Signals Software business [8] - Revenues for the Life Sciences segment are estimated at $321.7 million, reflecting a 2.5% increase year over year, despite pressures from weak academic demand for instrumentation [9][10] Other Factors - Revvity's collaboration with Genomics England aims to enhance newborn genomic screening, supporting momentum in the Diagnostics segment [11] - The launch of the IDS i20 analytical platform by EUROIMMUN is expected to drive incremental revenue in the Diagnostics segment during Q2 [12] - Tariff-related headwinds are anticipated to peak in Q2, but management has implemented mitigation strategies expected to take effect in the second half of the year [13]