Revvity Q4 EPS Beats by 9.7% with 6% Revenue Growth, Raises 2026 Guidance
Revvity reported Q4 2025 adjusted EPS of $1.70, beating the $1.55 consensus by 9.7%, with revenue of $772.06M up 6% (4% organic) versus $761.29M expected. The company guided fiscal 2026 adjusted EPS of $5.35–$5.45 and sales of $2.96–$2.99B, above consensus forecasts.
1. Diagnostics Growth and Software Strength
Revvity reported robust performance in its diagnostics segment during 2025, with immunodiagnostics outside China delivering 7% organic growth in Q4. The company’s Signals software offering was a standout, achieving high-teens year-over-year revenue growth and driving a 40% increase in SaaS annual recurring revenue. These results underline the successful integration of data analytics and cloud-based solutions into Revvity’s traditional instrumentation portfolio, positioning the company to capture additional market share in laboratory informatics and digital diagnostics.
2. Q4 Earnings Beat and 2026 Guidance
In the fourth quarter, Revvity posted adjusted earnings of $1.70 per share, up 19.7% year over year and exceeding consensus by 10 basis points. Fourth-quarter revenue of $772 million was up 6% (4% organic), outperforming analysts’ estimates. Management issued 2026 guidance calling for adjusted EPS of $5.35–$5.45 (versus consensus of $5.32) and full-year sales of $2.96–$2.99 billion (versus consensus of $2.93 billion), implying mid-single-digit overall growth and 2–3% organic expansion driven by continued strength in non-China markets and ongoing portfolio transformation.
3. Capital Deployment and Strategic Outlook
Revvity repurchased over $800 million of its own shares in 2025, reducing the share count by approximately 8.5 million and reinforcing its commitment to shareholder returns. While immunodiagnostics in China remains a drag on growth, the company has secured renewed NIH funding for key reagent platforms and is expanding partnerships with pharmaceutical companies for companion diagnostics. With a streamlined cost structure and growing software-driven recurring revenue, Revvity expects to leverage its enhanced R&D capabilities to deliver differentiated results over the next several years.