Revvity Expects Q4 Revenue of $772M, Lifts 2025 EPS Above $5.00
Revvity expects fourth-quarter revenue of about $772 million, marking 6% reported and 4% organic growth year-over-year, and full-year revenue of roughly $2.855 billion, up 4% reported and 3% organic. The company now anticipates adjusted 2025 EPS to exceed the $5.00 upper end of its prior $4.90–$5.00 guidance.
1. Shares at a Crossroads After Profit Outlook Hike
Revvity shares surged following management’s decision to raise its adjusted profit per share outlook, putting the stock within striking distance of its average analyst price target. Wall Street is divided: 10 of 17 analysts maintain a Buy or Outperform rating, while the remainder cite valuation concerns and near-term demand uncertainty. Trading volume climbed 25% above the 30-day average in the session after the announcement, suggesting investors are wrestling with whether to lock in gains or anticipate further upside from contract research and diagnostics services.
2. 2025 Adjusted EPS Guidance to Exceed $4.90–$5.00 Range
On Monday, Revvity updated its full-year 2025 adjusted earnings guidance, stating it now expects to surpass the prior range of $4.90 to $5.00 per share. Management attributed the upgrade to accelerating demand in its discovery-to-development and diagnostics businesses, including double-digit growth in multi-omics services for pharmaceutical customers. The revised outlook marks a 4% increase at the midpoint and is the second upward revision in six months, reinforcing confidence in the company’s long-term profitability trajectory.
3. Preliminary Q4 and Full-Year 2025 Revenue Results
Revvity provided preliminary fourth-quarter revenue of approximately $772 million, reflecting reported growth of 6% and organic growth of 4% versus Q4 2024. For full-year 2025, revenues are expected to total about $2,855 million, up 4% on a reported basis and 3% organically. Foreign exchange translation shaved roughly 1 percentage point off both full-year and quarterly comparisons, while acquisitions contributed no net change to organic results. These top-line gains underscore stable underlying demand as the company prepares to report final results on February 2.
4. Collaboration with Eli Lilly to Advance AI-Driven Drug Discovery
Revvity has entered a strategic partnership with Eli Lilly to bring its TuneLab AI models onto Lilly’s Signals Xynthetica platform, enabling secure, federated drug discovery at scale. The collaboration leverages Revvity’s expertise in translational multi-omics and biomarker identification alongside Lilly’s computational infrastructure. Initial pilots will focus on oncology target identification and aim to reduce candidate lead times by 30%, potentially accelerating preclinical development cycles for both parties.