Revvity’s diagnostics segment delivered a robust 7% organic growth in the fourth quarter, led by stronger-than-expected performance in immunodiagnostics outside of China. The company’s Signals software offering continues to stand out, achieving high‐teens percentage growth year-over-year, while its SaaS annual recurring revenue expanded by 40%. Challenges remain in China immunodiagnostics, where regulatory headwinds persist, and delays in NIH funding contributed to a modest drag on overall segment performance.

In Q4 2025, Revvity reported adjusted earnings per share of $1.70, representing a 19.7% increase from the prior year and surpassing consensus estimates by 10%. Total revenues reached $772.1 million, up 6% year-over-year, with organic revenue growth of 4% beating analyst forecasts by over $10 million. Management highlighted strong execution across core product lines and cited higher demand for immunoassay reagents and analytical instruments as key drivers of the upside.

For the full year 2025, Revvity achieved adjusted EPS of $5.06, exceeding its own guidance range, and recorded 3% organic revenue growth. The company generated significant free cash flow, enabling share repurchases totaling over $800 million and reducing the outstanding share count by 8.5 million. This capital return underscores Revvity’s commitment to enhancing shareholder value despite ongoing investment in R&D and global expansion initiatives.

Revvity provided 2026 adjusted EPS guidance of $5.35 to $5.45 per share, above consensus forecasts, and expects revenues of $2.96 to $2.99 billion, implying year-over-year growth of 4% to 5% with organic expansion of 2% to 3%. Following the better-than-expected Q4 results, several analysts raised their earnings forecasts and maintained positive ratings, citing the resilience of the diagnostics portfolio and accelerating software revenue as catalysts for sustained margin improvement.