Revvity Inc (NYSE:RVTY) closed its 2025 fiscal year with a fourth-quarter earnings report that delivered a mixed financial picture, ultimately receiving a positive initial reaction from investors in pre-market trading. The health sciences company surpassed bottom-line expectations but fell slightly short on the top line, while providing forward guidance that aligns closely with analyst projections for the coming year.
Quarterly Performance Versus Estimates
The company’s results for the three months ended December 28, 2025, presented a tale of two key metrics. On the profitability front, Revvity outperformed. However, revenue growth did not meet the high end of market expectations.
- Revenue: Reported Q4 revenue was $772.1 million, representing a 5.8% increase from the $729.4 million reported in the same quarter last year. This figure came in just below the analyst consensus estimate of approximately $776.6 million.
- Adjusted Earnings Per Share (EPS): The company reported adjusted EPS from continuing operations of $1.70. This result solidly exceeded the analyst estimate of $1.58 and marked a significant 19.7% increase from the $1.42 reported in Q4 2024.
The divergence highlights the company's ability to expand profitability even as revenue growth came in slightly softer than anticipated. Management's focus on operational execution and cost management appears to have driven the stronger-than-expected bottom line.
Initial Market Reaction
The market's immediate response to the earnings release and accompanying guidance was favorable. In pre-market trading following the announcement, Revvity's stock was indicated up approximately 1.8%. This positive move suggests investors are focusing on the earnings beat and the reaffirmation of the company's growth trajectory for 2026, looking past the minor revenue miss.
This pre-market gain contrasts with the stock's performance over recent weeks, which had seen modest declines. The earnings report appears to have provided a catalyst for renewed investor confidence.
Full-Year 2025 Summary and 2026 Outlook
For the full fiscal year 2025, Revvity reported total revenue of $2.86 billion, a 3.7% increase from 2024. Full-year adjusted EPS was $5.06, up from $4.90 in the prior year.
Looking ahead, the company initiated its financial guidance for 2026, which largely mirrors current analyst expectations:
- Revenue Guidance: Revvity forecasts total 2026 revenue in the range of $2.96 billion to $2.99 billion. The midpoint of this range, $2.975 billion, is virtually identical to the analyst sales estimate of $2.99 billion.
- EPS Guidance: The company projects adjusted EPS for 2026 between $5.35 and $5.45. The midpoint of this guidance, $5.40, sits just above the analyst EPS estimate of $5.41.
In a statement, President and CEO Prahlad Singh said, "We finished 2025 on a strong note by delivering results that were solidly ahead of our expectations," adding that the company's portfolio transformation "positions us well to capitalize on improving end market conditions."
Segment Performance Breakdown
The earnings release detailed performance across Revvity's two main business segments, showing divergent growth rates in the fourth quarter:
- Life Sciences Segment: Revenue was $382 million, up 2% year-over-year, with organic revenue reported as flat. The segment's adjusted operating profit margin was 35.6%.
- Diagnostics Segment: This was the stronger performer for the quarter, with revenue of $390 million, reflecting a 10% reported increase and a 7% rise in organic revenue. Its adjusted operating profit margin was 23.4%.
The strength in Diagnostics, particularly in organic growth, likely contributed to the positive investor sentiment, indicating robust demand in that portion of the business.
For a detailed look at Revvity's historical earnings, future estimates, and a comprehensive analyst breakdown, you can review the data here.
Disclaimer: This article is for informational purposes only and is not intended as investment advice. The analysis is based on publicly available data and earnings materials. Investors should conduct their own research and consider their individual financial circumstances before making any investment decisions.
