Citable filing context

RVTY filing events and research context

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RVTY's research view summarizes recent SEC filing context, starting with earnings from Aug 4, 2026.

RVTY filing events and research context
FiledItemContext
Aug 4, 2026earningsRevvity reported Q2 2026 revenue of $730 million and entered an agreement to divest its China IDX business.
May 5, 2026earningsRevvity reported Q1 2026 revenue of $711 million and announced the divestiture of its China Immunodiagnostics business.
May 1, 2026otherShareholders approved a by-law amendment allowing owners of 25% of stock to call special meetings.
Aug 4, 2026Guidance: pro_forma_adjusted_eps5.30 to 5.40
Aug 4, 2026Guidance: pro_forma_organic_revenue_growth4.00 to 5.00
Aug 4, 2026Guidance: revenue2.83 to 2.86
Aug 11, 2026mda_quarterlyRevvity’s second quarter 2026 revenue reached $729.7 million, a 1% year-over-year increase. The Diagnostics segment grew 5% to $371.0 million, driven by strength in Reproductive Health, while the Life Sciences segment declined 2% to $358.7 million due to lower software revenue. Consolidated gross margins expanded 260 basis points to 57.1%, bolstered by $16.2 million in tariff refunds and favorable product mix. However, operating margins contracted to 12.2% from 12.6%, primarily due to increased restructuring charges—which affected 3% of the workforce in the quarter—and ongoing digital investments. Liquidity remains stable with $1.02 billion in cash and $1.5 billion in available revolving credit. The company continues to execute its capital allocation strategy, repurchasing $86.9 million in common stock during the first half of 2026, with $792.7 million remaining under its current authorization. Strategic activity included the $72 million acquisition of ACD/Labs to bolster scientific software capabilities. Subsequent to the quarter, Revvity announced a definitive agreement to divest its Immunodiagnostics business in China, which accounted for approximately 6% of 2025 revenue. Management expects an effective tax rate of approximately 20% for fiscal year 2026 and maintains that internal operations will sufficiently fund near-term capital requirements and debt obligations.
May 12, 2026mda_quarterlyRevvity reported first-quarter fiscal 2026 revenue of $711.1 million, a 7% increase year-over-year. Growth was driven by the Diagnostics segment, which rose 8% due to Reproductive Health and favorable foreign exchange, and the Life Sciences segment, which grew 6% via Life Sciences Solutions and Software. Despite revenue growth, consolidated gross margins contracted 200 basis points to 54.5%, pressured by product mix shifts, foreign exchange, and approximately $8 million in tariff costs. Operating margins slightly declined to 10.7%, partially offset by cost containment initiatives. Strategic expansion included the $72 million acquisition of ACD/Labs to enhance scientific software capabilities for pharmaceutical and material sciences. To streamline operations, the company incurred $10.7 million in restructuring charges, including workforce reductions affecting 2% of employees. Liquidity remains stable with $860.3 million in cash and a $1.5 billion revolving credit facility, though the company must address the maturity of €500 million in Senior Unsecured Notes in July 2026. Capital allocation focused on shareholder returns, with $79 million in share repurchases during the quarter and a maintained quarterly dividend of $0.07 per share.

Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.

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