“Interest expense was higher for the six months ended July 5, 2026 as compared to the same period in the prior year primarily due to the extra fiscal week in the first quarter as compared to the same period in the prior year, which resulted in one additional w…”10-Q · Aug 11, 2026 ↗
Revvity, Inc.
RVTY
Market read
Revvity, Inc.'s current read is isolated; its market group is not confirming.
The latest filing is mixed. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Revenue increased 7.0% versus the comparable filing period.
- Net margin fell 0.6 percentage points.
- R&D expense increased primarily driven by investments in new product development and higher labor costs related to an extra fiscal week.
Invalidation: The isolated read changes if RVTY's group or a disclosed connection begins moving with it.
Research brief
The story so far
The latest filing is mixed. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- Revenue increased 7.0% versus the comparable filing period.
- Net margin fell 0.6 percentage points.
- R&D expense increased primarily driven by investments in new product development and higher labor costs related to an extra fiscal week.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating cash flow covered net income at 2.42x in the latest annual period.
- Net margin changed -1.4 percentage points in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Foreign exchange has repeated adverse evidence across 5 filings.
- Product pipeline and R&D has repeated adverse evidence across 5 filings.
- Tariffs and trade policy has repeated adverse evidence across 5 filings.
- P/E is 72% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 27% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
124.41Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The increase in our Diagnostics segment revenue for the second quarter of fiscal year 2026 was driven by both our Reproductive Health business and favorable changes in foreign exchange rates.”10-Q · Aug 11, 2026 ↗
“Segment operating margin decreased 150 basis points in the six months ended July 5, 2026, as compared to the six months ended June 29, 2025, primarily due to strategic investments in software and new product development and impact of the extra fiscal week in…”10-Q · Aug 11, 2026 ↗
“Segment operating margin increased 520 basis points in the three months ended July 5, 2026, as compared to the three months ended June 29, 2025, primarily due to tariff refunds and cost containment initiatives.”10-Q · Aug 11, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 5.1× · EV/sales 5.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for RVTY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-12 against the comparable filing from 2025-05-06.
What improved
- Revenue increased 7.0% versus the comparable filing period.
What weakened
- Net margin fell 0.6 percentage points.
Filing receipts
“As a percentage of revenue, cost of revenue increased to 45.5% for the three months ended April 5, 2026, from 43.5% for the three months ended March 30, 2025, resulting in a decrease in gross margin of 200 basis points to 54.5% for the three months ended April 5, 2026, from 56.5% for the three months ended March 30, 2025, primarily due to product mix shift, changes in foreign exchange rates, increased tariffs and impact of the extra fiscal week.”
“Interest and Other Expense, Net Interest and other expense, net, consisted of the following: Three Months Ended April 5, 2026 March 30, 2025 (In thousands) Interest income $ (6,304) $ (10,081) Interest expense 24,718 22,964 Change in fair value of investments 4,204 (3,073) Other components of net periodic pension (credit) cost (251) 6,787 Foreign exchange losses and other expense, net 3,527 3,251 Total interest and other expense, net $ 25,894 $ 19,848 The decrease in interest income for the three months ended April 5, 2026 as compared to the three months ended March 30, 2025 was primarily due to a decrease in marketable securities and short-term investments.”
“Our consolidated gross margins decreased 200 basis points from 56.5% to 54.5% in the first quarter of fiscal year 2026, as compared to the first quarter of fiscal year 2025, primarily due to product mix shift, changes in foreign exchange rates, increased tariffs and impact of the extra fiscal week.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
The relationships behind RVTY
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MSFTMicrosoft CorporationpartnerFeb 24, 2026 ▾
“From increased collaboration to securely accessible data, the Signals Notebook TM offering accelerates research and development workflows, increases collaboration, integrates with Microsoft Office and more.”
Depended on by
COOThe Cooper Companies, Inc.competitorDec 5, 2025 ▾
“In the stem cell storage field, we compete primarily with ViaCord, a division of Revvity, in the United States, as well as other smaller companies with limited product offerings globally.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
RVTY is currently a Early Follower in the organic co-movement group Healthcare-Defense Mix. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RVTY; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.