Revvity (RVTY) FY Conference June 10, 2025 08:00 AM ET Speaker0 morning, everyone. Matt Sykes, the life science tools and diagnostics analyst at Goldman Sachs. I have the pleasure of welcoming Prahlad Singh, CEO of Revity. Prahlad, thanks for being here. I appreciate it. So let's just set the stage a bit. It would be great to get some opening comments from you kind of reflecting in the half of the year, how your view has changed or not along with the various policy changes and how Reviti is able to adapt to ...

Revvity, Inc. (RVTY) announced the launch of its new IDS i20 analytical random-access platform from EUROIMMUN. Per management, it is expected to enable full automation of chemiluminescence immunoassays (ChLIA).The IDS i20 instrument is equipped with the ability to process up to 140 tests per hour (assay dependent) and is the latest addition to RVTY’s well-established IDS i-device series.The latest product availability is expected to boost Revvity’s Immunodiagnostics product line under the broader Diagnostic ...

纪要涉及的行业或者公司 - 行业：生命科学工具和诊断行业 - 公司：Revvity (RVTY) 纪要提到的核心观点和论据 第一季度业绩表现 - 核心观点：第一季度业绩表现稳健，尽管宏观环境与年初预期不同，但仍能维持全年指引 [4] - 论据： - 投资组合优势明显，诊断业务和软件业务表现出色 [4] - 年初制定了谨慎的指引，考虑了不确定性因素，有助于维持全年指引 [4][5] - 具备执行能力，能够在第二季度末缓解大部分关税逆风，保持全年每股收益 [5] 关税及缓解策略 - 核心观点：公司能够通过供应链行动和成本控制缓解关税逆风，且部分缓解措施具有永久性 [6][14] - 论据： - 关税总逆风约为1.35亿美元，运营缓解后对每股收益的净影响约为0.12美元，主要集中在第二季度 [6] - 能够快速实施缓解措施的原因包括投资组合的灵活性和长期以来在供应链弹性方面的努力 [8] - 中美之间的关税缓解措施是无悔的，将继续执行；其他地区的关税影响可能需要根据情况重新评估运营变化 [14] 不同市场和客户群体表现 - **学术和政府市场** - 核心观点：该市场占全球收入的12%，美国市场占比略超5%，第一季度仪器和试剂销售均下降，客户持谨慎态度 [22] - 论据：客户对间接费用报销和美国国立卫生研究院（NIH）的资金水平持谨慎态度，等待更多信息 [22][23] - **制药和生物技术市场** - 核心观点：软件业务表现出色，试剂业务有适度增长，仪器业务面临压力 [28][29] - 论据：宏观环境的不确定性、制药关税和首选定价等因素导致客户持观望态度，仪器业务主要受大型和中型制药客户的谨慎态度影响 [28][30] - **中国市场** - 核心观点：中国市场占公司总收入的16%，第一季度生命科学业务略有下降，诊断业务实现高个位数增长，预计全年生命科学市场波动，诊断业务实现中个位数增长 [34] - 论据：贸易战的缓和可能有助于市场稳定，但中国经济的其他变量仍存在不确定性，生命科学业务主要依赖试剂销售，仪器业务受刺激政策影响较大 [35] 各业务板块亮点 - **诊断业务** - 核心观点：专注于免疫诊断和生殖健康等专业细分市场，在中国市场表现强劲，受医保支付改革（VBP）影响较小 [39] - 论据：业务高度专业化，需要高水平的科学知识，且当地竞争对手较少，预计免疫诊断业务将实现中个位数增长，但面临定价逆风 [39][40] - **生命科学业务** - 核心观点：试剂业务表现良好，预计全年实现同比增长，仪器业务仍面临压力 [41][42] - 论据：试剂业务在过去几个季度表现优于同行，特别是在研究用体外诊断试剂（RUO）和临床前试剂方面，但仪器业务受学术和政府资金水平以及政策对制药预算的影响 [41][42] - **软件业务** - 核心观点：是公司的优势领域，具有差异化的产品和长期增长潜力 [48] - 论据：产品与大型制药客户合作紧密，具有客户粘性，通过推出新产品、拓展大分子能力和进入新客户群体等战略实现增长 [48][49] 成本结构和资本配置 - **成本结构** - 核心观点：今年的利润率预期平衡，为缓解关税逆风采取的成本控制措施是暂时的，公司有能力管理成本 [50][51] - 论据：过去几年公司在利润率管理方面表现出色，预计2025年将继续保持 [51] - **资本配置** - 核心观点：采取更加平衡的资本配置方法，包括股票回购和选择性的并购 [55] - 论据：过去几年进行了近10亿美元的股票回购，未来将继续保持机会主义的回购策略，并购需要符合战略和财务要求 [55][56] 其他重要但是可能被忽略的内容 - 公司认为市场对其投资组合、执行能力和利润率扩张机会的认识不足，需要进一步教育市场 [60][61][62] - 公司在过去几年中展示了在挑战性环境下的执行能力，如去年在2%的增长情况下实现了30个基点的利润率扩张 [63]

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.It's been an absolutely dismal couple of years for the life sciences industry. It seems like since 2023, we've always been six months away from an industry recovery. We've seen numerous reports of purported green shoots for theIan leads the investing group Ian's Insider Corner . Fe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________ FORM 10-Q _______________________________________ (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 30, 2025 (Exact name of Registrant as specified in its Charter) _______________________________________ or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 193 ...

Revvity (RVTY) Q1 2025 Earnings Call April 28, 2025 05:04 PM ET Speaker0 Welcome everyone to the Q1 twenty twenty five Brevity Earnings Conference Call. My name is Sami, and I will be coordinating your call today. I will now hand over to your host, Steve Willoughby, to begin. Please go ahead, Steve. Speaker1 Thank you, operator. Good morning, everyone, and welcome to Revity's first quarter twenty twenty five earnings conference call. On the call with me today are Prahlad Singh, our President and Chief Execu ...

Revvity, Inc. (RVTY) reported first-quarter 2025 adjusted earnings per share (EPS) of $1.01, which beat the Zacks Consensus Estimate of 96 cents by 5.2%. The bottom line improved 3.1% from the year-ago quarter’s level. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)GAAP EPS from continuing operations was 35 cents compared with 21 cents in the prior-year period.Revenue DetailsBased in Waltham, MA, this leading MedTech company reported revenues of $664.7 million, up 2.3% year over ye ...

业绩总结 - 2025年第一季度公司总收入为6.65亿美元，同比增长2%[10] - 调整后的运营利润率为25.6%，同比提升5个基点[10] - 调整后的每股收益为1.01美元，同比增长4%[10] - 自然增长率为4%，并购贡献为0%，外汇影响为-1%[10] - 生命科学部门第一季度收入为3.4亿美元，增长2%[12] - 诊断部门第一季度收入为3.24亿美元，增长5%[15] 财务展望 - 2025年财务指导预计总收入在28.3亿至28.7亿美元之间，报告增长率为3%至4%[17] - 调整后的运营利润率预计在27.9%至28.1%之间[17] - 调整后的每股收益预计在4.90美元至5.00美元之间[17] - 自由现金流为1.18亿美元，调整后净利率为97%[10]

View all Key Company Metrics for Revvity here>>> As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Revvity performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: For the quarter ended March 2025, Revvity (RVTY) reported revenue of $664.76 million, up 2.3% over the same period last ye ...

Revvity Inc. RVTY stock is trading higher on Monday after the company reported better-than-expected first- quarter 2025 earnings. The Waltham, Massachusetts-based company reported first-quarter sales of $664.76 million, down from $709.07 million, beating the consensus of $661.18 million. "Our first quarter performance positions us well for the remainder of the year as we continue to adapt to an evolving macroeconomic backdrop," Revvity CEO Prahlad Singh said. Also Read: Despite Higher Valuations, Some Life ...