Revvity (RVTY)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-14
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-14
Research Workspace
Put RVTY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — organic revenue growth of 3%-4% in 2026: Q2 FY26 +1.0% vs 3.0% target.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 19%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 14% growth a year, above the roughly 2% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRevvity's growth in AI-linked demand and wider margins must continue to justify its price. Revenue grew 1% year over year, and the last quarter beat expectations. It trades at 23× P/E versus a peer median of 28×. This suggests the price reflects less growth than forecasted. The primary risk is organic revenue growth falling short of the 3%-4% target, as seen in Q2's 1% growth. Peer multiples imply a price about 11% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. RVTY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering RVTY (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for RVTY in the last 4 months.
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Compare RVTY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RVTY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put RVTY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition aligns with growth strategy in metabolic research.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $140.19
The last 12 months of price, then the range of analyst 12-month targets from today’s $140.19.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
