NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — organic revenue growth of 3%-4% in 2026: Q2 FY26 +1.0% vs 3.0% target.
Revvity grows revenue about 3%-4% a year. It targets adjusted EPS near $5.25 in 2026. The company has beaten earnings estimates recently. Its valuation is below peers, offering room to trade higher.
Revenue growth could slow below 2%. EPS growth may stall or decline. The divestiture of its China Immunodiagnostics business could reduce revenue by 6%.
The price is about 7% above our fair value near $104, reflecting roughly 2% revenue growth. Our fair value is 10% below the Street median, which is more optimistic on growth.
Breaks if: adjusted EPS falls below $5.00 in FY26
Breaks if: divestiture delays or revenue loss exceeds 6% of 2025 revenue
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a stable management team and robust earnings quality. The current thesis state is intact, with recent financial performance remaining strong and consistent.
The market appears to have priced in a high valuation compared to peers, reflecting a premium. There is a moderate expectations gap, indicating that while the company is performing well, investors may be anticipating even stronger results.
Fundamentals are likely to show continued progress, as management is on track to meet its revenue growth and earnings per share targets. However, there is a low probability of missing these targets, although recent earnings surprises have been trending down.
The thesis hinges on several factors, including the performance of sector bellwethers and the company's ability to execute its divestiture strategy. Additionally, any changes in economic conditions, such as a weakening jobs report, could impact RVTY's performance.
The most important moves since the prior daily snapshot.
Our read has strengthened. It is supported by the latest earnings beat.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Complete the divestiture of the Immunodiagnostics business in China, expected in 2027 after regulatory approvals.
Stated as a priority in 2 of last 2 quarters. Management announced the strategic divestiture of the China Immunodiagnostics business, which accounted for approximately 6% of 2025 revenue. The divestiture is expected to complete in 2027 after regulatory approvals. The company has provided pro forma financials excluding this business, indicating active execution on this priority.
“Sets forth pro forma financials after giving effect to probable sale of Immunodiagnostics business in China.”
“Announces intention to divest China Immunodiagnostics business; definitive agreement expected in Q2 2026; completion in 2027.”
Breaks if: organic revenue growth falls below 2% in FY26
In the next 1 to 3 years, RVTY's performance will depend on management's execution and external market conditions. Not investment advice.
