RVTY · Full Picture

REVVITY, INC. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Guidance / Outlook · Guidance & outlookPriority 71
   +3.8% revenue; 2 sources (news, press_release); 7 forward row(s); quote_verified
   Full year 2026 pro forma organic revenue growth guidance: 4-5%.
2. Operating Expense Trends · Operating expenses (SG&A)Priority 61
   -14.3% operating_income (realized); quote_verified
   Depreciation and amortization for the three months ended July 5, 2026: $102,039 (thousands).
3. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 60
   -3.0% revenue; 2 sources (news, press_release); 1 forward row(s); quote_verified
   Company entered into a definitive agreement to divest its Immunodiagnostics business in China (China IDX).
4. Revenue Performance and Mix · Revenue growth & mixPriority 56
   +7.0% revenue (realized); 2 sources (news, press_release); quote_verified
   Pro forma revenue growth (quarter): 4%.
5. Headcount / Restructuring · Restructuring & impairmentPriority 55
   -5.0% operating_income (realized); quote_verified
   Restructuring and other charges included in three months ended July 5, 2026 adjustments: $35,508 (thousands).
6. Market Demand Trends · Demand, orders & backlogPriority 53
   2 sources (news, press_release); quote_verified
   The press release lists recently implemented and recently threatened tariff increases as a risk factor affecting future performance.
7. Liquidity and Debt Position · Liquidity & cash positionPriority 48
   quote_verified
   Net cash provided by operating activities of continuing operations for the three months ended July 5, 2026: $191,943 (thousands).
8. Operating Income and Margins · Operating income & profitabilityPriority 44
   +2.2% operating_income (realized); 2 sources (news, press_release); quote_verified
   GAAP operating income from continuing operations for the quarter: $89 million (includes $16 million of tariff related refunds).
9. Segment Revenue Trends · Revenue growth & mixPriority 35
   +1.4% revenue (realized); quote_verified
   Life Sciences second quarter 2026 revenue: $359 million; compared to $366 million in the same period a year ago.
10. Capital Expenditures · Capital expenditurePriority 33
    quote_verified
    Net cash used in investing activities of continuing operations for the six months ended July 5, 2026: $(81,777) (thousands).
11. Income Tax Rate Changes · TaxPriority 31
    quote_verified
    Provision for income taxes for the three months ended July 5, 2026 (As Reported): $10,050 (thousands).
12. Capital Return Program · Buybacks & dividendsPriority 28
    quote_verified
    Purchases of common stock in the three months ended July 5, 2026: $(15,992) (thousands); purchases of common stock in the six months ended July 5, 2026: $(102,488) (thousands).

Threads by pillar

Revenue & Demand Priority 63 · 4 threads

• Revenue Performance and MixPriority 56 · News, Release
• Segment Revenue TrendsPriority 35 · Release
• Market Demand TrendsPriority 53 · News, Release
• AI Drug Discovery DemandPriority 26 · News

Costs & Margins Priority 67 · 3 threads

• Operating Expense TrendsPriority 61 · Release
• Headcount / RestructuringPriority 55 · Release
• Operating Income and MarginsPriority 44 · News, Release

Capital & Balance Sheet Priority 58 · 6 threads

• Liquidity and Debt PositionPriority 48 · Release
• Capital ExpendituresPriority 33 · Release
• Income Tax Rate ChangesPriority 31 · Release
• Capital Return ProgramPriority 28 · Release
• DividendsPriority 19 · News
• Operating Cash Flow TrendsPriority 25 · News

Strategy & Portfolio Priority 60 · 1 thread

• Acquisition / Partnership / DivestiturePriority 60 · News, Release

Legal, Regulatory & Policy Priority 27 · 1 thread

• Tariff Refund ApplicationsPriority 27 · News

Guidance & Outlook Priority 71 · 1 thread

• Guidance / OutlookPriority 71 · News, Release

Expected impact by metric