8-K
REVVITY, INC. (RVTY)
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): January 12, 2026
Revvity, Inc.
(Exact Name of Registrant as Specified in its Charter)
| Massachusetts | 001-05075 | 04-2052042 | |
|---|---|---|---|
| (State or Other Jurisdiction<br><br>of Incorporation or Organization) | (Commission<br><br>File Number) | (IRS Employer<br><br>Identification No.) | |
| 77 4th Avenue, | Waltham, | Massachusetts | 02451 |
| --- | --- | --- | --- |
| (Address of Principal Executive Offices) | (Zip Code) |
Registrant’s telephone number, including area code: (781) 663-6900
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered |
|---|---|---|
| Common stock, $1 par value per share | RVTY | The New York Stock Exchange |
| 1.875% Notes due 2026 | RVTY 26 | The New York Stock Exchange |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition
On January 12, 2026, Revvity, Inc. (the “Company”) announced preliminary expectations with respect to certain financial results for the fourth quarter ended December 28, 2025 and announced that the Company will release its fourth quarter and full year 2025 financial results on February 2, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K.
Item 7.01. Regulation FD Disclosure
On January 13, 2026, Dr. Prahlad Singh, President and Chief Executive Officer of the Company, is scheduled to make a presentation to the 44th Annual J. P. Morgan Healthcare Conference. A copy of the presentation materials is furnished as Exhibit 99.2 to this Current Report on Form 8-K.
The information in this Form 8-K (including Exhibit 99.1 and Exhibit 99.2) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits
EXHIBIT INDEX
| Exhibit No. | Description | |
|---|---|---|
| 99.1* | Press Release entitled “Revvity to Hold Earnings Call on Monday, February 2, 2026; Provides Update on Financial Performance”, issued by Revvity, Inc. on January 12, 2026 | |
| 99.2* | Revvity, Inc. Presentation to the 44th Annual J.P. Morgan Healthcare Conference, January 13, 2026. | |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL) |
* This exhibit relating to Item 2.02 and 7.01 shall be deemed to be furnished, and not filed..
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| REVVITY, INC. | |
|---|---|
| Date: January 13, 2025 | By: /s/ Maxwell Krakowiak<br><br>Maxwell Krakowiak<br><br>Senior Vice President and Chief Financial Officer |
Document
Revvity to Hold Earnings Call on Monday, February 2, 2026;
Provides Update on Financial Performance
WALTHAM, Mass. - January 12, 2026 – Revvity, Inc. (NYSE: RVTY), today announced that it will release its fourth quarter and full year 2025 financial results prior to market open on Monday, February 2, 2026. The Company will host a conference call the same day at 8:00 a.m. ET to discuss these results. Prahlad Singh, president and chief executive officer, and Max Krakowiak, chief financial officer, will host the conference call.
To access the call, a live audio webcast will be available on the Investors section of the Company's website.
Update on Financial Performance
The Company is also providing the following preliminary financial results for the fourth quarter 2025:
•Reported and organic revenue growth for the fourth quarter is expected to be approximately 6% and 4%, respectively, as compared to the same period a year ago. This is expected to result in fourth quarter revenue of approximately $772 million. For the full year 2025, reported and organic revenue growth is expected to be approximately 4% and 3%, respectively, as compared to the same period a year ago. This is expected to result in full year 2025 revenue of approximately $2,855 million.
•The Company also now expects its full year adjusted earnings per share to exceed the upper-end of the $4.90-$5.00 guidance provided on October 27, 2025.
J.P. Morgan Healthcare Conference
As previously announced, Prahlad Singh, will present at 9:45 a.m. PT tomorrow (January 13, 2026) at the 44th annual J.P. Morgan Healthcare Conference. A live audio webcast of the presentation will be available via this page. A copy of the accompanying slide presentation will be made available on the Investors section of the Company’s website.
Use of Non-GAAP Financial Measures
In addition to financial measures prepared in accordance with generally accepted accounting principles (GAAP), this earnings announcement also contains non-GAAP financial measures. The reasons that we use these measures, a reconciliation of these measures to the most directly comparable GAAP measures, and other information relating to these measures are included below under Explanation of Non-GAAP Financial Measures.
Full year 2025 adjusted earnings per share guidance is provided on a non-GAAP basis and cannot be reconciled to the closest GAAP measures without unreasonable effort due to the unpredictability of the amounts and timing of events affecting the items the Company excludes from these non-GAAP measures. The timing and amounts of such events and items could be material to the Company’s results prepared in accordance with GAAP.
Factors Affecting Future Performance
This press release contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to estimates and projections of future adjusted earnings per share, revenue, revenue growth and other financial results. Words such as "believes," "intends," "anticipates," "plans," "expects," "estimates," "projects," "forecasts," "will" and similar expressions, and references to guidance, are intended to identify forward-looking statements. Such statements are based on management's current assumptions and expectations
and no assurances can be given that our assumptions or expectations will prove to be correct. A number of important risk factors could cause actual results to differ materially from the results described, implied or projected in any forward-looking statements. These factors include, without limitation: the completion of quarterly and year end closing procedures for the fourth quarter and fiscal year ended December 28, 2025 and other factors which we describe under the caption "Risk Factors" in our most recent quarterly report on Form 10-Q and in our other filings with the Securities and Exchange Commission. We disclaim any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this press release.
About Revvity
At Revvity, “impossible” is inspiration, and “can’t be done” is a call to action. Revvity provides health science solutions, technologies, expertise, and services that deliver complete workflows from discovery to development, and diagnosis to cure. Revvity is revolutionizing what’s possible in healthcare, with specialized focus areas in translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, informatics and more.
With 2024 revenue of more than $2.7 billion and approximately 11,000 employees, Revvity serves customers across pharmaceutical and biotech, diagnostic labs, academia and governments. It is part of the S&P 500 index and has customers in more than 160 countries.
Stay updated by following our Newsroom, LinkedIn, X, YouTube, Facebook and Instagram.
Revvity, Inc. and Subsidiaries
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES (1)
| Continuing Operations | |
|---|---|
| Three Months Ended | |
| December 28, 2025 | |
| Projected | |
| Organic revenue growth: | |
| Reported revenue growth from continuing operations | 6% |
| Less: effect of foreign exchange rates | 2% |
| Less: effect of acquisitions including purchase accounting adjustments and impact of divested businesses | 0% |
| Organic revenue growth from continuing operations | 4% |
| Continuing Operations | |
| --- | --- |
| Twelve Months Ended | |
| December 28, 2025 | |
| Projected | |
| Organic revenue growth: | |
| Reported revenue growth from continuing operations | 4% |
| Less: effect of foreign exchange rates | 1% |
| Less: effect of acquisitions including purchase accounting adjustments and impact of divested businesses | 0% |
| Organic revenue growth from continuing operations | 3% |
(1) amounts may not sum due to rounding
Explanation of Non-GAAP Financial Measures
We report our financial results in accordance with GAAP. However, management believes that, in order to more fully understand our short-term and long-term financial and operational trends, investors may wish to consider the impact of certain non-cash, non-recurring or other items, which result from facts and circumstances that vary in frequency and impact on continuing operations. Accordingly, we present non-GAAP financial measures as a supplement to the financial measures we present in accordance with GAAP. These non-GAAP financial measures provide management with additional means to understand and evaluate the operating results and trends in our ongoing business by adjusting for certain non-cash expenses and other items that management believes might otherwise make comparisons of our ongoing business with prior periods more difficult, obscure trends in ongoing operations, or reduce management's ability to
make useful forecasts. Management believes these non-GAAP financial measures provide additional means of evaluating period-over-period operating performance. In addition, management understands that some investors and financial analysts find this information helpful in analyzing our financial and operational performance and comparing this performance to our peers and competitors.
We use the term “organic revenue” to refer to GAAP revenue, excluding the effect of foreign currency changes and revenue from recent acquisitions and divestitures and including purchase accounting adjustments for revenue from contracts acquired in acquisitions that will not be fully recognized due to accounting rules. We use the related term “organic revenue growth” or “organic growth” to refer to the measure of comparing current period organic revenue with the corresponding period of the prior year.
The non-GAAP financial measures described above are not meant to be considered superior to, or a substitute for, our financial statements prepared in accordance with GAAP. There are material limitations associated with non-GAAP financial measures because they exclude charges that have an effect on our reported results and, therefore, should not be relied upon as the sole financial measures by which to evaluate our financial results. Management compensates and believes that investors should compensate for these limitations by viewing the non-GAAP financial measures in conjunction with the GAAP financial measures. In addition, the non-GAAP financial measures included in this earnings announcement may be different from, and therefore may not be comparable to, similar measures used by other companies.
Each of the non-GAAP financial measures listed above is also used by our management to evaluate our operating performance, communicate our financial results to our Board of Directors, benchmark our results against our historical performance and the performance of our peers, evaluate investment opportunities including acquisitions and discontinued operations, and determine the bonus payments for senior management and employees.
Investor Relations:
Steve Willoughby
steve.willoughby@revvity.com
Media Relations:
Chet Murray
(781) 462-5126
chet.murray@revvity.com
revvity_jpm2026xvfinal
J.P. Morgan 44th Healthcare Conference Prahlad Singh Chief Executive Officer January 13, 2026
Safe Harbor 2 This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial results, developments relating to the Company’s customers and end-markets, plans concerning business development opportunities, and acquisitions or divestitures. Words such as "believes," "intends," "anticipates," "plans," "expects," "projects," "forecasts," "will" and similar expressions, and references to guidance, are intended to identify forward-looking statements. Such statements are based on management's current assumptions and expectations and no assurances can be given that the Company’s assumptions or expectations will prove to be correct. A number of important risk factors could cause actual results to differ materially from the results described, implied or projected in any forward-looking statements. A detailed description of these risk factors can be found under the caption “Risk Factors” in the Company’s most recent quarterly report on Form 10-Q and in the Company’s other filings with the Securities and Exchange Commission. The Company disclaims any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this presentation. In addition to financial measures prepared in accordance with generally accepted accounting principles (GAAP), this presentation also includes non-GAAP financial measures. Guidance for future periods is provided on a non-GAAP basis and cannot be reconciled to the closest GAAP measures without unreasonable effort due to the unpredictability of the amounts and timing of events affecting the items the Company excludes from these non-GAAP measures. The amounts and timing of such events and items could be material to the Company’s results prepared in accordance with GAAP.
3 Financial Disclosures Estimated future results and historical growth rates presented and discussed today are based on 2025 guidance as provided on October 27, 2025 (2025E) Key Definitions: • LSD = 1-3% • MSD = 4-6% • HSD = 7-9% • LDD = 10-12% • LRP = Long-range plan
Where we started We have undergone a meaningful transformation 4 Divested Analytical Analytical business across Food and Applied markets Enhanced scientific expertise Higher recurring mix Leading market positions Analytical1/3 Life Sciences1/3 Reproductive Health1/3 Acquired substantial new capabilities Large Molecule Horizon Nexcelom Autoimmune, Allergy and Emerging Infectious Disease Oxford Immunotec IDS Category of One Legacy Today PerkinElmer Brand
Revvity at-a-glance 5 2025E Revenue: ~$2.8B Segments Geography ~45% Americas ~25% APAC ~30% EMEA ~85% Recurring Revenue* ~15% Non-recurring Revenue ~50% Life Sciences ~50% Diagnostics Powered by ~11,000 employees collaborating to pioneer groundbreaking solutions *Consumables, services and software Products
Life Sciences at-a-glance Reagents, instruments, and software offerings enabling all stages of R&D HSD 5-year historical average organic growth ~31% Adjusted operating margin (2025E) End Market Split~15% Software ~85% Life Sciences Solutions ~$1.4B Highly innovative reagents and instrumentation Comprehensive SaaS solutions supporting research informatics and clinical analytics workflows Pursuing adjacent opportunities for additional growth 6 Segment Revenue (2025E) Pharma / Biotech~75% Academia / Government~25%
Diagnostics at-a-glance 7 Comprehensive solutions in specialized clinical markets ~60% Immunodiagnostics ~40% Reproductive Health Segment Revenue (2025E) ~$1.4B HSD 5-year historical average organic growth ~25% Adjusted operating margin (2025E) High-growth specialty diagnostics portfolio Robust offerings for screening, diagnosing and informing treatments Driving innovation and expanding global capabilities Key Customers Public Health Labs Hospitals / Clinics Reference Labs
Bridging the gap from discovery to cure 8 A key player in high-value areas of the drug development lifecycle Discovery and development Diagnosis to cure Screening Screening tools for early diagnosis and intervention Discovery Providing specialty reagents, antibodies and solutions for turning lab discoveries into treatments Commercial Precise tools and technology for improving drug manufacturing Clinical Robust data management and analysis solutions to optimize clinical trials Pre-clinical development Advanced technologies for streamlining drug discovery and development Diagnostics and monitoring Precise technologies for performing clinical diagnosis and informing treatment guidance Focusing on specialized areas requiring innovation and connecting our unique capabilities to meet customer needs
9 Delivering on key growth, operational and financial priorities Strengthening operationally and financially for the future Expanding scientific and market reach Capitalizing on the potential of AI
Unlocking new frontiers with AI 10 Select examples: AI in Action Customer-facing Internal ~10% reduction in software development timelines Deployed for our ~11,000 employees ~40% improvement in workflow speed from the reduction of manual data entry tasks Launched Transcribe AI for clinical laboratory customers → especially valuable for screening labs which process hundreds of handwritten DBS test cards daily Transforming the industry by powering AI-driven discovery TuneLab leveraging Signals Xynthetica + Building the leading marketplace for trusted, high-quality AI models Partnering to Deliver AI Further detail on following page…
Creating a scalable, federated framework to accelerate AI-enabled drug discovery 11 Lilly TuneLab models accessible through Signals Xynthetica , our new AI Models-as-a-Service (MaaS) framework Eli Lilly & Revvity will initially co-fund access to Signals One & Xynthetica for biotech customers Signals One Signals OneSignals Xynthetica with AI in Action Traditional AI-Enabled
Strategic Partnerships Advancing our stated strategic priorities 12 GMP Reagents Expansion US Immunodiagnostics Penetration Increasing automation and introducing novel assays Driving downstream expansion with customers Meaningful growth opportunities, incremental to underlying LRP Providing DNA extraction and sequencing to screen newborns for rare genetic conditions Combining our strengths in genomic and autoimmune Dx with Sanofi’s leadership in T1D therapeutics Americas revenue as % of total IDx revenue: ~20% 2025 ~10% 2019 ~40% Future In the last 12 months: ~2.5x increase in GMP bioprocessing projects with multiple entering the clinic Recent GMP investments to build: • manufacturing capacity • regulatory capabilities • bioprocessing catalog offerings Select examples: Scientific & Market Reach Further detail on following page…
Partnering for disease prediction and prevention 13 Capitalizing on opportunities in rare disease while expanding into common disease Our internal capabilities: Genetic risk screening Companion diagnostics and future therapies Autoantibody assay for neonatal detection Developed DBS card assay for 4 biomarkers Internally developed T1D test Advancing early detection of T1D globally In parallel: Supporting Italy’s mandate to identify asymptomatic early pediatric T1D cases with our new IVDR screening assay Developing and clinically validating 4-plex IVD assay and expanding access for existing RUO assay With Scientific & Market Reach
Operational Excellence Driving operational and financial improvements 14 Operations & Financials FCF Conversion Capital Allocation Significant transformation driven by operational improvements On track to achieve 28.0% adj. operating margins in 2026 Headcount rationalization Supply chain optimization Footprint consolidation ~$1.4B in share repurchases since becoming Revvity in 2023 ~10% reduction in share count Today >85% of adj. net income Historical ~70% Select examples: Further detail on following page…
Meaningful operational efficiency initiatives 15 Select examples since becoming Revvity: Footprint consolidation By 2027, optimized footprint will deliver ~20% annual cost reductions and ~10% footprint reduction 30+ rooftops impacted by downsizing, co-location, and site closure activities Supply chain optimization Improving logistics through: • vendor optimization • packaging • strategic partnerships Driving materials savings by: • insourcing • re-engineering • consolidations Headcount rationalization ~10% overall headcount reduction Increasing productivity through: • commercial synergies • operational integrations • management de-layering r ductivity Operations & Financials
2026 considerations 16 Expect existing end market trends to continue into 2026 Market Environment On track to achieve 28.0% Adj. Operating Margins Increased net interest expense offset by lower share count ~18% adj. tax rate Below the Line Considerations2-3% organic growth expected to result in HSD adj. EPS growth Assumptions:
Driving sustained, superior growth… 17 LRP organic growth Life Sciences Solutions Immunodiagnostics Signals Software 5-year avg. organic growth Reproductive Health 6-8% 9-11% 9-11% 2-4% ~20% ~30% ~8% ~42% ~$2.8B (2025E) revenue LDD LDD MSD MSD 6-8% LRP organic growth 200bps above market in normal market conditions Additional upside provided by technology & licensing and Omics partnerships Reiterating our long-term growth algorithm
…and achieving top-tier margins… 18 …while delivering DD adj. EPS growth over the long term, with capital deployment providing additional upside ~27% Gross margin expansion Future SG&A operating leverage and cost efficiencies 25bps per year 50bps per year Mid-30s% Defined roadmap for continued margin expansion driven by industry-leading incremental margins 2025E
Bringing it all together 19 A Category of One An innovative Life Sciences and Diagnostics company with a unique portfolio and leading positions in high-growth end- markets Well-positioned with high recurring revenue along with compelling growth opportunities and resilient returns A strategic partner to customers bridging the gap from pre-clinical to clinical stages A company with a transformed portfolio that is execution focused A differentiated financial profile with attractive margin expansion potential and capital deployment opportunities
