RVTY
REVVITY, INC.Evidence as of 2026-09-03Overview · REVVITY, INC.
Revvity, Inc. provides products, services, and solutions to the diagnostics, life sciences, and applied services markets worldwide. It operates through two segments, Discovery & Analytical Solutions and Diagnostics. The Discovery & Analytical Solutions segment provides instruments, reagents, informatics, software, subscriptions, detection, and imaging technologies that enable scientists to enhance research breakthrou…
Management team
- Ms. Magali Four · Senior VP and Chief People & Culture OfficerFind on LinkedIn
- Mr. Bryan A. Kipp · Senior Vice President of Technology & LicensingFind on LinkedIn
- Ms. Miriame Victor · Senior VP & Chief Commercial OfficerFind on LinkedIn
- Mr. Joel S. Goldberg · Senior VP of Administration, General Counsel & SecretaryFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.0 on a −2 to +2 scale — was +0.1 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Mixed. Revenues increased from $ 711,118,000 in the quarter to the period labeled fiscal Q1 2026 (fiscal quarter ended 2026-05-08) to $ 729,688,000 in the period labeled fiscal Q2 2026 (fiscal quarter ended 2026-08-06). Operating income rose from $ 75,886,000 in fiscal Q1 2026 to $ 89,316,000 in fiscal Q2 2026, versus $ 90,760,000 in the comparable period a year earlier (fiscal Q2 2025, fiscal quarter ended 2025-08-01). Diluted EPS moved from $ 0.36 to $ 0.47 across those two reported quarters.
Cash balances dipped through early 2026 and recovered by July 2026 (reported cash and cash equivalents of $ 860,320,000 as of the earlier quarter and $ 1,022,943,000 by the later quarter), long‑term debt reported declined from $ 3,214,324,000 to $ 2,633,093,000 over the same interval, and shares outstanding tracked downward from 117,869,660 to 111,586,401. Market signals are mixed: momentum and price metrics are elevated and show bullish technicals on the snapshot date, while three‑year drawdown and recent realized volatility remain materially negative or elevated. Valuation ratios are rich on the provided metrics — price/FCF ~ 38.48, EV/EBITDA 23.1, P/E 77.48 — and the calculation labeled implied_growth equals 0.2574 (25.74%), but the packet lacks the multi‑year FCF history needed to judge whether that implied growth is historically plausible.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue increased from $711,118,000 in the quarter ended 5 April 2026 (fiscal Q1 2026) to $729,688,000 in the quarter ended 5 July 2026 (fiscal Q2 2026).
XBRL companyfacts · 0000031791-26-000019Operating income was $75,886,000 in fiscal Q1 2026 (period ended 5 April 2026) and rose to $89,316,000 in fiscal Q2 2026 (period ended 5 July 2026), while operating income was $90,760,000 in the quarter ended 29 June 2025 (fiscal Q2 2025).
XBRL companyfacts · 0000031791-26-000019Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
A Form 4 reporting an insider transaction for REVVITY, INC. was filed on 17 August 2026 (filed_date 2026-08-17).
4 filed 2026-08-17A Form 4 reporting an insider transaction for REVVITY, INC. was filed on 18 August 2026 (filed_date 2026-08-18).
4 filed 2026-08-18Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum metrics are elevated: 3-month momentum +29.6%, 6-month momentum +33.1%, and 12-1 momentum +26.6%, with the 6-month momentum at the 89th percentile of the 547-stock research universe on 2 September 2026.
Moneyta signal set · 2026-09-02weakened in debatePrice and technical state show bullish signals on the snapshot date: price is +13.3% above the 50-day SMA, +28.5% above the 200-day SMA, and a golden cross is present; the cross has been in place for 53 days.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2 September 2026, RVTY was held in the iShares Core S&P 500 ETF (IVV) at 0.02% of that fund.
ETF constituents · market dataSEC Form 4 filings for insiders were recorded with filing dates 17 August 2026, 18 August 2026, and 25 August 2026 (accessions the 4 filed 17 August 2026, the 4 filed 18 August 2026, the 4 filed 25 August 2026).
Form 4 × 3 (90d window not enforced here)Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A gurufocus.com headline on 2026-09-02 reported the stock was "Up 3.4%" in a piece that framed Revvity's valuation using a GF Score of 77/100.
News · gurufocus.com · 2026-09-02Several outlets (simplywall.st on 2026-09-02, zacks.com on 2026-09-01, kalkinemedia.com on 2026-08-26) ran valuation- and margin-focused pieces that highlight recent upgrades or a strong run and ask whether the stock is fully valued or a buy; simplywall.st noted a 25.25% share-price rise over the past 90 days and 28.98% year‑to‑date in its headline summary.
News · simplywall.st · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
The Form 4 filed 14 August 2026 by Joel S. Goldberg reports a code G transfer of 27,785 shares (value reported "$0").
Form 4 · Goldberg Joel S (Please See Remarks) · $0 code G · 2026-08-14The Form 4s filed 13 August 2026 by Prahlad R. Singh report code G transfers of 7,636 shares and 59,650 shares (each line shows value "$0").
Form 4 · Singh Prahlad R. (Please See Remarks) · $0 code G · 2026-08-13Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The calculation labeled implied_growth equals 0.2574 (25.74%), i.e., the FCF growth rate today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow (fcf_ttm) is 379,864,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows sequential and year-over-year operating improvement alongside capital-structure tightening and positive market reception. Revenue, operating income, and diluted EPS all rose between fiscal Q1 2026 and Q2 2026 (fundamentals-0, fundamentals-1, fundamentals-2), while shares outstanding fell over the sampled interval (fundamentals-3) and reported long-term debt declined materially (fundamentals-5). Cash recovered by July 2026 after an early‑2026 dip (fundamentals-4), and several outlets reported new institutional buys and positive valuation/margin narratives (news-3, news-4). Market momentum and technical indicators are strong on the snapshot date (market-0, market-1), which complements the company-specific fundamentals and institutional interest to form a jointly favorable read. The bear points focusing on past drawdowns and elevated volatility rely on historical market-level patterns or higher-level metrics that do not negate the contemporaneous fundamental improvements visible in the filings and headlines.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
34 surviving claims rest on 19 distinct sources; the heaviest analyst carries 24% of them, and 97% of what the desk raised survived the debate.
These surviving claims rest on a modestly diverse set of sources but a single analyst contributes nearly a quarter of the retained points, so the read carries some analyst-concentration risk. The very high survival rate through debate means the desk didn’t discard many points — that increases internal consistency but also raises the chance that correlated errors or shared data gaps persist across claims.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 7 in Diagnostics & Research (as of 2026-09-02).
90-day volatility ranks 2nd of 7 in Diagnostics & Research (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.7 to the score
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.5 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on RVTY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.