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- **Q3 Strong Performance**: 1% organic growth, $1.18 EPS beat, and 26.1% margins despite China Diagnostics headwinds.
- **AI-Driven Innovation**: New AI products launched, internally improving efficiency by 3x in sales and 5-10% in R&D timelines.
- **2026 Outlook**: 2-3% growth, 28% margins, and high single-digit EPS growth, supported by $1B buyback authorization.
- **China Risks**: Diagnostics down 20% YoY in China, but ex-China Diagnostics up high single digits.
- **Software Resilience**: Signals ARR >40%, APV 12%, and net retention >110%, despite 20%+ comp in 2026.

**【CEO Summary Section】**
- **Q3 Performance**: 1% organic revenue growth, driven by 20% year-over-year growth in the Signals software business and mid-single-digit growth in reproductive health. Adjusted EPS of $1.18 exceeded expectations by $0.05.
- **AI Initiatives**: Launched new AI-based products (e.g., Signals Synergy, Transcribe AI) and internally deployed AI tools, improving sales lead conversion rates by 3x and reducing software development timelines by 5-10%.
- **Cash Flow & Buybacks**: Generated $120M free cash flow and repurchased $205M in shares, bringing total buybacks since 2023 to 12.5M shares (10% of outstanding shares). Received a new $1B share repurchase authorization.
- **2026 Outlook**: Guided for 2-3% organic growth, 28% adjusted operating margins, and high single-digit EPS growth, assuming normalization of customer activity and continued cost containment.

**【CFO Financial Commentary】**
- **Q3 Financials**: Revenue of $699M, 26.1% adjusted operating margins (down 220bps YoY due to tariffs and China Diagnostics weakness). Free cash flow conversion of 88%.
- **China Impact**: Diagnostics business in China declined 20% YoY due to DRG reforms, but ex-China Diagnostics grew high single digits. Life Sciences Solutions business in China grew low single digits.
- **Below-the-Line**: Adjusted tax rate of 15%, net interest expense of $22M, and diluted shares of 115.5M.
- **2026 Guidance**: Organic growth 2-3%, adjusted operating margins 28%, and EPS growth driven by lower share count and stable below-the-line items.

**【Q&A Highlights】**
- **China Diagnostics**: Ex-China Diagnostics grew high single digits, but China remains a headwind with 20-25% YoY declines expected through Q2 2026. Localization efforts (e.g., >50% of IDX manufacturing in China) mitigate risks.
- **Software Growth**: Signals business faces 20%+ comp in 2026 but expects mid-single-digit growth with new NPIs (e.g., BioDesign, LabGistics). ARR, APV, and net retention rates remain strong (>110%).
- **Reagents & Instruments**: Reagents were modestly below expectations in Q3, but pharma/biotech instrument activity picked up in October. 2026 guidance assumes low single-digit growth in Life Sciences Solutions.
- **AI Impact**: AI adoption by customers could increase demand for reagents and instruments in the short term, while Signals' AI-driven drug discovery tools position Revvity for long-term growth.

Revvity, Inc. (RVTY) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

RVTY

RVTY fundamentals

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