Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Revvity reported first quarter 2026 results demonstrating 3% total company organic growth alongside adjusted operating margins of 23.6%, exceeding their earlier outlook.</li><li>Adjusted earnings per share came in at $1.06, surpassing guidance by a modest margin.</li><li>The company’s Life Sciences segment grew 3% organically, driven by low single-digit growth in reagents and mid-single-digit growth in instrumentation, while the Diagnostics segment grew 4% organically, bolstered by strong double-digit growth in Reproductive Health and stable performance in Immunodiagnostics outside China.</li></ul>

Revvity reported first quarter 2026 results demonstrating 3% total company organic growth alongside adjusted operating margins of 23.6%, exceeding their earlier outlook.Adjusted earnings per share came in at $1.06, surpassing guidance by a modest margin.The company’s Life Sciences segment grew 3% organically, driven by low single-digit growth in reagents and mid-single-digit growth in instrumentation, while the Diagnostics segment grew 4% organically, bolstered by strong double-digit growth in Reproductive Health and stable performance in Immunodiagnostics outside China.

Revvity: From China Exit to SaaS Momentum—A Strategic Reset Taking Shape!

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Research Reinvented

<ul>
  <li>Following the 2023 divestiture of its applied sciences and enterprise services businesses, the company, now named Revvity, has sharpened its focus on the higher-growth, higher-margin life sciences and diagnostics markets.</li>
  <li>Recent financial performance has been challenging, with multi-year declines in key growth metrics. However, the strategic pivot is intended to accelerate organic growth and improve profitability going forward.</li>
  <li>The company is now a pure-play life sciences and diagnostics entity, competing with major industry players by offering integrated solutions in niche areas like newborn screening, immunodiagnostics, and drug discovery research tools.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Following the 2023 divestiture of its applied sciences and enterprise services businesses, the company, now named Revvity, has sharpened its focus on the higher-growth, higher-margin life sciences and diagnostics markets.
  Recent financial performance has been challenging, with multi-year declines in key growth metrics. However, the strategic pivot is intended to accelerate organic growth and improve profitability going forward.
  The company is now a pure-play life sciences and diagnostics entity, competing with major industry players by offering integrated solutions in niche areas like newborn screening, immunodiagnostics, and drug discovery research tools.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: PerkinElmer Inc (PKI UN) - May 2026

<ul><li>Revvity shares surged over 9% after the health-sciences company raised its 2025 earnings per share outlook above $5.00 and boosted Q4 revenue guidance to $772 million, exceeding Wall Street expectations.</li><li>The company’s preliminary results, released ahead of its presentation at the JPMorgan Healthcare Conference, came as a surprise to a market that had seen RVTY down 9% over the past 12 months.</li><li>Yet, despite the better-than-expected guidance and a solid 2026 margin outlook, investor sentiment remains cautious.</li></ul>

Revvity shares surged over 9% after the health-sciences company raised its 2025 earnings per share outlook above $5.00 and boosted Q4 revenue guidance to $772 million, exceeding Wall Street expectations.The company’s preliminary results, released ahead of its presentation at the JPMorgan Healthcare Conference, came as a surprise to a market that had seen RVTY down 9% over the past 12 months.Yet, despite the better-than-expected guidance and a solid 2026 margin outlook, investor sentiment remains cautious.

Revvity Popped On Earnings Boost—Will Feb. 2 Spark The Next Big Move?

<ul><li>Revvity's third-quarter 2025 results demonstrate a stable performance amid a challenging market landscape, with organic growth of 1% that aligned with expectations despite unfavorable forex fluctuations.</li><li>The company's Signals software division proved a strong performer, with 20% organic growth, and their reproductive health segment also showed notable progress.</li><li>However, the Diagnostic segment experienced a significant decline in China due to lingering DRG impacts, though the non-China segment performed robustly, growing in the high single digits.</li></ul>

Revvity's third-quarter 2025 results demonstrate a stable performance amid a challenging market landscape, with organic growth of 1% that aligned with expectations despite unfavorable forex fluctuations.The company's Signals software division proved a strong performer, with 20% organic growth, and their reproductive health segment also showed notable progress.However, the Diagnostic segment experienced a significant decline in China due to lingering DRG impacts, though the non-China segment performed robustly, growing in the high single digits.

Revvity: Can It Reignite Growth With New Product Launches & Strategic Partnerships?

<ul>
<li>Revvity Inc.'s Q2 2025 results reflect steady performance amidst challenging market and regulatory conditions.</li>
<li>Organic revenue growth of 3% was achieved, aligning with the company's initial forecasts.</li>
<li>Revenue reached $720 million, bolstered by strong performances, particularly in the Life Sciences segment, which saw 4% organic growth.</li>
</ul>


Revvity Inc.'s Q2 2025 results reflect steady performance amidst challenging market and regulatory conditions.
Organic revenue growth of 3% was achieved, aligning with the company's initial forecasts.
Revenue reached $720 million, bolstered by strong performances, particularly in the Life Sciences segment, which saw 4% organic growth.


Revvity Is Balancing FX Gains, Margin Challenges, & Growth—Which Side Will Win Out?

United States

Revvity, Inc. provides health science solutions, technologies, expertise, and services. The Company focuses on translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, informatics, and other areas. Revvity serves pharmaceutical and biotech, clinical labs, academia, and governments worldwide.

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Revvity (RVTY US)

Revvity: From China Exit to SaaS Momentum—A Strategic Reset Taking Shape!

Revvity reported first quarter 2026 results demonstrating 3% total company organic growth alongside adjusted operating margins of 23.6%, exceeding...

Baptista Research

Primer: PerkinElmer Inc (PKI UN) - May 2026

Following the 2023 divestiture of its applied sciences and enterprise services businesses, the company, now named Revvity, has sharpened its...

αSK

Revvity Popped On Earnings Boost—Will Feb. 2 Spark The Next Big Move?

Revvity shares surged over 9% after the health-sciences company raised its 2025 earnings per share outlook above $5.00 and boosted Q4 revenue...

Baptista Research

Revvity: Can It Reignite Growth With New Product Launches & Strategic Partnerships?

Revvity's third-quarter 2025 results demonstrate a stable performance amid a challenging market landscape, with organic growth of 1% that aligned...

Baptista Research

Revvity Is Balancing FX Gains, Margin Challenges, & Growth—Which Side Will Win Out?

Revvity Inc.'s Q2 2025 results reflect steady performance amidst challenging market and regulatory conditions. Organic revenue growth of 3% was...

Baptista Research

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