Revvity IncRVTY
Price$149.06Intrinsic value$74.8850% below price

Qualitative Analysis

Business overview

Business Overview

Revvity, Inc. (formerly PerkinElmer, Inc.) is a leading global provider of health science solutions, technologies, expertise, and services. The company operates through two primary segments: Life Sciences and Diagnostics. The Life Sciences segment delivers advanced instruments, reagents, assay platforms, and software to accelerate drug discovery and development pipelines. The Diagnostics segment focuses on reproductive health, immunodiagnostics, applied genomics, and neonatal screening. Revvity serves customers in over 160 countries, supporting translational multi-omics, biomarker identification, imaging, and clinical diagnostics.

Research as of 19 Jun 2026

Sources: 2

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
E-commerce Reagent Sales ExpansionGrowth

Expanding digital-first sales channels for reagents, aiming to increase the share of reagent sales conducted via e-commerce.

Expected impact: Targeting an increase in e-commerce reagent sales from 45% to a long-term goal of 65%-70%, driving commercial efficiency and higher margins.

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InvestmentNot specified
TimelineOngoing through 2026-2027
Signals Software Platform AI IntegrationInnovation

Integrating advanced AI predictive models, semantic search, and text-to-image extraction capabilities across the Signals software suite.

Expected impact: Enhances drug discovery capabilities, accelerates therapeutic development timelines, and supports high-growth SaaS software revenue.

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InvestmentNot specified
TimelineLaunched in early 2026, ongoing scaling
Operational Cost Efficiency ProgramEfficiency

Implementing comprehensive cost-out programs, including headcount rationalization, management de-layering, and operational integrations.

Expected impact: Positions the company for accelerated margin expansion and improved operational execution in the second half of 2026 and into 2027.

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InvestmentNot specified
TimelineOn track to complete by mid-2026
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Recent Acquisitions

ACD/Labs$70M
Announced 10 Nov 2025

To expand the capabilities of the Revvity Signals software platform by integrating advanced analytical characterization and molecular design tools, creating a unified SaaS environment.

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Strategic Partnerships

Eli Lilly and CompanyAI Drug Discovery Collaboration

Integrates Eli Lilly's TuneLab predictive models into the Revvity Signals platform, establishing a scalable, federated framework for AI-powered drug discovery.

Terms: Not publicly disclosed

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Sources: 2
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.