Revvity Q2: Headwinds From China And Customers, Buy On Weakness

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Jul. 28, 2025 2:47 PM ETRevvity, Inc. (RVTY) StockDHR, TMO, TMO:CA, RVTYLighting Rock Research2.18K FollowersSummaryRevvity, Inc.'s focus on high-growth markets like cell and gene therapies and precision medicine positions it for long-term expansion despite near-term challenges.The recent divestiture streamlines Revvity's portfolio, allowing greater investment in specialized diagnostics and software, which are expected to drive future growth.While facing weak academic/government demand and China headwinds, Revvity maintains a strong capital structure and margin expansion potential through cost optimization.I rate Revvity a Buy with a $110 fair value, viewing it as an undervalued growth opportunity akin to an early-stage Danaher or Thermo Fisher.sanjeri/E+ via Getty ImagesRevvity, Inc. (NYSE:RVTY) offers instruments, reagents and assays in the life sciences and diagnostics markets, with recurring business representing around 80% of total revenues. I favor the company’s focus on key growth markets including cell and geneThis article was written byLighting Rock Research2.18K FollowersI am a growth-oriented investor, conducting fundamental research. Long-term focus, independent thinking. I prefer companies with deep moats and high recurring sales growth.Analyst’s Disclosure:I/we have a beneficial long position in the shares of RVTY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You