Is Revvity profitable in 2026?

Yes. Revvity reported FY2025 net income of $241.2 million on revenue of $2.86 billion, though net income was down about 11% year over year. Q1 2026 revenue rose to $711 million, up 7% YoY, as of March 31, 2026, per its SEC filing.

Revvity is an independent, publicly traded company on the NYSE under ticker RVTY, part of the S&P 500 as of February 2, 2026. It has no parent; it split from PerkinElmer on May 9, 2023, with the applied/food unit sold separately to New Mountain Capital.

Could AI replace Revvity's software business?

Unlikely to fully replace it by 2026. Revvity is integrating third-party LLMs (Anthropic's Claude, added July 1, 2026) into its own Signals AI platform rather than being displaced, betting proprietary regulated datasets and ontologies, not the LLM layer, are its moat.

Is Revvity laying off workers in 2026?

No major layoffs reported. Revvity's headcount was roughly 11,000 employees at year-end 2025, essentially flat versus 2024, and third-party data (Revelio Labs) shows ~11,096 employees as of Q1 2026, up slightly 0.7% YoY.

Who is Revvity's biggest competitor?

Thermo Fisher Scientific and Danaher are Revvity's largest rivals, each 8 to 14 times its revenue size (Thermo Fisher ~$40B, Danaher ~$23B versus Revvity's $2.86 billion FY2025 revenue), competing directly in overlapping instruments and diagnostics categories.

What is Revvity's AI strategy?

Revvity launched Signals AI, a native agentic framework, on June 22, 2026, added Anthropic Claude integration on July 1, 2026, and struck an AI drug-discovery collaboration with Eli Lilly announced January 9, 2026, embedding third-party LLMs into its R&D software rather than building proprietary models.

Biotech tools companies · United States

Revvity

revvity.com ↗

Life sciences tools and diagnostics maker, rebranded from PerkinElmer in 2023.

Defensible for now

Assessed 24 July 2026 · Evidence as of 24 July 2026

Real protection, with named pressure against it.

On the recordSince 24 July 2026 · Checkable from August 4, 2026 · Every call on the record Checkpoint: Q2 2026 earnings release

The call

Revvity holds regulated diagnostics ground while growth stays low single digits and a pending RICO suit and China divestiture add unresolved risk.

Revvity makes diagnostic equipment and tests for newborns and hospitals, plus software that helps drug researchers organize data. Its FDA-approved tests and long customer relationships are hard to replace quickly, and AI probably won't disrupt this business in the next three to five years. However, much larger competitors like Thermo Fisher and Danaher can copy or undercut its products, its data software faces nimble AI-powered rivals, and a billion-dollar lawsuit plus weak sales growth mean the company may survive without making investors much money.

Why

AI pressure: Benchling, Dotmatics and AI-native R&D informatics platforms. AI-native lab software targets Revvity's Signals SaaS for pharma R&D data, but no visible customer losses yet. Could AI do the core job? Only partly.

Bigger players: Thermo Fisher Scientific and Danaher. Both sell overlapping instruments, reagents and immunodiagnostics at far larger scale, competing directly for the same lab budgets. Could a giant copy it? Probably.

What protects it. FDA-cleared newborn screening assays and an installed instrument base that labs are slow and costly to switch away from.

What would change this call

Revvity's Life Sciences segment organic growth for two consecutive quarters. Sustained slowdown would show Thermo Fisher or Danaher pulling R&D customers away.
Public pharma client wins or losses announced by Benchling or Dotmatics involving former Revvity Signals users. Would show AI-native platforms displacing Revvity's SaaS R&D offering.
Outcome or settlement terms of the refiled ~$1B RICO lawsuit over cannabis-testing labs. An adverse verdict would show legal exposure eroding diagnostics customer trust.

Key numbers

FY2025 revenue: $2.86 billion (2025-12-31)
FY2025 organic growth: ~3% (2025-12-31)
Q1 2026 revenue: $711 million, +7% YoY (2026-03-31)

Named risks

~$1 billion RICO fraud lawsuit refiled July 24, 2025, related federal litigation active through Nov 2025. Severity: high
China Immunodiagnostics divestiture (LOI May 5, 2026) execution and closing risk through 2027. Severity: medium
Signals AI relies on third-party LLMs (Claude), not proprietary AI, exposing software segment to AI-native entrants. Severity: medium

Rivals, as read in July 2026

Rival	Direction	Evidence
Thermo Fisher Scientific	contesting	8-14x Revvity's revenue, overlapping instruments/diagnostics categories as of 2026-07
Danaher	contesting	Diversified diagnostics/life-sciences conglomerate competing in overlapping segments, 2026-07
Benchling or AI-native R&D informatics platforms	gaining on	Targeting Revvity's Signals SaaS niche as AI-native alternatives emerge, noted mid-2026

Questions people ask

Is Revvity profitable in 2026?: Yes. Revvity reported FY2025 net income of $241.2 million on revenue of $2.86 billion, though net income was down about 11% year over year. Q1 2026 revenue rose to $711 million, up 7% YoY, as of March 31, 2026, per its SEC filing.
Who owns Revvity?: Revvity is an independent, publicly traded company on the NYSE under ticker RVTY, part of the S&P 500 as of February 2, 2026. It has no parent; it split from PerkinElmer on May 9, 2023, with the applied/food unit sold separately to New Mountain Capital.
Could AI replace Revvity's software business?: Unlikely to fully replace it by 2026. Revvity is integrating third-party LLMs (Anthropic's Claude, added July 1, 2026) into its own Signals AI platform rather than being displaced, betting proprietary regulated datasets and ontologies, not the LLM layer, are its moat.
Is Revvity laying off workers in 2026?: No major layoffs reported. Revvity's headcount was roughly 11,000 employees at year-end 2025, essentially flat versus 2024, and third-party data (Revelio Labs) shows ~11,096 employees as of Q1 2026, up slightly 0.7% YoY.
Who is Revvity's biggest competitor?: Thermo Fisher Scientific and Danaher are Revvity's largest rivals, each 8 to 14 times its revenue size (Thermo Fisher ~$40B, Danaher ~$23B versus Revvity's $2.86 billion FY2025 revenue), competing directly in overlapping instruments and diagnostics categories.
What is Revvity's AI strategy?: Revvity launched Signals AI, a native agentic framework, on June 22, 2026, added Anthropic Claude integration on July 1, 2026, and struck an AI drug-discovery collaboration with Eli Lilly announced January 9, 2026, embedding third-party LLMs into its R&D software rather than building proprietary models.

Timeline

2026-07-01Anthropic Claude integrated into Revvity Signals AI ecosystem
2026-06-22Revvity launches Signals AI, native agentic framework for R&D
2026-05-05Q1 2026 results; letter of intent to divest China Immunodiagnostics unit
2026-02-02Q4 and FY2025 results reported; revenue $2.86B, S&P 500 membership confirmed
2026-01-09Revvity announces AI drug-discovery collaboration with Eli Lilly
2026-01-01ACD/Labs acquisition closes; New Mountain Capital buys Hopkinton, MA sites for $58.4M
2025-11-10Revvity agrees to acquire ACD/Labs to expand Signals software
2025-07-24~$1 billion RICO fraud lawsuit refiled in Massachusetts state court
2023-05-09PerkinElmer splits; life sciences/diagnostics unit renamed Revvity, lists as RVTY

Revision history

24 July 2026

First assessed. Defensible for now. The text above is fixed as of this date and is not edited afterwards.

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