Post-earnings recap
Reported
Tue, May 5, 2026
EPS actual
$1.04
EPS est.
$1.02
EPS surprise
+2.16%
1-day move
+6.69%
Revvity, Inc. reported better-than-expected earnings per share, which likely contributed to a positive stock reaction, with shares rising by 6.69%. However, there was no revenue reported, leaving some uncertainty about overall performance. Investors may be encouraged by the EPS beat, but the lack of revenue data could raise questions about future growth prospects.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $1.04 | $1.02 | +2.16% |
| Revenue | — | $704M | — |
No transcript is on record, and the analysis is based solely on numerical results.
Revvity, Inc. operates in the health care sector, focusing on life sciences tools and services. The company plays a crucial role in advancing research and development in the life sciences, which is vital for improving health outcomes and driving innovation in medical technologies.
Last quarter
In Q4-2025, Revvity reported an EPS of $1.70, exceeding estimates by 7.26%. However, the stock experienced a decline of 1.57% the following day.
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+6.91%
Avg 1-day reaction
-0.61%
Analysts expect Revvity to report solid earnings this quarter, with a consensus EPS of $1.02 and revenue of $704 million. The market is keenly watching for any surprises.
Bull case
If Revvity exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products and services, potentially boosting investor confidence.
Bear case
Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could raise concerns about its growth prospects and negatively impact the stock.
Key metrics to watch
EPS
$1.02Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
$704MTotal revenue reflects the company's ability to generate sales and is essential for assessing growth.
The print will turn on these.
Q1
Will Revvity's EPS exceed the consensus estimate of $1.02?
A beat on EPS would reinforce the company's growth narrative and could positively influence stock performance.
Q2
What guidance will Revvity provide regarding future revenue growth?
Guidance on revenue growth is crucial for understanding the company's outlook and could impact investor sentiment.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The consensus may underestimate Revvity's potential for revenue growth due to its strong product pipeline and market demand.
Supporting evidence
The company's recent earnings history shows consistent EPS beats, indicating stronger-than-expected performance.
Options pricing suggests a significant move, which may reflect underlying confidence not captured in consensus estimates.
Key risk
If Revvity's revenue growth significantly outpaces expectations, it could challenge the current consensus outlook.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around whether Revvity can maintain its growth trajectory amidst market challenges.
Bull confirmed if
An EPS of $1.03 or higher, coupled with revenue exceeding $710M, would confirm the bull case.
Bear confirmed if
An EPS below $1.00 or revenue below $693M would confirm the bear case.
What the market is pricing for the move.
Implied Move
±13.1%
Historical Avg
±3.6%
The options market is pricing in a significant move around the earnings report, indicating heightened uncertainty or anticipation.
Options are pricing a 13.1% move, while the stock has averaged only 3.6% in historical moves, suggesting a rich setup.
ATM IV
0.7%
30d HV
41.2%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Health Care
Fade rate: X of Y (Z%)
This setup has occurred 30 times across Health Care in the last 2 years. The average absolute 1-day move is 4.6%, with a raw directional average of +0.8% (modestly positive historical bias).
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$13,060.32
84 sh
1 insider
Net
$13,060.32
Net selling
Most Active Insiders· 1 open-market trade
$13,060.32
Net selling
Smart-money positioning from the most recent 13F filings.
Institutional
96.61%
of float
Insider
0.26%
of float
Holders
769
institutions
Top Holders· as of Jun 2026
T. Rowe Price Investment Management, Inc.
18,261,177 sh · $2.8B
16.37%
-17.7%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Revvity beats expectations, history suggests a potential average one-day move of +0.53%, confirming positive market sentiment.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further clarity from management.
Miss
A miss could lead to a decline, with historical data indicating an average one-day move of -0.82% following such outcomes.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
2
2 buys·0 sells
Members
1
House only
Est. Notional
$16,002.00–$65,000.00
disclosed dollar ranges
Most Active Members
2 trades
The lines on the call that would change the story.
Recent Transactions
Oct 1, 2026 · @ $155.48
84 sh
$13,060.32
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Jupiter Topco LLC
8,637,614 sh · $1.3B
7.74%
100.0%
Edgepoint Investment Group Inc.
8,544,479 sh · $1.3B
7.66%
-2.9%
Blackrock Inc.
7,658,369 sh · $1.2B
6.86%
5.6%
Vanguard Capital Management LLC
7,300,973 sh · $1.1B
6.54%
-0.4%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net buying
Recent Transactions
Traded May 4, 2026 · disclosed Jun 8, 2026
$15,001.00–$50,000.00
Traded May 1, 2026 · disclosed May 8, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.