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

  • Revvity, 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.