Revvity, Inc. · NYSE:RVTY
Revvity — J.P. Morgan 44th Healthcare Conference (January 2026)
20 slides from Revvity's conference presentation, Jan 13, 2026
Slide 1: J.P. Morgan 44th Healthcare Conference
J.P. Morgan 44th Healthcare Conference Prahlad Singh Chief Executive Officer January 13, 2026
Slide 2: Safe Harbor
Safe Harbor This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial
Slide 3: Financial Disclosures
Estimated future results and historical growth rates presented and discussed today are based on 2025 guidance as provided on October 27, 2025 (2025E) Financial Disclosures Key Definitions: • LSD = 1-3% • MSD = 4-6% • HSD = 7-9% • LDD = 10-12% • LRP = Long-range plan 3
Slide 4: We have undergone a meaningful transformation
We have undergone a meaningful transformation Legacy Today Acquired substantial Divested Where we started new capabilities Analytical Analytical 1/3 Analytical Large Horizon business Molecule across Food Category of One Nexcelom and Applied markets Enhanced scientific expertise 1/3 Life Sciences Aut
Slide 5: Revvity at-a-glance
Revvity at-a-glance 2025E Revenue: ~$2.8B ~30% EMEA Segments Geography Products ~50% ~50% ~25% ~45% ~85% ~15% Life Sciences Diagnostics APAC Americas Recurring Non-recurring Revenue* Revenue *Consumables, services and software Powered by ~11,000 employees collaborating to pioneer groundbreaking solu
Slide 6: Life Sciences at-a-glance
Life Sciences at-a-glance Reagents, instruments, and software offerings enabling all stages of R&D ~15% End Market Split Software HSD 5-year historical average organic ~$1.4B Pharma / growth ~75% Biotech Segment Revenue (2025E) ~31% Academia / ~85% Adjusted operating margin (2025E) ~25% Government L
Slide 7: Diagnostics at-a-glance
Diagnostics at-a-glance Comprehensive solutions in specialized clinical markets ~60% Key Customers Immunodiagnostics HSD 5-year historical ~$1.4B average organic Public Health Labs growth Segment Revenue Reference Labs (2025E) ~25% Adjusted operating ~40% margin (2025E) Hospitals / Clinics Reproduct
Slide 8: Bridging the gap from discovery to cure
Bridging the gap from discovery to cure A key player in high-value areas of the drug development lifecycle Discovery and development Diagnosis to cure Pre-clinical Diagnostics Discovery Clinical Commercial Screening development and monitoring Providing specialty Advanced technologies Robust data Pre
Slide 9: Delivering on key growth, operational and financial priorities
Capitalizing on the potential of AI Delivering on key growth, Expanding scientific operational and market reach and financial priorities Strengthening operationally and financially for the future 9
Slide 10: Unlocking new frontiers with AI
Unlocking new AI in Action frontiers with AI Select examples: Partnering to Deliver AI Customer-facing TuneLab leveraging Signals Xynthetica Launched Transcribe AI ~40% improvement + for clinical laboratory customers in workflow speed → especially valuable for screening from the reduction of labs wh
Slide 11: Creating a scalable, federated framework
Creating a scalable, federated framework AI in Action to accelerate AI-enabled drug discovery Lilly TuneLab models accessible through Signals Xynthetica , our new AI Models-as-a-Service (MaaS) framework Traditional AI-Enabled with Signals One Signals Xynthetica Signals One Eli Lilly & Revvity will i
Slide 12: Advancing our stated strategic priorities
Scientific & Advancing our stated Market Reach strategic priorities Select examples: Strategic Partnerships GMP Reagents Expansion Recent GMP investments to build: In the last 12 months: • manufacturing capacity ~2.5x increase in GMP • regulatory capabilities bioprocessing projects Providing DNA ext
Slide 13: Partnering for disease prediction and prevention
Scientific & Partnering for disease Market Reach prediction and prevention Capitalizing on opportunities in rare disease while expanding into common disease Advancing early detection Internally developed T1D test of T1D globally Developing and clinically Our internal capabilities: With validating 4-
Slide 14: Driving operational and financial improvements
Operations Driving operational and & Financials financial improvements Select examples: Operational Excellence FCF Conversion Headcount rationalization >85% of adj. net income Significant ~70% transformation Supply chain optimization driven by operational improvements Footprint consolidation Histori
Slide 15: Meaningful operational efficiency initiatives
Operations Meaningful operational & Financials efficiency initiatives Select examples since becoming Revvity: productivity through: Increasing productivity ~10% overall Headcount • commercial synergies rationalization • operational integrations headcount • management de-layering reduction Driving ma
Slide 16: 2026 considerations
2026 considerations Assumptions: Market Adj. Operating Below the Line 2-3% Environment Margins Considerations organic growth expected to result in Increased net interest Expect existing end On track HSD adj. market trends to to achieve expense offset by lower share count EPS growth continue into 202
Slide 17: Driving sustained, superior growth
Driving sustained, superior growth… Reiterating our long-term growth algorithm 5-year avg. LRP organic organic growth growth ~20% ~30% Immunodiagnostics LDD 9-11% 6-8% LRP organic 9-11% ~$2.8B Signals Software LDD growth 200bps above (2025E) revenue market in normal Life Sciences Solutions MSD 6-8%
Slide 18: Achieving top-tier margins
…and achieving top-tier margins… 50bps 25bps per year Mid-30s% per year ~27% SG&A operating leverage Gross margin expansion and cost efficiencies Defined roadmap for continued margin expansion driven by industry-leading incremental margins 2025E Future …while delivering DD adj. EPS growth over the l
Slide 19: Bringing it all together
Bringing it all together A Category of One An innovative Life Well-positioned with A strategic partner A company with a A differentiated Sciences and high recurring revenue to customers bridging transformed portfolio financial profile Diagnostics company along with compelling the gap from pre-clinic
Slide 20: revvily
revvily
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