Slide 1: First Quarter 2026 Earnings
First Quarter 2026 Earnings May 5, 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: Key Takeaways
Key Takeaways Innovation Market Performance Introduction of Signals Encouraging signs from Organic growth, adj. BioDesign software for Pharma/Biotech and operating margin, and adj. biologics development Academic/Gov’t EPS above expectations Launch of new flagship Opera Strong Diagnostic trends Plan
Slide 4: 1Q26 Revenue Highlights
1Q26 Revenue Highlights Segments Geographic Product Mix Diagnostics Life Sciences AMERICAS APAC EU Recurring Non-recurring +HSD -MSD +MSD $0.7 B +LSD +LSD $0.7 B +LSD $0.7 B +DD Figures are inclusive of China Immunodiagnostics; Reconciliations to the most directly comparable GAAP measure for the non
Slide 5: 1Q26 Financial Results
1Q26 Financial Results REVENUE ADJUSTED OP MARGIN ADJUSTED EPS FREE CASH FLOW $711M 23.6% $1.06 $115M +7% y/y -200bps y/y +4% y/y Organic: Adj. Gross Margin: Adj. Tax Rate: YTD FCF % Adj. NI: +3% | M&A: +1% | FX: +3% 59.5% | -220bps y/y 18.3% 97% Adj. Net Interest & Other: $23M Figures are inclusive
Slide 6: Life Sciences
Life Sciences LIFE SCIENCE SOLUTIONS SOFTWARE REVENUE AJUSTED OP MARGINS +MSD +3% Organic Growth 28.7% Total: +6% | M&A: +2% | FX: +2% -230bps y/y $362 M • +LSD Pharma/Biotech, +MSD Academic/Gov’t 1Q26 revenue • +LSD Life Science Solutions, growth in both reagents and instruments +LSD • +MSD softwar
Slide 7: Diagnostics
Diagnostics IMMUNODIAGNOSTICS REPRODUCTIVE REVENUE AJUSTED OP MARGINS HEALTH +4% Organic Growth 21.8% Total: +8% | M&A: 0% | FX: +4% -100 bps y/y +DD $349 M • -LSD ImmunoDx globally, +MSD ImmunoDx ex. China -LSD 1Q26 revenue • +DD Reproductive Health with strength in newborn, strategic partnerships
Slide 8: 2026 Pro Forma Financial Guidance
2026 Pro Forma* Financial Guidance REVENUE $2.81B - $2.84B Total: 4% to 5% Organic: 3% to 4% FX: +0.5%, M&A: +0.75% ADJUSTED OP. MARGIN 28.4% ADJUSTED EPS $5.20 - $5.30 Adj. net interest expense, other: ~$90M Adj. tax rate: ~18% Average diluted share count: ~112M *Pro-Forma excludes the impact of th
Slide 9: Revvity.com
Revvity.com