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Revvity-JPM-2026.pdf

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1、J.P.Morgan44thHealthcare ConferencePrahlad SinghChief Executive OfficerJanuary 13,2026Safe Harbor2This 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 project

2、ions of future earnings per share,cash flow and revenue growth and other financial results,developments relating to the Companys customers and end-markets,plans concerning business development opportunities,and acquisitions or divestitures.Words such as believes,intends,anticipates,plans,expects,pro

3、jects,forecasts,will and similar expressions,and references to guidance,are intended to identify forward-looking statements.Such statements are based on managements current assumptions and expectations and no assurances can be given that the Companys assumptions or expectations will prove to be corr

4、ect.A number of important risk factors could cause actual results to differ materially from the results described,implied or projected in any forward-looking statements.A detailed description of these risk factors can be found under the caption“Risk Factors”in the Companys most recent quarterly repo

5、rt on Form 10-Q and in the Companys other filings with the Securities and Exchange Commission.The Company disclaims any intention or obligation to update any forward-looking statements as a result of developments occurring after the date of this presentation.In addition to financial measures prepare

6、d in accordance with generally accepted accounting principles(GAAP),this presentation also includes non-GAAP financial measures.Guidance for future periods is provided on a non-GAAP basis and cannot be reconciled to the closest GAAP measures without unreasonable effort due to the unpredictability of

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1. 公司概况:Revvity为生命科学与诊断领域创新企业,2025E营收约28亿美元,85%为经常性收入,员工约11,000人。 2. 业务布局:生命科学与诊断业务各占50%,生命科学5年平均有机增长率31%(HSD),诊断为25%(HSD)。 3. 增长战略:聚焦AI赋能(如与Eli Lilly合作Signals Xynthetica平台)、拓展专科诊断(如新生儿遗传病筛查)、强化运营效率(目标2026年调整后运营利润率28%)。 4. 财务目标:长期计划(LRP)有机增长6-8%,毛利率持续扩张,资本部署(如股票回购)提供额外 upside。
**AI如何助力增长?** **诊断业务有何亮点?** ** margins如何提升?**
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