Shareholders of Revvity, Inc. (NYSE:RVTY) will be pleased this week, given that the stock price is up 14% to US$98.85 following its latest first-quarter results. Revvity reported in line with analyst predictions, delivering revenues of US$711m and statutory earnings per share of US$0.36, suggesting the business is executing well and in line with its plan. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.

Following the recent earnings report, the consensus from ten analysts covering Revvity is for revenues of US$2.83b in 2026. This implies a perceptible 2.4% decline in revenue compared to the last 12 months. Per-share earnings are expected to surge 26% to US$2.69. In the lead-up to this report, the analysts had been modelling revenues of US$2.98b and earnings per share (EPS) of US$2.91 in 2026. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a minor downgrade to earnings per share estimates.

The analysts made no major changes to their price target of US$114, suggesting the downgrades are not expected to have a long-term impact on Revvity's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Revvity, with the most bullish analyst valuing it at US$145 and the most bearish at US$90.00 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. One thing that stands out from these estimates is that shrinking revenues are expected to moderate over the period ending 2026 compared to the historical decline of 9.9% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 6.5% per year. So while a broad number of companies are forecast to grow, unfortunately Revvity is expected to see its revenue affected worse than other companies in the industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. On the negative side, they also downgraded their revenue estimates, and forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Revvity. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Revvity analysts - going out to 2028, and you can see them free on our platform here.

You still need to take note of risks, for example - Revvity has 1 warning sign we think you should be aware of.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.