Revvity Inc SEC Filings

Tajinder S. Vohra, Senior Vice President, Global Operations of Revvity, Inc. (RVTY), reported a transfer of 12,183 shares of Revvity common stock on 08/15/2025. The filing shows a Disposition (code G) of 12,183 shares at $0 and a concurrent Acquisition (code G) of 12,183 shares by the reporting person’s revocable family trust.

The report lists 10,442 shares still held directly by Vohra after the transfer and 12,183 shares held indirectly by the Vohra Family Trust. The explanatory note states the transfer was to a revocable trust of which the reporting person and spouse are joint trustees, that there was no purchase or sale, and that the reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.

Revvy, Inc. insider filing (Form 4) reports a stock option grant to Victor Miriame, Senior Vice President and Chief Commercial Officer. The filing shows a non-qualified stock option to purchase 32,382 shares of Revvity common stock at an exercise price of $90.465 per share. The transaction date is 08/15/2025 and ownership is direct. The option has a seven-year term and is scheduled to fully vest on the third anniversary of the grant, indicating vesting completes three years after the grant date. The form was signed by a power of attorney on behalf of the reporting person.

Revvity, Inc. (RVTY) reporting person Maxwell Krakowiak, identified as Senior Vice President and Chief Financial Officer, acquired a non-qualified stock option on 08/15/2025. The grant covers 44,446 options with an exercise price of $90.465. The filing states the option is scheduled to fully vest on the third anniversary of the grant date and has a 7-year term. The Form 4 was submitted by a power-of-attorney signature (/s/ John L. Healy) on 08/18/2025. The report does not disclose other holdings, cash proceeds, or related transactions.

EdgePoint Investment Group Inc. disclosed ownership of 6,789,660 shares of Revvity, Inc. common stock, representing 5.76% of the class. EdgePoint reports sole voting and dispositive power over 4,481,400 shares and shared voting and dispositive power over 2,308,260 shares. The filing states these shares are held on behalf of private investment funds and mutual fund trusts for which EdgePoint acts as investment manager and exercises investment discretion.

The statement affirms the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Revvity. The filing includes EdgePoint's Ontario address and is signed by Sayuri Childs, Chief Compliance Officer.

Janus Henderson Group plc reports a stake in Revvity, Inc. The filing shows Janus Henderson as a beneficial owner of roughly 7.2 million American Depositary Shares, representing 6.1% of the class. The filing specifies no sole voting or dispositive power and records the holdings as shared voting and shared dispositive power of approximately 7.2 million shares.

The statement also identifies certain indirect subsidiaries as investment advisers that hold these positions and includes a power of attorney authorizing named officers to make regulatory filings on the group's behalf. Two different share totals are presented within the document, both tied to the same 6.1% disclosure.

Revvity (RVTY) 10-Q – Q2 FY25 highlights

Total revenue rose 4% YoY to $720.3 m, with Life Sciences +5% and Diagnostics +3%. 1H revenue reached $1.39 bn (+3%). Gross margin slipped 123 bp to 54.5% as tariffs and mix offset price increases. SG&A efficiencies trimmed opex, lifting operating income 6% to $90.8 m and widening operating margin 20 bp to 12.6%.

Profitability

• Income from continuing ops fell 24% to $55.2 m; net income dipped 3% to $53.9 m due to lower discontinued-ops losses.
• Diluted EPS held at $0.46 (net) as a 5% share count reduction offset lower earnings.

Cash & Balance Sheet

• Operating cash flow from continuing ops declined 19% to $268.4 m; FCF after capex ≈ $233 m.
• Cash fell to $991.8 m (-15%) after $447.5 m of buybacks and $16.7 m of dividends.
• Long-term debt increased to $3.21 bn; net cash/(debt) now ≈ -$2.22 bn.

Capital returns

• Repurchased 4.43 m shares YTD for $443 m; $414.5 m remains on the $1 bn program.
• Quarterly dividend maintained at $0.07.

Other items: Intangible amortization $85.3 m; FX translation pushed OCI positive by $159 m; no goodwill impairments. Management warns FY25 gross profit could be cut ~$20 m by tariffs despite mitigation efforts.

Takeaway: Top-line momentum is steady and cost control improving operating margin, but core earnings, cash generation and gross margin are under pressure. Heavy buybacks temper EPS erosion while leverage inches higher.