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Revvity Investor Day 2026

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Revvity Investor Day 2026 — Revvity's (NYSE: RVTY) 91-slide investor day presentation of November 13, 2026, themed 'Powering scientific intelligence', covering its Life Sciences and Diagnostics segments, Signals Software, AI-driven drug discovery, operating model, long-range plan and 2027 considerations.

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Description

Main Topic

Revvity Investor Day 2026 — Revvity's (NYSE: RVTY) 91-slide investor day presentation of November 13, 2026, themed 'Powering scientific intelligence', covering its Life Sciences and Diagnostics segments, Signals Software, AI-driven drug discovery, operating model, long-range plan and 2027 considerations.

Key Benefits

  • •Complete 91-slide investor day deck with segment-by-segment 2026E revenue mix: ~$2.9B total, ~55% Life Sciences and ~45% Diagnostics
  • •Long-range plan growth targets by business: Immunodiagnostics 7-9%, Reproductive Health 3-5%, Life Sciences Solutions 6-8%, Signals Software 10-12% (APV), total company 6-8%
  • •Financial framework slides: ~28.8% 2026E adjusted operating margin heading to the mid-30s%, double-digit adjusted EPS growth, ~$5B capital capacity through 2031
  • •Detailed Signals Software metrics (APV, ARR, SaaS penetration, net retention) and the AI narrative linking in-silico design to wet-lab evidence
  • •Clear presenter-led section structure with divider slides, key-messages pages and innovation spotlights

Target Audience

  • •Equity analysts and investors covering life sciences tools and diagnostics
  • •Investor relations and corporate finance teams building their own investor day decks
  • •Life sciences and diagnostics industry strategists and competitive intelligence teams
  • •Presentation designers looking for a reference for dense, data-rich corporate decks

Use Cases

  • •Researching Revvity's strategy, segments and long-range plan ahead of earnings or investor meetings
  • •Benchmarking how a public life sciences company structures a multi-presenter investor day
  • •Using the layouts (growth-driver equations, donut charts, waterfall, timelines) as a template reference for an investor presentation
  • •Studying how a tools company frames AI, software and recurring revenue for investors

Unique Value Propositions

  • •Full multi-speaker investor day flow from welcome and company overview through Signals Software, AI-driven discovery and the CFO financial outlook
  • •Consistent bold black, yellow, purple, teal and green visual identity with glossy bubble artwork and organic shapes
  • •Reusable 'driver + driver = growth' equation layouts for presenting long-range plans
  • •Combines scientific storytelling (cycles, infinity loops, workflows) with hard financial targets

Slide Pages (91)

Detailed view of each slide page, including layout, key content and visual elements.

Page 1
title slide

Cover: Powering scientific intelligence

Content

Revvity Investor Day 2026, November 13, titled 'Powering scientific intelligence' with the tagline 'Transforming insight into impact'.

Layout Structure

Dark full-bleed cover with left-aligned yellow headline, event date line and logo; abstract glossy bubble artwork top right and bottom right.

Key Visual Elements

  • •Revvity logo
  • •Yellow headline on black
  • •Glossy yellow and iridescent bubble artwork
  • •Event date line
Page 2
section divider / speaker introduction

Welcome and Opening Remarks

Content

Steve Willoughby, Senior VP, Investor Relations, ESG, Risk, opens the event with welcome and opening remarks.

Layout Structure

Speaker divider: portrait on yellow organic shape at left, white title and name/title text on black at right.

Key Visual Elements

  • •Speaker portrait
  • •Yellow blob background
  • •Revvity logo
Page 3
legal disclaimer

Safe Harbor

Content

Forward-looking statements disclaimer under the Private Securities Litigation Reform Act of 1995, pointing to Risk Factors in the most recent Form 10-Q, plus a note that guidance is non-GAAP and cannot be reconciled to GAAP without unreasonable effort.

Layout Structure

Text-only white slide with bold title and two dense paragraphs.

Key Visual Elements

  • •Two-paragraph legal text
  • •Bold title
  • •Revvity logo
Page 4
legal disclaimer / definitions

Financial Disclosures

Content

Future results and historical growth rates are based on 2026 pro forma guidance as provided on November 3, 2026 (2026E) and exclude the China immunodiagnostics business under a definitive divestiture agreement. Key definitions: LSD 1-3%, MSD 4-6%, HSD 7-9%, LDD 10-12%, plus LRP, ARR and APV.

Layout Structure

Yellow organic shape with title at left; two rounded outline boxes at right (basis of presentation, key definitions list).

Key Visual Elements

  • •Rounded outline boxes
  • •Definitions bullet list
  • •Yellow and teal blob shapes
Page 5
agenda

Agenda

Content

Five agenda items: Welcome (Steve Willoughby), Company Overview (Prahlad Singh, PhD, President and CEO), Signals Software Overview (Kevin Willoe, President, Signals Software), New Era of Scientific Discovery (Craig Monell, PhD, Senior VP, Reagents, and David Gosalvez, PhD, Chief Strategy Officer, Signals Software), and Driving Operational Success and Creating Long-Term Value (Max Krakowiak, Senior VP, CFO).

Layout Structure

Dark slide with yellow underline; numbered green circles in left column, presenter names and roles in right column.

Key Visual Elements

  • •Numbered green circles
  • •Presenter names and titles
  • •Yellow rule
  • •Bubble artwork at right edge
Page 6
section divider / speaker introduction

Company Overview: Powering scientific intelligence

Content

Section divider introducing Prahlad Singh, PhD, President and CEO, for the Company Overview titled 'Powering scientific intelligence'.

Layout Structure

Speaker divider with portrait on purple organic shape at left, white title and name on black at right.

Key Visual Elements

  • •Speaker portrait
  • •Purple blob background
  • •Revvity logo
Page 7
vision / purpose

Our purpose

Content

Revvity's purpose: 'Expanding the boundaries of human potential through science', under the headline 'Revolutionizing science and transforming human lives through groundbreaking innovation'.

Layout Structure

Large black headline on white at left, family photograph at right with a purple circle overlay carrying the purpose statement.

Key Visual Elements

  • •Family photograph
  • •Purple purpose callout
  • •Large headline
  • •Bubble artwork top left
Page 8
value proposition

Innovative and differentiated Life Sciences and Diagnostics company

Content

Five pillars: Diagnostics delivering durable growth; Life Sciences providing scientific answers; connecting critical workflows; positioned for the future of drug discovery; advancing science and improving health.

Layout Structure

Five yellow header cards with white description boxes in a row over a fluorescence-microscopy cell image.

Key Visual Elements

  • •Five yellow headers
  • •Description cards
  • •Microscopy cell background image
Page 9
data visualization / company overview

Revvity at-a-glance

Content

2026E revenue of about $2.9B: segments ~55% Life Sciences and ~45% Diagnostics; geography ~45% Americas, ~35% EMEA, ~20% APAC; ~85% recurring revenue (consumables, services and software) and ~15% non-recurring. About 10,000 employees.

Layout Structure

Title with revenue subtitle; three donut charts in rounded boxes (Segments, Geography, Products) and a yellow banner on employees.

Key Visual Elements

  • •Three donut charts
  • •Revenue subtitle ~$2.9B
  • •Yellow employee banner
Page 10
data visualization / segment overview

Diagnostics at-a-glance

Content

Diagnostics 2026E segment revenue of about $1.4B, ~55% Immunodiagnostics and ~45% Reproductive Health; addressable market of $30B+ with an MSD 5-year market CAGR and ~90% recurring revenue.

Layout Structure

Yellow tagline banner and donut chart at left; right panel with two black stat tiles and three bullet points.

Key Visual Elements

  • •Donut chart
  • •Two black stat tiles ($30B+, ~90%)
  • •Chevron bullets
Page 11
data visualization / segment overview

Immunodiagnostics at-a-glance

Content

Immunodiagnostics 2026E revenue of about $0.8B: ~60% autoimmune, ~35% infectious disease, ~5% allergy and other. Autoimmune is described as a global leader with a broad testing menu; infectious disease is improving positioning in a high-growth market.

Layout Structure

Two yellow pill callouts with icons at left; donut chart with percentage legend in a rounded box at right and a yellow caption banner.

Key Visual Elements

  • •Donut chart (~$0.8B)
  • •Two yellow pill callouts
  • •Percentage legend
  • •Yellow caption banner
Page 12
product portfolio

Highlighting our Immunodiagnostics portfolio

Content

Three rows: Autoimmune (comprehensive menu of sensitive tests, automation and AI-supported software; examples include rheumatoid arthritis, multiple sclerosis, lupus and 80+ rare conditions), Infectious disease (acute and chronic diagnostics across automated throughput needs) and Allergy and other (comprehensive allergy testing with automation).

Layout Structure

Three rows, each with a green arrow header at left, description in the middle and product photos with captions at right.

Key Visual Elements

  • •Green arrow row headers
  • •Product photos (assays, analyzers, extraction, automation)
  • •Select offerings label
Page 13
data visualization / segment overview

Reproductive Health at-a-glance

Content

Reproductive Health 2026E revenue of about $0.6B: ~70% newborn screening, ~10% maternal and prenatal health, ~10% cord blood banking, ~10% multiomics services. Claims #1 in newborn screening, 40+ years of leadership and 85+ newborn lives saved daily.

Layout Structure

Yellow '#1' banner with four bullets at left; donut chart with percentage legend at right.

Key Visual Elements

  • •#1 callout
  • •Donut chart (~$0.6B)
  • •Four-item percentage legend
  • •Chevron bullets
Page 14
product portfolio

Highlighting our Reproductive Health portfolio

Content

Four rows: newborn screening (complete workflow from sample to result, over 760M infants screened), maternal and prenatal health (full workflow offerings for all trimesters including NIPT and pre-eclampsia), cord blood banking (collection through long-term storage) and multiomics services (insights into diagnosis, monitoring and treatment).

Layout Structure

Four rows with green arrow headers, descriptions and product images with captions (NBS immunoassay system, PlGF testing, banking kits, whole genome sequencing).

Key Visual Elements

  • •Green arrow row headers
  • •Product images
  • •Select offerings label
Page 15
section divider / statement

Our unique positions in specialty diagnostics

Content

Statement slide: unique positions in specialty diagnostics provide a strong foundation to expand access to more actionable clinical answers.

Layout Structure

Large headline with green emphasis on white organic shape; blue-green fluorescent chromosome-style imagery on black at right.

Key Visual Elements

  • •Large headline with green keywords
  • •Fluorescent imagery
  • •Revvity logo
Page 16
innovation spotlight

Building a nephrology portfolio (Innovation Spotlight)

Content

Innovation spotlight: 9 in 10 adults with chronic kidney disease are undiagnosed (source: CDC). Revvity is expanding its autoimmune portfolio using ELISA, IIFT, ChLIA and immunoblot technologies, with an IVD portfolio and biomarker work on immune-related kidney filter damage and inflammation.

Layout Structure

Green banner with kidney icon; left headline; right rounded box split into 'IVD portfolio' and 'Biomarkers' columns with chevron bullets.

Key Visual Elements

  • •Kidney icon in yellow circle
  • •Green stat banner
  • •Two-column bullet box
  • •Innovation Spotlight tag
Page 17
process / workflow

Shaping the future of newborn screening (Innovation Spotlight)

Content

Revvity states it is a global market leader in dried blood spot testing and looks ahead to one complete NGS workflow for newborn screening labs: sample collection, extraction and QC, library prep and QC, sequencing services and analysis software, with LIMS and data analysis integration.

Layout Structure

Left photos of dried blood spot instruments; right yellow five-step vertical workflow with checkmark benefits; green banner at bottom.

Key Visual Elements

  • •Five numbered workflow steps
  • •Instrument photos
  • •Checkmark benefit list
  • •Green banner
Page 18
strategy / roadmap

Expanding into population screening (Innovation Spotlight)

Content

Revvity is developing a multiplex assay from one dried blood spot, leveraging BioLegend reagents, Euroimmun automation and disease expertise, Reproductive Health commercial scalability and its global lab footprint. Future applications: type 1 diabetes, autoimmune thyroid disease and celiac disease.

Layout Structure

Yellow top banner with infant foot photo, four capability cards beneath, three future-application cards at the bottom.

Key Visual Elements

  • •Infant foot and dried blood spot photo
  • •Four capability cards with icons
  • •Three organ icons
Page 19
strategy framework

Advancing precision medicine

Content

Revvity brings together Life Sciences and Diagnostics to bridge the gap from discovery to cure, applying its portfolio to rare disease, chronic disease and oncology while supporting an innovative customer base.

Layout Structure

Three stacked rounded rows linked by teal arrows; colored pills for Life Sciences (purple) and Diagnostics (green) and yellow application pills.

Key Visual Elements

  • •Three stacked rows
  • •Purple, green and yellow pills
  • •Teal connector arrows
Page 20
data visualization / segment overview

Life Sciences at-a-glance

Content

Life Sciences 2026E segment revenue of about $1.5B, ~85% Life Sciences Solutions (Reagents & Instruments) and ~15% Signals Software; addressable market of $30B+ with an MSD 5-year market CAGR and ~85% recurring revenue.

Layout Structure

Yellow tagline banner and donut chart at left; right panel with two black stat tiles and three chevron bullets.

Key Visual Elements

  • •Donut chart (~$1.5B)
  • •Black stat tiles ($30B+, ~85%)
  • •Chevron bullets
Page 21
KPI dashboard / segment overview

Signals Software at-a-glance

Content

Signals Software, a leading provider of scientific SaaS, has about $260M of 2026E revenue, 46 of the top 50 pharma and biotech companies as customers, 1M+ users across 4,000+ customers worldwide, and is the #1 ELN (Electronic Lab Notebook) provider, with broad adoption in pharma research and expansion opportunities in development and manufacturing.

Layout Structure

Yellow tagline pill and photo collage at left; 2x2 grid of KPI tiles and a teal 'Broad adoption' banner at right.

Key Visual Elements

  • •Four KPI tiles (~$260M, 46/50, 1M+, #1)
  • •Software screenshots and scientist photo collage
  • •Teal banner
Page 22
data visualization / segment overview

Reagents at-a-glance

Content

Reagents 2026E revenue of about $0.7B: ~55% RUO antibodies and ~45% research reagents, with 75k+ reagents offered, global Centers of Excellence and unique biomarker development and detection capabilities.

Layout Structure

Yellow tagline pill with bullets and '75k+' badge at left; donut chart with two-item legend in a rounded box at right.

Key Visual Elements

  • •Donut chart (~$0.7B)
  • •Yellow 75k+ badge
  • •Chevron bullets
Page 23
product portfolio

Highlighting our Reagents portfolio

Content

Two rows: RUO antibodies (reagents and consumables including flow cytometry antibodies, recombinant proteins and multiomics assay kits; antibody conjugates) and research reagents (cell function and viability reagents and immunoassay kits as an alternative to traditional ELISA; Alpha assays). Banner: differentiated biological content, assay technologies and scientific expertise support critical workflows.

Layout Structure

Two purple arrow-header rows with descriptions and icons, yellow banner across the bottom.

Key Visual Elements

  • •Purple arrow row headers
  • •Antibody and assay icons
  • •Yellow banner
Page 24
data visualization / segment overview

Instruments at-a-glance

Content

Instruments 2026E revenue of about $0.5B: ~30% cellular analysis, ~30% sample prep and automation, ~20% in vivo imaging and ~20% detection, supported by global instrument Centers of Excellence.

Layout Structure

Yellow tagline pill with bullets at left; donut chart with four-item legend at right.

Key Visual Elements

  • •Donut chart (~$0.5B)
  • •Four-item legend
  • •Chevron bullets
Page 25
product portfolio

Highlighting our Instruments portfolio

Content

Four rows: cellular analysis (cell counters and high-content screening, Opera Phenix OptiQ), sample prep and automation (liquid handling and robotics, Fontus), in vivo imaging (optical, microCT, ultrasound with AI-integrated software, IVIS Spectrum 2) and detection (multimode plate readers and radiometric detection, EnVision Nexus).

Layout Structure

Four purple-shaded arrow-header rows with descriptions and product photos with captions.

Key Visual Elements

  • •Purple arrow row headers
  • •Instrument product photos
  • •Select offerings label
Page 26
section divider / statement

Advancing the next generation of Life Sciences innovation

Content

Statement slide: advancing the next generation of Life Sciences innovation with unique reagents, instruments and software solutions.

Layout Structure

Large headline with purple emphasis on white organic shape; molecular protein-structure rendering at right.

Key Visual Elements

  • •Large headline
  • •Molecular ribbon imagery
  • •Revvity logo
Page 27
data visualization / innovation spotlight

Continuous innovation driving sustained growth (Innovation Spotlight)

Content

Stacked area chart of revenue contribution from new LSS reagents by year, 2015 through 2026, rising steadily; yellow callout states about 1,500 new reagents, kits and antibodies are developed annually. Chart axis values are not shown.

Layout Structure

Stacked area chart at left with year legend; large yellow callout with product image at right.

Key Visual Elements

  • •Stacked area chart 2015-2026
  • •Yellow ~1,500 callout
  • •BioLegend product pack image
Page 28
product highlight / innovation spotlight

Innovative software across Life Sciences (Innovation Spotlight)

Content

Three software products: Image Artist (cloud-based AI-powered HCS and cell imaging analysis), CytoScribe (cloud-based flow cytometry data management and analysis, panel design) and Living Image Synergy AI (AI-based in vivo image segmentation combining optical, microCT and ultrasound data). Novel software is being integrated into the Signals platform.

Layout Structure

Three purple-titled cards with bullets and screenshots over a bracket into a yellow bottom banner.

Key Visual Elements

  • •Three purple title tabs
  • •Software screenshots
  • •In vivo imaging scans
  • •Yellow banner
Page 29
data visualization / customer segments

Uniquely positioned in specialized, high-growth markets

Content

Segment breakdown of 2026E revenue: Life Sciences ~$1.5B (~85% Life Sciences Solutions, ~15% Signals Software) and Diagnostics ~$1.4B (~55% Immunodiagnostics, ~45% Reproductive Health). Key customers: pharma/biotech and academia/government for Life Sciences; public health labs, reference labs and hospitals/clinics for Diagnostics.

Layout Structure

Yellow organic shape with headline at left; two donut charts and customer tiles at right.

Key Visual Elements

  • •Two donut charts
  • •Purple and green customer tiles with icons
  • •Yellow headline panel
Page 30
key takeaways / summary

What you will hear today

Content

Revvity is: a differentiated portfolio (strong positions across attractive Diagnostics and Life Sciences markets); positioned for the future of scientific discovery (unique capabilities across biology, measurement and data integration); set to deliver compelling long-term value creation (continued confidence in the long-range outlook).

Layout Structure

Three outlined rows with yellow chevron markers at left; fluorescence cell image at right.

Key Visual Elements

  • •Three outlined cards
  • •Yellow chevrons
  • •Fluorescent cell image
Page 31
section divider / speaker introduction

Revvity Signals: Connecting the scientific workflow

Content

Section divider for the Signals Software overview, 'Connecting the scientific workflow', presented by Kevin Willoe, President, Signals Software.

Layout Structure

Speaker divider with portrait on teal organic shape at left, white and yellow italic title on black at right.

Key Visual Elements

  • •Speaker portrait
  • •Teal blob background
  • •Yellow italic subtitle
Page 32
key messages

Key Messages: Signals Software

Content

Signals Software is positioned as connecting scientific work and turning data into decisions. Three messages: embedded in how science is done (digital system of record from idea to creation), more valuable as science transforms (unified platform for accelerated data generation and AI-enabled workflows), and a proven foundation for growth (scaled platform with a robust innovation engine).

Layout Structure

Teal arrow-shaped panel with italic tagline at left; three headed text blocks separated by rules at right.

Key Visual Elements

  • •Teal arrow panel
  • •Three teal-headed message blocks
  • •Bubble artwork top right
Page 33
process / product overview

What is Revvity Signals?

Content

Signals is scientific software that lets teams plan and carry out research, understand their data and decide what comes next, structured as four stages: Design, Make, Test, Decide. A teal banner states it creates a trusted foundation of data and experimental records for downstream development.

Layout Structure

Four photo tiles in a row with question headings above and captions below; teal banner at bottom.

Key Visual Elements

  • •Four photo tiles labeled Design, Make, Test, Decide
  • •Question headings
  • •Teal banner
Page 34
timeline

As technology has evolved, Signals has evolved with it

Content

Timeline of Signals lineage: 1985-2000 Personal Computers (ChemDraw, ChemBioOffice); 2000-2015 The Internet (E-Notebook Enterprise, Spotfire, ChemOffice Enterprise); 2015-2020 The Cloud (Signals Notebook, Signals VitroVivo, Signals Lead Discovery); 2020-2025 SaaS (Signals ChemDraw, Signals One, Signals Clinical, Signals Synergy); 2025 and beyond AI (Signals Xynthetica, AI Co-Scientist, Signals BioDesign, Signals LabGistics).

Layout Structure

Five-stage snake timeline in teal bars with yellow chevrons and product-name pills; yellow closing banner.

Key Visual Elements

  • •Five teal timeline bars
  • •Product name pills
  • •Yellow chevron markers
  • •Yellow banner
Page 35
data table / KPI

Signals' operating metrics

Content

Key software metrics, 2020 versus 2026E: APV (annualized portfolio value) >$130M to >$275M, 13% CAGR; ARR (annual recurring revenue) ~$10M to >$100M, 47% CAGR; SaaS penetration ~5% to ~35%, 40% CAGR; net retention rate ~107% historical average. Evolving beyond user-based pricing with pay-per-use, self-funding growth from AI and storage-based pricing.

Layout Structure

Metrics matrix with column headers and 2020/2026E rows, yellow CAGR chips between rows, pricing-model strip and yellow banner at the bottom.

Key Visual Elements

  • •Metrics matrix with CAGR chips
  • •Net retention tile
  • •Pricing model strip
  • •Yellow banner
Page 36
value proposition

Why customers choose Revvity Signals Software

Content

Six reasons: transformational capabilities, enterprise-grade security, scientific system of record, depth and breadth, SaaS done right and proven at scale.

Layout Structure

Teal arrow panel with headline at upper left, two columns of three bulleted reasons, wide laboratory photo with yellow wave border at bottom.

Key Visual Elements

  • •Teal arrow headline panel
  • •Six bubble bullets
  • •Laboratory photo
Page 37
before/after comparison

Turning scattered scientific activity into a system of record

Content

Contrasts fragmented systems (experiments and protocols, teams and workflows, analytics and AI, samples/results/conditions, institutional memory; context lost between tools so teams repeat work) with Signals connected knowledge (context kept with the data so teams reuse it). Tagline: a scientific system of record preserving the context behind every decision.

Layout Structure

Left gray panel with dashed circles, central gradient arrow, right panel with five connected bubbles around the signals logo.

Key Visual Elements

  • •Fragmented dashed circles
  • •Central arrow with tagline
  • •Five connected bubbles around Signals logo
Page 38
process / platform map

Serving scientists across disciplines and the R&D lifecycle

Content

Signals modules mapped across Research (AI-augmented design; large molecule, small molecule, formulations research), Development (testing/assay development; large molecule, small molecule, formulations development) and Pre-Clinical plus Manufacturing (clinical trials analytics; CMC QA/QC). A single unified platform keeps work, data and decisions connected.

Layout Structure

Three blob clusters left to right with arrows, product icons, yellow banner at bottom right.

Key Visual Elements

  • •Three lifecycle blobs
  • •Capability pills
  • •Product icons
  • •Yellow banner
Page 39
product portfolio

A comprehensive, unified software platform

Content

Product cards: ChemDraw (chemical drawing standard), Spotfire (analytics and visualization), signalsNotebook (data capture and collaboration), signalsOne (end-to-end support, key module Signals Xynthetica), signalsBioDesign (large molecule design), signalsSynergy (CRO integration), signalsClinical (clinical trial data analytics) and signalsLabGistics (digitalize and unify scientific workflows), under the 'Signals Technology Framework - SaaS done right'.

Layout Structure

Left column of two product cards; right teal header bar over a 2x3-plus grid of product cards with logos and descriptions.

Key Visual Elements

  • •Eight product cards with logos
  • •Teal framework header
  • •Bubble artwork background
Page 40
strategy

Delivering unprecedented depth and breadth

Content

Growth strategy: expanding existing capabilities (depth) to increase penetration in scientific communities and workflows, and offering new solutions (breadth) into additional disciplines, user groups and R&D stages, with opportunity to fold in high-value software assets from broader Revvity and expand across Tier 2 and 3 biopharma and materials science customers.

Layout Structure

Two outlined boxes labeled Depth (teal) and Breadth (green) with directional arrows over a faded lifecycle map; yellow banner.

Key Visual Elements

  • •Depth and Breadth boxes
  • •Directional arrows
  • •Faded lifecycle background
  • •Yellow banner
Page 41
product highlight / innovation spotlight

Streamlining scientific workflows with LabGistics (Innovation Spotlight)

Content

Signals LabGistics, a single source of truth for scientific operations, captures complex workflows with AI tools that convert SOPs and natural language into repeatable processes, accelerates technology transfer between development and manufacturing, and simplifies regulatory compliance with documentation and traceability in GxP environments.

Layout Structure

Orange spotlight panel with product logo at left; three icon rows at right; workflow diagram strip (Execute, Track, Audit) at bottom; orange corner badge.

Key Visual Elements

  • •signalsLabGistics logo
  • •Three icon rows
  • •Execute, Track, Audit workflow diagram
  • •Orange corner badge with screenshot
Page 42
product highlight / partnership

Helping scientists answer complex biological questions faster (Innovation Spotlight)

Content

Signals Xynthetica is a scalable Models-as-a-Service offering that converges with the wet lab, building on Signals One for a continuous learning system: flexible AI model ecosystem (proprietary, third-party and Revvity-developed), integration of in-silico and wet-lab workflows, and secure federated learning. Partnership spotlight: Lilly TuneLab and Revvity Signals federated learning platform.

Layout Structure

Teal spotlight panel with logo at left; outlined checklist box at right; partnership logos at bottom; ML graphic top right.

Key Visual Elements

  • •signalsXynthetica logo
  • •Three-point checklist
  • •Lilly TuneLab x Revvity Signals logos
  • •ML network graphic
Page 43
key takeaways

The AI-driven transformation of science expands Signals' opportunity

Content

Three points: Signals has evolved into a broad, connected scientific platform; it is embedded in customer workflows as a scientific system of record; expansion and innovation have produced a scaled, recurring-revenue business with accelerated growth potential. AI, models and convergence of digital and experimental workflows are transforming how science is done.

Layout Structure

Three bubble-bulleted statements with purple emphasis, yellow banner below, large teal network-graph image in yellow-bordered shape at right.

Key Visual Elements

  • •Three bubble bullets
  • •Yellow banner
  • •Network graph image
Page 44
section divider / speaker introduction

The New Era of Scientific Discovery

Content

Section divider for 'The New Era of Scientific Discovery: Where AI-driven design meets biological evidence', presented by Craig Monell, PhD, Senior VP, Reagents, and David Gosalvez, PhD, Chief Strategy Officer, Signals Software.

Layout Structure

Speaker divider with two stacked portraits on teal shape at left, white and yellow italic title on black at right.

Key Visual Elements

  • •Two speaker portraits
  • •Teal blob background
  • •Yellow italic subtitle
Page 45
key messages

Key Messages: AI is driving the next era of scientific discovery

Content

Three messages: discovery is accelerating (more high-quality biological data enables increased exploration, better prediction and faster prioritization); biology still decides (experimental evidence determines what works and creates new data for continuous learning); Revvity connects biology and data (reagents, instruments and software support prediction, validation and learning).

Layout Structure

Dark slide with teal arrow panel at left carrying an italic tagline; three headed messages with glowing rules at right.

Key Visual Elements

  • •Teal arrow panel
  • •Three glowing-ruled messages
  • •Bubble artwork top right
Page 46
concept explanation

Drug discovery is entering a new era as AI expands scale and value of scientific data

Content

AI expands what can be explored, predicted and prioritized (broader chemical and biological spaces, faster analysis, more promising hypotheses), while progress increasingly depends on high-quality biological data to reveal responses, test predictions and strengthen models.

Layout Structure

Two rounded colored boxes (purple, teal) with arrows to bullet lists; closing statement with yellow highlighted phrases.

Key Visual Elements

  • •Purple and teal boxes
  • •Arrow connectors
  • •Bullet lists
  • •Highlighted closing statement
Page 47
process diagram

Historically, discovery was constrained by how much scientists could explore

Content

Process chain Generate, Predict, Prioritize, Test, Measure, Validate; Generate and Predict (in-silico discovery with limited ability to predict at scale) are labeled the previous bottleneck, while Prioritize through Validate sit under physical biology. The challenge was identifying the most promising opportunities from a vast set of possibilities.

Layout Structure

Teal and purple header bar above a six-icon horizontal process line, first two steps boxed as the bottleneck.

Key Visual Elements

  • •Six circular icons
  • •Boxed bottleneck
  • •Purple and teal header bar
Page 48
concept explanation

AI is accelerating how scientists analyze and learn from scientific data

Content

Three outcomes: more data analyzed (larger, higher-dimensional datasets), better insights from data (unlock previously unusable data) and faster iteration (quicker move to the next experiment). Faster analysis increases demand for decision-grade biological evidence, shifting the constraint toward evidence generation.

Layout Structure

Three glowing-particle columns with headings and captions; yellow-highlighted closing line.

Key Visual Elements

  • •Three glowing particle clusters
  • •Uppercase headings
  • •Highlighted closing line
Page 49
process diagram

As discovery accelerates, the need for richer biological evidence increases

Content

Contrasts in-silico virtual lab (Generate, Predict, Prioritize: explore more, faster) with physical biology wet lab (Test, Measure, Validate: reveal, test and validate biology), meeting at an emerging bottleneck. As more promising hypotheses reach the lab, richer biological validation becomes increasingly important.

Layout Structure

Purple and teal header boxes over a six-icon line converging at a central bottleneck; highlighted closing statement.

Key Visual Elements

  • •Converging purple and teal flow
  • •Six circular icons
  • •Emerging Bottleneck label
Page 50
key concepts

Promising candidates require robust biological validation

Content

Three validation questions: does it work (validate biological function), how does it work (understand cellular response) and what else does it affect (assess selectivity and safety). No single readout tells the whole biological story.

Layout Structure

Three icon rows at left, outlined yellow callout, lab-scientist photo in yellow-bordered shape at right.

Key Visual Elements

  • •Three circular icons
  • •Outlined yellow callout
  • •Lab photograph
Page 51
concept explanation

The next generation of computational discovery depends on high-quality experimental data

Content

Richer data yields better models, usable data yields better predictions, and faster experimentation yields faster iteration; the slide concludes this requires more from wet lab experimentation to inform what comes next.

Layout Structure

Outlined box with three cause-and-effect arrow rows at left; three circular fluorescence cell images at right; highlighted closing line.

Key Visual Elements

  • •Three arrow rows
  • •Circular microscopy images
  • •Highlighted closing line
Page 52
product portfolio / value proposition

Revvity brings together biological expertise, technologies and connected data

Content

Three pillars: Instruments (generate and measure experimental evidence), Reagents (reveal biological function and response) and Software (connect data, context and scientific decisions), helping characterize biological responses from multiple angles for a faster, more informed cycle of prediction, validation and learning.

Layout Structure

Three yellow-outlined rounded cards on black with bubble artwork at the bottom of each; highlighted closing statement.

Key Visual Elements

  • •Three yellow-outlined cards
  • •Uppercase pillar headings
  • •Bubble artwork
Page 53
section divider / statement

Our unique reagents and instruments enable faster, richer experimentation

Content

Statement slide: Revvity's unique reagents and instruments enable faster, richer and more informative experimentation.

Layout Structure

Large white headline with yellow highlighted words on black; multicolor fluorescence cell image at right.

Key Visual Elements

  • •Highlighted headline words
  • •Fluorescence cell image
  • •Revvity logo
Page 54
framework / product portfolio

Revvity provides critical tools that generate the biological data powering AI-enabled science

Content

Foundational enablers (automation, no-wash assays, multimode plate readers) increase the speed and efficiency of experimentation; data-rich differentiators (high-content imaging, high-dimensional flow cytometry, single-cell biology) increase information captured per experiment; software (signalsXynthetica, ChemDraw, Phenologic.AI, signalsOne, signalsLabGistics, CytoScribe) connects data, context and decisions.

Layout Structure

Two black-tabbed outlined panels with bracket arrows to outcome statements and a full-width software strip with logos at the bottom.

Key Visual Elements

  • •Two tabbed panels
  • •Bracket arrows
  • •Software logo strip
Page 55
product highlight

Validating more promising candidates (Foundational enablers)

Content

Multimode plate readers and no-wash assays streamline routine screening. Offered: HTRF / AlphaLISA high-performance assay technologies and EnVision and VICTOR detection families; no-wash formats reduce steps, 1,536-well scalability increases validation throughput, and specialty assays span a broad set of pathways and targets.

Layout Structure

Teal tagline panel at left; large outlined area with assay illustration and instrument photos above three benefit cards.

Key Visual Elements

  • •Teal tagline panel
  • •Instrument photos
  • •Three benefit cards
  • •Foundational enablers tag
Page 56
product highlight

Understanding how cells respond (Data-rich differentiators)

Content

High-content screening captures rich visual information on how individual cells respond across conditions: PhenoVue reagents capture more biology, Opera Phenix OptiQ generates more data and Phenologic.AI extracts more information, shown as traditional output versus with Phenologic.AI. Customers were already generating rich biological data and AI is unlocking new ways to analyze it.

Layout Structure

Teal tagline panel at left; product images and a before/after image pair above three benefit cards.

Key Visual Elements

  • •PhenoVue reagent vials
  • •Opera Phenix OptiQ instrument
  • •Before/after Phenologic.AI images
  • •Three benefit cards
Page 57
product highlight

Understanding responses of cell populations (Data-rich differentiators)

Content

High-dimensional flow cytometry shows which cell populations respond and how strongly: antibody conjugates for full spectrum (brighter signals), TotalSeq and LEGENDplex reagents (broader coverage) and panel design plus data analysis software (intelligent analysis). More biology is being measured and greater resolution reveals more meaningful variation.

Layout Structure

Teal tagline panel at left; product and software images above three benefit cards.

Key Visual Elements

  • •Antibody conjugate rendering
  • •LEGENDplex kit
  • •Flow cytometry plots
  • •Three benefit cards
Page 58
key takeaways

Revvity is a critical enabler of wet lab experimentation

Content

Faster experimentation, richer biological data and more usable evidence feed a statement that as discovery generates more possibilities, Revvity's solutions help scientists generate the data and evidence needed to determine what advances and inform what comes next.

Layout Structure

Three teal stacked boxes at left, black chevron, large outlined statement box at right over bubble artwork.

Key Visual Elements

  • •Three teal boxes
  • •Chevron connector
  • •Outlined statement box
Page 59
section divider / statement

Generating more biological data is only part of the opportunity

Content

Statement slide: generating more biological data is only part of the opportunity, and software turns data into insight for what comes next.

Layout Structure

Large white and yellow text on black at left; glowing stacked data-layer image at right.

Key Visual Elements

  • •Highlighted 'Software' label
  • •Glowing data-layer image
  • •Revvity logo
Page 60
process diagram / comparison

Fragmented software separated in-silico and wet lab discovery

Content

Traditionally, fragmented software supported in-silico and wet lab discovery separately: the AI in-silico design cycle (Generate, Predict, vScreen, Validate) had limited experimental feedback, while the traditional wet lab approach (Design, Make, Test, Decide) produced sparse and disconnected data.

Layout Structure

Two circular four-step cycle diagrams (purple and teal) separated by a vertical rule, with descriptors at each side.

Key Visual Elements

  • •Two cycle diagrams
  • •Purple and teal color coding
  • •Descriptor labels
Page 61
process diagram

AI is making the in-silico design cycle dramatically more powerful

Content

The AI-powered design cycle (Generate, Predict, vScreen, Validate) lets scientists generate at greater scale, predict with greater precision and prioritize with greater confidence, but a faster design loop is only as valuable as the experimental evidence and context it can connect back to.

Layout Structure

Purple and teal circular cycle diagram at left, three italic-headed columns at right, highlighted closing statement.

Key Visual Elements

  • •Circular AI-powered design cycle
  • •Three italic columns
  • •Glowing light-trail background
Page 62
process diagram

Connecting models and experimental evidence into one continuous learning system

Content

An infinity-loop diagram joins the in-silico side (AI-powered design: Generate, Predict, vScreen) with the physical biology side (wet science: Validate, Make, Test) so scientists can generate and prioritize hypotheses and test and generate experimental evidence in one continuous learning system.

Layout Structure

Central purple and teal infinity-loop graphic with labeled side descriptions and a highlighted closing line.

Key Visual Elements

  • •Infinity-loop diagram
  • •In-silico and Physical Biology labels
  • •Highlighted closing line
Page 63
process diagram / platform architecture

Revvity Signals driving convergence of AI design and biological validation

Content

One connected environment to plan experiments, capture scientific work, connect experimental data and inform the next decision: from idea to next candidate, signalsXynthetica and signalsOne sit around the design-and-validation loop, all resting on the connected scientific context in a unified solution (experiments and protocols, samples/results/conditions, teams and workflows, analytics and AI, institutional memory).

Layout Structure

Infinity-loop graphic centered with Idea and Next candidate bubbles at the sides, product logos above, and a context platform strip at the bottom.

Key Visual Elements

  • •Infinity-loop graphic
  • •signalsXynthetica and signalsOne logos
  • •Idea and Next candidate bubbles
  • •Five-part context strip
Page 64
key takeaways

Revvity positioned at the intersection of biological evidence and AI-driven discovery

Content

Under the banner 'Powering scientific intelligence': AI is amplifying the value of high-quality biological data; Revvity's instruments and reagents generate critical biological evidence; its software connects data, context and scientific insights, with Signals transforming experimental evidence into actionable insights.

Layout Structure

Yellow tagline panel at left with three outlined rows, each with a teal icon, at right.

Key Visual Elements

  • •Yellow tagline panel
  • •Three icon rows
  • •Faint bubble artwork
Page 65
section divider / speaker introduction

Driving Operational Success and Creating Long-Term Value

Content

Section divider introducing Max Krakowiak, Senior VP, CFO, for 'Driving Operational Success and Creating Long-Term Value'.

Layout Structure

Speaker divider with portrait on green organic shape at left, white title and name on black at right.

Key Visual Elements

  • •Speaker portrait
  • •Green blob background
  • •Revvity logo
Page 66
key messages

Key Messages: Building a track record of disciplined execution

Content

Three messages: differentiated financial performance (strong results across varying market environments), operational excellence (margin expansion, earnings growth and free cash flow) and attractive long-term potential (durable growth powered by innovation and expanding end-market opportunities).

Layout Structure

Green arrow panel with italic tagline at left; three headed messages with rules at right.

Key Visual Elements

  • •Green arrow panel
  • •Three green-headed messages
  • •Bubble artwork top right
Page 67
timeline

We have navigated a dynamic environment

Content

Three successive waves of market disruptions: 2023 post-COVID normalization, 2024 pharma/biotech market pressure and 2025 geopolitical and policy uncertainty.

Layout Structure

Three purple wave graphics left to right with yellow label boxes, icons and years; caption beneath.

Key Visual Elements

  • •Three purple waves
  • •Yellow label boxes with icons
  • •Year labels
Page 68
financial highlights / data visualization

Since 2022, strong and above-market financial performance

Content

2026E versus 2022: adjusted revenue ~$2.9B, adjusted operating margin ~28.8%, adjusted EPS ~$5.43, free cash flow >$575M with >90% FCF conversion. Since 2022: $2B capital deployed, 0.6x net leverage decrease and 12% reduction in share count. The 2022 bars carry no value labels.

Layout Structure

Four gray tiles with 2022 versus 2026E bar pairs at left; Key Highlights column of three stats at right.

Key Visual Elements

  • •2022 vs 2026E bar tiles
  • •Yellow FCF conversion circle
  • •>$575M, ~$5.43, ~$2.9B, ~28.8% figures
  • •Key Highlights column
Page 69
strategy framework

Driving execution through the Revvity Operating Model

Content

Strategic priorities: (1) Efficiency, capturing AI-enabled productivity gains; (2) Simplification, creating a nimbler organization; (3) Optimization, streamlining operations. The operating model rests on accountability, agility, talent and digitalization.

Layout Structure

Numbered priority rows with yellow labels at left; diamond diagram of four purple icon nodes around 'Our Operating Model' at right.

Key Visual Elements

  • •Three numbered priority rows
  • •Four-node diamond diagram
  • •Purple icons
  • •Bubble artwork top right
Page 70
before/after comparison

Efficiency: Capturing AI-enabled productivity gains

Content

Before versus now: in the past, software engineering capacity was a bottleneck (limited bandwidth, longer development cycles, slower time to market); today, software engineering is an initial AI use case with >90% of coding projects leveraging AI and a 2-3x increase in productivity per developer.

Layout Structure

Two outlined boxes (In the past, Today at Revvity) joined by a large purple arrow, with stat rows on the right.

Key Visual Elements

  • •Purple arrow
  • •Two outlined boxes
  • •Yellow icon circles
  • •>90% and 2-3x stats
Page 71
data highlight / strategy

Simplification: Creating a nimble organization

Content

From 2023 to 2026, headcount was reduced by about 16%, supported by advancing integration initiatives to capture synergies, delayering of management structure to drive efficiency and driving commercial and operational synergies across LS and Dx.

Layout Structure

Large yellow blob with ~16% stat at left, chevron into an outlined box with three icon rows at right.

Key Visual Elements

  • •~16% headcount reduction stat
  • •Three icon rows
  • •Purple chevron
  • •Bubble artwork
Page 72
data highlight / strategy

Optimization: Streamlining our operations

Content

From 2023 to 2026, global square footage was reduced by about 25%. Levers: reduce structural cost (insourcing, product re-engineering, vendor consolidation), optimize the network (consolidate packaging and shipping lanes) and increase flexibility (simplify footprint for responsiveness and resiliency).

Layout Structure

Purple world map with yellow ~25% stat card at left; three outlined rows with purple check circles at right.

Key Visual Elements

  • •~25% square footage reduction card
  • •World map
  • •Three check-mark rows
Page 73
framework

Executing our Revvity Operating Model

Content

Four operating model pillars on a yellow timeline bar: Accountability, Agility, Digitalization and Talent, closing with '...to drive long-term value creation'.

Layout Structure

Full-width yellow bar with four purple icon circles hanging from it and a teal banner at the bottom left.

Key Visual Elements

  • •Yellow bar
  • •Four purple icon circles
  • •Teal banner
Page 74
section divider

Our Attractive Long-Term Potential

Content

Section divider titled 'Our Attractive Long-Term Potential' introducing the long-range outlook portion of the CFO section.

Layout Structure

Black slide with centered white and yellow title and glossy bubble artwork at top right and bottom right.

Key Visual Elements

  • •Section title with yellow keyword
  • •Glossy bubble artwork
  • •Revvity logo
Page 75
data visualization / performance

Differentiated performance across dynamic market environments

Content

2026E revenue of ~$2.9B (~45% Life Sciences Solutions, ~25% Immunodiagnostics, ~20% Reproductive Health, ~10% Signals Software). CAGR since becoming Revvity: Immunodiagnostics +HSD, Reproductive Health +MSD (Total Dx +MSD), Life Sciences Solutions -LSD, Signals Software +LDD (Total LS flat), Total Revvity +LSD. Signals CAGR is based on APV; the company expects differentiation to continue as markets normalize.

Layout Structure

Donut chart at left; right outlined box listing growth by line of business with brackets to segment totals and a yellow total tile.

Key Visual Elements

  • •Donut chart (~$2.9B)
  • •CAGR table by business
  • •Yellow Total Revvity +LSD tile
Page 76
section divider

Diagnostics: Strong innovation and competitive advantages

Content

Section divider: Diagnostics, with strong innovation and competitive advantages driving durable growth across specialty areas.

Layout Structure

Black slide with white and yellow headline and a teal bubble-macro photo under a yellow wave border.

Key Visual Elements

  • •Headline with yellow keyword
  • •Bubble macro photo
  • •Yellow wave border
Page 77
growth model / data visualization

Immunodiagnostics scaling through innovation and geographic reach

Content

Long-range plan growth drivers add up: 500bps underlying market growth + 200bps innovation + 100bps geographic penetration = 7-9% LRP organic growth. Key messages: strong innovation, increasing market adoption and expanding geographic reach; specialty diagnostics solutions with increasing automation and more actionable insights.

Layout Structure

Row of three outlined driver cards joined by plus signs to a yellow result tile; green Key messages panel with two columns below.

Key Visual Elements

  • •Three bps driver cards
  • •Plus and equals connectors
  • •Yellow 7-9% result tile
  • •Key messages panel
Page 78
growth model / data visualization

Reproductive Health growth driven by menu expansion and adoption

Content

Long-range plan growth drivers: -200bps birth rate headwind, +50bps geographic expansion, +300bps menu adoption, +200bps new products and +50bps stability in prenatal and cord blood, yielding 3-5% LRP organic growth. Brackets show newborn growth of 4-6% and prenatal/cord blood growth of 1-2%.

Layout Structure

Row of five driver cards with plus signs into a yellow result tile; brackets under cards; Key messages panel at the bottom.

Key Visual Elements

  • •Five bps driver cards
  • •Growth brackets (4-6%, 1-2%)
  • •Yellow 3-5% result tile
  • •Key messages panel
Page 79
growth model / data visualization

Diagnostics Segment: Innovation and execution in specialized markets

Content

Diagnostics long-term outlook: Immunodiagnostics 7-9% (~55% of Dx) plus Reproductive Health 3-5% (~45% of Dx) equals 5-7% LRP organic growth for the segment. Key messages: differentiated specialty diagnostics portfolio with durable competitive advantages, and novel innovations in new markets leveraging capabilities from across the organization.

Layout Structure

Two outlined tiles with a plus sign and a yellow result tile; dark-green Key messages panel at the bottom.

Key Visual Elements

  • •Two segment tiles
  • •Yellow 5-7% result tile
  • •Key messages panel
Page 80
section divider

Life Sciences: Advancing discovery through connected workflows

Content

Section divider: Life Sciences, advancing discovery through connected workflows with data-rich instruments, specialized reagents and innovative software.

Layout Structure

Black slide with white and yellow headline and a molecular antibody rendering under a yellow wave border.

Key Visual Elements

  • •Headline with yellow keyword
  • •Antibody molecule rendering
  • •Yellow wave border
Page 81
growth model / data visualization

Life Sciences Solutions above-market growth

Content

Long-range plan growth drivers: 500bps underlying market growth + 100bps innovation + 100bps downstream expansion = 6-8% LRP organic growth. Key messages: data-rich solutions supporting discovery and validation of fundamental and complex biological insights, and leveraging core capabilities to capture adjacent market opportunities.

Layout Structure

Three outlined driver cards joined by plus signs to a yellow result tile; purple Key messages panel below.

Key Visual Elements

  • •Three bps driver cards
  • •Yellow 6-8% result tile
  • •Key messages panel
Page 82
growth model / data visualization

Signals poised to grow through customer-centric innovations

Content

Growth drivers: 500bps expansion with existing customers + 300bps new offerings + 300bps new customer wins = 10-12% APV LRP. Key messages: digital system of record connecting scientific workflows from idea to creation, and a robust, scaled and entrenched platform driving sustainable growth in new and existing markets.

Layout Structure

Three outlined driver cards with plus signs and a yellow result tile; light-purple Key messages panel below.

Key Visual Elements

  • •Three bps driver cards
  • •Yellow 10-12% APV LRP tile
  • •Key messages panel
Page 83
growth model / data visualization

Life Sciences Segment: Delivering novel biological insights

Content

Life Sciences long-term outlook: Life Sciences Solutions 6-8% (~85% of LS) plus Signals 10-12% (~15% of LS) equals 7-9% LRP organic growth for the segment. Key messages: innovative specialty scientific solutions with above-market growth and attractive margins; integrated offerings help customers generate richer data, accelerate decisions and improve research outcomes.

Layout Structure

Two outlined tiles with a plus sign leading to a yellow result tile; dark-purple Key messages panel at the bottom.

Key Visual Elements

  • •Two segment tiles
  • •Yellow 7-9% result tile
  • •Key messages panel
Page 84
data visualization / long-range plan

Confident in our ability to deliver above-market growth over the long term

Content

2026E revenue of ~$2.9B (~45% Life Sciences Solutions, ~25% Immunodiagnostics, ~20% Reproductive Health, ~10% Signals Software). LRP organic growth: Immunodiagnostics 7-9%, Reproductive Health 3-5% (Total Dx 5-7%), Life Sciences Solutions 6-8%, Signals Software 10-12% (Total LS 7-9%); total company 6-8%, 200bps above underlying market growth. Signals LRP is based on APV.

Layout Structure

Donut chart at left; outlined table of LRP organic growth by business with brackets to segment totals and a yellow total tile.

Key Visual Elements

  • •Donut chart (~$2.9B)
  • •LRP growth table
  • •Yellow 6-8% total tile
Page 85
data visualization / waterfall

Achieving top-tier margins with industry-leading potential

Content

Adjusted operating margin walk from ~28.8% in 2026E, adding 25bps per year from gross margin expansion and 50bps per year from SG&A operating leverage and cost efficiencies, to a future mid-30s% margin; incremental adjusted operating margins in the low 40s%.

Layout Structure

Headline and callout at left; waterfall-style bar chart with four labeled bars at right.

Key Visual Elements

  • •Waterfall chart
  • •~28.8% 2026E bar
  • •Mid 30s% future bar
  • •Incremental margin callout
Page 86
growth model / financial outlook

Strong and differentiated long-term financial outlook

Content

Long-term outlook equation: 6-8% organic revenue growth (200bps above market) plus 3% from 75bps of operating margin expansion equals double-digit adjusted EPS growth, with several areas for potential upside.

Layout Structure

Large outlined box with two colored circles joined by plus and equals signs to a yellow result tile.

Key Visual Elements

  • •Purple 6-8% circle
  • •Teal 3% circle
  • •Yellow Double Digits tile
Page 87
data visualization / capital allocation

Complemented by disciplined capital deployment

Content

Capital allocation mix shifts from historical (2023-2026E, predominantly buybacks with smaller dividends and M&A) to future intentions (2027-2031, predominantly M&A with buybacks and dividends); no slice percentages are labeled. Priorities: targeted M&A to complement Life Sciences capabilities, consistent share repurchases, maintain existing dividend; about $5B of capital capacity through 2031 with commitment to an investment-grade credit rating.

Layout Structure

Two donut charts (Historical 2023-2026E, Future Intentions 2027-2031) with a legend; bullet list and magenta callout at right; footnote.

Key Visual Elements

  • •Two donut charts
  • •Buybacks, Dividends, M&A legend
  • •~$5B capacity callout
Page 88
outlook / key takeaways

Areas of potential upside beyond the LRP

Content

Three upside areas beyond the long-range plan: outsized AI-driven demand, additional strategic partnerships, and disciplined and opportunistic capital deployment.

Layout Structure

White organic shape with yellow list panel of three purple-chevron bullets; virus-and-cell artwork on black at right.

Key Visual Elements

  • •Yellow bullet panel
  • •Purple chevron bullets
  • •Virus and cell artwork
Page 89
outlook / guidance

2027 considerations

Content

Preliminary 2027 considerations: ~6% organic growth (~200bps above market growth); ~20bps margin expansion in addition to normal operating leverage; below the line net interest of ~$85M, tax rate of ~19% and flat share count. Formal 2027 guidance to be provided on the Q4 earnings call.

Layout Structure

Three yellow-headed outlined cards (Organic Growth, Margin Expansion, Below the Line) with a purple banner across the bottom.

Key Visual Elements

  • •Three yellow-headed cards
  • •Purple banner
  • •Bubble artwork
Page 90
key takeaways / conclusion

Key messages from today

Content

Revvity is delivering compelling long-term value creation through its differentiated portfolio, powering scientific intelligence by bringing together biological expertise, innovative technologies and connected data, and revolutionizing science and transforming human lives through groundbreaking innovation.

Layout Structure

Three outlined rows with yellow chevrons at left; family photograph in an organic shape at right.

Key Visual Elements

  • •Three outlined rows
  • •Yellow chevrons
  • •Family photograph
Page 91
closing slide

Closing logo slide

Content

Closing slide showing the Revvity logo mark in white on black; no other text beyond the copyright notice.

Layout Structure

Black slide with a large centered white logo mark and the small Revvity logo and copyright at bottom left.

Key Visual Elements

  • •Large white logo mark
  • •Black background
  • •Revvity wordmark

Frequently Asked Questions

Common questions about this slide and the underlying presentation content.

What event and date does the Revvity Investor Day 2026 deck cover?

It is the presentation for Revvity's Investor Day held November 13, 2026, titled 'Powering scientific intelligence: Transforming insight into impact'. Estimates are based on 2026 pro forma guidance as provided on November 3, 2026 (2026E).

What are the headline numbers in the Revvity Investor Day 2026 deck?

2026E revenue is about US$2.9B (US dollars; ~55% Life Sciences, ~45% Diagnostics), with ~28.8% adjusted operating margin, ~$5.43 adjusted EPS and free cash flow above $575M. The long-range plan targets 6-8% organic growth, margin expansion of 75bps and double-digit adjusted EPS growth.

What are the long-range plan growth targets by business?

Immunodiagnostics 7-9%, Reproductive Health 3-5% (Diagnostics total 5-7%), Life Sciences Solutions 6-8% and Signals Software 10-12% on an APV basis (Life Sciences total 7-9%). The deck defines MSD as 4-6%, HSD as 7-9% and LDD as 10-12%.

Where was this deck filed and what is its original source?

The slides were filed with the SEC as an exhibit (EX-99.1) to a Form 8-K on 2026-11-13. This gallery page is based on rasterized images of that filing, so very small print may not be legible; where text was unclear it has not been transcribed.

How many slides are there and how is the deck organized?

There are 91 slides. The agenda has five parts: Welcome (Steve Willoughby), Company Overview (Prahlad Singh, PhD, CEO), Signals Software Overview (Kevin Willoe), New Era of Scientific Discovery (Craig Monell, PhD, and David Gosalvez, PhD) and Driving Operational Success and Creating Long-Term Value (Max Krakowiak, CFO).

What does the deck say about Signals Software?

Signals has about $260M of 2026E revenue, 46 of the top 50 pharma and biotech companies as customers and 1M+ users across 4,000+ customers. APV grows from >$130M in 2020 to >$275M in 2026E, ARR from ~$10M to >$100M and SaaS penetration from ~5% to ~35%.

What is the 2027 outlook in the deck?

Preliminary 2027 considerations are ~6% organic growth, ~20bps of margin expansion on top of normal operating leverage, net interest of ~$85M, a ~19% tax rate and a flat share count. Formal 2027 guidance is to be provided on the Q4 earnings call.

Can I download this deck as PDF or PPTX and reuse it as a reference?

Yes, the deck can be viewed and downloaded from 2slides as PDF or PPTX and used as a layout and structure reference for your own investor day or earnings presentation. Revvity's logos, photos and data remain Revvity's property, so replace them with your own content.

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