Subtext

Revvity, Inc. RVTY

SectorHealth Care
Transcripts70
Date range2007-10-28 – 2025-04-28
Calls charted70

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182007 Q32009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q3 · Overall: +9.52007 Q4 · Overall: +11.22008 Q1 · Overall: +10.92008 Q2 · Overall: +12.62008 Q3 · Overall: +3.72008 Q4 · Overall: +0.82009 Q1 · Overall: +6.82009 Q2 · Overall: -1.02009 Q3 · Overall: +7.52009 Q4 · Overall: +12.52010 Q1 · Overall: +9.32010 Q2 · Overall: +9.32010 Q4 · Overall: +10.32011 Q1 · Overall: +7.92011 Q2 · Overall: +7.32011 Q3 · Overall: +7.92011 Q4 · Overall: +12.52012 Q1 · Overall: +10.32012 Q2 · Overall: +10.42012 Q3 · Overall: +7.92012 Q4 · Overall: +7.32013 Q1 · Overall: -6.02013 Q2 · Overall: +4.92013 Q3 · Overall: +11.02013 Q4 · Overall: +8.02014 Q1 · Overall: +13.52014 Q2 · Overall: +7.92014 Q3 · Overall: +10.02014 Q4 · Overall: +12.22015 Q1 · Overall: +14.32015 Q2 · Overall: +7.82015 Q3 · Overall: +8.82015 Q4 · Overall: +9.72016 Q1 · Overall: +8.92016 Q2 · Overall: +12.72016 Q3 · Overall: +8.22016 Q4 · Overall: +9.52017 Q1 · Overall: +15.12017 Q2 · Overall: +7.92017 Q3 · Overall: +15.62017 Q4 · Overall: +10.42018 Q1 · Overall: +13.22018 Q2 · Overall: +14.92018 Q3 · Overall: +10.52018 Q4 · Overall: +11.12019 Q1 · Overall: +9.42019 Q2 · Overall: +10.32019 Q3 · Overall: +11.82019 Q4 · Overall: +0.42020 Q1 · Overall: -2.82020 Q2 · Overall: +5.12020 Q3 · Overall: +2.82020 Q4 · Overall: +1.72021 Q1 · Overall: +11.12021 Q2 · Overall: +10.72021 Q3 · Overall: +15.72021 Q4 · Overall: +12.62022 Q1 · Overall: +5.32022 Q2 · Overall: +8.92022 Q3 · Overall: +7.02022 Q4 · Overall: +6.72023 Q1 · Overall: +2.32023 Q2 · Overall: +3.82023 Q3 · Overall: +2.22023 Q4 · Overall: +5.72024 Q1 · Overall: +3.02024 Q2 · Overall: +5.42024 Q3 · Overall: +12.82024 Q4 · Overall: +8.32025 Q1 · Overall: +7.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-30-15+0+15+302007 Q32009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · CEO: +19.02008 Q2 · CEO: +23.22008 Q3 · CEO: +5.02008 Q4 · CEO: +3.32009 Q1 · CEO: +12.22009 Q2 · CEO: +2.82009 Q3 · CEO: +18.82009 Q4 · CEO: +17.92010 Q1 · CEO: +13.12010 Q2 · CEO: +13.12010 Q4 · CEO: +17.92011 Q1 · CEO: +19.52011 Q2 · CEO: +12.02011 Q3 · CEO: +13.72012 Q1 · CEO: +18.42012 Q2 · CEO: +14.72012 Q3 · CEO: +14.32012 Q4 · CEO: +17.82013 Q1 · CEO: +0.22013 Q2 · CEO: +13.02013 Q3 · CEO: +18.72013 Q4 · CEO: +18.52014 Q1 · CEO: +24.62014 Q2 · CEO: +12.52014 Q3 · CEO: +17.32014 Q4 · CEO: +17.32015 Q1 · CEO: +21.32015 Q2 · CEO: +13.42015 Q3 · CEO: +11.82015 Q4 · CEO: +17.92016 Q1 · CEO: +13.72016 Q2 · CEO: +21.02016 Q3 · CEO: +12.62016 Q4 · CEO: +14.32017 Q1 · CEO: +22.82017 Q2 · CEO: +10.22017 Q3 · CEO: +23.72017 Q4 · CEO: +16.62018 Q1 · CEO: +17.42018 Q2 · CEO: +16.92018 Q3 · CEO: +14.32018 Q4 · CEO: +15.12019 Q1 · CEO: +19.72019 Q2 · CEO: +6.12019 Q3 · CEO: +21.02019 Q4 · CEO: +8.32020 Q2 · CEO: +5.32020 Q3 · CEO: +5.02020 Q4 · CEO: +6.52021 Q1 · CEO: +18.82021 Q2 · CEO: +24.02021 Q3 · CEO: +20.92021 Q4 · CEO: +20.02022 Q1 · CEO: +10.42022 Q2 · CEO: +23.42022 Q3 · CEO: +13.42022 Q4 · CEO: +14.72023 Q1 · CEO: +7.12023 Q2 · CEO: +16.32023 Q3 · CEO: +9.82023 Q4 · CEO: +18.52024 Q1 · CEO: +3.72024 Q2 · CEO: +9.32024 Q3 · CEO: +25.92024 Q4 · CEO: +15.12025 Q1 · CEO: +17.62007 Q3 · CFO: +14.02007 Q4 · CFO: +12.82008 Q1 · CFO: +15.22008 Q2 · CFO: +13.52008 Q3 · CFO: +24.12008 Q4 · CFO: +6.22009 Q1 · CFO: +4.52009 Q2 · CFO: -0.72009 Q3 · CFO: +0.52009 Q4 · CFO: +10.52010 Q1 · CFO: +14.82010 Q2 · CFO: +14.82010 Q4 · CFO: +10.72011 Q1 · CFO: +6.42011 Q2 · CFO: +12.82011 Q3 · CFO: +13.22012 Q1 · CFO: +18.52012 Q2 · CFO: +14.72012 Q3 · CFO: +10.82012 Q4 · CFO: -2.42013 Q1 · CFO: -15.22013 Q2 · CFO: +1.62013 Q3 · CFO: +8.02013 Q4 · CFO: -0.82014 Q1 · CFO: +12.42014 Q2 · CFO: +14.92014 Q3 · CFO: +9.62014 Q4 · CFO: +14.42015 Q1 · CFO: +15.72015 Q2 · CFO: +18.62015 Q3 · CFO: +16.72015 Q4 · CFO: +6.52016 Q1 · CFO: +14.62016 Q2 · CFO: +10.62016 Q3 · CFO: +8.82016 Q4 · CFO: +6.92017 Q1 · CFO: +18.02017 Q2 · CFO: +15.42017 Q3 · CFO: +13.42017 Q4 · CFO: +8.82018 Q1 · CFO: +13.42018 Q2 · CFO: +24.62018 Q3 · CFO: +10.92018 Q4 · CFO: +7.82019 Q1 · CFO: +4.62019 Q2 · CFO: +15.62019 Q3 · CFO: +15.32019 Q4 · CFO: +2.32020 Q2 · CFO: +11.02020 Q3 · CFO: +4.72020 Q4 · CFO: +6.12021 Q1 · CFO: +14.82021 Q2 · CFO: +15.02021 Q3 · CFO: +16.32021 Q4 · CFO: +13.42022 Q2 · CFO: +4.12022 Q3 · CFO: +7.82022 Q4 · CFO: +3.42023 Q1 · CFO: +4.92023 Q2 · CFO: +3.82023 Q3 · CFO: +0.32023 Q4 · CFO: +0.52024 Q1 · CFO: +5.82024 Q2 · CFO: +4.52024 Q3 · CFO: +11.92024 Q4 · CFO: +7.32025 Q1 · CFO: +6.8
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-47-23+0+23+472007 Q32009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q3 · Prepared remarks: +15.32007 Q4 · Prepared remarks: +23.62008 Q1 · Prepared remarks: +17.72008 Q2 · Prepared remarks: +21.92008 Q3 · Prepared remarks: +16.02008 Q4 · Prepared remarks: +9.22009 Q1 · Prepared remarks: +9.32009 Q2 · Prepared remarks: -1.42009 Q3 · Prepared remarks: +5.92009 Q4 · Prepared remarks: +14.52010 Q1 · Prepared remarks: +16.22010 Q2 · Prepared remarks: +16.22010 Q4 · Prepared remarks: +14.92011 Q1 · Prepared remarks: +13.22011 Q2 · Prepared remarks: +16.32011 Q3 · Prepared remarks: +19.02011 Q4 · Prepared remarks: +23.42012 Q1 · Prepared remarks: +24.62012 Q2 · Prepared remarks: +20.22012 Q3 · Prepared remarks: +21.12012 Q4 · Prepared remarks: +14.62013 Q1 · Prepared remarks: -12.92013 Q2 · Prepared remarks: +11.92013 Q3 · Prepared remarks: +13.02013 Q4 · Prepared remarks: +14.12014 Q1 · Prepared remarks: +28.32014 Q2 · Prepared remarks: +18.22014 Q3 · Prepared remarks: +19.22014 Q4 · Prepared remarks: +20.92015 Q1 · Prepared remarks: +24.32015 Q2 · Prepared remarks: +22.12015 Q3 · Prepared remarks: +18.62015 Q4 · Prepared remarks: +22.52016 Q1 · Prepared remarks: +18.82016 Q2 · Prepared remarks: +25.52016 Q3 · Prepared remarks: +19.62016 Q4 · Prepared remarks: +13.52017 Q1 · Prepared remarks: +25.72017 Q2 · Prepared remarks: +14.92017 Q3 · Prepared remarks: +24.32017 Q4 · Prepared remarks: +22.02018 Q1 · Prepared remarks: +25.62018 Q2 · Prepared remarks: +26.42018 Q3 · Prepared remarks: +19.12018 Q4 · Prepared remarks: +24.92019 Q1 · Prepared remarks: +19.82019 Q2 · Prepared remarks: +40.82019 Q3 · Prepared remarks: +22.62019 Q4 · Prepared remarks: +13.32020 Q1 · Prepared remarks: +8.62020 Q2 · Prepared remarks: +7.22020 Q3 · Prepared remarks: +15.72020 Q4 · Prepared remarks: +6.62021 Q1 · Prepared remarks: +10.22021 Q2 · Prepared remarks: +17.22021 Q3 · Prepared remarks: +20.32021 Q4 · Prepared remarks: +21.82022 Q1 · Prepared remarks: +9.12022 Q2 · Prepared remarks: +17.62022 Q3 · Prepared remarks: +16.62022 Q4 · Prepared remarks: +8.52023 Q1 · Prepared remarks: +31.82023 Q2 · Prepared remarks: +14.62023 Q3 · Prepared remarks: +8.22023 Q4 · Prepared remarks: +8.82024 Q1 · Prepared remarks: +10.92024 Q2 · Prepared remarks: +12.62024 Q3 · Prepared remarks: +23.72024 Q4 · Prepared remarks: +17.42025 Q1 · Prepared remarks: +12.72007 Q3 · Q&A responses: +9.32007 Q4 · Q&A responses: +5.42008 Q1 · Q&A responses: +12.02008 Q2 · Q&A responses: +17.22008 Q3 · Q&A responses: +2.12008 Q4 · Q&A responses: +0.42009 Q1 · Q&A responses: +9.02009 Q2 · Q&A responses: +3.82009 Q3 · Q&A responses: +15.82009 Q4 · Q&A responses: +11.92010 Q1 · Q&A responses: +11.02010 Q2 · Q&A responses: +11.02010 Q4 · Q&A responses: +10.52011 Q1 · Q&A responses: +12.42011 Q2 · Q&A responses: +6.62011 Q3 · Q&A responses: +2.72011 Q4 · Q&A responses: +12.82012 Q1 · Q&A responses: +7.82012 Q2 · Q&A responses: +9.72012 Q3 · Q&A responses: +7.92012 Q4 · Q&A responses: +8.42013 Q1 · Q&A responses: +2.62013 Q2 · Q&A responses: +6.52013 Q3 · Q&A responses: +15.52013 Q4 · Q&A responses: +10.32014 Q1 · Q&A responses: +13.72014 Q2 · Q&A responses: +9.02014 Q3 · Q&A responses: +11.92014 Q4 · Q&A responses: +12.52015 Q1 · Q&A responses: +15.62015 Q2 · Q&A responses: +10.22015 Q3 · Q&A responses: +7.92015 Q4 · Q&A responses: +9.62016 Q1 · Q&A responses: +8.02016 Q2 · Q&A responses: +11.52016 Q3 · Q&A responses: +5.42016 Q4 · Q&A responses: +10.12017 Q1 · Q&A responses: +14.12017 Q2 · Q&A responses: +8.82017 Q3 · Q&A responses: +16.02017 Q4 · Q&A responses: +6.62018 Q1 · Q&A responses: +4.62018 Q2 · Q&A responses: +11.42018 Q3 · Q&A responses: +6.62018 Q4 · Q&A responses: +8.02019 Q1 · Q&A responses: +13.32019 Q2 · Q&A responses: +8.82019 Q3 · Q&A responses: +10.92019 Q4 · Q&A responses: +2.92020 Q1 · Q&A responses: -0.52020 Q2 · Q&A responses: +8.72020 Q3 · Q&A responses: +3.92020 Q4 · Q&A responses: +6.12021 Q1 · Q&A responses: +15.42021 Q2 · Q&A responses: +14.42021 Q3 · Q&A responses: +13.72021 Q4 · Q&A responses: +7.72022 Q1 · Q&A responses: +7.52022 Q2 · Q&A responses: +5.92022 Q3 · Q&A responses: +3.32022 Q4 · Q&A responses: +6.82023 Q1 · Q&A responses: +4.52023 Q2 · Q&A responses: +2.32023 Q3 · Q&A responses: +0.92023 Q4 · Q&A responses: +6.52024 Q1 · Q&A responses: +2.42024 Q2 · Q&A responses: +0.92024 Q3 · Q&A responses: +12.62024 Q4 · Q&A responses: +4.32025 Q1 · Q&A responses: +9.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.05$5.53$9.002007 Q32009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $2.532014 Q2: $2.622014 Q3: $2.702014 Q4: $2.682015 Q1: $2.682015 Q2: $2.732015 Q3: $2.802015 Q4: $2.852016 Q1: $2.772016 Q2: $2.942016 Q3: $3.012016 Q4: $2.992017 Q1: $2.922017 Q2: $3.022017 Q3: $3.172017 Q4: $3.472018 Q1: $3.622018 Q2: $3.822018 Q3: $4.002018 Q4: $4.052019 Q1: $4.172019 Q2: $4.332019 Q3: $4.472019 Q4: $4.632020 Q1: $4.682020 Q2: $4.212020 Q3: $5.662020 Q4: $8.522021 Q1: $8.282021 Q2: $7.822021 Q3: $7.222021 Q4: $6.522022 Q1: $7.012022 Q2: $7.212022 Q3: $6.892022 Q4: $5.872023 Q1: $5.382023 Q2: $5.412023 Q3: $5.382023 Q4: $4.612024 Q1: $4.792024 Q2: $4.922024 Q3: $5.082024 Q4: $5.11

Forward P/E

13.1721.8030.422007 Q32009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 18.122014 Q2: 17.942014 Q3: 16.422014 Q4: 15.812015 Q1: 18.372015 Q2: 19.442015 Q3: 17.372015 Q4: 18.462016 Q1: 17.292016 Q2: 18.022016 Q3: 17.262016 Q4: 17.912017 Q1: 19.492017 Q2: 21.162017 Q3: 21.582017 Q4: 20.552018 Q1: 21.282018 Q2: 20.692018 Q3: 24.102018 Q4: 19.312019 Q1: 22.462019 Q2: 22.102019 Q3: 19.232019 Q4: 20.442020 Q1: 14.362020 Q2: 23.452020 Q3: 21.262020 Q4: 16.532021 Q1: 15.262021 Q2: 19.052021 Q3: 25.872021 Q4: 29.232022 Q1: 25.112022 Q2: 19.462022 Q3: 19.532022 Q4: 24.482023 Q1: 22.782023 Q2: 21.332023 Q3: 20.812023 Q4: 21.412024 Q1: 22.552024 Q2: 21.832024 Q3: 24.532024 Q4: 21.36

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -5.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -6.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -4.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↑ +5.6 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -7.2 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -5.2 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -4.5 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -11.4 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -3.3 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +7.9 fwd EPS ↓ -0.47 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -2.2 fwd EPS ↑ +1.46 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↑ +9.4 fwd EPS ↓ -0.24 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↑ +5.0 fwd EPS ↓ -0.59 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -7.3 fwd EPS ↑ +0.49 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +3.6 fwd EPS ↓ -0.77 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -2.8 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-28+7.7——View →
2024 Q42025-01-31+8.3$5.1121.4View →
2024 Q32024-11-04+12.8$5.0824.5View →
2024 Q22024-07-29+5.4$4.9221.8View →
2024 Q12024-04-29+3.0$4.7922.6View →
2023 Q42024-02-01+5.7$4.6121.4View →
2023 Q32023-11-05+2.2$5.3820.8View →
2023 Q22023-08-06+3.8$5.4121.3View →