| RVTY |
Report |
Pro forma adjusted EPS |
BEAT |
pred ~$1.24 vs. cons $1.22 |
MEDIUM |
| RVTY |
Report |
Pro forma revenue |
IN-LINE |
pred ~$705M vs. cons $704M |
MEDIUM |
| RVTY |
Report |
Pro forma adjusted operating margin |
IN-LINE |
pred ~27.0% vs. cons/guide 27.0% |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma adjusted EPS guidance |
BETTER |
guide ~$5.25-$5.35 vs. cons $5.25 (FY2026) |
MEDIUM |
| RVTY |
Guide |
FY2026 pro forma revenue guidance |
UNCHANGED |
guide ~$2.81-$2.84B vs. cons $2.82B (FY2026) |
MEDIUM |
| RVTY |
Guide |
Q3 2026 pro forma adjusted operating margin |
UNCHANGED |
guide ~29% vs. cons ~28.5-29% (Q3 2026) |
LOW |
| RVTY |
Guide |
China Immunodiagnostics definitive agreement status |
UNKNOWN |
guide ~pending/no confirmed signing vs. cons expectation of Q2 signing (Q2 2026) |
LOW |
| RVTY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
LOW |
| RVTY |
Return |
5-day cumulative residual |
-1.8% (FOLLOW-THROUGH) |
Stock has rallied 30%+ since Q1 and sits near consensus price targets, leaving little cushion; a merely in-line/modest-beat print with guidance simply reiterated (not meaningfully raised) and an unresolved China IDx definitive-agreement timeline (flagged as a name-defining open item) removes the catalyst needed to sustain the run. With Q3 margin (29%) and H2 organic acceleration still to be proven, sell-side is likely to trim near-term estimates or hold flat rather than raise out-period numbers, so any initial soft reaction should see modest follow-through over the week rather than a snap-back, absent a surprise on the China IDx deal or a explicit FY raise. |
LOW |