-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Revvity公布了2026年第一季度稳健的业绩，营收增长7%至7.11亿美元（比市场预期高出1%），调整后每股收益为1.06美元，增长5%，比市场预期高出5%。尽管面临持续的政府和学术界阻力，但3%的内生增长主要得益于汇率利好（3个百分点）和收购带来的1个百分点增长。鉴于近期DRG报销政策变化带来的不利影响，我们积极看待Revvity剥离中国免疫诊断业务的战略决策，该业务约占2025年营收的6%。管理层给出的2026年销售额预期为28.1亿美元至28.4亿美元，调整后每股收益预期为5.20美元至5.30美元，其中包括3%至4%的内生增长，预计该交易将于2027年完成。生命科学业务增长6%至3.62亿美元，而诊断业务增长势头更强劲，增长8%至3.49亿美元，尽管这两个业务板块都面临利润率压缩。
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