RV

Revvity, Inc. stock research

Sep 28, 2025

FY2025 Q3

Revvity (RVTY) Gross Margin — Quarter Ended Sep 28, 2025

Revenue and gross profit both decreased compared to the prior quarter, while cost of revenue declined at a slower pace, resulting in a slightly lower gross margin. Versus the same quarter last year, revenue increased but gross profit decreased, as cost of revenue rose more than proportionally, leading to a weakened gross margin.

Gross margin takeaway

Quarter ended Sep 28, 2025 · FY2025 Q3

Revenue and gross profit both decreased compared to the prior quarter, while cost of revenue declined at a slower pace, resulting in a slightly lower gross margin. Versus the same quarter last year, revenue increased but gross profit decreased, as cost of revenue rose more than proportionally, leading to a weakened gross margin.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue: in the current quarter, cost of revenue grew relative to revenue compared to both the prior quarter and the year-ago quarter, compressing gross margin.
  • Compared to the immediately preceding quarter, gross margin was lower. Compared to the same quarter one year earlier, gross margin was also lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

53.6%

Gross profit

$374.6M

Revenue

$698.9M

Cost of revenue

$324.3M

Quarter-over-quarter change

-0.9 pts

Year-over-year change

-2.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 29, 2024$684.0M$384.8M$299.2M56.3%
Mar 30, 2025$664.8M$375.5M$289.2M56.5%
Jun 29, 2025$720.3M$392.6M$327.7M54.5%
Sep 28, 2025$698.9M$374.6M$324.3M53.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 29, 2025

-0.9 pts

Year-over-year change

Sep 29, 2024

-2.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue and cost of revenue: in the current quarter, cost of revenue grew relative to revenue compared to both the prior quarter and the year-ago quarter, compressing gross margin.

Compared to the immediately preceding quarter, gross margin was lower. Compared to the same quarter one year earlier, gross margin was also lower.

Monitor the trend in cost of revenue relative to revenue, as its faster growth has been the primary factor behind the margin decline.

RVTY Gross Margin — Quarter Ended Sep 28, 2025