REVVITY INC（股票代码：RVTY）今日盘中大涨6.24%，引起了市场的广泛关注。
消息面上，公司最新公布的第一季度经调整每股收益为1.06美元，超出了市场预期的1.02美元，这是推动股价上涨的直接利好。同时，公司宣布已决定剥离其中国免疫诊断业务，此举被分析师认为在战略上是正确的，预计将提升公司有机增长。此外，管理层透露，自2023年第二季度以来，公司首次从制药生物技术及学术客户处获得正增长，这标志着核心客户需求的回暖。
尽管公司因剥离中国业务而下调了全年营收与利润指引，但市场更关注其核心业务的盈利能力和战略聚焦。公司预计业务将从第一季度到第二季度迎来季节性回升，且第三季度利润率有望攀升至约29%。这些积极因素共同作用，提振了投资者信心。
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