The earnings call reflects a strong performance with significant organic growth, record order growth, and improved financial guidance. However, challenges remain, particularly with the China market and gene therapy headwinds. Despite these challenges, the company is optimistic about its strategic investments and future growth opportunities.

Company Guidance -

Q3 2025

During Repligen Corporation's second quarter 2025 earnings call, the company provided detailed financial guidance for the full year. Repligen reported a 17% organic non-COVID revenue growth, with key performance driven by Chromatography, which saw over 40% revenue growth, and Filtration, which posted mid-teens non-COVID growth. The company experienced a strong demand for consumables, with capital equipment growing in the high teens. Geographically, all regions saw mid-teens growth, with China orders notably rebounding. Repligen raised its organic growth guidance, expecting full-year revenue between $715 million to $735 million, reflecting 12.5% to 15.5% organic non-COVID growth. The company aims for gross margins of 52% to 53% and an adjusted operating margin between 13.5% and 14.5%. The strategy includes doubling the company's size in the medium term, focusing on organic growth with modest M&A assumptions, maintaining profitability, and expanding gross margins and operating leverage.

Strong Organic Non-COVID Growth

Repligen achieved 17% organic non-COVID growth in Q2 2025, marking the highest growth rate since 2022. This includes 20% revenue growth in biopharma and strong performance across all regions.

Record Order Growth

Orders grew over 20% year-over-year and high teens organically, marking the eighth consecutive quarter of orders exceeding non-COVID revenue.

Capital Equipment Performance

Capital equipment revenue returned to growth in the high teens, with orders growing greater than 20%, driven by traction in ATS and downstream systems.

Chromatography Segment Success

Chromatography had a record quarter with greater than 40% revenue growth, driven by large-scale column demand from pharma and Europe.

Positive Financial Guidance

Repligen increased its revenue guidance to $715 million to $735 million, reflecting 12.5% to 15.5% organic non-COVID growth.

Repligen (RGEN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RGEN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.42 / -	0.43	―	―	―
Jul 29, 2025	2025 (Q2)	0.39 / 0.37	0.33	12.12% (+0.04)	―
Apr 29, 2025	2025 (Q1)	0.35 / 0.39	0.28	39.29% (+0.11)	―
Feb 20, 2025	2024 (Q4)	0.41 / 0.44	0.33	33.33% (+0.11)	―
Nov 12, 2024	2024 (Q3)	0.34 / 0.43	0.23	86.96% (+0.20)	―
Jul 30, 2024	2024 (Q2)	0.33 / 0.33	0.53	-37.74% (-0.20)	―
May 01, 2024	2024 (Q1)	0.30 / 0.28	0.64	-56.25% (-0.36)	―
Feb 21, 2024	2023 (Q4)	0.33 / 0.33	0.68	-51.47% (-0.35)	―
Oct 31, 2023	2023 (Q3)	0.17 / 0.23	0.77	-70.13% (-0.54)	―
Aug 02, 2023	2023 (Q2)	0.47 / 0.53	0.91	-41.76% (-0.38)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RGEN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$119.65	$125.30	+4.72%
Apr 29, 2025	$143.63	$139.43	-2.92%
Feb 20, 2025	$150.73	$162.67	+7.92%
Nov 12, 2024	$139.51	$148.59	+6.51%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Repligen Corp (RGEN) report earnings?

Repligen Corp (RGEN) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Repligen Corp (RGEN) earnings time?

Repligen Corp (RGEN) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RGEN EPS forecast?

RGEN EPS forecast for the fiscal quarter 2025 (Q3) is 0.42.

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