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Repligen Corp (RGEN)
NASDAQ:RGEN
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.39Last Year’s EPS
0.39Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive and optimistic: management reported solid revenue acceleration (Q4 and full‑year growth above expectations), meaningful margin expansion, strong cash generation, successful product launches and acquisition integrations, and provided growth and margin guidance for 2026. The company also highlighted several near-term headwinds—muted capital equipment demand, a gene therapy customer-facing headwind, tariff and policy uncertainty, M&A/FX dilution to reported margins, and increased investments in Fit-for-Growth—that temper upside visibility. On balance, the positives (broad-based franchise strength, margin expansion, strong cash and funnel, and prudent but constructive guidance) substantially outweigh the cited risks.Company Guidance
Quarter and Full-Year Revenue Growth
Q4 revenue of $198M, up 18% reported and 14% organic year-over-year; full-year 2025 revenue of $738M, up 16% reported and on an organic non-COVID basis.
Strong Franchise Performance
Proteins: >30% growth in Q4 and 31% for the year; Analytics: >30% in Q4 and 37% for the year (21% excluding 908 acquisition); Chromatography: >25% in Q4 and 25% for the year; Filtration: high single‑digit growth in Q4 and 8% for the year (11% non‑COVID). Consumables grew >20% in the quarter.
Margin Expansion and Profitability
Q4 adjusted gross margin 52.4% (+170 bps YoY); full-year gross margin 52.6% (~+220 bps YoY). Adjusted operating margin 13.8% for 2025 (+90 bps YoY reported; +240 bps excluding M&A and FX). Full-year adjusted EBITDA margin 19% (up ~50 bps reported; ~+230 bps excl. M&A/FX).
Cash Generation and Balance Sheet Strength
Cash and marketable securities of $768M at year-end (up $90M sequentially). Full-year cash flow from operations of $117M; Q4 operating cash of $26M; Q4 CapEx $8M.
Product Innovation and Go-to-Market Execution
Multiple product launches in 2025 (SoloVPE PLUS, ProConnex MixOne, three new catalog resins) and traction on SoloVPE PLUS upgrade cycle (installed base 1,500–2,000 units, under 100 upgrades done in late 2025). Sales organization increasingly cross-selling (2.5x product lines to key accounts vs 2019).
M&A and Strategic Partnerships Progress
Acquired 908 Devices' bioprocessing portfolio and progressed Tantti integration; strategic partnership and minority investment in Novasign to integrate ML into filtration systems. Acquisitions contributed ~1 point to reported growth in 2025.
2026 Financial Guidance
Guidance of $810M–$840M revenue (9%–13% organic growth, 10%–14% reported). Gross margin guidance 53.6%–54.1% (≈+125 bps YoY at midpoint). Adjusted operating income guidance $122M–$130M and adjusted EPS $1.93–$2.01 (≈+15% at midpoint). CapEx expected ~3%–4% of revenue.
Commercial Funnel and Strategic Priorities
Company reports highest-ever high-probability sales funnel (>50% probability opportunities), continued focus on cross-selling, Asia Pacific expansion, services growth (services ~6% of sales in 2025 with target to reach ~10% over time) and Fit-for-Growth investments (AI, IT, leadership hires).
RGEN Earnings History
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 |
|---|---|---|---|
Feb 24, 2026 | $135.40 | $134.67 | -0.54% |
Oct 28, 2025 | $161.10 | $151.57 | -5.92% |
Jul 29, 2025 | $119.65 | $125.30 | +4.72% |
Apr 29, 2025 | $143.63 | $139.43 | -2.92% |
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 May 05, 2026, Before Open (Confirmed).
What is Repligen Corp (RGEN) earnings time?
Repligen Corp (RGEN) earnings time is at May 05, 2026, 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 2026 (Q1) is 0.39.