Repligen Corp (RGEN)
NASDAQ:RGEN
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.45Last Year’s EPS
0.37Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was predominantly positive: the company reported healthy top-line growth ($194M, +15% reported, +11% organic), notable margin expansion (gross margin +180 bps, operating margin +160 bps), strong franchise performances (Analytics +50%+, Chromatography >25%, Proteins mid-teens), solid cash position ($785M), and raised adjusted EPS guidance. Management launched a transformation office targeting at least 1 point of annualized margin benefit by end of 2027 and announced a strategic OEM partnership in China. Key headwinds are mostly timing and structural: divestiture of a loss-making Polymem reduced revenue (~$7M), ATF/gene therapy customer timing moderated near-term growth (expected to rebound in 2027), some Q1 margin benefits may normalize, and there is execution risk around customer readiness for capital equipment and competition in China. Overall, positives (growth, margins, guidance, strategic initiatives, cash) materially outweigh the manageable lowlights tied to timing, one-off costs, and a small divestiture impact.Company Guidance
Strong Q1 Revenue and Organic Growth
Reported revenue of $194M in Q1, up 15% year-over-year; 11% organic growth excluding acquisitions and FX; FX contributed ~3 percentage points and two months of inorganic revenue from an upstream Analytics acquisition.
Margin Expansion and Profitability
Adjusted gross profit of $108M and adjusted gross margin of 55.5% (+180 bps YoY). Adjusted operating income of $30M (+28% YoY) and adjusted operating margin of 15.4% (+160 bps YoY). Adjusted EBITDA $40M (~21% margin).
Earnings, Cash and EPS Upside
Adjusted net income $27M (+22% YoY). Adjusted diluted EPS $0.48 vs $0.39 prior year (+23%). Cash and marketable securities of $785M (up $17M sequentially) with $20M cash from operations and $5M CapEx in the quarter.
Raised Full-Year EPS Guidance and Revenue Range
Updated full-year revenue guidance of $803M–$833M (9%–13% growth organic and reported). Raised adjusted operating income guidance to $124M–$132M and adjusted diluted EPS to $1.97–$2.05 (increase of $0.04 vs prior guide and up roughly 18% vs prior year at midpoint).
Franchise Strength — Analytics, Chromatography, Proteins
Analytics grew 50%+ in Q1 and Outlook assumes 20%+ growth for 2026. Chromatography revenue increased >25% in Q1 and now expected >20% growth for 2026. Proteins delivered mid-teens growth in Q1 and the company expects at least low-double-digit growth for the year.
Broad End-Market and Geographic Performance
Widespread strength across end markets: CDMO revenues mid-teens, Biopharma growth despite tough comps, emerging biotechs 20%+. Regionally North America ~46% mix, EMEA ~37%, APAC ~17%; Asia Pacific grew >25% and China nearly doubled revenue quarter-over-quarter (best quarter in China in 2+ years).
Strategic Actions — Transformation Office and China Partnership
Launched a transformation office targeting operational improvements and IT/AI implementation with an estimated at least 1 percentage point of annualized margin benefit by end of 2027. Signed an OEM partnership to expand local manufacturing in China beginning 2027 (multi-phase, multi-product).
Portfolio and Products — Consumables, Services, ATF Positioning
Consumables (including proteins) grew double digits; services grew 30%+. Company reiterated leadership in ATF/process intensification, with expectations for ATF to return to strong growth in 2027 and cited multiple upcoming product launches and continued R&D investment.
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 |
|---|---|---|---|
May 05, 2026 | $118.21 | $125.61 | +6.26% |
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% |
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 Aug 04, 2026, Before Open (Confirmed).
What is Repligen Corp (RGEN) earnings time?
Repligen Corp (RGEN) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is RGEN EPS forecast?
RGEN EPS forecast for the fiscal quarter 2026 (Q2) is 0.45.