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Rapid Micro Biosystems (RPID)
NASDAQ:RPID
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.25Last Year’s EPS
-0.26Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced meaningful commercial momentum and tangible improvement initiatives against near-term operational and margin headwinds. Highlights include record quarterly revenue (+37% YoY), a strong increase in product revenue (+78% Q4), expanding strategic partnerships (Samsung, Amgen, MilliporeSigma), an installed base of 190 systems (155 validated), locked-in consumable cost reductions, and a concrete 2026 guide ($37M–$41M, ~20% gross margin). Lowlights center on a $1.1M inventory write-off that drove Q4 product margin to negative 8% and total gross margin to negative 3%, softer service revenue and margin, a widening placed-to-validated gap (timing risk), and an increased Q4 net loss ($12.5M). Management provided a clear pathway to margin recovery (cost reductions and service leverage) and set prudent guidance that incorporates timing uncertainty.Company Guidance
Record Quarterly Revenue
Total Q4 revenue of $11.3M, a 37% year-over-year increase (Q4 2024: $8.2M) and a quarterly record; company noted 13 consecutive quarters of meeting or exceeding guidance.
Strong Product Performance and System Placements
Product revenue (systems + consumables) increased 78% in Q4 to $9.3M vs $5.2M a year ago; 16 Growth Direct systems placed in Q4 (record vs 6 in Q4 2024), ending the year with 190 systems placed globally (155 fully validated).
Recurring Revenue Strength
Full-year recurring revenue (consumables + service contracts) increased 15% and represented 53% of total revenue; full-year consumable revenue grew 17%, indicating continued utilization of installed base.
Major Commercial Wins and Partner Momentum
Announced expanded multisystem order from Samsung Biologics and a record multisystem order from Amgen (global rollout across North America, Europe and Asia); MilliporeSigma partnership progressing with demo labs and specialist training in Europe and Asia to drive future placements.
Gross Margin Improvement Trajectory and Cost Reduction Actions
Management highlighted more than a 50 percentage-point improvement in total gross margin over the last three years; locked-in consumable/material cost reductions expected to meaningfully improve product margins starting in H1 and accelerating in H2 2026.
2026 Financial Guidance and Outlook
Initiated 2026 revenue guidance of $37M–$41M with 30–38 system placements; full-year gross margin target ~20% with Q4 2026 exit in the mid-20% range; product margin expected to turn positive across the year with full-year product margin in high single digits to low teens and service margin >40%.
Product and Technology Roadmap
Next-generation cloud-native software platform expected in H2 2026 to deliver modern UI, cloud deployment options and potential AI-driven analytics/services to monetize fleet data long-term.
Solid Balance Sheet and Liquidity
Ended the year with $39M in cash and investments and $25M of unused capacity under debt facility; net cash burn was $3M in Q4 (company notes Q4 typically lowest burn).
RPID 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
RPID Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $4.38 | $3.42 | -21.80% |
Nov 07, 2025 | $2.75 | $3.10 | +12.73% |
Aug 12, 2025 | $3.26 | $2.68 | -17.79% |
May 09, 2025 | $2.45 | $3.08 | +25.71% |
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 Rapid Micro Biosystems (RPID) report earnings?
Rapid Micro Biosystems (RPID) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Rapid Micro Biosystems (RPID) earnings time?
Rapid Micro Biosystems (RPID) earnings time is at May 07, 2026, After Close (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 RPID EPS forecast?
RPID EPS forecast for the fiscal quarter 2026 (Q1) is -0.25.