Repligen (NASDAQ:RGEN) Releases Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Repligen (NASDAQ:RGEN) posted its earnings results on Tuesday. The biotechnology company reported $0.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.07, Zacks reports. Repligen had a return on equity of 5.30% and a net margin of 5.29%. The business had revenue of $209.31 million during the quarter, compared to analysts’ expectations of $206.70 million. During the same period in the prior year, the business earned $0.46 EPS. Repligen’s revenue for the quarter was up 10.9% compared to the same quarter last year.

Here are the key takeaways from Repligen’s conference call:

• Repligen reported record third-quarter revenue of $209 million, up 12.5% organically, while adjusted operating margin expanded 170 basis points to 15.9%. Management raised 2026 revenue guidance to $844 million-$852 million and adjusted EPS guidance to $2.05-$2.09.
• The BioLife acquisition closed on October 6 and is expected to contribute approximately $24 million of fourth-quarter revenue. Repligen said it has already captured more than half of anticipated year-one operating expense synergies and expects at least $0.05 of 2027 earnings accretion.
• Capital-equipment orders rose at a mid-teens rate and reached their highest quarterly level in five years, creating a stronger backlog entering 2027. Consumables grew 20% and services grew more than 20%, with systems under service contracts up nearly 40% year to date.
• Filtration revenue declined 11% in the quarter due to ATF and gene-therapy headwinds, the Polymem divestiture, and customer-requested delivery timing; management expects the franchise to be flat to slightly down for 2026. Executives said decision-making remains slow and the equipment “tap” has not yet fully opened, despite a strong funnel.
• Chromatography grew more than 50%, Proteins more than 40%, and Analytics 20% in the quarter, prompting higher full-year growth expectations for Chromatography and Analytics of at least 30%. China revenue increased more than 40%, while management said BioLife and expanding cell-therapy, biosimilar, and Asia-Pacific opportunities support reported growth of at least 25% in 2027 and revenue above $1 billion.

Repligen Stock Performance

Repligen stock traded up $5.61 during trading hours on Thursday, hitting $190.30. The company had a trading volume of 217,932 shares, compared to its average volume of 1,051,491. Repligen has a one year low of $100.99 and a one year high of $198.87. The firm has a market cap of $10.74 billion, a PE ratio of 260.70, a PEG ratio of 3.23 and a beta of 1.08. The firm has a 50-day moving average of $177.88 and a 200 day moving average of $145.08. The company has a debt-to-equity ratio of 0.26, a current ratio of 9.05 and a quick ratio of 7.64.

Wall Street Analysts Forecast Growth

RGEN has been the subject of a number of research reports. Wells Fargo & Company increased their price objective on Repligen from $180.00 to $185.00 and gave the stock an “overweight” rating in a report on Thursday, July 30th. Canaccord Genuity Group boosted their price target on shares of Repligen from $145.00 to $180.00 and gave the stock a “hold” rating in a research report on Monday, October 19th. JPMorgan Chase & Co. raised their price objective on Repligen from $165.00 to $175.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Zacks Research lowered Repligen from a “strong-buy” rating to a “hold” rating in a report on Monday, September 28th. Finally, Benchmark raised Repligen from a “hold” rating to a “buy” rating and set a $185.00 price target for the company in a research report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $178.57.

Repligen Company Profile

Repligen Corporation (NASDAQ:RGEN) develops and manufactures bioprocessing technologies used in the production of biological medicines. Its products support key stages of biopharmaceutical manufacturing, including upstream processing, downstream purification, filtration, process monitoring and fluid management.

The company’s offerings include chromatography products, filtration systems, single-use technologies, process analytics equipment and critical biological materials such as recombinant proteins.