Repligen Q3 2026: Record Revenue, Raised Guidance, and a $41.2M Charge

Repligen Corp (RGEN) reported Q3 2026 revenue of $209M, up 12.5% organically, and raised 2026 guidance. Chromatography and proteins grew over 40%, while filtration declined 11%. BioLife acquisition is expected to be $0.05 accretive in 2027. Capital equipment orders increased mid-teens YoY, but revenue lags due to slow customer decisions. Inflationary pressures and product mix headwinds impacted margins. The company recorded a $41M intangible asset impairment.

Repligen Corporation reported Q3 2026 revenue of $209M, up 12.5% organically, driven by proteins and chromatography. Capital equipment orders hit a 5-year high, but revenue declined due to delayed deliveries. The BioLife acquisition is expected to be $0.05 accretive to 2027 earnings. Management forecasts 2027 revenue exceeding $1B and narrowed 2026 organic growth to 12%-13%. China grew over 40%, and the Analytics franchise set records.

Repligen reported $209M in Q3 2026 revenue, up 12.5% organically, with expanded margins. The company raised full-year guidance, including $24M from BioLife acquisition. Capital equipment orders rose mid-teens YoY, and services grew over 20%. Biopharma drove growth, while CDMOs declined. Repligen expects to exceed $1B in revenue in 2027, with Asia Pacific showing strong growth.

Repligen (RGEN) reported Q3 earnings, noting BioLife acquisition will be slightly dilutive to Q4 earnings but expects $0.05 EPS accretion by 2027. Equipment orders rose mid-teens YoY, with a strong backlog for 2027. Filtration revenue fell 11%, while consumables and services grew over 20%. Chromatography and proteins revenue surged over 50% and 40%, respectively. Adjusted EPS rose 15% to $0.53. Repligen expects 2027 revenue growth of at least 25%, exceeding $1B.

Repligen (RGEN) reported Q3 2026 revenue of $209M, up 11% YoY, and raised full-year guidance. Chromatography and Proteins segments drove growth, while Filtration declined. Adjusted EPS was $0.53, beating estimates. Shares fell 2.25% premarket despite record revenue and raised guidance, likely due to near-term challenges.

Repligen (RGEN) reported Q3 2026 revenue of $209.3M, beating estimates by 1.1% and growing 10.9% YoY. Adjusted EPS of $0.53 beat estimates by 14.6%. The company raised full-year revenue guidance to $848M and adjusted EPS to $2.07. Operating margin decreased to -14.1% from 8.9% YoY, while free cash flow margin fell to 18.1% from 23%.