Repligen (RGEN) Q3 2026 Earnings Call: Record Revenue and Raised Guidance
Source Tradingkey
Key Takeaways
- Repligen reported record Q3 2026 revenue of $209 million, up 11% year over year on a reported basis and 12.5% organically.
- Adjusted operating income increased 24% to $33 million, while adjusted operating margin expanded 170 basis points to 15.9%.
- Consumables revenue grew 20%, and services grew more than 20%. Capital equipment orders increased in the mid-teens and reached their highest quarterly level in five years, although equipment revenue declined as deliveries shifted into 2027.
- Chromatography revenue grew more than 50%, proteins exceeded 40% growth, and analytics rose 20%. Filtration declined 11%, reflecting ATF-related headwinds, the Polymem divestiture, foreign exchange and equipment timing.
- Repligen raised its 2026 revenue guidance to $844 million-$852 million, including approximately $24 million from BioLife following the October 6 acquisition close.
- Management said Repligen is positioned to grow reported revenue by at least 25% in 2027 and exceed $1 billion, assuming high-single-digit market growth and no material foreign-exchange change. This is a planning framework, not formal 2027 guidance.
Core Financial Results
| Metric | Q3 2026 | Change / context |
|---|---|---|
| Revenue | $209 million | Record quarter; up 11% reported and 12.5% organically |
| Adjusted gross profit | $111 million | — |
| Adjusted gross margin | 53.0% | Down 30 basis points year over year |
| Adjusted operating income | $33 million | Up 24% year over year |
| Adjusted operating margin | 15.9% | Up 170 basis points |
| Adjusted EBITDA | $44 million | 20.9% margin |
| Adjusted net income | $30 million | Up 16% year over year |
| Adjusted diluted EPS | $0.53 | Up 15% from $0.46 |
| Cash, cash equivalents and marketable securities | $863 million | Up $53 million sequentially |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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