earnings
confidence high
sentiment positive
materiality 0.80
Repligen Q4 revenue $198M (+18%); FY26 guidance $810-840M
REPLIGEN CORP
2025-FY EPS reported
$0.86
revenue$738,256,000
- Q4 revenue $198M, up 18% reported and 14% organic YoY; full year 2025 revenue $738M (+16% reported and organic non-COVID).
- Q4 GAAP EPS $0.23 vs ($0.60); adjusted EPS $0.49 vs $0.44. Full year adjusted EPS $1.71 vs $1.58.
- FY26 revenue guidance $810M–$840M (10-14% reported, 9-13% organic); adjusted operating margin expansion of 150 bps at midpoint.
- Full year 2025 organic growth of 14% exceeded initial guidance range; adjusted operating margins improved 90 bps YoY.
- CEO cited strong finish led by Analytics and Proteins; new office in Singapore and product launches in Q4.