earnings
confidence high
sentiment positive
materiality 0.75
Repligen Q1 revenue $194M (+11% organic); raises adjusted EPS guidance to $1.97-$2.05
REPLIGEN CORP
2026-Q1 EPS reported
$0.15
revenue$194,255,000
- Q1 revenue $194M, +15% reported/+11% organic; GAAP EPS $0.15, adjusted EPS $0.48 (+23% YoY).
- Adjusted operating margin expanded 160bps to 15.4%; gross margin improved to 55.5% (adj.).
- FY2026 guidance: revenue $803M-$833M (9-13% organic growth); adj. EPS raised to $1.97-$2.05.
- Divested non-core Polymem filtration business (Mar 30); signed China OEM partnership in April.
- Transformation Office launched to drive margin expansion, site rationalization, IT/AI investments.