{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-205011","form_type":"8-K","ticker":"RGEN","cik":"0000730272","company_name":"REPLIGEN CORP","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.688224+00:00","generated_at":"2026-05-14T23:38:19.020413+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Repligen Q1 revenue $194M (+11% organic); raises adjusted EPS guidance to $1.97-$2.05","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-205011","json":"https://secwatch.observer/filing/0001193125-26-205011.json","markdown":"https://secwatch.observer/filing/0001193125-26-205011.md","text":"https://secwatch.observer/filing/0001193125-26-205011.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/730272/000119312526205011/0001193125-26-205011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/730272/000119312526205011/rgen-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:38:19.020413+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"666c9e978a9fc36473a88b121102227002899b71","claim":"REPLIGEN CORP reported first quarter ended March 31, 2026 results: revenue $194 million, EPS $0.15. Guidance reaffirmed.","evidence_excerpt":"#1, Suite 100 Waltham, Massachusetts 02453 Repligen Reports First Quarter 2026 Financial Results and Updates Full Year 2026 Financial Guidance • First quarter revenue of $194 million, a year-over-year increase of 15% as reported and 11% organic • GAAP EPS increased 50% year-over-year and adjusted EPS increased 23% year-over-year • Reiterating FY26 organic","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730272/000119312526205011/0001193125-26-205011-index.htm","confidence":0.85,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$194 million"},{"label":"EPS","value":"$0.15"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}