secwatch.observer — SEC 8-K summary
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Issuer:     REPLIGEN CORP (RGEN)
CIK:        0000730272
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-205011
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Repligen Q1 revenue $194M (+11% organic); raises adjusted EPS guidance to $1.97-$2.05
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/730272/000119312526205011/0001193125-26-205011-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/730272/000119312526205011/rgen-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-205011

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer