Repligen Corp
RGEN
ISIN null / Valor 965900
Repligen Corp
UMushroom community rating:
About company
Repligen Corp is a company that provides technology solutions for the development and manufacture of various biopharmaceutical products, including plasmid DNA, viral vectors, mRNA, and new modalities like whole cells and cultivated meat. With over 15 years of experience and a track record of successful implementation in commercial processes, Repligen's XCell® ATF Technology stands out as a scalable and efficient method for upstream intensification. Additionally, the company offers the CTech™ FlowVPX® spectrophotometer system, designed to meet regulatory GMP requirements by providing reliable real-time concentration measurements throughout the downstream process.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (30.03.2026):
Revenue
Q4 2025 revenue: $197.9M (+18% reported, +14% organic). Full-year 2025 revenue: $738.3M (+16% vs. 2024). Management cited continued order momentum in the quarter.
Profitability & margins
Q4 GAAP gross profit was $104M (vs. $39M a year ago); adjusted gross margin ~52.4% in Q4 (vs. 50.7% prior-year). GAAP operating margin improved to 9.0% in Q4 from (21.8)% a year earlier; adjusted operating margin was 15.0% (Q4).
Earnings
Q4 GAAP net income $13.3M (diluted EPS $0.23); Q4 adjusted net income ~$28M (adjusted EPS $0.49). Full-year 2025 adjusted net income ~$97M (adjusted EPS $1.71); full-year GAAP net income $49M (EPS $0.86).
Balance sheet & cash
Cash, cash equivalents and marketable securities totaled ~$768M at December 31, 2025 (vs. $757M at year-end 2024). Inventory and receivables grew with revenue; long-term convertible notes remain on the balance sheet.
2026 guidance
Full-year 2026 adjusted guidance: revenue $810M–$840M (10%–14% reported growth; 9%–13% organic), gross margin ~53.6%–54.1%, adjusted operating income $122M–$130M (operating margin ~15.1%–15.5%), adjusted EBITDA margin ~20%–20.5%, and diluted EPS $1.93–$2.01. Management expects ~150 bps of adjusted operating margin expansion at the midpoint vs. 2025.
Business & product highlights
Company executed on 2025 strategic priorities: expanded Analytics via M&A, launched three chromatography resins (AVIPure HiPer AAV8/AAV9 and HiPer QA), and expanded APAC presence (new Singapore office, expanded Japan footprint). Management emphasized continued investments in commercial and operational scaling.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
7008 M
Market cap (USD)
1,016,390
Daily traded volume (Shares)
144.91 / 141.5
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
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Ratings & reviews
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