Repligen Corp
NASDAQ:RGEN

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Repligen Corp
NASDAQ:RGEN
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Price: 169.44 USD 3.1% Market Closed
Market Cap: 9.5B USD

Repligen Corp
Investor Relations

Repligen Corporation has carved a niche for itself in the dynamic world of bioprocessing, a sector that fuels the global production of biologic drugs. At its core, Repligen specializes in providing innovative technologies and solutions that enhance the efficiency and productivity of manufacturing processes for advanced therapeutics, ranging from monoclonal antibodies to cell and gene therapies. The company operates primarily through its product categories, which include filtration, chromatography, and analytics, bridging the gaps in the biomanufacturing process. By focusing on these critical yet underserved areas, Repligen has positioned itself as a pivotal player enabling pharmaceutical and biotech firms to streamline their production lines, reduce costs, and meet the increasing demand for life-saving biologics.

What sets Repligen apart is its strategic approach to generating revenue by staying ahead of industry trends and continuously innovating its product offerings. As biopharmaceutical production shifts towards more personalized and complex therapies, Repligen adeptly supplies the tools and systems required to tackle these challenging demands. The company's revenue model revolves around the sale of its proprietary products, which are essential components in biopharmaceutical manufacturing. By forging strong relationships with industry leaders and consistently delivering high-quality, reliable solutions, Repligen ensures a steady stream of business, leveraging its technological prowess to capture and sustain market share. Through this combination of strategic foresight and steadfast execution, Repligen continues to bolster its reputation as an indispensable ally to the world's leading biotech firms.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 28, 2025
AI Summary
Q3 2025

Revenue Beat: Repligen reported Q3 revenue of $189 million, a 22% increase year-over-year, with 18% organic growth, surpassing expectations.

Guidance Raised: The company increased its 2025 revenue guidance midpoint by $8 million, now expecting $729–737 million for the year.

Margin Expansion: Adjusted gross margin rose to 53.3%, up 260 basis points YoY and 210 basis points sequentially, driven by volume, price, and productivity.

Strong Order Momentum: Company orders grew over 20% for the sixth consecutive quarter, with every franchise posting double-digit growth.

Analytics & Asia Pacific Strength: Analytics franchise led with over 50% growth, and Asia Pacific sales surged nearly 50% YoY.

Investments Continue: Repligen is maintaining strategic investments in digitalization, talent, and infrastructure, balancing these with medium-term margin expansion.

Key Financials
Revenue
$189 million
Organic Revenue Growth
18%
Adjusted Gross Profit
$101 million
Adjusted Gross Margin
53.3%
Operating Margin
14.2%
Adjusted EBITDA Margin
19%
Adjusted Net Income
$26 million
EPS (Diluted)
$0.46
Adjusted Effective Tax Rate
17% (Q3)
Cash
$749 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Olivier Loeillot
President, CEO & Director
No Bio Available
Mr. Jason K. Garland
CFO & Chief Compliance Officer
No Bio Available
Mr. Keith Lee Robinson
Chief Information Officer
No Bio Available
Ms. Sondra S. Newman
Global Head of Investor Relations
No Bio Available
Ms. Kimberly A. Cornwell
Global Head of Legal
No Bio Available
Mr. Neil Whitfield
VP & Global Head of Sales
No Bio Available
Ms. Teresa Ferragamo
Senior Director of Marketing
No Bio Available
Ms. Leslie Galvin
Vice President of Human Resources
No Bio Available
Mr. Kola Otitoju
Senior VP of Strategy and Business Development & Global Head of Bioprocess Analytics
No Bio Available
Dianne Heiler
Senior Director of Packaging & Sustainability
No Bio Available

Contacts

Address
MASSACHUSETTS
Waltham
41 Seyon St Bldg 1 Ste 100
Contacts
+17814499560.0
www.repligen.com