

Repligen Corporation (RGEN) Q3 2026 Earnings Call Transcript

Repligen NASDAQ: RGEN reported record third-quarter 2026 revenue of $209 million, surpassing its prior quarterly peak set in the second quarter of 2022, as growth in its Proteins, Chromatography and Analytics franchises offset weakness in Filtration.

The Conestoga Small Cap Composite returned -11.22% net of fees in 3Q26, trailing the -9.39% return for the Russell 2000 Growth Index. Small Cap Composite top 5 leaders include Repligen, Merit Medical, Stevanato Group, Descartes Systems and Digi International. Small Cap Composite bottom 5 laggards include Mercury Systems, AAON, RBC Bearings, SPX Technologies and UL Solutions.

Repligen (RGEN) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.46 per share a year ago.

Third quarter revenue of $209 million, a year-over-year increase of 11% as reported and 12.5% organic Closed BioLife acquisition, which fast-tracks Repligen's leadership and offering in high-growth cell therapy market Raising FY26 revenue guidance to $844-$852 million which represents reported revenue growth of 14.5% - 15.5% WALTHAM, Mass., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), today reported financial results for its third quarter of 2026, covering the three-month period ended September 30, 2026.

TMO's organic growth of 5% exceeded consensus by 200 basis points, and management raised full-year organic growth guidance/. MTD's local-currency sales grew 6%, exceeding prior guidance of 3%. TEVA management raised guidance for all three brands.

Krilogy Financial LLC lowered its position in shares of Repligen Corporation (NASDAQ: RGEN) by 31.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,066 shares of the biotechnology company's stock after selling 7,033 shares during the quarter. Krilogy Financial LLC's holdings in

Repligen demonstrates 13% organic growth despite Filtration headwinds, with strong momentum in the Proteins and Process Analytics segments. Filtration's drag is temporary, with mid-single-digit growth expected in 2026 and order activity fueling a robust 2027 backlog. The BioLife acquisition adds high-margin, sticky cell therapy consumables, with anticipated synergies and accretive EPS contributions post-closing.