Life sciences firm Repligen beats Q2 revenue estimates, raises full-year guidance

Repligen

29/07/2025 12:39

Overview

Repligen Q2 revenue rises 15% to $182 mln, beating analyst expectations

Adjusted EPS for Q2 misses estimates at $0.37, per LSEG data

Company raises full-year revenue guidance, citing strong non-COVID growth

Outlook

Repligen raises 2025 revenue guidance to $715 mln-$735 mln

Company expects 2025 organic non-COVID growth of 12.5%-15.5%

Repligen sees 1% tailwind from foreign currency for 2025

Company anticipates modest impact from tariff surcharges

Result Drivers

STRONG DEMAND - Repligen reports over 20% year-over-year order growth, marking the eighth consecutive quarter of order growth exceeding non-COVID revenue

PRODUCT PERFORMANCE - Consumables and capital equipment showed strong growth, with consumables up over 20% and capital equipment growing in the high-teens

NEW PRODUCT LAUNCH - Introduction of ProConnex MixOne, a single-use mixer, contributing to portfolio strength

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$182 mln
$175 mln (19 Analysts)
Q2 Adjusted EPS
Miss
$0.37
$0.39 (18 Analysts)
Q2 Adjusted Net Income
$21 mln
Q2 Adjusted Operating Income
$22 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for Repligen Corp is $180.62, about 33.8% above its July 28 closing price of $119.65

The stock recently traded at 63 times the next 12-month earnings vs. a P/E of 70 three months ago

Press Release: ID:nGNX7LWj4t

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)