Repligen Q1 revenue rises 15%, adjusted EPS beats estimates

Repligen

05/05/2026 12:21

Overview

U.S. bioprocessing tech firm's Q1 revenue up 15%, slight beat of analyst expectations

Adjusted EPS rose 23% yr/yr, beating analyst expectations

Company divested non-core Polymem business and signed new China partnership

Outlook

Repligen sees FY26 revenue of $803 mln to $833 mln, up 9%-13%

Company expects FY26 adjusted EPS of $1.97-$2.05

Result Drivers

STRONG EXECUTION - Co said 11% organic revenue growth and margin expansion were driven by strong execution across the business and recent order trends, per CEO Olivier Loeillot

TRANSFORMATION INITIATIVES - Launch of Transformation Office and divestiture of non-core filtration business aimed at accelerating margin expansion and focus on profitable growth

CHINA PARTNERSHIP - New OEM partnership in China expected to increase competitiveness and access to local manufacturing

Company press release: ID:nGNX85DFmz

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$194 mln
$192.28 mln (18 Analysts)
Q1 Adjusted EPS
Beat
$0.48
$0.39 (18 Analysts)
Q1 Adjusted Operating Income
$30 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", 4 "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 $185.62, about 57% above its May 4 closing price of $118.21

The stock recently traded at 55 times the next 12-month earnings vs. a P/E of 72 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)