Repligen Q3 revenue beats estimates on higher demand; lifts outlook

Repligen

27/10/2026 11:16

Overview
US bioprocessing tech firm's Q3 revenue rose 11%, beating analyst expectations
Q3 adjusted EPS beat analyst expectations
Company closed BioLife acquisition and raised FY26 revenue guidance

Outlook
Repligen raises FY26 revenue guidance to $844 mln-$852 mln, up 14.5%-15.5%
Company expects FY26 organic revenue growth of 12%-13%
Repligen forecasts FY26 adjusted EPS of $2.05-$2.09

Result Drivers
PORTFOLIO STRENGTH - Co said revenue growth was driven by continued strength across its diversified portfolio
IMPROVING DEMAND - Co said end-market demand continues to improve, with healthy trends in consumables and services and a growing capital equipment order book
BIOLIFE ACQUISITION - Co said completion of BioLife acquisition strengthens position in cell therapy market and expands portfolio

Company press release: ID:nGNX4ZkfS0

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$209 mln
$206.62 mln (18 Analysts)
Q3 Adjusted EPS
Beat
$0.53
$0.46 (17 Analysts)
Q3 Adjusted Operating Income
 
$33.30 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "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 Corporation is $200.00, about 11% above its October 26 closing price of $180.17
The stock recently traded at 71 times the next 12-month earnings vs. a P/E of 60 three months ago

Reuters Recommended Reads
Oct 27 - Nautilus Biotechnology Q3 revenue beats
Oct 26 - China's WuXi AppTec nine-month revenue rises on chemistry segment growth; lifts 2026 outlook
Oct 27 - Novartis slightly misses Q3 net sales estimates, but tops core EPS view

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.)