Repligen Q4 revenue beats estimates on Analytics and Proteins growth

Repligen

24/02/2026 12:38

Overview

Life sciences firm's Q4 revenue rose 18%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company forecasts 10% to 14% revenue growth for 2026

Outlook

Repligen projects 2026 revenue of $810 mln - $840 mln, with 10% - 14% growth

Company expects 2026 organic growth of 9% - 13%

Repligen anticipates 150 bps adjusted operating margin expansion in 2026

Result Drivers

ANALYTICS AND PROTEINS - Repligen's Q4 organic growth was led by strong performance in Analytics and Proteins segments, according to CEO Olivier Loeillot

NEW PRODUCT LAUNCHES - Repligen launched new chromatography resins, expanding its Proteins portfolio and supporting growth

APAC EXPANSION - Repligen expanded its APAC presence by opening a new office in Singapore and expanding in Japan

Company press release: ID:nGNX4Y5ytr

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$198 mln
$192.91 mln (18 Analysts)
Q4 Adjusted EPS
Beat
$0.49
$0.44 (18 Analysts)
Q4 Adjusted Net Income
$28 mln
Q4 Adjusted Operating Income
$30 mln


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 $190.00, about 40.3% above its February 23 closing price of $135.40

The stock recently traded at 65 times the next 12-month earnings vs. a P/E of 73 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.)