Seeking Alpha·Oct 27, 2026
Repligen Corporation (RGEN) Q3 2026 Earnings Call TranscriptRepligen Corporation (RGEN) Q3 2026 Earnings Call Transcript
Repligen's bioprocessing recovery appears intact, with quarterly revenue rising from $158.8M in 2024Q2 to $209.3M in 2026Q3 and year-over-year growth accelerating to 10.9%, while gross margin has rebounded from the 23.2% trough in 2024Q4 to 53.0%, suggesting the post-pandemic destocking cycle has largely cleared.
Price trend, volume and key moving averages
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Revenue reached $209.3M in 2026Q3 with 10.9% year-over-year growth and gross margin recovering to 53.0%, yet SG&A of $83.6M drove a -$29.5M operating loss (-14.1% margin) that signals unresolved cost-structure strain.
Repligen is a specialized life sciences company with a highly differentiated product portfolio critical to biologic drug manufacturing.
Repligen reported financial results for Q1 2026, indicating continued growth and operational success.
MarketBeat offers access to Repligen's complete SEC filing history, including annual and quarterly reports, providing transparency for investors.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.53+14.5% vs $0.46 | $209M+1.3% vs $207M |
Q3 2026 Jul 28, 2026 | $0.54+20.8% vs $0.45 | $204M+1.3% vs $202M |
Q2 2026 May 5, 2026 | $0.48+26.3% vs $0.38 | $194M+1.1% vs $192M |
Q1 2026 Feb 24, 2026 | $0.49+11.4% vs $0.44 | $198M+2.6% vs $193M |
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.
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Key metrics vs top competitors for Repligen Corporation (RGEN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $173.49 | $9.79B | -831.29 | 16.36% | -1.47% | -0.56% | — | |
| $21.96 | $2.09B | -32.35 | 1% | -2.58% | -12.81% | — | |
| $310.67 | $44.49B | -271.73 | 35.9% | -5.66% | -9.18% | — | |
| $39.16 | $1.8B | -14.43 | 3.55% | -20.02% | -7.56% | — | |
| $61.31 | $9.33B | -75.77 | 2.08% | -3.51% | -5.05% | 0.24% | |
| $13.28 | $1.54B | -12.74 | 8.28% | -16.78% | -35.81% | — |
Repligen Corporation (RGEN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Repligen Corporation (RGEN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 30, 2026·SEC
Oct 27, 2026·SEC
Oct 6, 2026·SEC
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Repligen Corporation (RGEN) stock FAQ — growth, dividends, profitability & financials explained
Repligen Corporation (RGEN) reported $805.6M in revenue over the trailing twelve months. Revenue was $738.3M in fiscal year 2025. That is 6673% more than the $10.9M of fiscal year 1996.
Repligen Corporation (RGEN) grew revenue by 13.8% over the trailing twelve months, compared with the twelve months before.
No. Repligen Corporation (RGEN) reported a net loss of $11.8M over the trailing twelve months.
Repligen Corporation (RGEN) had a return on equity (ROE) of -0.6% over the trailing twelve months. A negative ROE means the company lost money over the period.
Repligen Corporation (RGEN) generated $106.2M in free cash flow over the trailing twelve months.
