The strong beat and raised EPS guidance, combined with margin expansion and strategic divestiture, support a bullish read-through for RGEN. Monitor upcoming quarterly results for continued organic growth trajectory and Transformation Office execution — the reiterated 9%-13% organic revenue guide provides a clear benchmark.
Price Chart
Executive Summary
Repligen reported Q1 2026 adjusted EPS of $0.48, beating the $0.38 consensus by 26.3%, and revenue of $194M (+15% YoY, +11% organic) above the $192.2M estimate. The company raised its full-year adjusted EPS guidance to $1.97-$2.05 (from prior $1.92-$2.00) while reiterating 9%-13% organic revenue growth, signaling confidence in margin expansion and operational execution.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS $0.48 vs consensus $0.38 (+26.3% beat)
- Q1 2026 revenue $194M vs consensus $192.2M (+15% reported, +11% organic YoY)
- GAAP EPS $0.15 vs $0.10 YoY; adjusted EPS $0.48 vs $0.39 YoY (+23%)
- Adjusted operating margin expanded 160bps to 15.4% (from 13.8% YoY)
- Full-year 2026 adjusted EPS guidance raised to $1.97-$2.05 (from $1.92-$2.00)
- Full-year 2026 revenue guidance reiterated at $803M-$833M (9%-13% organic growth)
- Divested non-core Polymem business (2025 rev $7M, operating loss) to sharpen focus
- Cash and marketable securities $785M; operating cash flow $28.3M in Q1
Financial Impact
EPS beat of $0.10 vs consensus (+26%) and revenue beat of ~$1.8M (+0.9%)
Risk Factors
- GAAP EPS of $0.15 remains low due to $13.8M loss on sale of Polymem and $9.8M intangible amortization
- Organic growth guidance of 9%-13% implies deceleration from Q1's 11% organic pace
- China partnership and tariff exposure add execution and geopolitical risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3287476 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 5w ago | S-4 | $181.69 $184.53 | ▲ +1.56% | ▲ +0.59% | $185.41 (+2.05%) |
Jul 28, 2026 9w ago | 8-K | $145.34 $181.69 | ▲ +25.01% | ▲ +21.63% | $185.41 (+27.57%) |
Jul 22, 2026 10w ago | 425 / 8-K | $140.09 $176.36 | ▲ +25.89% | ▲ +22.99% | $185.41 (+32.35%) |
Jul 22, 2026 10w ago | Press Release | $140.09 $176.36 | ▲ +25.89% | ▲ +22.99% | $185.41 (+32.35%) |
Jun 11, 2026 16w ago | Institutional Cluster | $130.59 $144.24 | ▲ +10.45% | ▲ +8.67% | $185.41 (+41.98%) |
May 5, 2026 21w ago | 8-K | $125.61 $121.13 | ▼ −3.57% | ▼ −8.52% | $185.41 (+47.61%) |
May 5, 2026 21w ago | Press Release | $125.61 $121.13 | ▼ −3.57% | ▼ −8.52% | $185.41 (+47.61%) |
Apr 22, 2026 23w ago | Press Release | $124.40 $108.52 | ▼ −12.77% | ▼ −15.93% | $185.41 (+49.04%) |
US Market Status
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