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Dec 31, 2025
Repligen Q4 2025 Earnings Report
Repligen reported strong double-digit revenue growth and improved profitability in Q4 2025, with significant margin expansion year-over-year.
Key Takeaways
Repligen delivered Q4 2025 revenue of 197913000 dollars, up 18% year-over-year, with GAAP net income of 13287000 dollars compared to a loss in the prior year. Gross margin expanded significantly and operating income turned positive, reflecting strong execution and operating leverage.
Total revenue increased 18% year-over-year to 197913000 dollars, driven by product growth.
GAAP gross margin expanded to 52.5% from 23.2% in the prior year period.
Operating income improved to 17868000 dollars from a loss of 36501000 dollars last year.
Adjusted EPS increased to 0.49 from 0.44, reflecting margin expansion and disciplined cost control.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For 2026, Repligen guided to 810000000 to 840000000 dollars in revenue, representing 10% to 14% reported growth, with adjusted operating margin expansion of approximately 150 basis points at the midpoint.
Positive Outlook
- Projected reported revenue growth of 10% to 14% in 2026.
- Organic growth expected between 9% and 13%.
- Adjusted operating margin expected to expand by 150 basis points at midpoint.
- Gross margin guidance of 53.6% to 54.1%.
- Strong order momentum entering 2026.
Challenges Ahead
- Guidance includes a two-point gene therapy headwind.
- Exposure to foreign currency fluctuations.
- Dependence on bioprocessing market demand trends.
- Potential impact from tariffs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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