| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 194.26 | 14.8% |
| Total Income | 194.26 | 14.8% |
| Expenditure | 178.32 | 9.7% |
| PBT | 1.77 | 77.7% |
| Net Profit | 8.33 | 42.9% |
| OPM | 8.21% | 4.32pp |
| NPM | 4.29% | 0.84pp |
| EPS | 0.15 | 50.0% |
Repligen Reports Q1 2026 Revenue Up 15% and Updates FY26 Guidance
05 May 2026 · 5 May, 4:42 pm
Summary
Repligen Corporation reported a strong start to 2026 with first quarter revenue of $194 million, a 15% increase year-over-year. Organic revenue growth was 11%. The company's GAAP EPS increased by 50%, and adjusted EPS increased by 23%. Repligen is maintaining its full-year organic revenue growth guidance of 9%-13% and increasing adjusted EPS guidance to $1.97-$2.05.
Key Highlights
- 1
Repligen's first quarter revenue reached $194 million, reflecting a 15% year-over-year increase as reported and 11% organic growth.
- 2
GAAP EPS increased by 50% year-over-year, while adjusted EPS saw a 23% increase year-over-year in Q1 2026.
- 3
The company is reiterating its FY26 organic revenue growth guidance of 9%-13%.
- 4
Adjusted EPS guidance for FY26 has been increased to $1.97-$2.05.
- 5
Q1 2026 adjusted income from operations was $30 million, compared to $23 million in Q1 2025.
Management Comments
Olivier Loeillot
We delivered a very strong start to the year, achieving 11% organic revenue growth and 160 basis points of adjusted operating margin expansion, exceeding expectations as our team executed well across the business. Combined with recent order trends, these results reinforce our confidence in our full-year revenue outlook. We also continue to make meaningful progress on our strategic priorities. We launched a Transformation Office initiative and divested a non-core filtration business as we accelerate our focus on profitable growth. In addition, we entered into a new partnership in China, which represents an important step in advancing our APAC strategy. We remain committed to disciplined, intentional investment—expanding our commercial capabilities and optimizing our infrastructure to support scalable, sustainable growth in the years ahead.
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