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REPLIGEN CORP Q3 FY26 Results

RGENQ3 FY26 Results
Filing
MetricValue ($ M)Q2 FY26Q3 FY25
Revenue209.312.5%10.9%
Total Income209.312.5%10.9%
Expenditure238.8625.6%38.9%
PBT-26.81289.5%256.7%
Net Profit-38.43867.1%357.8%
OPM-14.12%20.96pp23.03pp
NPM-18.36%20.81pp26.26pp
EPS-0.68855.6%351.9%
View full financials

Repligen Reports Q3 2026 Financial Results and Updates Full Year 2026 Guidance

27 Oct 2026 · 27 Oct, 4:37 pm

Summary

Repligen Corporation announced strong third quarter 2026 financial results, with revenue reaching $209 million, an 11% increase year-over-year. The company also raised its full-year 2026 guidance, now expecting reported revenue between $844 million and $852 million. Management expressed confidence due to strong year-to-date performance, continued order momentum, and the recent acquisition of BioLife Solutions, which is expected to enhance long-term growth and margin profile.

Key Highlights

  1. 1

    Repligen reported third quarter revenue of $209 million, an 11% increase as reported and 12.5% organic year-over-year.

  2. 2

    The company raised its full-year 2026 revenue guidance to $844-$852 million, representing reported revenue growth of 14.5% - 15.5%.

  3. 3

    Q3 2026 adjusted operating margin was 15.9%, an improvement from 14.2% in the prior year.

  4. 4

    Adjusted EBITDA margin for Q3 2026 was 20.9%, up from 19.0% in Q3 2025.

  5. 5

    The BioLife acquisition was closed in October, fast-tracking Repligen's leadership in the cell therapy market.

  6. 6

    A new Repligen Training & Innovation Center (RTIC) was opened in Seoul, South Korea on October 23, 2026.

Management Comments

O

Olivier Loeillot

We delivered a record third quarter, with $209 million in revenue and 12.5% organic growth, driven by continued strength across our diversified portfolio. End-market demand continues to improve, with healthy trends in consumables and services complemented by a growing capital equipment order book. The completion of the BioLife acquisition in October marks a significant milestone for Repligen, and integration is progressing well. Early customer feedback has been very encouraging, and we have already taken actions to realize a sizable portion of our expected operating expense synergies. Our strong year-to-date performance, continued order momentum and the addition of BioLife give us confidence to raise our full-year guidance again.

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