From The Motley Fool · Motley Fool Transcribing · · 1m 40s
Repligen Q3 2026 Earnings Beat
Repligen reports $209.3m Q3 revenue with 12.5% organic growth and BioLife acquisition integration progress.
In brief
Repligen reports $209.3m Q3 revenue with 12.5% organic growth and BioLife acquisition integration progress. Repligen's Q3 2026 revenue reached $209.3 million with 12.5% organic growth, driven by chromatography and proteins, and BioLife acquisition integration delivering first-year operating expense synergies…
Q3 Revenue
Repligen reported total revenue of $209.3 million for Q3 2026.
Organic Growth
12.5% organic growth driven by chromatography and proteins franchises.
BioLife Acquisition
Acquired BioLife Solutions for $114 million pro forma 2026 revenue.
Q3 Earnings
Adjusted fully diluted EPS of $0.53, up from $0.46 in prior year.
Chromatography Growth
Over 50% revenue growth from Opus columns and large scale columns.
Proteins Growth
Over 40% revenue growth from ligands, growth factors, and custom resins.
Analytics Growth
20% revenue growth despite difficult year-over-year comparison.
Filtration Decline
11% revenue decline from ACF headwind and PolyMem divestment.
Capital Equipment
Mid-teens growth year over year with highest orders quarter in five years.
Services Growth
Greater than 20% growth with systems under contract increasing 40%.
China Growth
Greater than 40% revenue growth with successful technology transfers.
Cell Therapy Growth
Nearly 30% revenue growth supporting BioLife integration.
Operating Margin
15.9% adjusted operating margin, up 170 basis points year over year.
EBITDA Margin
20.9% adjusted EBITDA margin targeting 30% by 2030.
Pro Forma Cash
Pro forma cash balance over $300 million after $550 million BioLife deployment.
Year 1 Accretion
At least $0.05 per share expected in 2027 from operating expense synergies.
Here's the gist
Repligen's Q3 2026 revenue reached $209.3 million with 12.5% organic growth, driven by chromatography and proteins, and BioLife acquisition integration delivering first-year operating expense synergies.
