Repligen's third quarter 2026 revenue of $209M and 12.5% organic growth beat expectations

Repligen reported record third quarter revenue that exceeded analyst estimates, driven by a 12.5% organic growth rate as end-market demand continued to recover. While the company recorded a GAAP net loss due to a significant impairment charge, adjusted profitability improved with margins expanding year-over-year.

Key Highlights

• Reported revenue reached $209.3 million, an 11% increase over the prior year and ahead of the $206.71 million estimate.
• Adjusted EPS of $0.53 surpassed expectations of $0.46, representing a 15% increase compared to the third quarter of 2025.
• Management raised full-year 2026 revenue guidance to a range of $844 million to $852 million, reflecting the inclusion of the recently closed BioLife Solutions acquisition.
• Results included a $41.2 million non-cash intangible asset impairment charge, which primarily drove a GAAP loss from operations of $29.5 million.