Analyst Consensus ?
ConsensusBuy23 ratings
Bullish2191.3%
Neutral28.7%
Bearish00.0%
Repligen Corporation · RGEN · FY2025 Q3 · Calendar Q4 2025
Repligen raises 2025 growth outlook after broad Q3 strength
Q3’s broad franchise growth and higher full-year outlook strengthen the demand case seen in the prior quarter. Whether that momentum translates into durable growth and margin expansion remains uncertain given tariff and FX exposure, seasonality, and questions about ATF consumables pull-through.
Reported Before market openNASDAQHealthcare
$10.98B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.46
Consensus $0.42
EPS surprise
+9.5%
Reported versus consensus
Reported revenue
$188.8M
Consensus $182.1M
Revenue surprise
+3.7%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-5.9%
Event window
SPY move
+0.3%
Same window
Abnormal move
-6.2%
Stock minus SPY
Volume
1.5×
Versus trailing sessions
Subsequent drift
+13.3%
Up to 20 sessions
RGENSPY benchmark
Ask FN2 about RGEN FY2025 Q3
Transcript, numbers and history already loaded
Why did RGEN fall 5.9% after beating EPS estimates in FY2025 Q3?What changed in RGEN's guidance and outlook in FY2025 Q3?Give me the bull and bear case for RGEN after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with Q2, Repligen’s Q3 analysis describes continued broad-based growth, with analytics accelerating after the SoloVPE PLUS launch and integration of the 908 assets. Management raised its full-year 2025 organic-growth outlook; the supplied analysis does not quantify the change from the prior outlook.
Guidance delta
Raised full-year 2025 organic-growth guidance to 14–15.5%; the size of the revision is not specified in the supplied analysis. Margin expansion remains an objective, while the analysis flags questions about EBIT-margin guidance and the effects of tariffs and foreign exchange.
Key takeaways
- The analysis reports Q3 revenue of $188.8 million, 22% year-over-year growth and 18% organic growth.
- Analytics grew more than 50%; filtration, protein and capital equipment each grew more than 20%, according to the supplied analysis.
- The company raised its full-year 2025 organic-growth outlook to 14–15.5%.
- The Q2 analysis had already described strong non-COVID growth and raised guidance; Q3 adds further reported franchise breadth, not proof that current growth rates will persist.
- Management and analysts highlighted tariffs, FX, margin delivery, Q4 seasonality and ATF consumables attachment as issues to monitor.
Management priorities
- Develop and launch additional chromatography resins, following planned 2025 launches and with further launches planned for 2026.
- Expand application labs, digital capabilities and the Asia-Pacific commercial footprint.
- Pursue onshoring opportunities and large-scale equipment requests for proposals.
- Integrate digital-twin capabilities into process analytics and build strategic-account cross-selling.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$172.95Current
$142Low
$188Average
$225High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 3, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 28, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Oct 19, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 7, 2026 |
| UBS | Buy | Buy | Maintain | Sep 9, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jul 29, 2026 |
| Benchmark | Buy | Hold | Upgrade | Jul 7, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 6, 2026 |
| HSBC | Buy | Buy | Maintain | Jun 3, 2026 |
| HC Wainwright & Co. | Buy | Buy | Maintain | Mar 23, 2026 |
| Jefferies | Hold | Hold | Maintain | Sep 12, 2025 |
| Stephens & Co. | Overweight | Overweight | Maintain | Jul 30, 2024 |
| Deutsche Bank | Buy | Hold | Upgrade | Jun 26, 2024 |
| Stifel | Buy | Buy | Maintain | Feb 22, 2024 |
| Keybanc | Overweight | Overweight | Maintain | Feb 15, 2024 |
| Craig-Hallum | Buy | Buy | Maintain | Aug 3, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | Jan 6, 2023 |
| Exane BNP Paribas | Outperform | Outperform | Maintain | Oct 14, 2021 |
| Stifel Nicolaus | Buy | Buy | Maintain | Feb 21, 2020 |
| First Analysis | Strong Buy | Outperform | Upgrade | Nov 1, 2019 |
| H.C. Wainwright | Buy | Neutral | Upgrade | Jul 22, 2019 |
| Citigroup | Buy | Buy | Maintain | Jul 20, 2018 |
| CL King | Buy | Buy | Maintain | Nov 13, 2017 |
Named analyst price targets
Upside is calculated against the persisted current price $172.95. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Dan Leonard | $200 | $183.44 | +15.6% | Oct 28, 2026 |
| Canaccord Genuity | Analyst unavailable | $180 | $175.42 | +4.1% | Oct 19, 2026 |
| Barclays | Luke Sergott | $225 | $174.86 | +30.1% | Oct 7, 2026 |
| UBS | Analyst unavailable | $225 | $168.53 | +30.1% | Sep 9, 2026 |
| Evercore ISI | Analyst unavailable | $160 | $139.37 | -7.5% | Jul 6, 2026 |
| RBC Capital | Dan Leonard | $160 | $103.38 | -7.5% | May 14, 2026 |
| Jefferies | Matthew Stanton | $142 | $125.61 | -17.9% | May 5, 2026 |
| Canaccord Genuity | Analyst unavailable | $145 | $132.19 | -16.2% | Apr 20, 2026 |
| Redburn Partners | Analyst unavailable | $160 | $127.09 | -7.5% | Apr 17, 2026 |
| Barclays | Luke Sergott | $145 | $122.59 | -16.2% | Apr 14, 2026 |
| UBS | Dan Leonard | $200 | $161.69 | +15.6% | Jan 16, 2026 |
| Wells Fargo | Analyst unavailable | $190 | $157.33 | +9.9% | Dec 15, 2025 |
| Barclays | Analyst unavailable | $200 | $157.33 | +15.6% | Dec 15, 2025 |
| Canaccord Genuity | Analyst unavailable | $165 | $151.57 | -4.6% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $175 | $151.57 | +1.2% | Oct 29, 2025 |
| Jefferies | Matthew Stanton | $160 | $154.24 | -7.5% | Oct 28, 2025 |
| Barclays | Luke Sergott | $160 | $145.81 | -7.5% | Oct 2, 2025 |
| HSBC | Analyst unavailable | $150 | $133.67 | -13.3% | Oct 1, 2025 |
| RBC Capital | Analyst unavailable | $205 | $120.69 | +18.5% | Sep 2, 2025 |
| KeyBanc | Paul Knight | $220 | $148.59 | +27.2% | Nov 12, 2024 |
| UBS | Elizabeth Garcia | $185 | $167.35 | +7.0% | Jul 31, 2024 |
| Deutsche Bank | Justin Bowers | $155 | $127 | -10.4% | Jun 26, 2024 |
| Stifel Nicolaus | Daniel Arias | $207 | $123.16 | +19.7% | Jun 21, 2024 |
| Leerink Partners | Analyst unavailable | $200 | $153.32 | +15.6% | Jan 6, 2023 |
| Deutsche Bank | Analyst unavailable | $180 | $177.99 | +4.1% | Dec 14, 2022 |
| RBC Capital | Analyst unavailable | $190 | $169.13 | +9.9% | Dec 7, 2022 |
| Leerink Partners | Analyst unavailable | $220 | $157.51 | +27.2% | Apr 28, 2022 |
Track every rating change on RGEN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRepligen Corporation specializes in the creation and distribution of advanced bioprocessing technologies and integrated systems. These solutions are vital for various stages of biological drug production, serving clients across North America, Europe, the Asia Pacific region, and other international markets. The company's diverse product portfolio includes crucial components for biomanufacturing. This encompasses Protein A ligands, which serve as the key binding elements within Protein A affinity chromatography resins, as well as specialized cell culture growth factors. In the realm of chromatography, Repligen offers a range of products: Its OPUS line features pre-packed chromatography columns, instrumental in purifying biologics, alongside smaller-scale OPUS columns designed for high-throughput process development screening, viral clearance validation studies, and the scaling-down of chromatography processes. Additionally, the company supplies ELISA test kits and chromatography resins marketed under the CaptivA brand.…
Historical context
All RGEN earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| JAZZ Jazz Pharmaceuticals plc | FY2026 Q3 · Calendar Q4 2026 | +4.2% | -0.7% | Jazz lifts 2026 revenue outlook as Ziihera launch adds momentum |
| BMRN BioMarin Pharmaceutical Inc. | FY2026 Q3 · Calendar Q4 2026 | +376.0% | -1.8% | BioMarin’s Q3 growth meets a lower full-year outlook |
| IDXX IDEXX Laboratories, Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.2% | +21.8% | IDEXX Raises FY2026 Outlook on Diagnostics and Software Growth |
| NBIX Neurocrine Biosciences, Inc. | FY2026 Q3 · Calendar Q4 2026 | +72.3% | -0.5% | Neurocrine Raises INGREZZA Outlook as Core Products Grow |
| AXSM Axsome Therapeutics, Inc. | FY2026 Q3 · Calendar Q4 2026 | +60.6% | -5.8% | Axsome’s Q3 growth broadens, while reimbursement and trial execution remain key tests |
| TEM Tempus AI, Inc. | FY2026 Q3 · Calendar Q4 2026 | +174.7% | +8.7% | Tempus Q3 growth broadens across diagnostics and data |
Latest beats and misses
Who reports nextBeat on EPS
- JAZZFY2026 Q3 · November 2, 2026+4.2% EPS-0.7% move
- ELFY2027 Q1 · November 2, 2026+42.0% EPS-4.1% move
- CHKPFY2026 Q3 · November 2, 2026+0.4% EPS-7.0% move
- FNFY2027 Q1 · November 2, 2026+3.3% EPS-3.8% move
- BMRNFY2026 Q3 · November 2, 2026+376.0% EPS-1.8% move
- LSCCFY2026 Q3 · November 2, 2026+30.0% EPS+2.7% move
Missed on EPS
- RYAAYFY2027 Q2 · November 2, 2026-0.3% EPS+2.9% move
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- PINSFY2026 Q3 · October 29, 2026-5.4% EPS-2.8% move
Get the RGEN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-03T03:50:50.529038+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T03:50:50.526401+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-03. For educational purposes only; not investment advice.