Analyst Consensus ?
ConsensusBuy23 ratings
Bullish2191.3%
Neutral28.7%
Bearish00.0%
Repligen Corporation · RGEN · FY2025 Q4 · Calendar Q1 2026
Repligen beat Q4 estimates; growth and execution remain in focus
The supplied analysis supports a constructive view of Repligen’s operating trajectory: FY2025 growth exceeded guidance, the quarter beat revenue and EPS estimates, and management maintained a growth outlook with a margin-expansion target. The thesis remains conditional on converting its opportunity funnel into orders and managing gene-therapy, tariff and macro headwinds.
Reported Before market openNASDAQHealthcare
$11.23B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.49
Consensus $0.44
EPS surprise
+11.4%
Reported versus consensus
Reported revenue
$197.9M
Consensus $192.9M
Revenue surprise
+2.6%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-0.5%
Event window
SPY move
+0.7%
Same window
Abnormal move
-1.3%
Stock minus SPY
Volume
2.9×
Versus trailing sessions
Subsequent drift
-13.6%
Up to 20 sessions
RGENSPY benchmark
Ask FN2 about RGEN FY2025 Q4
Transcript, numbers and history already loaded
Why did RGEN fall 0.5% after beating EPS estimates in FY2025 Q4?What changed in RGEN's guidance and outlook in FY2025 Q4?Give me the bull and bear case for RGEN after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The FY2025 Q4 analysis describes continued broad-based growth and margin progress after the prior quarter’s strong results. Management’s 2026 outlook is maintained rather than newly raised; the analysis also highlights a gene-therapy headwind to Filtration and continued uncertainty around tariffs and customer capital spending.
Guidance delta
Management maintained 2026 revenue guidance of $810–$840 million and organic growth guidance of 9–13%, with a 150-basis-point operating-margin expansion target. The supplied analysis does not report a change to these 2026 targets from the prior call.
Key takeaways
- FY2025 revenue and organic growth exceeded guidance, according to the supplied transcript analysis.
- The quarter’s reported EPS and revenue exceeded consensus estimates.
- Management cited strength across proteins, analytics, chromatography and filtration, alongside product launches and service-attachment opportunities.
- The 2026 outlook calls for continued growth and operating-margin expansion, while guidance sentiment is maintained.
- The analysis identifies a three-point organic headwind to Filtration from a gene-therapy platform.
Management priorities
- Launch additional catalog resins and custom resin projects.
- Develop ATF-MAVERICK Raman integration and Mid-IR technology.
- Expand services attachment and cross-selling to strategic accounts.
- Continue M&A focused on differentiated bioprocess technologies.
- Advance IT modernization, AI investment and Fit-for-Growth initiatives.
Follow RGEN with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$176.94Current
$142Low
$188Average
$225High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 1, 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 $176.94. 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 | +13.0% | Oct 28, 2026 |
| Canaccord Genuity | Analyst unavailable | $180 | $175.42 | +1.7% | Oct 19, 2026 |
| Barclays | Luke Sergott | $225 | $174.86 | +27.2% | Oct 7, 2026 |
| UBS | Analyst unavailable | $225 | $168.53 | +27.2% | Sep 9, 2026 |
| Evercore ISI | Analyst unavailable | $160 | $139.37 | -9.6% | Jul 6, 2026 |
| RBC Capital | Dan Leonard | $160 | $103.38 | -9.6% | May 14, 2026 |
| Jefferies | Matthew Stanton | $142 | $125.61 | -19.7% | May 5, 2026 |
| Canaccord Genuity | Analyst unavailable | $145 | $132.19 | -18.1% | Apr 20, 2026 |
| Redburn Partners | Analyst unavailable | $160 | $127.09 | -9.6% | Apr 17, 2026 |
| Barclays | Luke Sergott | $145 | $122.59 | -18.1% | Apr 14, 2026 |
| UBS | Dan Leonard | $200 | $161.69 | +13.0% | Jan 16, 2026 |
| Wells Fargo | Analyst unavailable | $190 | $157.33 | +7.4% | Dec 15, 2025 |
| Barclays | Analyst unavailable | $200 | $157.33 | +13.0% | Dec 15, 2025 |
| Canaccord Genuity | Analyst unavailable | $165 | $151.57 | -6.7% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $175 | $151.57 | -1.1% | Oct 29, 2025 |
| Jefferies | Matthew Stanton | $160 | $154.24 | -9.6% | Oct 28, 2025 |
| Barclays | Luke Sergott | $160 | $145.81 | -9.6% | Oct 2, 2025 |
| HSBC | Analyst unavailable | $150 | $133.67 | -15.2% | Oct 1, 2025 |
| RBC Capital | Analyst unavailable | $205 | $120.69 | +15.9% | Sep 2, 2025 |
| KeyBanc | Paul Knight | $220 | $148.59 | +24.3% | Nov 12, 2024 |
| UBS | Elizabeth Garcia | $185 | $167.35 | +4.6% | Jul 31, 2024 |
| Deutsche Bank | Justin Bowers | $155 | $127 | -12.4% | Jun 26, 2024 |
| Stifel Nicolaus | Daniel Arias | $207 | $123.16 | +17.0% | Jun 21, 2024 |
| Leerink Partners | Analyst unavailable | $200 | $153.32 | +13.0% | Jan 6, 2023 |
| Deutsche Bank | Analyst unavailable | $180 | $177.99 | +1.7% | Dec 14, 2022 |
| RBC Capital | Analyst unavailable | $190 | $169.13 | +7.4% | Dec 7, 2022 |
| Leerink Partners | Analyst unavailable | $220 | $157.51 | +24.3% | 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 |
|---|---|---|---|---|
| AZN AstraZeneca PLC | FY2026 Q3 · Calendar Q4 2026 | +7.3% | +7.0% | AstraZeneca pairs solid growth with pipeline investment and restructuring |
| BTSG BrightSpring Health Services, Inc. Common Stock | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +11.1% | BrightSpring posts strong Q3 growth while maintaining guidance |
| ABBV AbbVie Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.4% | +1.4% | AbbVie raises 2026 guidance as Skyrizi and Rinvoq drive Q3 growth |
| BTSGU BrightSpring Health Services, Inc. Tangible Equity Unit | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +10.0% | BrightSpring posts strong Q3 growth as pharmacy leads |
| REGN Regeneron Pharmaceuticals, Inc. | FY2026 Q3 · Calendar Q4 2026 | +21.6% | +13.3% | Regeneron posts strong Q3 growth as pipeline expands |
| EXEL Exelixis, Inc. | FY2026 Q3 · Calendar Q4 2026 | +6.0% | +4.8% | Exelixis highlights zanzalintinib pipeline after strong Q3 |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- 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
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— 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 · 2026-11-01T21:10:47.102514+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-01T21:10:47.099670+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 2026-11-01. For educational purposes only; not investment advice.