Repligen Posts Record $209M Q3 Revenue, Swings to $38.4M Loss on Impairment, Raises FY26 Guidance
RGEN sits 80% above its 52-week low of $100.99.
Summary
Repligen reported record Q3 revenue of $209.3 million (+11% reported, +12.5% organic) and raised FY26 revenue guidance to $844-$852 million, while a $41.2 million impairment charge drove a GAAP loss of $0.68 per share. The BioLife acquisition closed October 6 and is now folded into guidance.
Key Events · Earnings and Guidance · RGEN
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Record Q3 Revenue of $209.3M
Revenue rose 11% as reported and 12.5% organic versus $188.8 million a year ago, with management citing strength in consumables and services plus a growing capital equipment order book.
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$41.2M Impairment Drives GAAP Loss
An intangible asset impairment charge of $41.2 million pushed Q3 to a $29.5 million operating loss and a GAAP loss of $0.68 per share, versus $0.26 EPS a year ago. Adjusted EPS was $0.53 versus $0.46, and adjusted operating margin expanded to 15.9% from 14.2%.
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FY26 Guidance Raised to $844M-$852M
Full-year revenue guidance implies 14.5%-15.5% reported growth and 12%-13% organic growth, with adjusted EPS of $2.05-$2.09 and adjusted EBITDA margin of about 21%. Guidance includes BioLife from the October 6 closing date, contributing roughly 2.5 points of inorganic growth.
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BioLife Acquisition Closed October 6
The $1.5 billion BioLife Solutions deal closed after the quarter ended, and management said integration is progressing with actions already taken to realize a sizable portion of expected operating expense synergies.
Analysis · RGEN · Life Sciences
Revenue growth remains intact and management raised full-year guidance for a second time, but the headline GAAP numbers look ugly: a $41.2 million intangible asset impairment pushed the quarter to a $29.5 million operating loss and a $0.68 loss per share. That charge is non-cash and excluded from the $0.53 adjusted EPS, which beat last year's $0.46. The BioLife acquisition closed October 6, so the raised $844-$852 million revenue guide now includes roughly 2.5 points of inorganic contribution—meaning the organic growth outlook (12%-13%) is the number that matters for the core business. With $863 million in cash and marketable securities, the balance sheet comfortably covers the $555.6 million convertible notes due 2028.
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At the time of this filing, RGEN was trading at $181.38 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $11.4B. The 52-week trading range was $100.99 to $198.87. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.