Repligen Q4 Earnings Call Highlights

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Repligen (NASDAQ:RGEN) absorption said the institution capped 2025 with a “great finish,” posting fourth-quarter gross of $198 cardinal and full-year gross of $738 million, portion exceeding the precocious extremity of its October guidance for some gross and adjusted operating income. On the company’s fourth-quarter net call, executives besides introduced archetypal 2026 guidance calling for $810 cardinal to $840 cardinal of gross and continued borderline expansion, portion flagging a headwind tied to a cistron therapy level and ongoing macro and argumentation uncertainty.

President and CEO Olivier Loeillot said fourth-quarter gross translated to 14% integrated growth, with reported maturation of 18%. He highlighted wide spot crossed the portfolio, noting proteins and process analytics each grew much than 30% successful the quarter, portion chromatography grew much than 25%. Filtration grew precocious azygous digits successful the 4th and for the year.

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For 2025, Loeillot said Repligen delivered 16% maturation connected some a reported and “organic non-COVID” basis, and 14% integrated maturation overall, which helium said exceeded the precocious extremity of the company’s archetypal 2025 guidance. He added that consumables drove maturation successful the 4th fourth with implicit 20% growth, portion superior instrumentality was fundamentally level year-over-year owed to a hard comparison, though it accrued 10% sequentially versus the anterior quarter.

CFO Jason Garland said acquisitions contributed astir 1 percent constituent to fourth-quarter reported growth, portion overseas speech contributed 2 points. Regionally successful the quarter, North America represented astir 47% of revenue, EMEA 34%, and Asia Pacific and the remainder of the satellite 19%. Garland said EMEA grew much than 20% and Asia Pacific grew successful the precocious teens. He besides noted China grew for the 2nd consecutive 4th “off a debased base,” and absorption said it was optimistic China would instrumentality to maturation successful 2026, citing beardown fourth-quarter orders.

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Garland reported fourth-quarter adjusted gross nett of $104 cardinal and adjusted gross borderline of 52.4%, an summation of 170 ground points year-over-year. He attributed the betterment chiefly to measurement leverage and price, which much than offset inflation, with “slight headwinds from premix and tariffs.” For the afloat year, adjusted gross borderline was 52.6%, up astir 220 ground points from 2024 connected akin drivers.