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Repligen (RGEN) guidance and outlook
Repligen (RGEN) raised some and lowered other parts of its guidance on Oct 27, 2026: Revenue $844M–$852M for FY2026; Revenue +14.5% to +15.5% for FY2026; Gross margin 53.7%–54.2% for FY2026; Operating income $135M–$139M for FY2026. Repligen's 10-Q filed Oct 30, 2026 makes 14 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $844M–$852M | raised |
| Revenue | FY2026 | +14.5% to +15.5% | raised |
| Gross margin | FY2026 | 53.7%–54.2% | reaffirmed |
| Operating income | FY2026 | $135M–$139M | raised |
| Operating margin | FY2026 | 16%–16.3% | raised |
| Other income | FY2026 | $18.0M | lowered |
| EBITDA margin | FY2026 | 21% | raised |
| Tax rate | FY2026 | 22% | reaffirmed |
| Net income | FY2026 | $119M–$122M | raised |
| EPS | FY2026 | $2.05–$2.09 | raised |
From the earnings release filed Oct 27, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 30, 2026
- We continue to capitalize on opportunities to maximize the value of our product platform through both organic growth initiatives (internal innovation and commercial leverage) and targeted acquisitions.
- We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages.
- We will continue to monitor the effects of tariffs implemented by the Trump administration and the potential imposition of modified or additional tariffs.
- We will account for the acquisition in the fourth quarter of 2026.
- Due to the fact that these various programs share personnel and fixed costs, we have not provided historical costs incurred by project.
- We do not expect further costs related to these actions.
- We expect investment income to vary based on changes in the amount of funds invested and fluctuation of interest rates.
- Pursuant to the agreements, we expect to issue $1.0 billion aggregate principal amount of 0.25% Convertible Senior Notes due 2031 (the “New Notes”).
- In connection with the issuance of the New Notes, we intend to use approximately $120.0 million of the net proceeds from the Subscription Transactions to repurchase shares of its common stock from certain purchasers of the New Notes.
- We expect operating expenses in 2026 to increase as we continue to expand our bioprocessing business.
- We expect to incur continued spending related to the development and expansion of our bioprocessing product lines and expansion of our commercial capabilities for the foreseeable future.
- We plan to continue to invest in our bioprocessing business and in key R&D activities associated with the development of new bioprocessing products.
Repligen's latest quarter
Repligen, Q3 2026: revenue $209M (+11% year over year), operating margin -14.1%, net loss $38.4M, operating cash flow $43.1M. The chart follows the revenue to costs, profit and cash.
Questions
Did Repligen raise or lower its guidance?
Repligen (RGEN) raised some and lowered other parts of its guidance on Oct 27, 2026: Revenue $844M–$852M for FY2026; Revenue +14.5% to +15.5% for FY2026; Gross margin 53.7%–54.2% for FY2026; Operating income $135M–$139M for FY2026.
What does Repligen expect?
We continue to capitalize on opportunities to maximize the value of our product platform through both organic growth initiatives (internal innovation and commercial leverage) and targeted acquisitions. We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages. We will continue to monitor the effects of tariffs implemented by the Trump administration and the potential imposition of modified or additional tariffs.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.