RGEN · NASDAQ · Medical - Instruments & Supplies

Repligen

Supplies filtration, chromatography, analytics, and protein technologies for biologics manufacturers and CDMOs.

$181.00
After-hours close+4.79 (+2.72%)
At close$176.21(−3.20%)
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Profile

Repligen CorporationRGENHealth Care

Sells filtration, chromatography, process-analytics, and protein technologies used by biopharmaceutical developers and CDMOs. The company operates as one reportable segment and builds its platform through internal R&D and acquisitions.

Biopharmaceutical developers and CDMOs use its Filtration, Chromatography, Process Analytics, and Proteins franchises in biologics manufacturing. Product families include OPUS chromatography columns, XCell ATF perfusion systems, KrosFlo tangential-flow filtration systems, CTech/SoloVPE analytics, and Protein A products. These tools support biologics production and span process development, purification, and production workflows.

Manufacturing is centered in the United States, with additional sites across Europe and Taiwan. The business evolved from therapeutic development into an acquisition-built bioprocessing platform and operates as one reportable segment. Technology integration, internal R&D, and acquisitions remain structural parts of the model.

Company facts

CEOOlivier Loeillot
ListedApr 29, 1986
ExchangeNASDAQ
HeadquartersWaltham, MA
CountryUnited States
Employees2,000
CIK0000730272
ISINUS7599161095

Key statistics

Market cap$9.95B
EPS (ttm)$0.7300
P/E (ttm)241.47
ROE2.0%
P/B4.71
P/S12.67
Dividend yield
Beta1.24vs XLV 1.01

Year to date +7.2% · Average volume (30d) 1.2M

Analysts

Price target, next 12 months$152.50−13.5%Median of 24 analysts · vs the Aug 28 close
ConsensusBuy22 of 24 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 7, 2026CitigroupUpgradeBuy
Jul 7, 2026BenchmarkUpgradeHoldBuy
Jul 6, 2026Evercore ISIReiterateOutperform$160
May 14, 2026RBC CapitalTarget$205$160
May 5, 2026JefferiesTarget$160$142

Earnings

EPS

Estimate$0.46
ReportedDue Nov 3, 2026

Revenue

Estimate$206.8M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 28, 2026Q2 FY26$0.45$0.54+20.8%$201.6M$204.1M+1.3%−2.83%
May 5, 2026Q1 FY26$0.38$0.48+26.3%$192.1M$194.3M+1.1%+0.12%
Feb 24, 2026Q4 FY25$0.44$0.49+11.4%$192.9M$197.9M+2.6%−1.88%
Oct 28, 2025Q3 FY25$0.42$0.46+9.5%$192.2M$188.8M−1.8%−2.04%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$169.2M$182.4M$188.8M$197.9M$194.3M$204.1M
Gross profit$90.8M$91.1M$100.5M$93.4M$98.5M$108.4M
Operating income$6.6M$13.9M$16.8M$18.6M$18.0M$11.9M
Net income$5.8M$14.9M$14.9M$13.3M$8.3M$5.0M
Diluted EPS$0.10$0.26$0.26$0.23$0.15$0.09
Gross margin53.6%50.0%53.2%47.2%50.7%53.1%
Operating margin3.9%7.6%8.9%9.4%9.3%5.8%

Fiscal years (4-quarter sums)FY21 $670.5M · FY22 $801.5M · FY23 $621.5M · FY24 $634.4M · FY25 $738.3M

Revenue by product · Q2 FY26

Product$204.1M · 100%
Royalty$43.0K · 0%

Balance sheet, Jun 30, 2026Cash & short-term investments $810.4M · Total debt $690.9M · Total assets $2.95B · Shareholders' equity $2.11B

Dividends

No dividends on record.

Ownership

Institutions 132.36%Insiders 0.68%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 56.44M · Float 53.37M · 94.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.5.38M9.54%13FAug 7, 2026
FMR LLC3.33M5.89%13FAug 13, 2026
Vanguard Capital Management2.83M5.00%13GJul 31, 2026
United Capital Financial Advisers, LLC2.79M4.94%13FAug 17, 2026
Vanguard Portfolio Management LLC2.31M4.10%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 20, 2026Olivier Loeillotdirector, officer: Chief Executive Officer−5,426$180.00
Jul 16, 2026Jason K. Garlandofficer: CFO−530$150.00
Jun 25, 2026Jason K. Garlandofficer: CFO−733$145.00
Apr 21, 2026Olivier Loeillotdirector, officer: Chief Executive Officer−3,832$140.00
Dec 17, 2025Karen A. Dawesdirector−275$161.00
View details

Peers

  • Danaher

    Cytiva overlaps in filtration, chromatography, Protein A and single use

  • Thermo Fisher Scientific

    Single-use systems and chromatography overlap across bioprocessing

CompareAfter-hours close

CompanyPriceChange
Repligen$181.00+2.72%$9.95B241.578.112.7+11.9%
Danaher$215.50−0.25%$151.89B38.424.36.0+5.5%
Thermo Fisher Scientific$620.01−0.32%$231.22B33.523.75.0+10.5%
Median35.924.05.5+8.0%