Loading...
•
Jun 30
Repligen Q2 2025 Earnings Report
Repligen reported strong Q2 2025 results with 17% organic non-COVID revenue growth and improved profitability.
Key Takeaways
Repligen delivered a solid second quarter in 2025, achieving 15% revenue growth and 17% organic non-COVID revenue growth. The company improved gross profit, operating income, and earnings per share year-over-year, while also raising its full-year guidance.
Revenue grew 15% YoY to $182.4 million with 17% organic non-COVID growth.
Net income more than doubled to $14.87 million, EPS rose to $0.26.
Adjusted EPS came in at $0.37, slightly below $0.40 in Q2 2024.
Gross and operating margins improved, and orders increased over 20% YoY.
Repligen
Repligen
Repligen Revenue by Segment
Repligen Revenue by Geographic Location
Revenue by Segment
Product Revenue
CapyFin.comRoyalty and Other Revenue
CapyFin.comRevenue by Geographic Location
Global Revenue
CapyFin.com Forward Guidance
Repligen raised its full-year 2025 revenue and earnings outlook, projecting 12.5% to 15.5% organic non-COVID growth and EPS between $1.65 and $1.72 (non-GAAP).
Positive Outlook
- Increased FY25 revenue guidance to $715M–$735M.
- Non-COVID organic growth now expected at 12.5%–15.5%.
- GAAP EPS guidance raised to $0.85–$0.92.
- Non-GAAP EPS guidance raised to $1.65–$1.72.
- Continued order momentum and strong product demand across geographies.
Challenges Ahead
- Gross margin slightly declined YoY to 50.0%.
- Adjusted operating margin declined from 12.8% to 12.0%.
- Perpetual inflation and FX pressures persist.
- COVID-related revenue adds uncertainty to organic metrics.
- Inventory and restructuring charges impacted GAAP profitability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income