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Sep 30
Repligen Q3 2025 Earnings Report
Repligen delivered strong Q3 2025 results with broad-based revenue growth and improved profitability.
Key Takeaways
Repligen posted 22% revenue growth in Q3 2025 driven by strength across all franchises and geographies. Gross and operating margins improved, and EPS turned positive with strong adjusted results.
Revenue rose 22% YoY to $189M, with 18% organic growth
GAAP net income reached $14.9M vs. a loss last year
Gross margin expanded to 53.2% GAAP and 53.3% adjusted
All franchises and geographies posted double-digit growth
Repligen
Repligen
Repligen Revenue by Segment
Repligen Revenue by Geographic Location
Revenue by Segment
Product Revenue
CapyFin.comRoyalty & Other Revenue
CapyFin.comRevenue by Geographic Location
Global Revenue
CapyFin.com Forward Guidance
Repligen raised its 2025 revenue outlook to $729–$737M, reflecting continued strong momentum across product lines and geographies.
Positive Outlook
- Raised full-year revenue guidance to $729–$737M
- Forecasted 14–15.5% non-COVID organic growth
- Maintained strong adjusted gross margin guidance of 52–53%
- Operating income expected to reach $98M–$100M (non-GAAP)
- Adjusted EPS guided to $1.65–$1.68
Challenges Ahead
- GAAP gross margin guidance slightly lower at 51.5–52.5%
- Anticipated ongoing restructuring charges
- Continued amortization and non-cash interest expense
- Currency fluctuations expected to have a ~1% tailwind only
- No contribution expected from pending acquisitions in 2025
Revenue & Expenses
Visualization of income flow from segment revenue to net income