Repligen raises 2026 revenue guidance after record Q3 and BioLife close

Repligen raised its 2026 revenue guidance again after record third-quarter sales and the completion of its BioLife Solutions acquisition, even as an intangible asset impairment pushed the bioprocessing company to a GAAP loss.

Revenue rose 11% to $209.3 million from $188.8 million, with organic growth of 12.5%, according to the earnings release attached to its 8-K on Tuesday. Adjusted EPS increased to $0.53 from $0.46. On a GAAP basis, Repligen lost $0.68 per share, compared with earnings of $0.26 a year earlier, as an intangible asset impairment charge drove a $29.5 million operating loss.

"End-market demand continues to improve, with healthy trends in consumables and services complemented by a growing capital equipment order book," President and CEO Olivier Loeillot said.

BioLife closes

Repligen completed its acquisition of BioLife Solutions in October. The company said the deal adds a consumables platform with recurring revenue and commercial-stage exposure in cell therapy. Loeillot said integration is progressing well and that the company has already acted to capture a sizable portion of expected operating expense synergies.

Adjusted operating margin improved to 15.9% from 14.2%, while adjusted gross margin was 53.0% versus 53.3%. Adjusted income from operations rose to $33.3 million from $26.8 million.

Repligen also opened a new training and innovation center in Seoul on Oct. 23.

Guidance

The company raised its 2026 revenue guidance to $844 million to $852 million, representing reported growth of 14.5% to 15.5%. Loeillot cited strong year-to-date performance, order momentum and the addition of BioLife.

By the numbers

• Q3 revenue: $209.3 million, up 11% (12.5% organic)
• Adjusted EPS: $0.53 vs. $0.46
• GAAP loss per share: $0.68
• Adjusted operating margin: 15.9%
• 2026 revenue guidance: $844 million to $852 million

Sources

1. REPLIGEN CORP, Form 8-K with third quarter 2026 earnings release, filed Oct. 27, 2026 (accession 0001628280-26-067405)

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