Overview

* Repligen ( RGEN ) Q3 revenue grows 22% yr/yr, beating analyst expectations

* Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

* Company raises full-year revenue guidance to $729-$737 mln, indicating confidence in growth

Outlook

* Repligen ( RGEN ) raises full-year revenue guidance to $729 mln - $737 mln

* Company expects full-year adjusted EPS of $1.65 - $1.68

* Repligen ( RGEN ) forecasts full-year adjusted gross margin of 52% - 53%

Result Drivers

* BROAD-BASED GROWTH - All franchises and geographies posted double-digit revenue and order growth, with consumables and capital equipment revenues growing over 20%

* SOLOVPE PLUS LAUNCH - Record quarter for Process Analytics equipment placements following the launch of SoloVPE PLUS

* NOVASIGN PARTNERSHIP - Strategic partnership with Novasign to integrate digital twin capabilities into filtration systems

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $189 mln $181.10

Revenue mln (20

Analysts

)

Q3 Beat $0.46 $0.41

Adjusted (17

EPS Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

* Wall Street's median 12-month price target for Repligen Corp ( RGEN ) is $180.00, about 10.5% above its October 27 closing price of $161.10

* The stock recently traded at 77 times the next 12-month earnings vs. a P/E of 65 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)