Overview

* Repligen ( RGEN ) Q2 revenue rises 15% to $182 mln, beating analyst expectations

* Adjusted EPS for Q2 misses estimates at $0.37, per LSEG data

* Company raises full-year revenue guidance, citing strong non-COVID growth

Outlook

* Repligen ( RGEN ) raises 2025 revenue guidance to $715 mln-$735 mln

* Company expects 2025 organic non-COVID growth of 12.5%-15.5%

* Repligen ( RGEN ) sees 1% tailwind from foreign currency for 2025

* Company anticipates modest impact from tariff surcharges

Result Drivers

* STRONG DEMAND - Repligen ( RGEN ) reports over 20% year-over-year order growth, marking the eighth consecutive quarter of order growth exceeding non-COVID revenue

* PRODUCT PERFORMANCE - Consumables and capital equipment showed strong growth, with consumables up over 20% and capital equipment growing in the high-teens

* NEW PRODUCT LAUNCH - Introduction of ProConnex MixOne, a single-use mixer, contributing to portfolio strength

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $182 mln $175 mln

Revenue (19

Analysts

)

Q2 Miss $0.37 $0.39

Adjusted (18

EPS Analysts

)

Q2 $21 mln

Adjusted

Net

Income

Q2 $22 mln

Adjusted

Operatin

g Income

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 $180.62, about 33.8% above its July 28 closing price of $119.65

* The stock recently traded at 63 times the next 12-month earnings vs. a P/E of 70 three months ago

Press Release:

(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.)