Q2 2026 Repligen Corp Earnings Call Transcript
Key Points
- Repligen Corp (RGEN) reported a strong 12% year-over-year growth, translating to 13% organic growth and a 460 basis point expansion in adjusted operating margin.
- The company raised its full-year guidance for organic revenue growth and adjusted EPS, reflecting increased confidence in its end markets and revenue outlook.
- Repligen Corp (RGEN) experienced significant growth in its Proteins segment, with a 50% increase, and strong demand in Analytics, which grew over 30%.
- The Asia Pacific region led with approximately 40% revenue growth, highlighting the success of Repligen Corp (RGEN)'s strategy in the region.
- The acquisition of BioLife is expected to enhance Repligen Corp (RGEN)'s cell therapy strategy, providing new growth vectors and financial accretion.
- Capital equipment revenue remained muted, with a slight year-over-year decline, although there was a sequential pickup in orders.
- Filtration growth was only mid-single digits due to headwinds from the sale of Polymem and a specific gene therapy program issue.
- The EMEA region experienced a mid-single-digit decline in revenue, impacted by a difficult prior year comparison.
- Repligen Corp (RGEN) anticipates a sequential decline in operating expenses in Q3, with a step-up expected in Q4 due to growth investments.
- The company faces challenges in converting orders to revenue quickly, particularly in capital equipment, due to customer preparedness and site readiness.
Hello, everyone. Thank you for joining us, and welcome to the Repligen Q2 2026 earnings call. (Operator Instructions) I would now like to turn the call over to your host for today's call, Jacob Johnson, Vice President of Investor Relations for Repligen.
Thank you, operator, and welcome, everyone, to our 2026 second-quarter report. On this call, we will cover business highlights and financial performance for the three-month period ended June 30, 2026, and will provide financial guidance for the full-year 2026. Joining us on the call today are Repligen's President and Chief Executive Officer, Olivier Loeillot; and our Chief Financial Officer, Jason Garland.
As a reminder, the forward-looking statements that we make during this call including those regarding our business goals and expectations for the financial performance of the company are subject to risks and uncertainties that may cause actual events or results to differ.
Additional information concerning risks related to our
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