Rapid Micro Biosystems Inc (NAS:RPID)

Q4 2025 Rapid Micro Biosystems Inc Earnings Call Transcript

Mar 12, 2026 / 12:30 PM GMT

Release Date Price: $3.43 (-21.80%)

Transcript 10-K8-K

Key Points

Positve

Rapid Micro Biosystems Inc (RPID) reported a 37% year-over-year revenue growth in Q4 2025, reaching a record $11.3 million.
The company placed 16 Growth Direct systems in Q4, ending the year with 190 systems placed globally, of which 155 are fully validated.
A significant multi-system order from Amgen reflects continued investment and confidence in the Growth Direct platform.
Consumable revenue increased by 17% for the full year, indicating strong utilization across the installed base.
The partnership with Millipore Sigma is progressing well, with customer demo labs established across Europe and Asia to enhance sales efforts.

Negative

Q4 gross margin was negatively impacted by inventory-related charges, resulting in a negative 3% margin.
Service margins decreased to 22% in Q4 from 47% in the previous year due to lower service revenue.
The gap between placed and validated systems has widened, indicating potential delays in system validation.
Q4 net loss increased to $12.5 million, compared to a net loss of $9.7 million in the previous year.
Product margin was only 8% in Q4, affected by a $1.1 million write-off of unusable consumable inventory.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RPID.OQ - Rapid Micro Biosystems Inc
Q4 2025 Rapid Micro Biosystems Inc Earnings Call
Mar 12, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Rapid Microbiosystems 4th quarter and full year 2025 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference is being recorded. Alright, to hand the conference over to your first speaker today, Mike Boyer of Investor Relations. Please go ahead.

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