Repligen (RGEN)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$168.48-5.45%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
QuarterlyIQ Insights · RGEN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-11-05.
The screen ranks RGEN against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 1 guided quarters · 200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Olivier Loeillot, President and Chief Executive Officer of Repligen said, “We delivered a record third quarter, with $209 million in revenue and 12.5% organic growth, driven by continued strength acr…
Stated in 4 of 4 supplied quarters. Management reported: “Olivier Loeillot, President and Chief Executive Officer of Repligen said, “We delivered a record third quarter, with $209 million in revenue and 12.5% organic growth, driven by continued strength across our diversified portfolio.” “Our financial guidance for the full year 2026 includes the expected impact of BioLife Solutions from the closing date of October 6, 2026.” Revenue was $209.314 million in 2026-Q3.
“Olivier Loeillot, President and Chief Executive Officer of Repligen said, “We delivered a record third quarter, with $209 million in revenue and 12.5% organic growth, driven by continued strength acr…”
“Olivier Loeillot, President and Chief Executive Officer of Repligen said, “We were very pleased to deliver 13% organic growth in the second quarter, reflecting sequential acceleration and continued m…”
““We also continue to make meaningful progress on our strategic priorities.”
“Our initial 2026 guidance calls for 10% - 14% revenue growth, which we believe is an appropriate starting point for the year and includes a two-point gene therapy headwind.”
Mr. Loeillot continued, “The completion of the BioLife acquisition in October marks a significant milestone for Repligen, and integration is progressing well.
Stated in 2 of 4 supplied quarters. Management reported: “Mr. Loeillot continued, “The completion of the BioLife acquisition in October marks a significant milestone for Repligen, and integration is progressing well.” ““BioLife’s highly-differentiated portfolio of products expands our presence in the rapidly growing cell therapy market, adding a deeply embedded, high-margin consumables business with attractive recurring revenue.”
FINANCIAL GUIDANCE FOR FULL YEAR 2026 All adjusted figures are non-GAAP.
Stated in 3 of 4 supplied quarters. Management reported: “We recently launched a Transformation Office, focused on accelerating our fit-for-growth journey and our commitment to margin expansion.” “FINANCIAL GUIDANCE FOR FULL YEAR 2026 All adjusted figures are non-GAAP.”
“FINANCIAL GUIDANCE FOR FULL YEAR 2026 All adjusted figures are non-GAAP.”
On October 23, 2026, opened a new RTIC in Seoul, South Korea.
Stated in 3 of 4 supplied quarters. Management reported: “On October 23, 2026, opened a new RTIC in Seoul, South Korea.” “In the fourth quarter, we opened a new office in Singapore and expanded our footprint in Japan.”
“On October 23, 2026, opened a new RTIC in Seoul, South Korea.”
“In addition, we entered into a new partnership in China, which represents an important step in advancing our APAC strategy.”
Deliver the full-year organic revenue growth outlook, which management raised during 2026 as results and order momentum developed.
Over the trailing year it converted -616.16x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.
“Mr. Loeillot continued, “The completion of the BioLife acquisition in October marks a significant milestone for Repligen, and integration is progressing well.”
“Mr. Loeillot continued, “The announcement of our definitive agreement to acquire BioLife Solutions is a key milestone in our company’s journey.”
“[TABLE] CURRENT GUIDANCE || (at July 28, 2026) || FY 2026 | Adjusted (non-GAAP) || Total Reported Revenue | $813M - $835M || Reported Growth | 10% - 13% || Organic Growth | 10.5% - 13.5% || Gross Mar…”
“We recently launched a Transformation Office, focused on accelerating our fit-for-growth journey and our commitment to margin expansion.”
“In the fourth quarter, we opened a new office in Singapore and expanded our footprint in Japan.”