Repligen Corporation (RGEN) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Repligen published the results on October 27, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Repligen reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Q3 2026 includes a $41.2 million impairment of developed-technology intangible assets tied to an intellectual property license agreement, which Repligen excludes from adjusted results.
• Repligen completed its acquisition of BioLife Solutions on October 6, 2026, after the quarter ended, for approximately $1.9 billion in stock and cash. It sold Polymem S.A.S. on March 30, 2026.
• Franchise rows are product revenue; total revenue also includes $44 thousand of royalty and other revenue. Repligen reports in thousands; figures here are in millions.

Source: Repligen Q3 2026 results, October 27, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Repligen splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Repligen's Filtration products revenue was $95.6 million in Q3 2026, down 11% from $108 million in Q3 2025, 46% of total revenue.
• Repligen's Chromatography products revenue was $53.6 million in Q3 2026, up 55% from $34.6 million in Q3 2025, 26% of total revenue.
• Repligen's Process analytics products revenue was $27.8 million in Q3 2026, up 20% from $23.2 million in Q3 2025, 13% of total revenue.
• Repligen's Proteins products revenue was $32.1 million in Q3 2026, up 44% from $22.3 million in Q3 2025, 15% of total revenue.
• Repligen's Other revenue was $0.3 million in Q3 2026, down 77% from $1.2 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Repligen said:

“Raising FY26 revenue guidance to $844-$852 million which represents reported revenue growth of 14.5%-15.5%”

“Our financial guidance for the full year 2026 includes the expected impact of BioLife Solutions from the closing date of October 6, 2026.”

“Total reported revenue guidance reflects a neutral impact from foreign currency and an approximately 2.5 point tailwind from inorganic growth primarily from the BioLife acquisition net of the divestiture of Polymem.”

Source: Repligen Q3 2026 release, Oct 27, 2026.

This is the company's own guidance as of Oct 27, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the RGEN forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenue and diluted earnings (loss) per share, each as first reported in that quarter's release.

We do not hold a confirmed date for Repligen's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 27, 2026

Repligen's total revenue was a record $209.3 million in Q3 2026, up 11% as reported and 12.5% organic from $188.8 million a year earlier. Nearly all of it is product revenue for bioprocessing customers, $209.3 million, plus $44 thousand of royalties on OPUS chromatography columns. (Repligen Q3 2026 release, Oct 27, 2026; Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

Filtration is the largest franchise at $95.6 million, down from $107.5 million. Chromatography rose to $53.6 million from $34.6 million, proteins to $32.1 million from $22.3 million, and process analytics to $27.8 million from $23.2 million. Repligen's CEO cited healthy trends in consumables and services and a growing capital equipment order book. (Repligen Form 10-Q, Q3 2026, Oct 30, 2026; Repligen Q3 2026 release, Oct 27, 2026)

By region, product revenue rose 27.9% in Europe and 6.3% in North America and fell 3.2% in Asia Pacific and the rest of the world. North America was 49% of total revenue, Europe 34% and APAC and rest of world 17%. No customer accounted for 10% or more of revenue. (Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

Acquisitions and divestitures added 1 point to reported growth and currency 1 point, per the release's organic growth reconciliation. Repligen sold Polymem S.A.S. in March 2026 and closed the roughly $1.9 billion purchase of BioLife Solutions, a maker of cell processing tools for cell and gene therapy, on October 6, 2026, so BioLife is not in Q3 revenue. (Repligen Q3 2026 release, Oct 27, 2026; Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

Repligen reported a GAAP diluted loss of $0.68 per share in Q3 2026, against EPS of $0.26 a year earlier, on a net loss of $38.4 million. Adjusted EPS rose to $0.53 from $0.46 on adjusted net income of $29.9 million. (Repligen Q3 2026 release, Oct 27, 2026)

The swing to a GAAP loss came mainly from a $41.2 million impairment of developed-technology intangible assets tied to an intellectual property license agreement, which Repligen judged would not generate future cash flows; it accounts for $0.72 of the gap to adjusted EPS. Adjusted results also exclude $9.6 million of intangible amortization, $8.1 million of acquisition, integration and divestiture costs, $3.3 million of transformation costs and $4.2 million of non-cash interest expense. (Repligen Q3 2026 release, Oct 27, 2026; Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

The tax line made the GAAP loss larger. Repligen recorded an $11.6 million income tax provision on a pre-tax loss, an effective tax rate of negative 43.4%, which the 10-Q attributes to the Polymem divestiture and the impairment charges. Diluted weighted average shares were 56,558 thousand. (Repligen Q3 2026 release, Oct 27, 2026; Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Repligen publishes full-year adjusted guidance in its release. It raised 2026 revenue guidance to $844 million to $852 million, reported growth of 14.5% to 15.5% and organic growth of 12% to 13%, including BioLife from October 6, 2026. Adjusted EPS guidance is $2.05 to $2.09, with an adjusted gross margin of 53.7% to 54.2% and an adjusted operating margin of 16.0% to 16.3%. (Repligen Q3 2026 release, Oct 27, 2026)

Repligen does not give GAAP guidance, saying it cannot reasonably predict restructuring, transformation and acquisition costs. After the quarter it agreed to issue $1.0 billion of 0.25% convertible senior notes due 2031, partly in exchange for its 2028 notes. (Repligen Q3 2026 release, Oct 27, 2026; Repligen Form 10-Q, Q3 2026, Oct 30, 2026)

A consensus figure is the average of the models published by the analysts who cover Repligen, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Repligen's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning RGEN is on is RGEN a buy or a sell?, what analysts expect next is on the RGEN forecast, and what the company does is on the Repligen Corporation (RGEN) stock page.

Every number on this page can be traced to a document Repligen published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.