Pulling SEC filings + quote and writing the call…

REPLIGEN CORP
Next earnings Jul 27, 2026 (before open) · consensus $0.46 EPS, $206M rev
Last earnings +6.3% on 2026-05-05
High-quality bioprocessing-tools franchise recovering from destocking, but 153x earnings and 10x sales price in a full rebound already.
Sources: SEC EDGAR (CIK 0000730272, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:40 PM.
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Middling fundamentals and a rich price (~77% above fair value) leave little margin of safety — a wait-and-see.
Repligen sells consumables and equipment into biopharma manufacturing — a structurally attractive, recurring-revenue bioprocessing market. FY2025 marks a clear recovery from the post-COVID destocking trough: revenue grew 16.4% to $738M and net income rebounded to $48.9M (+291.6%) after a -$25.5M loss in FY2024, with operating income up 257.1% to $55.2M. The balance sheet is excellent — liabilities/equity of just 0.40x, $566M cash and $542M long-term debt — and R&D is being funded for growth (+25.4% to $54.2M), signaling management's focus on the long-term franchise rather than near-term margins.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $671M | $802M | $632M | $634M | $738M |
| Gross profit | — | — | — | — | — |
| Operating income | $167M | $225M | $47.7M | -$35.1M | $55.2M |
| Net income | $128M | $186M | $35.6M | -$25.5M | $48.9M |
| Diluted EPS | $2.24 | $3.24 | $0.63 | -$0.46 | $0.86 |
| Net margin | 19.1% | 23.2% | 5.6% | -4.0% | 6.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-14 | Madaus Martin D Director | Award | 995.00 | |
| 2026-05-14 | Konstantinov Konstantin Director | Award | 995.00 | |
| 2026-05-14 | EGLINTON MANNER CARRIE Director | Award | 995.00 | |
| 2026-05-14 | Mhatre Rohin Director | Award | 995.00 | |
| 2026-05-14 | Pax Margaret Director | Award | 995.00 | |
| 2026-05-14 | MUIR GLENN P Director | Award | 995.00 | |
| 2026-05-14 | DAWES KAREN A Director | Award | 995.00 | |
| 2026-05-14 | BARTHELEMY NICOLAS Director | Award | 995.00 |