AI brief of an SEC Form 8-K · Repligen (RGEN)

Repligen Q1 revenue rises 15% to $194 million; raises 2026 adjusted EPS guidance

Positive Impact 4 of 5 earnings Written later

Repligen reported first-quarter 2026 revenue of $194 million, up 15% as reported and 11% organic, and GAAP and adjusted EPS both rose from the prior-year quarter. The company raised its full-year 2026 adjusted EPS guidance to $1.97-$2.05 and reiterated its 9%-13% organic revenue growth guidance, but GAAP net income was held down by a $13.8 million loss on the sale of the Polymem business.

Key points

  • Q1 2026 revenue was $194 million versus $169 million a year earlier; GAAP diluted EPS was $0.15 versus $0.10, and adjusted diluted EPS was $0.48 versus $0.39.
  • Full-year 2026 adjusted EPS guidance was increased to $1.97-$2.05; reported revenue guidance is $803 million-$833 million.
  • Polymem, which generated $7 million of revenue and an operating loss in 2025, was divested on March 30, 2026, producing a $13.8 million loss on sale in the quarter.
  • Cash, cash equivalents and marketable securities were $785 million at March 31, 2026, compared with $768 million at December 31, 2025.

The filing

CompanyRepligen (RGEN)
Form8-K, current report
Filed with the SECMay 5, 2026, 7:06 AM ET
Accession number0001193125-26-205011

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:56 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.