5 Insightful Analyst Questions From Repligen's Q1 Earnings Call
Is now the time to buy RGEN? Find out in our full research report (it's free).
Revenue: $169.2 million vs analyst estimates of $164.3 million (10.4% year-on-year growth, 3% beat)
Adjusted EPS: $0.39 vs analyst estimates of $0.35 (11.4% beat)
Adjusted EBITDA: $32.7 million vs analyst estimates of $28.78 million (19.3% margin, 13.6% beat)
The company lifted its revenue guidance for the full year to $707.5 million at the midpoint from $697.5 million, a 1.4% increase
Management lowered its full-year Adjusted EPS guidance to $1.67 at the midpoint, a 2.3% decrease
Operating Margin: 3.9%, up from 2.4% in the same quarter last year
Organic Revenue rose 10.7% year on year (-12.5% in the same quarter last year)
Market Capitalization: $6.75 billion
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Rachel Vatnsdal (JPMorgan) asked whether tariffs led to order pull-forward and about the sustainability of CDMO order strength. CEO Olivier Loeillot replied there was no evidence of customers accelerating purchases and that CDMO growth was broad-based, especially in ATF consumables.
Dan Arias (Stifel) inquired about emerging modalities and potential impacts from FDA changes. Loeillot confirmed new modalities revenue and orders rose, and reported no signs of trial disruptions or slowdowns from regulatory changes.
Puneet Souda (Leerink Partners) questioned the clinical versus commercial revenue mix's sustainability and the integration of 908 Devices. Loeillot explained the mix remains stable but is gradually shifting commercial, and integration efforts are focused on R&D and commercial synergy.
Jacob Johnson (William Blair) asked about small biotech trends. Loeillot acknowledged sales to small biotech declined due to weak funding, but this segment now represents less than 10% of Repligen's business.
Justin Bowers (Deutsche Bank) asked about the impact of biopharma onshoring and margin outlook. Loeillot highlighted that increased U.S. manufacturing capacity could be a tailwind, and Garland noted Q1 gross margin benefited from product mix that is unlikely to repeat.
In the coming quarters, the StockStory team will be watching (1) the pace of adoption for new analytics and mixing technologies, (2) the trajectory of order growth among large pharma, CDMO, and emerging modalities, and (3) signs of stabilization or recovery in small biotech and China segments. Progress on integrating recent acquisitions and managing tariff-related risks will also be important markers for execution.
Repligen currently trades at $123.96, down from $143.71 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free).
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