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Repligen

RGEN

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LongbridgeAI

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with revenue of $204.1M slightly beating the $201.4M estimate, while GAAP EPS of $0.09 significantly missed the $0.28 consensus due to a $13.7M loss on the Polymem divestiture and an elevated 64.6% effective tax rate. Gross margin reached 53.9%, outperforming the 53.3% mean expectation, driven by favorable product mix. The announcement of a $1.5B BioLife Solutions acquisition marks a major strategic shift toward cell therapy, though it introduces near-term integration and dilution risks.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Repligen(RGEN) the Revenue is 204.13 M (+11.93%), Beat estimate;the EBIT is 34 M (+55.19%), Beat estimate;the EPS is 0.09 (-65.38%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.20B11.93%
0.20B10.44%
+0.00B1.49%
EBITExceed expectations
0.03B55.19%
0.03B28.75%
+0.01B26.44%
EPSMiss expectations
0.0965.38%
0.287.69%
-0.190073.07%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf