Repligen Corporation reported financial results for the third quarter ended September 30, 2026, announcing a record quarter with revenue of $209.3 million. This figure represents an 11% year-over-year increase as reported and a 12.5% increase on an organic basis.
On the income statement, the company reported a GAAP loss from operations of $29.5 million for the quarter, compared to income from operations of $16.8 million in the prior year. This loss was primarily driven by an intangible asset impairment charge. Adjusted for these charges, the company reported an adjusted income from operations of $33.3 million and an adjusted earnings per share (diluted) of $0.53.
In terms of cash position, Repligen held $863 million in cash, cash equivalents, and marketable securities as of September 30, 2026, an increase from $768 million at the end of 2025.
The company also disclosed significant business developments. In October 2026, Repligen completed the acquisition of BioLife Solutions, a move intended to strengthen its position in the cell therapy market. Additionally, the company opened a new Repligen Training & Innovation Center in Seoul, South Korea, on October 23, 2026.
Repligen updated its financial guidance for the full year 2026. The company now expects adjusted total reported revenue of $844 million to $852 million, representing reported revenue growth of 14.5% to 15.5% and organic growth of 12% to 13%. The guidance includes the impact of the BioLife acquisition, which closed on October 6, 2026.
For the full year, Repligen anticipates a gross margin of 53.7% to 54.2%, adjusted income from operations of $135 million to $139 million, and adjusted diluted earnings per share of $2.05 to $2.09.
