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Repligen Corporation (RGEN) Presents at Bank of America G...
2026-05-13 · via All Articles on Seeking Alpha

Q1: 2026-05-05 Earnings Summary

EPS of $0.48 beats by $0.09

 | 

Revenue of

$194.26M

(14.83% Y/Y)

beats by $1.91M

Repligen Corporation (RGEN) Bank of America Global Healthcare Conference 2026 May 12, 2026 1:00 PM EDT

Company Participants

Jason Garland - CFO & Chief Compliance Officer
Jacob Johnson - Vice President of Investor Relations

Conference Call Participants

Michael Ryskin - BofA Securities, Research Division

Presentation

Michael Ryskin
BofA Securities, Research Division

We're excited to host Repligen for our next fireside chat. I joined by Jason Garland, Chief Financial Officer; and Jacob Johnson, IR. And with that, we'll kick things off. We're going to do just a fireside chat. If you've got questions, throw up your hand, and we'll try to call on you when we can.

Question-and-Answer Session

Michael Ryskin
BofA Securities, Research Division

Maybe just to kick things off, you guys recently reported 1Q just a couple of weeks ago. Maybe give us a high-level rundown of how the quarter played out relative to expectations, sort of what was a little bit better, what was a little bit surprising? Any key takeaways there?

Jason Garland
CFO & Chief Compliance Officer

Yes. Look, we started the year in a view -- in our view, executing exactly what we set out to do, right? So we had a strong first quarter, better than expectations, certainly on a top line basis as well as earnings. It was right down in the middle of the fairway for our overall total year guide on organic growth. So it started strong on the top line and enough confidence in our margin profile that we actually raised EPS guidance for the year. So financially, a great start.

Second, I'd say that we -- it helped build that confidence in our total year guide as well. We look at, again, first quarter, 11%. We've shared that second quarter is going to be around the same. That's right in line with our total year guide and which