Description

Repligen’s $833 Million Guide: Can Analytics And China Power The Next Leg?

Repligen Corporation reported solid financial results for the first quarter of 2026, driven by broad-based growth across its product franchises and geographic markets. The company delivered $194 million in revenue, reflecting 15% reported growth and 11% organic growth year-over-year. Key contributors included a 50% plus increase in analytics revenue, mid-teens growth in the proteins segment, over 25% rise in chromatography sales, and mid-single-digit gains in filtration, though the latter faced moderation due to divestiture impacts and specific customer timing. Services expanded over 30%, and capital equipment demand showed strengthening, particularly in analytics and mixers, aided by improved order trends in March. Geographically, Asia Pacific led growth with a 25% plus increase, including a near doubling of revenues in China, marking the strongest quarterly performance there in more than two years. North America and EMEA grew mid-single digits and over 20%, respectively.