Repligen(US:RGEN) Benzingaยท2025-02-20 19:00Core Insights - Repligen Corp reported a fourth-quarter adjusted EPS of 44 cents, down from 48 cents a year ago, but above the consensus estimate of 41 cents [1] - The company achieved sales of $167.55 million, slightly up from $166.6 million a year ago, aligning closely with the consensus of $167.67 million [1] Financial Performance - Total revenue in the fourth quarter grew by 13% when excluding COVID-19 impacts, despite facing a two-point currency headwind [2] - Total orders exceeded sales by 6%, driven by the Filtration and Analytics franchises [2] - The company expects adjusted EPS for 2025 to be in the range of $1.67 to $1.76, compared to the consensus of $1.73 [3] Market Outlook - Repligen anticipates 2025 sales between $685 million and $710 million, with organic growth projected at 9.5% to 13.5% and non-COVID revenue growth of 10% to 14%, compared to the consensus of $694.86 million [2] - Analysts indicate that Repligen's Q4 results and 2025 outlook confirm a strong recovery in the bioprocessing industry, with growth expected to normalize next year [3] Competitive Positioning - Compared to peers like Danaher Corporation and Avantor Inc, which project mid-to-high single-digit growth, Repligen's outlook reflects a strong product portfolio and customer positioning, leading to consistent above-market growth [4] - The company's focus solely on bioprocessing and minimal exposure to NIH-funded research and academia makes its guidance more predictable than that of competitors with broader market exposure [4] Stock Performance - Repligen's stock price increased by 8.16%, reaching $163.03 [5]