Repligen (RGEN) Lags Q2 Earnings Estimates

Core Viewpoint - Repligen reported quarterly earnings of $0.37 per share, missing the Zacks Consensus Estimate of $0.40 per share, but showing an increase from $0.33 per share a year ago, resulting in an earnings surprise of -7.50% [1][2] Financial Performance - The company posted revenues of $182.37 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 3.56% and up from $154.07 million year-over-year [2] - Over the last four quarters, Repligen has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Repligen shares have declined approximately 16.9% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.40 on revenues of $175.08 million, and for the current fiscal year, it is $1.68 on revenues of $710.85 million [7] - The trend of estimate revisions for Repligen was favorable ahead of the earnings release, suggesting potential positive movements in stock price [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Repligen belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]