
Repligen Corporation
NASDAQ•RGEN
CEO: Mr. Anthony J. Hunt
セクター: Healthcare
業種: Medical - Instruments & Supplies
上場日: 1986-04-29
Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally. It offers Protein A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products. The company's chromatography products include OPUS pre-packed chromatography columns, which are used in the purification of biologics; and OPUS smaller-scale columns that are used in the high throughput process development screening, viral clearance validation studies, and scale down validation of chromatography processes. It also offers ELISA test kits; and chromatography resins under the CaptivA brand. In addition, the company provides filtration products, such as XCell Alternating Tangential Flow systems that are filtration devices used in upstream perfusion and cell culture processing; TangenX flat sheet cassettes, which are used in downstream biologic drug concentration, buffer exchange, and formulation processes; KrosFlo tangential flow filtration and tangential flow depth filtration systems; Spectra/Por laboratory and process dialysis products, and ProConnex TFDF flow paths. Further, it provides process analytics products, such as slope spectroscopy systems under the SoloVPE, FlowVPE, and FlowVPX brands. The company sells its products to life sciences, biopharmaceutical, and diagnostics companies; laboratory researchers; and contract manufacturing organizations. Repligen Corporation has collaboration agreements with Navigo Proteins GmbH to develop multiple affinity ligands. The company was incorporated in 1981 and is headquartered in Waltham, Massachusetts.
連絡先情報
Building 1, Suite 100 41 Seyon Street, Waltham, MA, 02453, United States
781-250-0111
時価総額
$7.68B
PER (TTM)
4412.6
65.7
配当利回り
--
52週高値
$175.77
52週安値
$102.97
52週レンジ
順位42Top 47.5%
3.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$188.81M+21.91%
直近4四半期の推移
EPS
$0.27-15.63%
直近4四半期の推移
フリーCF
$42.71M+1.26%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Strong Revenue Growth Nine Months Total revenue reached $540.3M USD for nine months, marking a 15.7% increase compared to $466.9M USD prior year.
Net Income Substantially Higher Nine months net income was $35.6M USD, a substantial increase from $8.4M USD reported in the same period last year.
Goodwill Increased Post-Acquisition Total goodwill grew to $1.113B USD, driven by the $50.1M provisional goodwill recognized from the 908 Devices acquisition.
R&D Spending Rises 30.2% Research and development expenses increased to $41.1M USD for nine months, reflecting integration costs from recent business acquisitions.
リスク要因
Unremediated Internal Control Weaknesses Material weaknesses in IT general controls and revenue recognition evaluation remain unremediated as of September 30, 2025.
Contingent Consideration Valuation Risk Contingent consideration earnouts rely on Level 3 unobservable inputs, subject to refinement and potential future obligation changes.
Future Capital Requirements Uncertainty Future capital needs may require seeking additional financing, potentially leading to shareholder dilution via equity or debt issuance.
Foreign Currency Exchange Exposure Global revenue subjects the company to non-U.S. exchange exposure, where volatile rates could impact reported gross profit margins.
見通し
Focus on 908 Devices Integration Integration of the 908 Devices PAT Portfolio is key to maximizing platform value and optimizing customer development processes.
Finalizing Purchase Price Allocations Purchase accounting for 908 Devices and Tantti acquisitions remains provisional, expected to finalize before Q1 2026 reporting.
Monitoring New Tax Legislation Management is evaluating the impact of the recently enacted OBBBA tax legislation, effective through 2027, on financial statements.
同業比較
売上高 (TTM)
BDX$21.92B
DVA$13.64B
BAX$11.24B
粗利益率 (最新四半期)
ISRG66.6%
GMED63.3%
RMD62.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ISRG | $172.54B | 60.4 | 16.4% | 1.5% |
| BDX | $63.72B | 28.5 | 6.4% | 32.8% |
| RMD | $36.86B | 24.9 | 24.8% | 11.8% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.1%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年2月19日
EPS:$0.44
|売上高:$192.23M
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月4日|売上高: $188.81M+21.9%|EPS: $0.27-15.6%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月7日|売上高: $182.37M+14.8%|EPS: $0.26+337.7%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月29日|売上高: $169.17M+10.4%|EPS: $0.10+150.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年3月14日|売上高: $634.44M+0.3%|EPS: $-0.46-171.9%予想を下回るForm 10-K/A - FY 2023
会計期末: 2023年12月31日|提出日: 2024年11月18日|売上高: $632.36M-21.1%|EPS: $0.64-80.9%予想を上回るForm 10-Q/A - Q1 2023
会計期末: 2023年3月31日|提出日: 2024年11月18日|売上高: $165.38M-19.9%|EPS: $0.52-35.8%予想を下回るForm 10-Q/A - Q3 2023
会計期末: 2023年9月30日|提出日: 2024年11月18日|売上高: $141.19M-29.7%|EPS: $0.33-54.8%予想を上回るForm 10-Q/A - Q2 2023
会計期末: 2023年6月30日|提出日: 2024年11月18日|売上高: $159.17M-23.3%|EPS: $0.36-60.0%予想を下回る