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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
www.repligen.com
時価総額
$6.72B
PER (TTM)
137.8
59.7
配当利回り
--
52週高値
$175.77
52週安値
$102.97
52週レンジ
22%
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

Q4 2025 データ

売上高

$197.91M+0.00%
直近4四半期の推移

EPS

$0.23+0.00%
直近4四半期の推移

フリーCF

$17.05M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Product Revenue Jumps 16.4% Product revenue reached $738.0M in 2025, marking a strong 16.4% increase over prior year sales figures.
Gross Margin Significantly Improves Gross margin improved substantially to 52.3% in 2025, up from 43.3% in 2024 due to lower COGS.
Return to Net Income Achieved net income of $48.9M in 2025, reversing the net loss of $(25.5M) reported in 2024.
Strong Operating Cash Generation Cash provided by operating activities totaled $117.4M in 2025, supporting investment activities and debt management.

リスク要因

ICFR Adverse Audit Opinion EY issued adverse opinion on ICFR effectiveness due to unremediated IT and inventory control material weaknesses.
Intense Market Competition Risks Compete against large, well-capitalized firms like Danaher and Thermo Fisher, risking price reduction and market share loss.
Debt Servicing Cash Requirements $600.0M in 2023 Convertible Notes outstanding require significant future cash flow for principal and interest payments.
Personnel Hiring and Retention Success depends on retaining skilled scientific and management staff; competition for talent remains fierce globally.

見通し

Strategy Focus: Innovation, Acquisitions Plan to capitalize on internal innovation, geographic expansion, and selectively pursue complementary technology acquisitions.
Commercial Shift to Integrated Solutions Commercial approach shifting from selling individual products to offering integrated solutions supporting entire unit operations.
Continued Investment in R&D R&D spending increased 25.4% in 2025, driven by recent acquisitions, focusing on high-value bioprocessing products.
Liquidity Adequate Short Term Current cash balances and operating cash flow expected to meet needs for at least the next 24 months.

同業比較

売上高 (TTM)

BDX stock ticker logoBDX
$21.92B
+6.2%
DVA stock ticker logoDVA
$13.64B
+6.5%
BAX stock ticker logoBAX
$11.24B
+5.7%

粗利益率 (最新四半期)

GMED stock ticker logoGMED
72.0%
+6.5pp
COO stock ticker logoCOO
67.9%
-10.1pp
ISRG stock ticker logoISRG
66.4%
-1.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ISRG$175.03B61.216.4%1.5%
BDX$59.12B26.56.9%35.6%
RMD$35.05B23.724.8%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
5.4%
安定成長
4四半期純利益CAGR
31.6%
収益性の大幅な改善
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4月27日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし