Repligen (RGEN) Q1 FY26 earnings call

Repligen delivered strong Q1 FY26 results, driven by broad demand across geographies and product franchises, particularly Analytics. The company is progressing strategic initiatives like the Transformation Office for margin expansion and a new OEM partnership in China, while navigating temporary headwinds in ATF and the gene therapy market. Management expressed confidence in the full-year outlook, with Q2 organic growth expected to be similar to Q1.