RG
RGEN
RGEN What REPLIGEN promised, and what happened
Guidance
What management said, and what became of it
20 of 22 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| China regional revenue return to growth | back to growth mode around the second half of 2025 | Dec 2024 | China is a great turnaround for us this year. I mean in fact, first half, China grew more than 60%, which we're very, very delighted about. | Achieved |
| Full-year adjusted diluted EPS | $1.93 to $2.01 | Dec 2025 | we expect adjusted fully diluted earnings per share to be between $2.03 and $2.09, this is up $0.32 to $0.38 versus 2025 or up 20% at the midpoint. The midpoint reflects a $0.05 increase from our prior guidance. | Revised Up |
| Full-year adjusted gross margin expansion | 53.6% to 54.1%, approximately 125 basis points of expansion | Dec 2025 | We continue to expect 110 to 160 basis points of gross margin expansion for the year. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 47 tracked commitments for REPLIGEN
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.