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Replimune Group (REPL) earnings

Replimune Group, Inc.· Health Care

Results to
Sep 2026
Latest analysed call
Sep 2026 (Q2 FY27)
Balance sheet to
Mar 2026

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Replimune Group earnings: last reported Wed, 28 Oct 2026, for the quarter ended Sep 2026.

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Sep 2026 (Q2 FY27) analysed Read claims, qualifiers & Q&A →

Price & Snapshot

$17.39 +8.28% · +$1.33

Last close Oct 29, 2026 · US · USD · Source: Inve

Performance −87.7% 1Y

$50$100$150Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Sep 2026 (Q2 FY27) — 28 Oct 2026

1Y: $141.66 on 28 Oct 2025 → $17.39. High $143.49 (4 Nov 2025), low $10.86 (16 Oct 2026).

Previous close
$16.06
52-week range
$10.86 – $143.49
One year
−87.67%

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
RevenueUnavailable—Quarterly, as filedQuarter to Sep 2026Not in the filed figures for the quarter to sep 2026. No older figure is substituted.
Operating marginUnavailable—Operating profit / revenueQuarter to Sep 2026Not in the filed figures for the quarter to sep 2026. No older figure is substituted.
Net profit-57.1 $ million—Quarterly, as filedQuarter to Sep 2026Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown.

Source: Inve data from filed results (SEC filings) · to Sep 2026

Supply chain

Cross-company call evidence

Named counterparties and similar headwinds disclosed on earnings calls.

Counterparties named by Replimune Group, Inc.

  • Replimune Group, Inc. partners with National Comprehensive Cancer Network (NCCN).

    Q2 2027 · closed · positive

    Clinical Practice Guideline Inclusion

Similar headwinds reported by sector peers

  • channel destocking · Calendar Q3 2026

    3 other companies · customer inventory

    Beta Bionics, Inc. (BBNX) reported: Distributor Inventory Destocking Contributed to 178 bps sequential gross margin decline to 57.3%

    Bausch Health Companies Inc. (BHC) reported: Xifaxan channel inventory normalization At least 300 bps drag on Q4 revenue growth and 500 bps drag on Q4 adjusted EBITDA growth

    COOPER COMPANIES, INC. (COO) reported: U.S. channel inventory reduction impacting CooperVision revenue Caused Q3 CVI revenue to be flat; expected to cause Q4 CVI organic growth to be -2% to flat. Americas would have grown ~5% in Q3 without it.

  • demand conditions · Calendar Q3 2026

    2 other companies · demand end market

    Avantor, Inc. (AVTR) reported: Macroeconomic and funding weakness in Europe Europe lagging Americas and Asia due to high energy costs and public budget constraints

    Bausch Health Companies Inc. (BHC) reported: Macroeconomic softness and local competition in China aesthetics Contributed to a 4% organic revenue decline in Solta in Q3

  • weather or labor disruption · Calendar Q3 2026

    3 other companies · labor execution

    CENTENE CORP (CNC) reported: Marketplace program integrity, IDR dispute abuse and CMS unauthorized-enrollment actions Reserve strengthening absorbed in Q3 (amount not disclosed); membership ~3.2M at year-end with continued attrition

    QUEST DIAGNOSTICS INC (DGX) reported: Wage Increases 3% to 4% annual pressure (offset by Invigorate program).

    UNIVERSAL HEALTH SERVICES INC (UHS) reported: Public Health Insurance Exchange Attrition 17% volume drop in Q3 FY26 (~$25M drag in Q3; minimum $15M incremental headwind in 2027)

  • freight and shipping · Calendar Q3 2026

    2 other companies · logistics supply chain

    ALIGN TECHNOLOGY INC (ALGN) reported: Freight Costs and Aligner Realized Price Compression Clear Aligner ASP declined 2.3% YoY to $1,215; gross margin missed internal outlook of 71% at 70.4%

    Avantor, Inc. (AVTR) reported: Input cost inflation and geopolitical disruption Ongoing inflation across freight and materials, exacerbated by Middle East conflict

  • supply chain disruption · Calendar Q3 2026

    3 other companies · logistics supply chain

    AGILENT TECHNOLOGIES, INC. (A) reported: Rising material costs and supply chain headwinds null

    Butterfly Network, Inc. (BFLY) reported: Geopolitical conflict and global supply chain bottlenecks Minor impacts to date; tariffs and AI-driven semiconductor component shortages monitored

    GE HealthCare Technologies Inc. (GEHC) reported: Component and supply chain inflation Negative impact to Q3 gross and EBIT margins from memory chip costs and higher oil prices across logistics

From available earnings-call summaries. Disclosures are management statements, not independently verified transactions.

Live Summary

REPL $17.39 +8.28%
AI Call Brief · Sep 2026 (Q2 FY27)

Replimune Group, Inc. Q2 FY27 — Commercial Launch of TUDRIQEV and Balance Sheet Fortification

Overview

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