Repligen (RGEN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 24, 2026 astatine 9:26 AM CST 48 min read

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Tuesday, Feb. 24, 2026 astatine 8:30 a.m. ET

• President and Chief Executive Officer — Olivier Loeillot

• Chief Financial Officer — Jason Garland

• Vice President, Investor Relations — Jacob Johnson

Operator: Ladies and gentlemen, convey you for lasting by. My sanction is Jericho, and I volition beryllium your league relation today. At this time, I would similar to invited everyone to the Repligen Corporation Fourth Quarter 2025 Earnings Call. All lines person been placed connected mute to forestall immoderate inheritance noise. After the speakers' remarks, determination volition beryllium a question and reply session. If you would similar to inquire a question during this time, simply property prima followed by the fig 1 connected your telephone keypad. If you would similar to retreat your question, property prima 1 again. I would present similar to crook the league implicit to Jacob Johnson, Vice President, Investor Relations. You whitethorn begin.

Jacob Johnson: Thank you, operator. And invited everyone to our 2025 4th fourth report. On this call, we volition screen concern highlights and fiscal show for the three- and twelve-month periods ended 12/31/2025, and we volition supply fiscal guidance for the afloat twelvemonth 2026. Joining america connected the telephone contiguous are Repligen Corporation’s President and Chief Executive Officer, Olivier Loeillot, and our Chief Financial Officer, Jason Garland. As a reminder, the forward-looking statements that we marque during this call, including those regarding our concern goals and expectations for the fiscal show of the company, are taxable to risks and uncertainties that whitethorn origin existent events oregon results to differ.

Additional accusation concerning risks related to our concern is included successful our quarterly reports connected Form 10-Q, our yearly study connected Form 10-K, and our existent reports, including the Form 8-K that we are filing today, and different filings that we marque with the Securities and Exchange Commission. Today’s comments bespeak management’s existent views, which could alteration arsenic a effect of caller information, aboriginal events, oregon otherwise. The institution does not obligate oregon perpetrate itself to update forward-looking statements but arsenic required by law. During this call, we are providing non-GAAP fiscal results and guidance unless different noted.

Reconciliations of GAAP to non-GAAP fiscal measures are included successful the property merchandise that we issued this morning, which is posted to Repligen.com and connected SEC.gov. Adjusted non-GAAP figures successful today’s study see the following: non-COVID and integrated gross and/or gross growth, outgo of goods sold, gross nett and gross margin, operating expenses including R&D and SG&A, income from operations and operating margin, taxation complaint connected pretax income, nett income, diluted net per share, EBITDA, adjusted EBITDA, and adjusted EBITDA margin. These adjusted fiscal measures should not beryllium viewed arsenic an alternate to GAAP measures oregon intended to champion bespeak the show of our ongoing operations. With that, I volition crook the telephone implicit to Olivier.