Rapid Micro Bio record Q4 2025 revenue $11.3M with EPS -0.28, misses, issues 2026 guidance

 

Rapid Micro Biosystems posts record Q4 2025 revenue $11.3M with EPS -0.28, misses estimates and issues 2026 growth guidance

• Q4 revenue $11.3M grew 37% YoY, exceeding raised guidance and company records.
• Q4 2025 non-GAAP EPS was -0.28, down 27% YoY versus prior-year quarter.
• Record 16 Growth Direct placements; installed base reached 190 systems, 155 fully validated.
• Consumables revenue up 17% for 2025; recurring revenue 53% of total, highlighting durability.
• Gross margin -3% in Q4, hurt by $1.1M consumable write-off inventory charge.
• 2026 guidance: revenue $37–41M, 30–38 system placements, ~20% gross margin, Q4 mid-20s.
• Q1 2026 outlook: at least $7.5M revenue, five systems, mid-single-digit gross margin.
• Samsung Biologics placed new multisystem order to expand Growth Direct deployment; Amgen multisite rollout progressing, underscoring blue-chip adoption.
• MilliporeSigma partnership expected to contribute meaningfully to 2026 placements, though timing uncertainty remains.
• Operating expenses $11.9M in Q4, up modestly; record full-year 2025 results with OpEx -3% while revenue +20%.

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