Rapid Micro Biosystems Q4 Earnings Call Highlights

• Commercial momentum: Q4 gross roseate 37% year-over-year to a grounds $11.3 million and the institution placed a grounds 16 Growth Direct systems, buoyed by ample multi-system orders from Amgen and an expanded deployment with Samsung Biologics.

• Margin disruption and outlook: Q4 merchandise borderline was antagonistic 8% aft a $1.1 million consumable write-off (a 12‑point hit), but excluding the complaint merchandise borderline was +4%; absorption expects full-year 2026 full gross borderline of ~20% with merchandise borderline improving to precocious azygous digits/low teens and work borderline >40% arsenic vendor outgo reductions instrumentality effect.

• 2026 guidance and liquidity: Management guided 2026 gross of $37–$41 million with 30–38 strategy placements and astatine slightest 25 validations, and ended 2025 with $39 million successful cash/investments positive $25 million of unused indebtedness capacity.

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Rapid Micro Biosystems (NASDAQ:RPID) reported fourth-quarter and full-year 2025 results highlighting grounds quarterly revenue, accrued strategy placements, and expanding recurring revenue, portion besides outlining expectations for gross maturation and gross borderline betterment successful 2026.

Management said fourth-quarter gross roseate 37% year-over-year to a quarterly grounds of $11.3 million, up from $8.2 cardinal successful the prior-year period. Chief Executive Officer Rob Spignesi said the results exceeded the company’s accrued guidance issued successful November and marked the company’s 13th consecutive 4th of gathering oregon exceeding expectations.

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During the quarter, Rapid Micro placed 16 Growth Direct systems, a record, compared with six placements successful the 4th fourth of 2024. Chief Financial Officer Sean Wirtjes said the institution completed 3 validations successful the quarter, compared with 4 successful the prior-year period, noting that the timing of validations is simply a cardinal operator of variability successful work revenue.

Product gross accrued 78% year-over-year to $9.3 million, driven chiefly by higher strategy placements. Consumable gross roseate 11% successful the quarter. Service gross was $2.0 million, down from $3.0 cardinal a twelvemonth earlier, which Wirtjes attributed chiefly to validation timing; helium besides noted that validation gross successful Q4 2024 was a institution record.

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Spignesi highlighted a grounds multi-system bid from Amgen during the quarter, describing it arsenic portion of a planetary rollout crossed aggregate sites successful North America, Europe, and Asia. He said Amgen is leveraging aggregate applications including biology monitoring, bioburden, and h2o testing, and volition sponsor the company’s archetypal North American “Growth Direct Day” successful the 2nd quarter.