RAPID MICRO BIOSYSTEMS (RPID) Company Report

Rapid Micro Biosystems (RPID) pre-announced $34 million in 2025 revenue, representing 20% growth, and reported 37% growth in Q4 2025, marking its 13th consecutive quarter of meeting or exceeding revenue guidance.
The company strengthened its balance sheet with a $45 million term loan from Trinity Capital and is in the second year of a global distribution and collaboration agreement with Merck Millipore Sigma, which is expected to meaningfully impact 2026 and beyond.
RPID serves 75% of the global top 20 pharma companies and 86% of approved CAR T manufacturers, with growth driven by regulatory pressure, industry changes (especially in advanced modalities like cell and gene therapy), and the increasing trend of pharmaceutical onshoring.
The company's business model involves placing Growth Direct Systems, which then pull through a high yield of durable recurring consumable and services revenue, with strong double-digit recurring revenue growth throughout 2025.

2 days ago

Transcript

Rapid Micro Biosystems Highlights Strong 2025 Performance and Strategic Growth Initiatives

RPID

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

Rapid Micro Biosystems reported approximately $34 million in 2025 revenue, representing 20% growth, and achieved record quarterly revenue in Q4 2025 with 37% growth, marking its 13th consecutive quarter of meeting or exceeding revenue guidance.
The company's business model is characterized by a high yield of recurring consumable and services revenue from its Growth Direct System placements, which contributed to strong double-digit recurring revenue growth in 2025 and a 60 percentage point improvement in gross margins over several years.
RPID is in the second year of a global distribution and collaboration agreement with Merck MilliporeSigma, a partnership expected to accelerate growth, improve gross margins, and drive innovation.
The company anticipates significant tailwinds from onshoring initiatives in pharmaceutical manufacturing, particularly in higher-cost regions, with automation demand accelerating in 2027, 2028, and 2029.

2 days ago

Transcript

Rapid Micro Biosystems Reports Strong 2025 Financial Results and Positive Q4 Product Margins

RPID

Earnings

Guidance Update

Revenue Acceleration/Inflection

Rapid Micro Biosystems (RPID) concluded 2025 with approximately $34 million in revenue, reflecting 20% growth, and $18 million in recurring revenue, which accounted for over half of the total.
The company reported record quarterly revenue of $11.3 million in Q4 2025, a 37% year-on-year growth, marking its 13th consecutive quarter of meeting or exceeding revenue guidance.
Gross margins expanded by 64 percentage points over several years, with product margins becoming positive in Q4 2025, and the company targets 50%+ gross margins in the mid-term.
RPID strengthened its balance sheet with a $45 million debt facility in mid-2025, finishing the year with about $38 million in cash, and expects reduced cash burn in 2026 to reach cash flow break-even without additional financing.

Jan 15, 2026, 7:15 PM

Transcript

Rapid Micro Biosystems Presents Preliminary Full Year 2025 Financial Results and Strategic Outlook

RPID

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Rapid Micro Biosystems presented preliminary financial results for the full year 2025, reporting total revenue of $33.6 million, representing 20% year-over-year growth, with $17.8 million in recurring revenue.
The company highlighted its strong market position, serving 75% of the Top 20 Global Pharma and 86% of Approved CAR-T Manufacturers, with 190 cumulative system placements globally.
Rapid Micro Biosystems is strategically positioned for growth and margin expansion in 2026 and beyond, anticipating a meaningful commercial impact from its MilliporeSigma partnership in 2026.

Jan 15, 2026, 7:15 PM

Presentation

Rapid Micro Biosystems Reports Strong 2025 Financial Performance and Outlines 2026 Outlook

RPID

Earnings

Guidance Update

Debt Issuance

Rapid Micro Biosystems (RPID) reported $33.6 million in total revenue for full year 2025, representing 20% growth, and $11.3 million in Q4 2025 revenue, a 37% year-on-year increase, marking its 13th consecutive quarter of meeting or exceeding revenue guidance.
The company achieved significant gross margin expansion, increasing by 64 percentage points over the past several years and reaching positive gross margins on products in Q4 2025, with expectations for accelerated product margin expansion in 2026.
RPID strengthened its balance sheet in 2025 with a $45 million debt facility, drawing down $20 million and ending the year with approximately $38 million in cash, positioning it for a reduced cash burn in 2026 and a trajectory to cash flow break-even without additional financing.
The company's business model is characterized by a strong recurring revenue base, which was $17.8 million for full year 2025 (over half of total revenue), and a strategic partnership with MilliporeSigma is expected to meaningfully impact growth and margins in 2026.

Jan 15, 2026, 7:15 PM

Transcript

Rapid Micro Biosystems (RPID) Reports Strong 2025 Financials and Positive 2026 Outlook

RPID

Guidance Update

Revenue Acceleration/Inflection

Debt Issuance

Rapid Micro Biosystems (RPID) concluded 2025 with $33.6 million in revenue, a 20% increase year-over-year, and $17.8 million in recurring revenue. The company also pre-released Q4 2025 total revenue of $11.3 million, up 37% year-on-year, with $4.6 million in recurring revenue.
RPID demonstrated significant gross margin improvement in 2025, expanding overall gross margins by 64 percentage points over several years and achieving positive gross margins on products in Q4 2025. The company targets over 50% gross margin in the midterm.
The company strengthened its balance sheet in mid-2025 with a $45 million debt facility, from which $20 million was drawn, leaving $25 million in remaining capacity. RPID ended 2025 with $38 million in cash and anticipates reduced cash burn in 2026, aiming for cash flow break-even without additional financing.
RPID's land and expand strategy resulted in 190 Growth Direct systems placed globally, with 155 validated systems. A partnership with MilliporeSigma is expected to contribute meaningfully to growth in 2026.

Jan 15, 2026, 7:15 PM

Transcript

Rapid Micro Biosystems Announces Record Preliminary Unaudited Q4 and Full Year 2025 Revenue

RPID

Earnings

Guidance Update

Revenue Acceleration/Inflection

Rapid Micro Biosystems (RPID) announced preliminary unaudited Q4 2025 total revenue is expected to be approximately $11.3 million, representing 37% growth compared to the prior-year period.
Preliminary unaudited full year 2025 total revenue is expected to reach approximately $33.6 million, an increase of 20% compared to the prior year.
Recurring revenue for Q4 2025 is anticipated to be $4.6 million (10% growth), and for the full year 2025, it is expected to be $17.8 million (15% growth).
The company placed a record 16 new Growth Direct systems in Q4 2025, contributing to a total of 28 new systems placed for the full year.
The CEO stated that Q4 results exceeded raised guidance issued in November and expressed confidence in continued growth for 2026.

Jan 13, 2026, 9:16 PM

8-K

Rapid Micro Biosystems Announces Preliminary Record Q4 and Full Year 2025 Revenue

RPID

Earnings

Guidance Update

Revenue Acceleration/Inflection

Rapid Micro Biosystems announced preliminary unaudited fourth quarter 2025 total revenue of approximately $11.3 million, representing 37% growth compared to the prior-year period.
For the full year 2025, total revenue is expected to be approximately $33.6 million, an increase of 20% compared to the prior year.
The company also reported Q4 2025 recurring revenue of approximately $4.6 million and full-year 2025 recurring revenue of approximately $17.8 million.
These results include the placement of a record 16 new Growth Direct systems in Q4 2025, contributing to a total of 28 new systems placed during the full year 2025.

Jan 13, 2026, 9:15 PM

Press Release

Rapid Micro Biosystems Discusses Growth Drivers, Partnerships, and Margin Expansion at Stifel Healthcare Conference

RPID

Revenue Acceleration/Inflection

New Projects/Investments

Product Launch

Rapid Micro Biosystems (RPID) notes easing investment sentiment among biopharma customers, with top ROI and strategic projects continuing to be approved, and the trend of reshoring being "real".
The company recently secured a large, multi-system, global order from an existing customer, with revenue recognition for systems expected in Q4 2025, service revenue in H1 2026, and recurring revenue from H2 2026 and beyond.
A co-exclusive distribution agreement with Merck-MilliporeSigma is anticipated to accelerate GrowthDirect sales globally, including new markets like personal care, and improve gross margins through lower procurement costs.
RPID has achieved five consecutive quarters of positive gross margins and expects acceleration in 2026, driven by service volume, the large multi-system order, the Merck partnership, and cost reductions. Product margins are anticipated to be positive in Q4 2025 and all four quarters of 2026.
The company is comfortable with a 20% revenue growth trajectory going forward, aligning with internal targets, supported by existing backlog, the MilliporeSigma contribution, and a strong sales funnel.

Nov 11, 2025, 4:20 PM

Transcript

Rapid Micro Biosystems Reports Q3 2025 Results and Raises Full-Year Guidance

RPID

Earnings

Guidance Update

New Projects/Investments

Rapid Micro Biosystems reported Q3 2025 revenue of $7.8 million, a 3% increase compared to Q3 2024, marking its 12th consecutive quarter of meeting or beating revenue guidance. Recurring revenue, which includes consumables and annual service contracts, increased 32% year-over-year to $4.8 million.
The company secured a record multi-system order from an existing top 20 global biopharma customer in October, with contributions expected to begin in Q4 2025 and extend into 2026 and beyond.
As a result of strong year-to-date performance and initial contributions from the multi-system order, the full-year 2025 revenue guidance was raised to at least $33 million, including at least 27 GrowthRx system placements.
The collaboration with MilliporeSigma is progressing, with initial GrowthRx system orders in Q3 2025, and an anticipated product supply agreement is expected to lower direct product costs and improve gross margins, with financial benefits starting in the second half of 2026.
Rapid Micro Biosystems ended Q3 2025 with approximately $42 million in cash and investments.