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Rapid Micro Biosystems
Rapid Micro Biosystems (RPID) investor relations material
Rapid Micro Biosystems 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary15 Jan, 2026
Business overview and market context
Automates microbial quality control in pharmaceutical manufacturing, replacing manual Petri dish methods with the Growth Direct Platform.
Operates in about 20 countries, serving 75% of the global top 20 pharma companies and 86% of approved CAR-T manufacturers, excelling in biologics and cell/gene therapy.
190 systems placed globally, with 155 validated for routine use and presence at over 100 customer manufacturing sites.
Recurring revenue forms a strong base, with over half of annual revenue from consumables and service contracts, and over 9 million consumables sold.
The platform is modality-agnostic, integrates with customer data systems, and supports applications like environmental monitoring, water testing, bioburden, and rapid sterility testing.
Financial performance and growth
Achieved $34 million in 2025 revenue, up 20% year-over-year, with $18 million in recurring revenue and 53% of total revenue.
Q4 revenue reached $11.3 million, a 37% increase year-over-year, with 16 systems placed and 3 validated.
13 consecutive quarters of meeting or exceeding revenue guidance, with strong gross margin growth.
Reinforced balance sheet with a $45 million facility, ending 2025 with $38 million in cash.
Record multi-system order from an existing customer, expanding globally and adopting all core applications.
Strategic initiatives and partnerships
Land and expand strategy: initial system placements followed by network-wide expansion and application onboarding.
Innovation focus includes expanding platform capabilities and targeting adjacent markets like food, beverage, and medical devices.
Partnership with MilliporeSigma aims to drive growth, margin expansion, and access to new markets, with significant impact expected in 2026.
Commercial momentum supported by multi-system orders and expanding recurring revenue from consumables and services.
Annual Growth Direct Day event fosters customer engagement, with the 7th edition hosting over 25 companies and 100 attendees from the U.S., Europe, and Asia.
How does Merck Millipore accelerate margin expansion
What is the runway for existing customer expansion
Outline the path to cash flow breakeven
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Next Rapid Micro Biosystems earnings date
Q4 202527 Feb, 2026
Rapid Micro Biosystems
Next Rapid Micro Biosystems earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Rapid Micro Biosystems, Inc. provides products for the detection of microbial contamination in the manufacture of pharmaceutical, biotechnology, and personal care products. Its Growth Direct System is a rapid microbial detection system for sterility testing and bioburden applications that analyzes microorganism cultures directly from their growth media, eliminating the costly step of transferring them to another surface for test analysis.
The company also offers media quality control products for monitoring the quality of growth media used in making clinical decisions. It serves food and beverage; pharmaceutical; personal care; and health care industries, as well as contract research organizations worldwide. The company was founded in 2006 and is headquartered in Bedford, Massachusetts.
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