REPLIGEN CORP, 10-K filed on 3/14/2025
Annual Report
v3.25.0.1
Cover Page - USD ($)
12 Months Ended
Dec. 31, 2024
Mar. 11, 2025
Jun. 30, 2024
Cover [Abstract]      
Amendment Flag false    
Document Type 10-K    
Document Fiscal Year Focus 2024    
Document Fiscal Period Focus FY    
Entity Central Index Key 0000730272    
Current Fiscal Year End Date --12-31    
Document Period End Date Dec. 31, 2024    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Securities Act File Number 000-14656    
Entity Registrant Name REPLIGEN CORP    
Entity Filer Category Large Accelerated Filer    
Trading Symbol RGEN    
Title of 12(b) Security Common Stock    
Security Exchange Name NASDAQ    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 04-2729386    
Entity Address, Address Line One 41 Seyon Street, Bldg. 1, Suite 100    
Entity Address, City or Town Waltham    
Entity Address, State or Province MA    
Entity Address, Postal Zip Code 02453    
City Area Code 781    
Entity Shell Company false    
Smaller reporting company false    
Emerging growth company false    
Local Phone Number 250-0111    
Document Annual Report true    
Document Transition Report false    
Entity Voluntary Filers No    
Entity Well-known Seasoned Issuer Yes    
Entity Public Float     $ 5,979,282,111
Entity Common Stock, Shares Outstanding   56,148,556  
ICFR Auditor Attestation Flag true    
Documents Incorporated by Reference

Documents Incorporated By Reference

The registrant intends to file a proxy statement pursuant to Regulation 14A within 120 days of the end of the fiscal year ended December 31, 2024. Portions of such proxy statement are incorporated by reference into Part III of this Annual Report on Form 10-K.

   
Auditor Firm Id 42    
Auditor Firm Name Ernst & Young LLP    
Auditor Firm Location Boston, Massachusetts, United States    
Document Financial Statement Error Correction [Flag] true    
Document Financial Statement Restatement Recovery Analysis [Flag] true    
Auditor Opinion [Text Block]

Opinion on the Financial Statements

We have audited the accompanying consolidated balance sheets of Repligen Corporation (the Company) as of December 31, 2024 and 2023, the related consolidated statements of comprehensive income (loss), stockholders' equity and cash flows for each of the three years in the period ended December 31, 2024, and the related notes (collectively referred to as the “consolidated financial statements”). In our opinion, the consolidated financial statements present fairly, in all material respects, the financial position of the Company at December 31, 2024 and 2023, and the results of its operations and its cash flows for each of the three years in the period ended December 31, 2024, in conformity with U.S. generally accepted accounting principles.

We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the Company’s internal control over financial reporting as of December 31, 2024, based on criteria established in Internal Control—Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (2013 framework), and our report dated March 13, 2025 expressed an adverse opinion thereon.

   
v3.25.0.1
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Current assets:    
Cash and cash equivalents $ 757,355 $ 751,323
Accounts receivable, net of reserves of $1,832 and $2,122 at December 31, 2024 and December 31, 2023, respectively 134,115 124,161
Inventories, net 142,964 202,321
Prepaid expenses and other current assets 31,607 33,541
Total current assets 1,066,041 1,111,346
Property, plant and equipment, net 197,738 207,440
Intangible assets, net 397,897 406,957
Goodwill 1,030,995 987,120
Deferred tax assets 749 1,530
Operating lease right of use assets 135,378 115,515
Other noncurrent assets 868 1,277
Total noncurrent assets 1,763,625 1,719,839
Total assets 2,829,666 2,831,185
Current liabilities:    
Accounts payable 32,134 19,563
Operating lease liability 15,104 5,631
Current contingent consideration 17,126 12,983
Accrued liabilities 62,423 57,313
Convertible Senior Notes due 2024, net 0 69,452
Total current liabilities 126,787 164,942
Convertible Senior Notes due 2028, net 525,567 510,143
Deferred tax liabilities 22,775 39,324
Noncurrent operating lease liability 145,576 126,578
Noncurrent contingent consideration 19,662 14,070
Other noncurrent liabilities 16,581 11,283
Total noncurrent liabilities 730,161 701,398
Total liabilities 856,948 866,340
Commitments and contingencies (Note 14)
Stockholders' equity:    
Preferred stock, $0.01 par value, 5,000,000 shares authorized, no shares issued or outstanding 0 0
Common stock, $0.01 par value; 80,000,000 shares authorized; 56,091,677 shares at December 31, 2024 and 55,766,078 shares at December 31, 2023 issued and outstanding 561 558
Additional paid-in capital 1,617,336 1,569,227
Accumulated other comprehensive loss (52,533) (37,808)
Retained earnings 407,354 432,868
Total stockholders' equity 1,972,718 1,964,845
Total liabilities and stockholders' equity $ 2,829,666 $ 2,831,185
v3.25.0.1
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Accounts receivable, reserve for doubtful accounts $ 1,832 $ 2,122
Preferred stock, par value $ 0.01 $ 0.01
Preferred stock, shares authorized 5,000,000 5,000,000
Preferred stock, shares issued 0 0
Preferred stock, shares outstanding 0 0
Common stock, par value $ 0.01 $ 0.01
Common stock, shares authorized 80,000,000 80,000,000
Common stock, shares issued 56,091,677 55,766,078
Common stock, shares outstanding 56,091,677 55,766,078
v3.25.0.1
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Revenue:      
Revenue $ 634,439 $ 632,362 $ 801,536
Costs and operating expenses:      
Cost of goods sold 359,794 353,922 345,830
Research and development 43,200 42,722 43,936
Selling, general and administrative 263,368 218,584 215,829
Contingent consideration 3,191 (30,569) (28,729)
Total costs and operating expenses 669,553 584,659 576,866
Income (loss) from operations (35,114) 47,703 224,670
Other income (expenses):      
Investment income 35,827 24,135 6,978
Interest expense (20,731) (2,503) (1,162)
Loss on extinguishment of debt 0 (12,676) 0
Amortization of debt issuance costs (1,843) (8,075) (1,815)
Other income (expenses) (5,174) 8,123 (9,531)
Other income (expenses), net 8,079 9,004 (5,530)
(Loss) income before income taxes (27,035) 56,707 219,140
Income tax (benefit) provision (1,521) 21,111 33,181
Net (loss) income $ (25,514) $ 35,596 $ 185,959
(Loss) earnings per share:      
Basic $ (0.46) $ 0.64 $ 3.35
Diluted $ (0.46) $ 0.63 $ 3.24
Weighted average common shares outstanding:      
Basic 55,937 55,720 55,460
Diluted 55,937 56,377 57,455
Net Income (Loss) $ (25,514) $ 35,596 $ 185,959
Other comprehensive income (loss):      
Foreign currency translation adjustment (14,725) (3,414) (17,508)
Comprehensive income (loss) (40,239) 32,182 168,451
Product      
Revenue:      
Revenue 634,178 631,979 801,183
Royalty and Other Revenue      
Revenue:      
Revenue $ 261 $ 383 $ 353
v3.25.0.1
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-in Capital
Accumulated Other Comprehensive Income (Loss)
Accumulated Earnings/(Deficit)
FlexBiosys, Inc.
FlexBiosys, Inc.
Common Stock
FlexBiosys, Inc.
Additional Paid-in Capital
Metenova Holding AB
Metenova Holding AB
Common Stock
Metenova Holding AB
Additional Paid-in Capital
Balance at Dec. 31, 2021 $ 1,750,067 $ 553 $ 1,572,340 $ (16,886) $ 194,060            
Balance (in shares) at Dec. 31, 2021   55,321,457                  
Net Income (Loss) 185,959       185,959            
Issuance of common stock for debt conversion (6) $ 1 (7)                
Issuance of common stock for debt conversion (in shares)   21                  
Exercise of stock options and vesting of stock units 3,707 $ 3 3,704                
Exercise of stock options and vesting of stock units (in shares)   326,192                  
Tax withholding on vesting of restricted stock (17,018) $ (1) (17,017)                
Tax withholding on vesting of restricted stock (in shares)   (89,972)                  
Stock-based compensation expense 27,316   27,316                
Balance at Dec. 31, 2022 1,910,700 $ 556 1,547,266 (34,394) 397,272            
Balance (Accounting Standards Update 2020-06) at Dec. 31, 2022 (21,817)   (39,070)   17,253            
Balance (in shares) at Dec. 31, 2022   55,557,698                  
Translation adjustment (17,508)     (17,508)              
Net Income (Loss) 35,596       35,596            
Issuance of common stock for debt conversion (13)   (13)                
Issuance of common stock for debt conversion (in shares)   8                  
Exercise of stock options and vesting of stock units 1,076 $ 3 1,073                
Exercise of stock options and vesting of stock units (in shares)   251,886                  
Repurchase of common stock (14,386) $ (1) (14,385)                
Repurchase of common stock (in shares)   (92,090)                  
Issuance of commons stock pursuant to the acquisition           $ 5,465   $ 5,465 $ 8,104 $ 1 $ 8,103
Issuance of commons stock pursuant to the acquisition, (in shares)             31,415     52,299  
Tax withholding on vesting of restricted stock (13,227) $ (1) (13,226)                
Tax withholding on vesting of restricted stock (in shares)   (77,759)                  
Issuance of common stock pursuant to the Avitide, Inc. contingent consideration earnout payment 7,229   7,229                
Issuance of common stock pursuant to the Avitide, Inc.contingent consideration earnout payment (in shares)   42,621                  
Stock-based compensation expense 25,575   25,575                
Convertible note modification 2,791   2,791                
Deferred tax impact on conversion feature (651)   (651)                
Balance at Dec. 31, 2023 1,964,845 $ 558 1,569,227 (37,808) 432,868            
Balance (in shares) at Dec. 31, 2023   55,766,078                  
Translation adjustment (3,414)     (3,414)              
Net Income (Loss) (25,514)       (25,514)            
Issuance of common stock for debt conversion (114) $ 1 (115)                
Issuance of common stock for debt conversion (in shares)   100,944                  
Exercise of stock options and vesting of stock units 4,297 $ 3 4,294                
Exercise of stock options and vesting of stock units (in shares)   248,108                  
Tax withholding on vesting of restricted stock (9,883) $ (1) (9,882)                
Tax withholding on vesting of restricted stock (in shares)   (54,861)                  
Issuance of common stock pursuant to the Avitide, Inc. contingent consideration earnout payment 5,742   5,742                
Issuance of common stock pursuant to the Avitide, Inc.contingent consideration earnout payment (in shares)   31,408                  
Stock-based compensation expense 48,070   48,070                
Balance at Dec. 31, 2024 1,972,718 $ 561 $ 1,617,336 (52,533) $ 407,354            
Balance (in shares) at Dec. 31, 2024   56,091,677                  
Translation adjustment $ (14,725)     $ (14,725)              
v3.25.0.1
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Cash flows from operating activities:      
Net Income (Loss) $ (25,514) $ 35,596 $ 185,959
Adjustments to reconcile net (loss) income to net cash provided by operating activities:      
Inventory step-up charges 0 1,238 0
Depreciation and amortization 69,673 68,556 50,985
Amortization of debt discount and issuance costs 15,588 2,448 1,815
Stock-based compensation 48,070 25,575 27,316
Deferred income taxes, net (16,790) 1,175 (1,352)
Contingent consideration 3,191 (30,569) (28,729)
Non-cash interest income 0 (2,023) 0
Loss on extinguishment of debt 0 12,676 0
Loss on fixed asset abandonment 3,596 0 0
Operating lease right of use asset amortization 16,889 17,558 6,027
Other (230) 1,783 (100)
Changes in operating assets and liabilities, excluding impact of acquisitions:      
Accounts receivable (14,031) (3,312) (3,596)
Inventories 56,895 40,973 (57,204)
Prepaid expenses and other assets 1,553 (13,333) 2,396
Other assets 471 (461) (231)
Accounts payable 12,898 (9,803) (8,197)
Accrued expenses 6,106 (21,518) (2,019)
Operating lease liability (8,292) (12,728) (1,953)
Long-term liabilities 5,321 87 966
Total cash provided by operating activities 175,394 113,918 172,083
Cash flows from investing activities:      
Purchase of marketable securities held to maturity 0 0 (100,000)
Redemption of marketable securities 0 102,323 0
Additions to capitalized software costs (4,222) (2,766) (3,512)
Acquisitions, net of cash acquired (54,765) (186,642) 0
Purchases of property, plant and equipment (25,677) (36,222) (84,834)
Purchase of intellectual property (3,006) 0 (45,000)
Other investing activities 1,287 32 110
Total cash used in investing activities (86,383) (123,275) (233,236)
Cash flows from financing activities:      
Repurchase of common stock 0 (14,386) 0
Proceeds from issuance of 2023 Convertible Senior Notes 0 290,094 0
Proceeds from exercise of stock options 4,294 1,076 3,707
Payment of debt issuance costs 0 (7,253) 0
Payment of tax withholding obligation on vesting of restricted stock units (9,882) (13,227) (17,018)
Payment of earnout consideration (7,375) (7,298) 0
Repayment of Convertible Senior Notes (69,939) 0 0
Other financing activities 0 (45) (26)
Total cash (used in) provided by financing activities (82,902) 248,961 (13,337)
Effect of exchange rate changes on cash and cash equivalents (77) (11,739) (5,866)
Net increase (decrease) in cash and cash equivalents 6,032 227,865 (80,356)
Cash and cash equivalents, beginning of period 751,323 523,458 603,814
Cash and cash equivalents, end of period 757,355 751,323 523,458
Supplemental disclosure of cash flow information:      
Income taxes paid 19,298 26,963 34,365
Interest paid 6,070 988 1,033
Supplemental disclosure of non-cash investing and financing activities:      
Assets acquired under operating leases 37,894 4,335 29,126
Fair value of shares of common stock issued for acquisitions 0 13,569 0
Fair value of shares of common stock issued for contingent consideration earnouts 5,742 7,229 0
Acquisition date fair value of contingent consideration earnouts 19,738 6,640 0
Acquisition of intangible assets and issuance of financing liability 0 0 6,948
Issuance of 2023 Notes in exchange of 2019 Notes 0 42,179 0
Extinguished 2019 Notes $ 0 $ 29,634 $ 0
v3.25.0.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Pay vs Performance Disclosure      
Net Income (Loss) $ (25,514) $ 35,596 $ 185,959
v3.25.0.1
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2024
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement

Director and Officer Trading Plans and Arrangements

During the fourth quarter of 2024, Tony J. Hunt, Director and Executive Chair of the Board of Directors, adopted a trading plan intended to satisfy Rule 10b5-1(c) under the Securities Exchange Act of 1934 ("Exchange Act") on December 9, 2024 to sell up to 107,314 shares of our common stock between March 10, 2025 and November 25, 2025, the date this plan expires. The trading plan will cease upon the earlier of November 25, 2025 or the sale of all shares subject to the trading plan.

During the fourth quarter of 2024, Olivier Loeillot, our President and Chief Executive Officer, adopted a trading plan intended to satisfy Rule 10b5-1(c) under the Exchange Act on December 12, 2024 to sell up to 24,968 shares of our common stock between March 13, 2025 and December 12, 2025, the date this plan expires. The trading plan will cease upon the earlier of December 12, 2025 or the sale of all shares subject to the trading plan.

During the fourth quarter of 2024, Jason K. Garland, our Chief Financial Officer, adopted a trading plan intended to satisfy Rule 10b5-1(c) under the Exchange Act on December 13, 2024 to sell up to 1,579 shares of our common stock between May 5, 2025 and

December 12, 2025, the date this plan expires. The trading plan will cease upon the earlier of December 12, 2025 or the sale of all shares subject to the trading plan.
Tony J. Hunt  
Trading Arrangements, by Individual  
Name Tony J. Hunt
Title Director and Executive Chair of the Board of Directors
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 9, 2024
Expiration Date November 25, 2025
Arrangement Duration 351 days
Aggregate Available 107,314
Olivier Loeillot  
Trading Arrangements, by Individual  
Name Olivier Loeillot
Title President and Chief Executive Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 12, 2024
Expiration Date December 12, 2025
Arrangement Duration 365 days
Aggregate Available 24,968
Jason K. Garland  
Trading Arrangements, by Individual  
Name Jason K. Garland
Title Chief Financial Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 13, 2024
Expiration Date December 12, 2025
Arrangement Duration 364 days
Aggregate Available 1,579
v3.25.0.1
Cybersecurity Risk Management, Strategy, and Governance
12 Months Ended
Dec. 31, 2024
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

ITEM 1C. CYBERSECURITY

Governance Related to Cybersecurity Risks

Our Board of Directors (“Board”) holds overall oversight responsibility for the Company’s strategy and risk management, including in relation to cybersecurity risks. Our Board exercises its oversight function through the Audit Committee, which oversees the management of risk exposure across various areas, including data security risks, in accordance with its charter. The Audit Committee receives quarterly reports from our Chief Information Officer (“CIO”) on the status of the Company’s cybersecurity program, including measures implemented to monitor and address cybersecurity risks and threats, as appropriate.

Our enterprise risk management committee (“ERMC”) is composed of senior management, including the CIO and other senior executives. The ERMC monitors and oversees risk areas that potentially could pose a high impact to the business, and cybersecurity currently is one of the ERMC’s priority focus areas. The ERMC reports on our top identified risks and steps to address those risks to the full Board on a semi-annual basis. Our CIO has over twenty years of information technology experience.

Our IT Infrastructure & Security Operations teams manage the day-to-day administration of our cybersecurity program. We also work with a managed security service provider to monitor for vulnerabilities and threats. The service provider has the authority to take actions to remediate critical and high vulnerabilities, and these are reported to the IT Infrastructure & Security Operations team and up to the CIO and other members of senior management, where appropriate. We engage employees in our cybersecurity efforts through a quarterly process for employees to complete mandatory security and awareness training as well as monthly simulated phishing campaigns. We also conduct specific training and tabletop exercises for key personnel involved in cybersecurity risk management.

Cybersecurity Risk Management and Strategy

We maintain a cybersecurity program, which is informed by industry standards, that includes processes for identification, assessment, and management of cybersecurity risks and which is integrated into our larger enterprise-wide risk management program . We conduct periodic risk assessments, including with support from external vendors, to assess our cyber program, identify areas of enhancement, and develop strategies for the mitigation of cyber risks. We also conduct regular security penetration testing and have established a vulnerability management process supported by security testing, for the treatment of identified security risks based on severity. Third-parties that access, process, collect, share, create, store, transmit or destroy our information or have access to our systems may have additional contractual controls.

Our IT Infrastructure & Security Operations team is informed about and monitors the prevention, detection, mitigation, and remediation of cybersecurity risks through various means, including by leveraging managed security service providers and other third-party security software and technology services. In addition, we institute processes and technologies for the monitoring of security alerts from internal parties and external resources, including from information security research sources. We also have implemented processes and technologies for network monitoring and data loss prevention procedures.

We have been subject to cybersecurity incidents in the past, including the publicly disclosed July 2024 security incident. Although we do not believe that risks from cybersecurity threats, including as a result of any previous cybersecurity incidents have materially affected us, our business strategy, results of operations or financial condition, there is no guarantee that past security incidents and any future incidents will not have a material impact on our business strategy, results of operations, or financial condition in the future. See Item 1A, “Risk Factors,” to this report for more information.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

We maintain a cybersecurity program, which is informed by industry standards, that includes processes for identification, assessment, and management of cybersecurity risks and which is integrated into our larger enterprise-wide risk management program . We conduct periodic risk assessments, including with support from external vendors, to assess our cyber program, identify areas of enhancement, and develop strategies for the mitigation of cyber risks. We also conduct regular security penetration testing and have established a vulnerability management process supported by security testing, for the treatment of identified security risks based on severity. Third-parties that access, process, collect, share, create, store, transmit or destroy our information or have access to our systems may have additional contractual controls.

Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Our Board of Directors (“Board”) holds overall oversight responsibility for the Company’s strategy and risk management, including in relation to cybersecurity risks. Our Board exercises its oversight function through the Audit Committee, which oversees the management of risk exposure across various areas, including data security risks, in accordance with its charter. The Audit Committee receives quarterly reports from our Chief Information Officer (“CIO”) on the status of the Company’s cybersecurity program, including measures implemented to monitor and address cybersecurity risks and threats, as appropriate.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Board of Directors (“Board”) holds overall oversight responsibility for the Company’s strategy and risk management, including in relation to cybersecurity risks.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Board exercises its oversight function through the Audit Committee, which oversees the management of risk exposure across various areas, including data security risks, in accordance with its charter.
Cybersecurity Risk Role of Management [Text Block]

Our enterprise risk management committee (“ERMC”) is composed of senior management, including the CIO and other senior executives. The ERMC monitors and oversees risk areas that potentially could pose a high impact to the business, and cybersecurity currently is one of the ERMC’s priority focus areas. The ERMC reports on our top identified risks and steps to address those risks to the full Board on a semi-annual basis. Our CIO has over twenty years of information technology experience.

Our IT Infrastructure & Security Operations teams manage the day-to-day administration of our cybersecurity program. We also work with a managed security service provider to monitor for vulnerabilities and threats. The service provider has the authority to take actions to remediate critical and high vulnerabilities, and these are reported to the IT Infrastructure & Security Operations team and up to the CIO and other members of senior management, where appropriate. We engage employees in our cybersecurity efforts through a quarterly process for employees to complete mandatory security and awareness training as well as monthly simulated phishing campaigns. We also conduct specific training and tabletop exercises for key personnel involved in cybersecurity risk management.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] The ERMC reports on our top identified risks and steps to address those risks to the full Board on a semi-annual basis. Our CIO has over twenty years of information technology experience.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our CIO has over twenty years of information technology experience.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] Our IT Infrastructure & Security Operations team is informed about and monitors the prevention, detection, mitigation, and remediation of cybersecurity risks through various means, including by leveraging managed security service providers and other third-party security software and technology services
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.0.1
Organization and Nature of Business
12 Months Ended
Dec. 31, 2024
Organization and Nature of Business
1.
Organization and Nature of Business

Repligen Corporation (NASDAQ: RGEN) is a global life sciences company that develops and commercializes highly innovative bioprocessing technologies and systems that increase efficiencies and flexibility in the process of manufacturing biological drugs. The Company’s franchises include filtration, chromatography, process analytics and proteins. See Part I, Item 1. “Business - Our Products”, of this report for additional information related to the Company's products. The Company’s bioprocessing products are sold to major life sciences companies, biopharmaceutical development companies and contract manufacturing organizations worldwide. The Company operates under one reportable segment. The Company’s chief operating decision maker (“CODM”), its Chief Executive Officer (“CEO”), reviews financial information presented on a consolidated basis for purposes of allocating resources and evaluating financial performance. See Note 2, “Summary of Significant Accounting Policies – Segment Reporting,” for more information on the Company’s segment.

A majority of our 16 manufacturing sites are located in the United States (California, Massachusetts, New Hampshire, New Jersey, and New York). Outside the United States, we have manufacturing sites in Estonia, France, Germany, Ireland, the Netherlands, Sweden, and Taiwan.

The Company is subject to a number of risks typically associated with companies in the biotechnology industry. These risks principally include the Company’s dependence on key customers, development by the Company or its competitors of new technological innovations, dependence on key personnel, protection of proprietary technology, compliance with the U.S. Food and Drug Association and other governmental regulations and approval requirements, as well as the ability to grow the Company’s business and obtain adequate funding to finance this growth.

v3.25.0.1
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies
2.
Summary of Significant Accounting Policies

Use of Estimates

The preparation of financial statements in conformity with accounting principles generally accepted in the United States requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting periods.

Significant estimates and assumptions by management affect the Company’s revenue recognition for multiple element arrangements, the net realizable value of inventory, valuations and purchase price allocations related to business combinations, contingent consideration, estimated fair values of intangible assets and goodwill, amortization methods and periods, warranty reserves, certain accrued expenses, estimates related to the fair value of the conversion features of the convertible notes for purposes of assessing whether debt extinguishment or modification accounting applies to the Company’s debt exchange, stock-based compensation, tax reserves and recoverability of the Company’s net deferred tax assets and related valuation allowance.

Although the Company regularly assesses these estimates, actual results could differ materially from these estimates. Changes in estimates are recorded in the period in which they become known. The Company bases its estimates on historical experience and various other assumptions that it believes to be reasonable under the circumstances.

Basis of Presentation

The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated in consolidation.

Foreign Currency

The Company translates the assets and liabilities of its foreign subsidiaries at rates in effect at the end of the reporting period. Revenues and expenses are translated at average rates in effect during the reporting period. Translation adjustments include

adjustments related to the Company’s various intercompany loans with foreign subsidiaries. Intercompany loans determined to be permanent are remeasured at each period end and included in accumulated other comprehensive loss on the consolidated balance sheets. Intercompany loans with foreign subsidiaries determined to be repayable are remeasured at each period end and included in other income (expenses) on the consolidated statements of comprehensive income. Exchange gains or losses resulting from the translation between the transactional currency and the functional currency are included in other income (expenses).

Revenue Recognition

The Company generates revenue from the sale of bioprocessing products, equipment devices, and related consumables used with these equipment devices to customers in the life sciences and biopharmaceutical industries. Under Accounting Standard Codification No. (“ASC”) 606, “Revenue from Contracts with Customers,” revenue is recognized when, or as, obligations under the terms of a contract are satisfied, which occurs when control of the promised products or services is transferred to customers. Revenue is measured as the amount of consideration the Company expects to receive in exchange for transferring products or services to a customer (“transaction price”). To the extent the transaction price includes variable consideration, the Company estimates the amount of variable consideration that should be included in the transaction price utilizing the expected value method or the most likely amount method, depending on the facts and circumstances relative to the contract. Variable consideration is included in the transaction price if, in the Company’s judgment, it is probable that a significant future reversal of cumulative revenue under the contract will not occur. Estimates of variable consideration and determination of whether to include estimated amounts in the transaction price are based largely on an assessment of the Company’s anticipated performance and all information (historical, current and forecasted) that is reasonably available. Sales, value add, and other taxes collected on behalf of third parties are excluded from revenue.

When determining the transaction price of a contract, an adjustment is made if payment from a customer occurs either significantly before or significantly after performance, resulting in a significant financing component. Applying the practical expedient in paragraph 606-10-32-18, the Company does not assess whether a significant financing component exists if the period between when the Company performs its obligations under the contract and when the customer pays is one year or less. None of the Company’s contracts contained a significant financing component as of December 31, 2024.

Contracts with customers may contain multiple performance obligations. For such arrangements, the transaction price is allocated to each performance obligation based on the estimated relative standalone selling prices of the promised products or services underlying each performance obligation. The Company determines standalone selling prices based on the price at which the performance obligation is sold separately. If the standalone selling price is not observable through past transactions, the Company estimates the standalone selling price taking into account available information such as market conditions and internally approved pricing guidelines related to the performance obligations.

The Company recognizes product revenue under the terms of each customer agreement upon transfer of control to the customer, which occurs at a point in time.

Shipping and handling fees are recorded as a component of product revenue, with the associated costs recorded as a component of cost of goods sold.

Risks and Uncertainties

The Company evaluates its operations periodically to determine if any risks and uncertainties exist that could impact its operations in the near term. The Company does not believe that there are any significant risks that have not already been disclosed in the consolidated financial statements. A loss of certain suppliers could temporarily disrupt operations, although alternate sources of supply exist for these items. The Company has mitigated these risks by working closely with key suppliers, identifying alternate sources and developing contingency plans.

Cash, Cash Equivalents and Restricted Cash

Cash and cash equivalents include cash on hand and on deposit. Highly liquid investments in money market mutual funds with an original maturity of three months or less are classified as cash equivalents. All cash equivalents are carried at cost, which

approximates fair value. Restricted cash represents cash that is restricted as to withdrawal or usage. There was no restriction on the Company’s cash balance as of December 31, 2024 and 2023.

The Company’s cash and cash equivalents total as presented in the Company’s consolidated statements of cash flows for the years ended December 31, 2024, 2023 and 2022 was $757.4 million, $751.3 million and $523.5 million, respectively.

Investment Securities

We classify our investment securities in one of three categories: held to maturity, trading, or available for sale. Our investment portfolio at December 31, 2022 consisted of an investment in U.S. treasury bills classified as held to maturity which was included in the Company's consolidated balance sheets under marketable securities held to maturity. These marketable securities matured in June 2023 and there are no comparable investments as of December 31, 2024 and 2023. Securities that we have the positive intent and ability to hold to maturity are classified as held to maturity and stated at amortized cost in the consolidated balance sheets. Management determines the appropriate classification of securities at the time of purchase based upon management's intent with regards to such investment and reevaluates such designation as of each balance sheet date. The Company's investment policy requires that it only invest in high-rated securities and limit its exposure to any single-user. There were no realized or unrealized gains or losses on investments recorded as of December 31, 2024, 2023 and 2022.

The Company classifies marketable securities as short-term when they have remaining contractual maturities of one year or less from the balance sheet date. The Company periodically assesses its marketable securities, if any, for impairment or credit losses.

Derivative Instruments

We use derivative financial instruments to manage exposure to foreign exchange risk, specifically foreign exchange forward contracts. Outstanding derivatives are recognized as assets or liabilities at their fair value. These forward contracts are not designated as hedging instruments, and the changes in fair value are recognized in other income (expense), net in the period of change. The gains and losses recorded in other income (expense), net for derivative instruments not designated as hedges were not material. We do not use derivative financial instruments for speculative or trading purposes

Fair Value Measurement

In determining the fair value of its assets and liabilities, the Company uses various valuation approaches. The Company employs a hierarchy for inputs used in measuring fair value that maximizes the use of observable inputs and minimizes the use of unobservable inputs by requiring that observable inputs be used when available. Observable inputs are inputs that market participants would use in pricing the asset or liability based on market data obtained from sources independent of the Company. Unobservable inputs are inputs that reflect the Company’s assumptions about the inputs that market participants would use in pricing the asset or liability and are developed based on the best information available in the circumstances. The fair value hierarchy is broken down into three levels based on the source of inputs as follows:

 

Level 1 –

Valuations based on unadjusted quoted prices in active markets for identical assets or liabilities that the Company has the ability to access.

 

 

Level 2 –

Valuations based on quoted prices for similar assets or liabilities in active markets, quoted prices for identical or similar assets or liabilities.

 

 

Level 3 –

Valuations based on inputs that are unobservable and significant to the overall fair value measurement.

The availability of observable inputs can vary among the various types of financial assets and liabilities. To the extent that the valuation is based on models or inputs that are less observable or unobservable in the market, the determination of fair value requires more judgment. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, for financial statement disclosure purposes, the level in the fair value hierarchy within which the fair value measurement is categorized is based on the lowest level input that is significant to the overall fair value measurement.

Convertible Instruments

The Company evaluates the embedded conversion feature within its convertible debt instruments under ASC 815, “Derivatives and Hedging.” The Company refers to ASC 815-15 and ASC 815-40 to determine if the conversion feature meets the definition of a derivative and, if so, whether to bifurcate the conversion feature and account for it as a separate derivative liability. Based on the Company’s analysis, its Convertible Senior Notes do not have an embedded conversion feature requiring bifurcation under ASC 815-15 and thus are accounted for as a single unit of account, a liability under ASC 470, “Debt.”

Allowance for credit losses

We establish an allowance for credit losses through a review of several factors, including historical collection experience, current aging status of the customer accounts, and current financial condition of our customers. Losses are charged against the allowance when the customer accounts are determined to be uncollectible.

Inventories

Inventories relate to the Company’s bioprocessing business. The Company values inventory at cost or, if lower, net realizable value, using the first-in, first-out method. The Company reviews its inventories at least quarterly and records a provision for excess and obsolete inventory based on its estimates of expected sales volume, production capacity and expiration dates of raw materials, work-in-process and finished products. The Company writes down inventory that has become obsolete, inventory that has a cost basis in excess of its expected net realizable value, and inventory in excess of expected requirements to cost of goods sold. Manufacturing of bioprocessing finished goods is done to order and tested for quality specifications prior to shipment.

A change in the estimated timing or amount of demand for the Company’s products could result in additional provisions for excess inventory quantities on hand. Any significant unanticipated changes in demand or unexpected quality failures could have a significant impact on the value of inventory and reported operating results. Material adjustments related to a revised estimate of inventory valuations in 2024 and 2023 are discussed in Note 6, “Restructuring Activities and Other Inventory-Related Charges.”

Work-in-process and finished products inventories consist of material, labor, outside processing costs and manufacturing overhead.

Lease Accounting

The Company adopted Accounting Standards Update No. (“ASU”) 2016-02, “Leases (Topic 842)” (“ASC 842”) as of January 1, 2019. Under ASC 842, the Company determines whether the arrangement contains a lease at the inception of an arrangement. If a lease is identified in an arrangement, the Company recognizes a right-of-use asset and liability on its consolidated balance sheets and determines whether the lease should be classified as a finance or operating lease. The Company does not recognize assets or liabilities for leases with lease terms of less than 12 months.

A lease qualifies as a finance lease if any of the following criteria are met at the inception of the lease: (i) there is a transfer of ownership of the leased asset to the Company by the end of the lease term, (ii) the Company holds an option to purchase the leased asset that it is reasonably certain to exercise, (iii) the lease term is for a major part of the remaining economic life of the leased asset, (iv) the present value of the sum of lease payments equals or exceeds substantially all of the fair value of the leased asset, or (v) the nature of the leased asset is specialized to the point that it is expected to provide the lessor no alternative use at the end of the lease term. All other leases are recorded as operating leases.

Finance and operating lease assets and liabilities are recognized at the lease commencement date based on the present value of the lease payments over the lease term using the discount rate implicit in the lease. If the rate implicit is not readily determinable, the Company utilizes its incremental borrowing rate at the lease commencement date. Operating lease assets are further adjusted for prepaid or accrued lease payments. Operating lease payments are expensed using the straight-line method as an operating expense over the lease term. Finance lease assets are amortized to depreciation expense using the straight-line method over the shorter of the useful life of the related asset or the lease term. Finance lease payments are bifurcated into (i) a portion that is recorded as imputed interest expense and (ii) a portion that reduces the finance liability associated with the lease.

The Company does not separate lease and non-lease components when determining which lease payments to include in the calculation of its lease assets and liabilities. Variable lease payments are expensed as incurred. If a lease includes an option to extend or terminate the lease, the Company reflects the option in the lease term if it is reasonably certain it will exercise the option.

Finance leases are recorded in property, plant and equipment, net, other current liabilities and long-term finance lease liabilities and operating leases are recorded in operating lease right of use assets, operating lease liability and operating lease liability, long-term on the Company’s consolidated balance sheets.

Certain of the Company’s operating leases where the Company is the lessee provide for minimum annual payments that increase over the life of the lease. Some of these leases include obligations to pay for other services, such as operations and maintenance. For leases of property, the Company accounts for these other services as a component of the lease. The aggregate minimum annual payments are expensed on the straight-line basis beginning when the Company takes possession of the property and extending over the term of the related lease, including renewal options when the exercise of the option is reasonably certain as an economic penalty may be incurred if the option is not exercised. The Company also accounts in its straight-line computation for the effect of any “rental holidays.”

Operating lease assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent the Company’s obligation to make lease payments arising from the lease. Operating lease assets and liabilities are recognized at the lease commencement date based on the estimated present value of the fixed lease payments, reduced by landlord incentives using a discount rate based on similarly secured borrowings available to the Company. Most of the leases do not provide implicit interest rates and therefore the Company determines the discount rate based on its incremental borrowing rate. The incremental borrowing rate for the Company’s leases is determined based on lease term and currency in which the lease payments are made.

Accrued Liabilities

The Company estimates accrued liabilities by identifying services performed on the Company’s behalf, estimating the level of service performed and determining the associated cost incurred for such service as of each balance sheet date. For example, the Company would accrue for professional and consulting fees incurred with law firms, audit and accounting service providers and other third-party consultants. These expenses are determined by either requesting those service providers to estimate unbilled services at each reporting date for services incurred or tracking costs incurred by service providers under fixed fee arrangements.

The Company has processes in place to estimate the appropriate amounts to record for accrued liabilities, which principally involve the applicable personnel reviewing the services provided. In the event that the Company does not identify certain costs that have begun to be incurred or the Company under or over-estimates the level of services performed or the costs of such services, the reported expenses for that period may be too low or too high. The date on which certain services commence, the level of services performed on or before a given date, and the cost of such services often require the exercise of judgment. The Company makes these judgments based upon the facts and circumstances known at the date of the consolidated financial statements.

Income Taxes

Deferred taxes are determined based on the difference between the consolidated financial statements and tax basis of assets and liabilities using enacted tax rates in effect in the years in which the differences are expected to reverse. Valuation allowances are provided, if, based upon the weight of available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized. The Company accounts for uncertain tax positions using a “more-likely-than-not” threshold for recognizing and resolving uncertain tax positions. The evaluation of uncertain tax positions is based on factors including, but not limited to, changes in tax law, the measurement of tax positions taken or expected to be taken in tax returns, the effective settlement of matters subject to audit, new audit activity and changes in facts or circumstances related to a tax position. The Company evaluates this tax position on a quarterly basis. The Company also accrues for potential interest and penalties related to unrecognized tax benefits in income tax expense. The Company is subject to a territorial tax system under the Tax Cuts and Jobs Act enacted in December 2017, in which the Company is required to provide for tax on Global Intangible Low-Taxed Income (“GILTI”) earned

by certain foreign subsidiaries. The Company has adopted an accounting policy to provide for the tax expense related to GILTI in the year the tax is incurred as a period expense.

Property, Plant & Equipment

Property, plant & equipment is recorded at cost less allowances for depreciation. Depreciation is calculated using the straight-line method over the estimated useful life of the asset as follows:

 

Classification

 

Estimated Useful Life

Buildings

 

Thirty years

Leasehold improvements

 

Shorter of the term of the lease or estimated useful life

Equipment

 

Three to twelve years

Furniture, fixtures and office equipment

 

Three to eight years

Computer hardware and software

 

Three to seven years or estimated useful life

Vehicles

 

Five years

Upon disposal of property, plant & equipment, the cost of the asset and the accumulated depreciation are removed from the accounts and the resulting gain or loss is reflected in our results of operations. Fully depreciated assets are not removed from the accounts until they are physically disposed of.

Certain systems development costs related to the purchase, development and installation of computer software developed or obtained for internal use are capitalized and depreciated over the estimated useful life of the related project. Costs incurred prior to the development stage, as well as maintenance, training costs, and general and administrative expenses are expensed as incurred.

Earnings (Loss) Per Share

The Company reports earnings (loss) per share (“EPS”) in accordance with ASC 260, "Earnings Per Share," which establishes standards for computing and presenting EPS. Basic EPS is computed by dividing net income available to common shareholders by the weighted average number of common shares outstanding during the period. Diluted EPS is computed by dividing net income available to common shareholders by the weighted-average number of common shares and dilutive common share equivalents outstanding during the period. Potential common share equivalents consist of restricted stock awards (including performance stock units) and the incremental common shares issuable upon the exercise of stock options and warrants. Under the treasury stock method, unexercised “in-the-money” stock options are assumed to be exercised at the beginning of the period or at issuance, if later. The assumed proceeds are then used to purchase common shares at the average market price during the period. In periods when the Company has a net loss, stock awards are excluded from the calculation of earnings (loss) per share as their inclusion would have an antidilutive effect.

A reconciliation of basic and diluted weighted average share outstanding is as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands, except per share data)

 

Numerator:

 

 

 

 

 

 

 

 

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

Effect of dilutive securities:

 

 

 

 

 

 

 

 

 

 Charges associated with convertible debt instruments, net of tax

 

 

 

 

 

 

 

 

387

 

 Numerator for diluted earnings per share - net income available to common stockholders after the effect of dilutive securities

 

$

(25,514

)

 

$

35,596

 

 

$

186,346

 

 

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average shares used in computing net income per
   share - basic

 

 

55,937

 

 

 

55,720

 

 

 

55,460

 

Effect of dilutive shares:

 

 

 

 

 

 

 

 

 

Options and stock units

 

 

 

 

 

457

 

 

 

608

 

Convertible senior notes(1)

 

 

 

 

 

181

 

 

 

1,360

 

Contingent consideration

 

 

 

 

 

8

 

 

 

11

 

Dilutive effect of unvested performance stock units

 

 

 

 

 

11

 

 

 

16

 

Dilutive potential common shares

 

 

 

 

 

657

 

 

 

1,995

 

Denominator for diluted (loss) earnings per share - adjusted weighted average shares used in computing net income per share - diluted

 

 

55,937

 

 

 

56,377

 

 

 

57,455

 

 

 

 

 

 

 

 

 

 

(Loss) earnings per share:

 

 

 

 

 

 

 

 

 

Basic

 

$

(0.46

)

 

$

0.64

 

 

$

3.35

 

Diluted

 

$

(0.46

)

 

$

0.63

 

 

$

3.24

 

 

 

 

 

 

 

 

 

 

 

(1)
Represents the dilutive impact for the Company's 0.375% Convertible Senior Notes due 2024 (the “ 2019 Notes”) and its 1.00% Convertible Senior Notes due 2028 (the “2023 Notes”).

As the Company was in a net loss position for the year ended December 31, 2024, 422,325 shares of potentially dilutive options and restricted stock units are considered anti-dilutive. For the year ended December 31, 2024, 422,130 shares of the Company’s common stock were excluded from the calculation of diluted (loss) earnings per share because the exercise prices of the stock options were greater than or equal to the average price of the common shares and were therefore anti-dilutive. For the years ended December 31, 2023 and 2022, 306,849 shares and 177,318 shares, respectively, of the Company’s common stock were excluded from the calculation of diluted earnings per share because they would have had an anti-dilutive effect for years presented.

In July 2019, the Company issued $287.5 million aggregate principal amount of its 2019 Notes. As provided by the terms of the indenture underlying the 2019 Notes, prior to March 4, 2022, conversion of the 2019 Notes could have been settled in cash, shares of the Company’s common stock or a combination thereof, at the Company’s election. On March 4, 2022, we entered into the Second Supplemental Indenture for the 2019 Notes, which irrevocably elected to settle the conversion of the 2019 Notes using a combination of cash and shares of the Company's common stock, settling the par value of the 2019 Notes in cash and any excess conversion premium in shares. On December 14, 2023, the Company exchanged, in a privately negotiated exchange, $309.9 million principal amount of 2023 Notes for $217.7 million principal amount of 2019 Notes and issued $290.1 million aggregate principal amount of 2023 Notes for $290.1 million in cash. Following the close of the Exchange Transaction, $69.7 million in aggregate principal amount of 2019 Notes remains outstanding with terms unchanged.

As provided by the terms of the Second Supplemental Indenture underlying the 2019 Notes, the Company irrevocably elected to settle the conversion obligation for the 2019 Notes in a combination of cash and shares of the Company's common stock. This means the Company will settle the par value of the 2019 Notes in cash and any excess conversion premium in shares. As mentioned in Note 15, “Convertible Senior Notes,” the Company adopted ASU 2020-06 effective January 1, 2022. Under ASU 2020-06, the Company is required to reflect the dilutive effect of the convertible securities by application of the “if-converted”

method, which means the denominator of the EPS calculation would include the total number of shares assuming the 2019 Notes had been fully converted at the beginning of the period. Prior to March 4, 2022, the Company had the choice to settle the conversion of the 2019 Notes in cash, stock or a combination of the two. Therefore, from January 1, 2022 (the date the Company adopted ASU 2020-06) to March 4, 2022, the Company included 3,474,429 shares in the denominator of the EPS calculation, applying the if converted method. Subsequent to March 4, 2022, after the Second Supplemental Indenture became effective, the Company irrevocably elected to settle the conversion obligation for the 2019 Notes in a combination of cash and shares of the Company's common stock, and from March 5, 2022 forward, only the excess premium will be settled with shares. Under the if-converted method of calculating dilutive shares, the Company was also required to exclude amortization of debt issuance costs and interest charges applicable to the convertible debt from the numerator of the dilutive EPS calculation for the period from January 1, 2022 to March 4, 2022, as if the interest on convertible debt was never recognized for that period. As a result, the Company excluded interest charges of $0.4 million (net of tax) from the numerator and included 1,359,957 shares in the calculation of diluted earnings as the dilutive effect of the conversion premium for the year ended December 31, 2022. There were no comparable amounts included in 2024 or 2023.

Segment Reporting

Operating segments are components of an enterprise that engage in business activities for which discrete financial information is available and regularly reviewed by the CODM in deciding how to allocate resources and assess performance. Our CEO has been identified as our CODM.

The Company views its operations, makes decisions regarding how to allocate resources and manages its business as one reportable segment and one reporting unit. Net (loss) income as reported on the consolidated statement of comprehensive (loss) income is the measure of segment profit or loss used by the CODM in allocating resources and assessing performance. As a result, the financial information disclosed herein represents all of the material financial information related to the Company.

The following table represents product revenues by product line:

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Filtration products

 

$

372,963

 

 

$

341,379

 

 

$

495,930

 

Chromatography products

 

 

122,810

 

 

 

126,629

 

 

 

131,680

 

Process analytics products

 

 

59,301

 

 

 

56,820

 

 

 

53,512

 

Proteins products

 

 

74,425

 

 

 

103,463

 

 

 

114,320

 

Other

 

 

4,679

 

 

 

3,688

 

 

 

5,741

 

Total product revenue

 

$

634,178

 

 

$

631,979

 

 

$

801,183

 

The following table represents the Company’s total revenue by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented (based on the location of the customer):

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Revenue by customers' geographic locations:

 

 

 

 

 

 

 

 

 

North America

 

 

50

%

 

 

44

%

 

 

43

%

Europe

 

 

34

%

 

 

36

%

 

 

37

%

APAC/Other

 

 

16

%

 

 

20

%

 

 

20

%

Total revenue

 

 

100

%

 

 

100

%

 

 

100

%

 

 

The following table represents the Company’s total assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Total assets by geographic locations:

 

 

 

 

 

 

North America

 

$

2,305,538

 

 

$

2,377,868

 

Europe

 

 

410,284

 

 

 

426,148

 

APAC

 

 

113,844

 

 

 

27,169

 

Total assets by geographic location

 

$

2,829,666

 

 

$

2,831,185

 

 

The following table represents the Company’s long-lived assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Long-lived assets by geographic locations:

 

 

 

 

 

 

North America

 

$

284,868

 

 

$

278,033

 

Europe

 

 

45,650

 

 

 

43,280

 

APAC

 

 

3,466

 

 

 

2,919

 

Total long-lived assets by geographic location

 

$

333,984

 

 

$

324,232

 

 

The following table presents the Company’s significant segment expenses which are regularly provided to the CODM for the single reportable segment:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

 

 

 

 

 

 

 

 

Total revenue

 

$

634,439

 

 

$

632,362

 

 

$

801,536

 

Costs and operating expenses:

 

 

 

 

 

 

 

 

 

Cost of goods sold

 

 

359,794

 

 

 

353,922

 

 

 

345,830

 

Research and development

 

 

43,200

 

 

 

42,722

 

 

 

43,936

 

Sales and marketing

 

 

92,009

 

 

 

78,483

 

 

 

76,043

 

General and administrative

 

 

174,550

 

 

 

109,532

 

 

 

111,057

 

Total costs and operating expenses

 

 

669,553

 

 

 

584,659

 

 

 

576,866

 

Other income (expenses), net

 

 

8,079

 

 

 

9,004

 

 

 

(5,530

)

Income tax (benefit) provision

 

 

(1,521

)

 

 

21,111

 

 

 

33,181

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

 

Concentrations of Credit Risk and Significant Customers

Financial instruments that subject the Company to significant concentrations of credit risk primarily consist of cash and cash equivalents, marketable securities and accounts receivable. Per the Company’s investment policy, cash equivalents and marketable securities are invested in financial instruments with high credit ratings, limit its credit exposure to any one issuer (with the exception of U.S. treasury obligations) and type of instrument is limited. At December 31, 2024, the Company had no investments associated with foreign exchange contracts or options contracts. As of December 31, 2024, the Company used derivative financial instruments to manage exposure to foreign exchange risk on certain repayable intercompany loans with foreign subsidiaries, specifically foreign exchange forward contracts.

Concentration of credit risk with respect to accounts receivable is limited to customers to whom the Company makes significant sales. While a reserve for the potential write-off of accounts receivable is maintained, the Company has not written off any significant accounts to date. To control credit risk, the Company performs regular credit evaluations of its customers’ financial condition.

There was no revenue from customers that represented 10% or more of the Company's total revenue for the years ended December 31, 2024, 2023 or 2022.

No accounts receivable balance from a specific customer represented 10% or more of the Company's total trade accounts receivable at December 31, 2024 and 2023.

 

Business Combinations, Goodwill and Intangible Assets

Business Combinations

Total consideration transferred for acquisitions is allocated to the tangible and intangible assets acquired and liabilities assumed, if any, based on their fair values at the dates of acquisition. This purchase price allocation process requires management to make significant estimates and assumptions with respect to intangible assets and deferred revenue. The fair value of identifiable intangible assets is based on detailed valuations that use information and assumptions determined by management. Any excess of purchase price over the fair value of the net tangible and intangible assets acquired is allocated to goodwill. While the Company uses its best estimates and assumptions to accurately value assets acquired and liabilities assumed at the acquisition date as well as any contingent consideration, where applicable, the Company’s estimates are inherently uncertain and subject to refinement. As a result, during the measurement period, which may be up to one year from the acquisition date, the Company records adjustments to the assets acquired and liabilities assumed with the corresponding offset to goodwill. Upon conclusion of the measurement period or final determination of the values of assets acquired or liabilities assumed, whichever comes first, any subsequent adjustments are recorded to the Company’s consolidated statements of comprehensive income. The fair value of contingent consideration includes estimates and judgments made by management regarding the probability that future contingent payments will be made and the extent of royalties to be earned in excess of the defined minimum royalties. Management updates these estimates and the related fair value of contingent consideration at each reporting period. These changes in the fair value of contingent consideration are recorded to contingent consideration in the Company’s consolidated statements of comprehensive income. For the years ended December 31, 2024, 2023, and 2022 we recorded an increase of $3.2 million, decrease of $(30.6) million, and decrease of $(28.7) million, respectively, to the estimated contingent consideration obligation, primarily related to the acquisition of Avitide (the “Avitide Acquisition”).

The Company uses the income approach to determine the fair value of certain identifiable intangible assets including customer relationships and developed technology. This approach determines fair value by estimating after-tax cash flows attributable to these assets over their respective useful lives and then discounting these after-tax cash flows back to a present value. The Company bases its assumptions on estimates of future cash flows, expected growth rates, expected trends in technology, etc. Discount rates used to arrive at a present value as of the date of acquisition are based on the time value of money and certain industry-specific risk factors. The Company believes the estimated purchased customer relationships, developed technologies, trademark/tradename, patents, non-compete agreements and in-process research and development amounts so determined represent the fair value at the date of acquisition, and do not exceed the amount a third-party would pay for such assets.

Goodwill

Goodwill is not amortized and is tested for impairment at least annually at the reporting unit level. The Company operates as one reporting unit as of the goodwill impairment measurement date of October 1, 2024. During the qualitative assessment of the Company’s one reporting unit during the 2024 goodwill impairment testing, it was determined that it was not more likely than not that its fair value was less than its carrying amount. As such, a quantitative impairment assessment was not required as of October 1, 2024. If an event occurs or circumstances change that would more likely than not reduce the fair value of its reporting unit below its carrying value, the Company will evaluate its goodwill for impairment between annual tests. There was no impairment to goodwill and therefore no impairment charge recorded for the years ended December 31, 2024, 2023 and 2022.

Prior to fiscal year 2024, testing of impairment on our goodwill occurred annually as of our measurement date of December 31st, pursuant to Company policy. Subsequent to the 2023 annual impairment test, which was completed on December 31, 2023, we voluntarily changed our annual impairment assessment date from December 31st to October 1st, the first day of our fourth quarter, beginning on October 1, 2024. The change is being made to better align the annual impairment assessment date with our annual planning and budgeting process as well as the long-term planning and forecasting process. We have determined that this

voluntary change in accounting principle is preferable and will not impact our consolidated financial statements nor is it being done to accelerate, avoid or trigger an impairment charge. This change is not going to be applied retrospectively as it is impracticable to do so because retrospective application would require application of significant estimates and assumptions with the use of hindsight. Therefore, the change will be applied prospectively.

Intangible Assets

Intangible assets with a definite life are amortized over their useful lives using the straight-line method and the amortization expense is recorded within cost of goods sold, research and development (“R&D”) and selling, general and administrative expense in the consolidated statements of comprehensive income. Intangible assets and their related useful lives are reviewed at least annually to determine if any adverse conditions existed that would indicate the carrying value of these assets may not be recoverable. More frequent impairment assessments are conducted if certain conditions exist, including a change in the competitive landscape, any internal decisions to pursue new or different technology strategies, a loss of a significant customer, or a significant change in the marketplace, including changes in the prices paid for the Company’s products or changes in the size of the market for the Company’s products. If impairment indicators are present, the Company determines whether the underlying intangible asset is recoverable through estimated future undiscounted cash flows. If the asset is not found to be recoverable, it is written down to the estimated fair value of the asset based on the sum of the future discounted cash flows expected to result from the use and disposition of the asset. If the estimate of an intangible asset’s remaining useful life is changed, the remaining carrying amount of the intangible asset is amortized prospectively over the revised remaining useful life. The Company continues to believe that its definite-lived intangible assets are recoverable at December 31, 2024.

Indefinite-lived intangible assets are reviewed for impairment at least annually. There has been no impairment of our intangible assets for the periods presented.

Stock Based Compensation

The Company measures stock-based compensation cost at the grant date based on the estimated fair value of the award and recognizes it as an expense over the employee’s requisite service period on a straight-line basis. The Company records the expense for share-based awards subject to performance-based milestone vesting over the remaining service period when management determines that achievement of the milestone is probable. Management evaluates whether the achievement of a performance-based milestone is probable as of the reporting date. The Company has no awards that are subject to market conditions. The Company recognizes stock-based compensation expense based upon options that are ultimately expected to vest, and accordingly, such compensation expense has been adjusted by an amount of estimated forfeitures.

The Company uses the Black-Scholes option pricing model to calculate the fair value of share-based awards on the grant date. The following assumptions are used in calculating the fair value of share-based awards:

Expected term – The expected term of options granted represents the period of time for which the options are expected to be outstanding. For purposes of estimating the expected term, the Company has aggregated all individual option awards into one group as the Company does not expect substantial differences in exercise behavior among its employees.

Expected volatility – The expected volatility is a measure of the amount by which the Company’s stock price is expected to fluctuate during the expected term of options granted. The Company determines the expected volatility based primarily upon the historical volatility of the Company’s common stock over a period commensurate with the option’s expected term.

Risk-free interest rate – The risk-free interest rate is the implied yield available on U.S. treasury zero-coupon issues with a remaining term equal to the option’s expected term on the grant date.

Expected dividend yield – The Company has never declared or paid any cash dividends on any of its capital stock and does not expect to do so in the foreseeable future. Accordingly, the Company uses an expected dividend yield of zero to calculate the grant-date fair value of a stock option.

Estimated forfeiture rates – The Company has applied, based on an analysis of its historical forfeitures, annual forfeiture rates of 8% for awards granted to non-executive level employees, 3% for awards granted to executive level employees and 0% for awards granted to non-employee members of the Board of Directors (“Board”) to all unvested stock options as of December 31, 2024. The Company reevaluates this analysis periodically and adjusts these estimated forfeiture rates as necessary. Ultimately, the Company will only recognize an expense for those shares that vest.

Advertising Costs

The Company expenses advertising costs as they are incurred. Advertising expense for the years ended December 31, 2024, 2023 and 2022 was $0.7 million, $0.8 million and $0.6 million, respectively.

Recent Accounting Standards Updates

We consider the applicability and impact of all ASUs and other accounting guidance on the Company’s consolidated financial statements. Updates not listed below were assessed and determined to be either not applicable or are expected to have minimal impact on the Company’s consolidated financial position or results of operations. Recently issued accounting guidance that we feel may be applicable to the Company are as follows:

Recently Issued Accounting Guidance – Adopted During the Fiscal Year

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 820) - Improvements to Reportable Segment Disclosures.” ASU 2023-07 will improve reportable segment disclosure requirements, primarily through enhanced annual and interim disclosures about significant segment expenses that are regularly provided to the CODM. ASU 2023-07 was effective for the Company for annual periods beginning on January 1, 2024 and interim periods beginning on January 1, 2025. The amendments of this guidance apply retrospectively to all prior periods presented in the consolidated financial statements. The adoption of this guidance did not have a material impact on the Company’s consolidated financial statements and disclosures and is reflected in Note 2, “Summary of Significant Accounting Policies – Segment Reporting.”

Recently Issued Accounting Guidance – Not Yet Adopted

In November 2024, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2024-03, “Income Statement - Reporting Comprehensive Income (Topic 220): Disaggregation of Income Statement Expenses. The ASU requires additional disclosures by disaggregating the costs and expense line items that are presented on the face of the income statement. The disaggregation includes: (i) amounts of purchased inventory, employee compensation, depreciation, amortization, and other related costs and expenses; (ii) an explanation of costs and expenses that are not disaggregated on a quantitative basis; and (iii) the definition and total amount of selling expenses. The ASU is effective for our Annual Report on Form 10-K beginning in 2027 and subsequent interim reports. Early adoption is permitted. The ASU should be applied prospectively. Retrospective application is permitted for all prior periods presented in the financial statements. We are currently evaluating the impact of adopting this ASU on our financial reporting disclosures.

In March 2024, the SEC adopted final rules under SEC Release No. 33-11275 requiring public companies to provide certain climate-related information in their registration statements and annual reports. As part of the disclosures, registrants will be required to quantify certain effects of severe weather events and other natural conditions in a note to their audited financial statements. The rules were immediately challenged in a number of lawsuits, which were subsequently consolidated by the U.S. Court of Appeals for the Eighth Circuit. In April 2024, the SEC announced that it is staying implementation of the new rules pending resolution of the consolidated litigation before the Eighth Circuit. The Company is assessing the effect of compliance with the new rules on its condensed consolidated financial statements and related disclosures.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes (Topic 740) - Improvements to Income Tax Disclosures.” ASU 2023-09 enhances the transparency and decision usefulness of income tax disclosures by requiring consistent categories and greater disaggregation of information in the rate reconciliation and income taxes paid disaggregated by jurisdiction. ASU 2023-09 will be effective for the Company in its income tax disclosure included in its 2025 Annual Report on Form 10-K and will be applied on a prospective basis. However, retrospective application is permitted. Early adoption is also permitted. Besides a change

in income tax disclosures, the Company does not expect the adoption of ASU 2023-09 to have a material impact on its consolidated financial statements.

v3.25.0.1
Fair Value Measurements
12 Months Ended
Dec. 31, 2024
Disclosure Text Block [Abstract]  
Fair Value Measurements
3.
Fair Value Measurements

Cash, Cash Equivalents and Marketable Securities Held to Maturity

The following table summarizes the Company's cash, cash equivalents and marketable securities held to maturity as of December 31, 2024:

 

 

As of December 31, 2024

 

 

 

Amortized
 Costs

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Estimated
Fair Value

 

Cash and cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Cash and money market funds

 

$

757,355

 

 

$

 

 

$

 

 

$

757,355

 

Total cash and cash equivalents

 

$

757,355

 

 

$

 

 

$

 

 

$

757,355

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As of December 31, 2023

 

 

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Estimated
Fair Value

 

Cash and cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Cash and money market funds

 

$

751,323

 

 

$

 

 

$

 

 

$

751,323

 

Total cash and cash equivalents

 

$

751,323

 

 

 

 

 

 

 

 

$

751,323

 

 

 

 

 

 

 

 

 

 

 

 

 

 

During the fourth quarter of 2022, the Company purchased $100.0 million of 6-month U.S. treasury bills with the positive intent and ability to hold them until maturity. Therefore, the Company classified this investment as held to maturity and stated it at amortized cost on the consolidated balance sheets. There is no comparable investment as of December 31, 2024 or 2023.

Fair Value of Other Financial Instruments

The fair value of outstanding foreign exchange forward contracts are marked to market price at the end of each measurement period.

Fair Value Measured on a Recurring Basis

Financial assets and financial liabilities measured at fair value on a recurring basis consist of the following as of December 31, 2024 and 2023:

 

 

 

As of December 31, 2024

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market accounts

 

$

687,253

 

 

$

 

 

$

 

 

$

687,253

 

Foreign exchange forward contracts

 

$

 

 

$

287

 

 

$

 

 

$

287

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Current contingent consideration

 

$

 

 

$

17,126

 

 

$

 

 

$

17,126

 

Noncurrent contingent consideration

 

$

 

 

$

 

 

$

19,662

 

 

$

19,662

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As of December 31, 2023

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market accounts

 

$

658,574

 

 

$

 

 

$

 

 

$

658,574

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Current contingent consideration

 

$

 

 

$

 

 

$

12,983

 

 

$

12,983

 

Noncurrent contingent consideration

 

$

 

 

$

 

 

$

14,070

 

 

$

14,070

 

 

Contingent Consideration – Earnout

As of December 31, 2024, the maximum amount of future contingent consideration (undiscounted) that the Company could be required to pay in connection with each of the completed acquisitions is; $54.5 million over a three-year period for Tantti, which was acquired December 2024, $13.8 million for Avitide, and $3.3 million for FlexBiosys. The Avitide and FlexBiosys earnout periods ended on December 31, 2024, therefore the maximum contingent consideration reflects the earnout achievement to be paid in the first quarter of 2025. The fair value level of the contingent consideration related to Avitide and FlexBiosys was transferred from Level 3 to Level 2 in the fourth quarter of 2024. See Note 5, “Acquisitions” to this report for more information on the contingent consideration earnouts.

During 2024, changes to expected results and changes in market inputs used to calculate the discount rate resulted in an increase in amounts reported as of December 31, 2024. A reconciliation of the change in fair value of contingent consideration – earnout is included in the following table (amounts in thousands):

 

Balance at December 31, 2023

 

$

27,053

 

Acquisition date fair value of contingent consideration earnouts

 

 

19,738

 

Payment of contingent consideration earnouts

 

 

(13,117

)

Increase in fair value of contingent consideration earnouts

 

 

3,190

 

Translation adjustment

 

 

(76

)

Balance at December 31, 2024

 

$

36,788

 

 

The recurring Level 3 fair value measurement of our contingent consideration – earnout that we expect to be required to settle our contingent consideration obligation for Tantti include the following significant unobservable inputs (amounts in thousands, except percent data):

 

Contingent Consideration Earnout

 

Fair Value as of
 December 31, 2024

 

 

Valuation Technique

 

Unobservable Input

 

Range

 

Weighted Average(1)

 

 

 

 

 

 

 

 

Probability of

 

 

 

 

 

 

 

 

 

 

 

 

Success

 

0% - 100%

 

50%

Commercialization-based payments

 

$

 

3,854

 

 

Monte Carlo
Simulation

 

Earnout Discount Rate

 

5.4%

 

5.4%

 

 

 

 

 

 

 

 

Volatility

 

22.6% - 34.7%

 

34.7%

Revenue and Volume-
based payments

 

$

 

13,268

 

 

Monte Carlo
Simulation

 

Revenue & Volume
Discount Rate

 

10.2% - 15.7%

 

15.7%

 

 

 

 

 

 

 

 

Earnout Discount Rate

 

5.4% - 5.8%

 

5.4%

 

 

 

 

 

 

 

 

Probability of
 Success

 

0% - 100%

 

50%

Manufacturing line expansions

 

$

 

2,540

 

 

Probability-weighted present value

 

Earnout Discount Rate

 

5.4% - 5.5%

 

5.4%

 

(1)
Unobservable inputs were weighted by the relative fair value of the contingent consideration liability.

The Company estimates the fair value of the Level 3 contingent consideration earnouts using a Monte Carlo simulation. Changes in the projected performance of the acquired business could result in a higher or lower contingent consideration obligation in the future.

Fair Value Measured on a Nonrecurring Basis

During 2024, there were no re-measurements to fair value of financial assets and liabilities that are measured at fair value on a nonrecurring basis.

Convertible Senior Notes

In July 2019, the Company issued $287.5 million aggregate principal amount of the 2019 Notes, which matured and were paid in July 2024. At December 31, 2023, the carrying value of the 2019 Notes was $69.5 million, net of unamortized debt issuance costs

and the fair value of the 2019 Notes was $109.8 million using a Level 1 valuation and determined based on the most recent trade activity of the 2019 Notes as of December 31, 2023.

On December 14, 2023, the Company issued $600.0 million aggregate principal amount of its 2023 Notes in a private placement pursuant to separate, privately negotiated exchange and subscription agreements (the “Exchange and Subscription Agreements”) with a limited number of holders of its outstanding 2019 Notes and certain other qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (“Securities Act”). Pursuant to the Exchange and Subscription Agreements, the Company exchanged $217.7 million of its 2019 Notes for $309.9 million aggregate principal amount of the 2023 Notes (the “Exchange Transaction”) and issued $290.1 million aggregate principal amount of the 2023 Notes (the “Subscription Transactions”) for $290.1 million in cash. At December 31, 2024 and 2023, the carrying value of the 2023 Notes was $525.6 million and $510.1 million, net of unamortized debt issuance costs, and the fair value of the 2023 Notes was $546.1 million and $596.0 million, respectively. The fair value of the 2023 Notes is a Level 1 valuation and was determined based on the most recent trade activity of the 2023 Notes as of December 31, 2024 and 2023. The 2023 Notes are discussed in more detail in Note 15, “Convertible Senior Notes,” to these consolidated financial statements.

v3.25.0.1
Derivative Instruments
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Instruments
4.
Derivative Instruments

The primary risk managed by the Company using derivative instruments is foreign exchange risk. Foreign exchange forward contracts are entered into as hedges against unfavorable fluctuations in the U.S. dollar to Swedish krona (SEK) exchange rates. The Company does not apply hedge accounting to these contracts because these are not qualified as accounting hedges; therefore the changes in fair value are recorded in the consolidated statements of operations and comprehensive income (loss). By using derivative instruments to mitigate exposures to changes in foreign exchange rates, the Company is exposed to credit risk from the failure of the counterparty to perform under the terms of the contract. The credit or repayment risk is minimized by entering into transactions with high-quality counterparties.

The notional amounts of the outstanding contracts at December 31, 2024 were as follows (in thousands):

 

 

 

U.S. Dollar Amount

 

 

SEK Amount

 

May 2025

 

 

26,481

 

 

 

289,967

 

September 2025

 

 

62,550

 

 

 

679,418

 

 

 

 

89,031

 

 

 

969,385

 

 

The fair value of outstanding derivative instruments recorded in the accompanying consolidated balance sheet were as follows (in thousands):

 

(in thousands)

 

 

 

December 31, 2024

 

Derivatives not designated or not qualifying as hedging instruments

 

Balance Sheet Location

 

 

 

Foreign exchange forward contracts

 

Other current assets

 

$

287

 

The effects of derivative instruments on the consolidated statements of operations and comprehensive income (loss) were as follows (in thousands):

 

Amount of Gain Recognized on Derivatives

 

 

 

Year Ended December 31, 2024

 

Derivatives not designated or not qualifying as hedging instruments

 

Location of loss recognized on derivatives

 

 

 

Foreign exchange forward contracts

 

Other income (expense)

 

$

287

 

 

v3.25.0.1
Acquisitions
12 Months Ended
Dec. 31, 2024
Business Combination, Asset Acquisition, and Joint Venture Formation [Abstract]  
Acquisitions
5.
Acquisitions

2024 Acquisitions

Tantti Laboratory Inc.

On December 2, 2024, the Company's subsidiary, Repligen Sweden AB acquired Tantti Laboratory Inc. (“Tantti”) from the former shareholders of Tantti (“Tantti Seller”) pursuant to a share swap agreement, dated as of July 27, 2024 (such acquisition, the “Tantti Acquisition”), by and among Repligen Sweden AB, the Tantti Seller, and the Company, in its capacity as guarantor of the obligations of Repligen Sweden AB under the Share Purchase Agreement.

Tantti, headquartered in Taoyuan City, Taiwan, has developed a unique portfolio of macroporous chromatography beads to optimize the purification of new modalities including viral vectors, viruses, nucleic acids and other large molecule biologics. The addition of Tantti further strengthens our portfolio in the new modality space.

Consideration Transferred

The Company accounted for the Tantti Acquisition as a purchase of business under ASC 805, “Business Combinations,” and the Company engaged a third-party valuation firm to assist with the valuation of Tantti. Under the share swap agreement, all outstanding equity interests of Tantti were acquired for consideration with a value totaling $74.8 million. The Tantti Acquisition was funded through payment of $55.1 million in cash and contingent consideration with a fair value of $19.7 million. Under the acquisition method of accounting, the assets acquired and liabilities assumed of Tantti were recorded as of the acquisition date, at their respective fair values, and consolidated with those of the Company. The fair value of the net liabilities acquired is estimated to be ($1.2) million, the fair value of the intangible assets acquired is estimated to be $28.9 million and the residual goodwill is estimated to be $47.1 million. Acquisition-related costs are not included as a component of consideration transferred but are expensed in the periods in which costs are incurred. The Company has incurred $1.6 million of transaction and integration costs associated with the Tantti Acquisition from the date of acquisition to December 31, 2024. The transaction costs are included in operating expenses in the consolidated statements of comprehensive income in 2024.

Fair Value of Net Assets Acquired

The preliminary allocation of purchase price is based on the fair value of assets acquired and liabilities assumed as of the acquisition date. As of December 31, 2024, the purchase accounting for this acquisition had not been finalized. As additional information becomes available, including the outcome of the obsolescence study on developed technology, the Company may further revise its preliminary purchase price allocation during the remainder of the measurement period. Besides the outcome of the obsolescence study and the tax implications of the purchase price allocation, the final allocation may also result in changes to other assets and liabilities. The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

 

Cash and cash equivalents

 

$

85

 

Accounts receivable

 

 

1

 

Inventory

 

 

41

 

Prepaid expenses and other current assets

 

 

321

 

Property and equipment

 

 

731

 

Operating lease right of use asset

 

 

637

 

Other assets, long-term

 

 

81

 

Developed technology

 

 

28,910

 

Goodwill

 

 

47,105

 

Accounts payable

 

 

(18

)

Accrued liabilities

 

 

(510

)

Operating lease liability

 

 

(214

)

Noncurrent deferred tax liability

 

 

(1,911

)

Noncurrent operating lease liability

 

 

(413

)

Fair value of net assets acquired

 

$

74,846

 

 

Acquired Goodwill

The goodwill of $47.1 million represents future economic benefits expected to arise from anticipated synergies from the integration of Tantti into the Company. These synergies include operating efficiencies and strategic benefits projected to be achieved as a result of the Tantti Acquisition. Substantially all of the goodwill recorded is expected to be nondeductible for income tax purposes.

Intangible Assets

The identified intangible asset associated with the Tantti Acquisition is Developed Technology of $28.9 million with a useful life of fifteen years.

2023 Acquisitions

Metenova Holding AB

On October 2, 2023, the Company's subsidiary, Repligen Sweden AB acquired Metenova from the former shareholders of Metenova (the “Metenova Seller”) pursuant to a Share Sale and Purchase Agreement (the “Share Purchase Agreement”), dated as of September 23, 2023 (such acquisition, the “Metenova Acquisition”), by and among Repligen Sweden AB, the Metenova Seller, and the Company, in its capacity as guarantor of the obligations of Repligen Sweden AB under the Share Purchase Agreement.

Metenova, which is headquartered in Molndal, Sweden, offers magnetic mixing and drive train technologies that are widely used by global biopharmaceutical companies and contract development and manufacturing organizations. The Metenova Acquisition further strengthens our fluid management portfolio with these products.

Consideration Transferred

The Company accounted for the Metenova Acquisition as a purchase of business under ASC 805, “Business Combinations,” and the Company engaged a third-party valuation firm to assist with the valuation of Metenova. Under the Share Purchase Agreement, all outstanding equity interests of Metenova were acquired for consideration with a value totaling $172.6 million. The Metenova Acquisition was funded through payment of $164.5 million in cash, the issuance of 52,299 unregistered shares of the Company's common stock totaling $8.1 million and contingent consideration with an immaterial fair value.

Under the acquisition method of accounting, the assets acquired and liabilities assumed of Metenova were recorded as of the acquisition date, at their respective fair values, and consolidated with those of the Company. The fair value of the net liabilities acquired is $1.9 million, the fair value of the intangible assets acquired is $58.8 million and the residual goodwill is $115.7 million. Acquisition-related costs are not included as a component of consideration transferred but are expensed in the periods in which costs are incurred. The Company has incurred $6.5 million of transaction and integration costs associated with the Metenova Acquisition from the date of acquisition to December 31, 2024. The transaction costs are included in operating expenses in the condensed consolidated statements of comprehensive income (loss) for the periods ended December 31, 2024 and 2023.

Fair Value of Net Assets Acquired

The allocation of purchase price is based on the fair value of assets acquired and liabilities assumed based on the final valuation of Metenova. The Company has made appropriate adjustments to the purchase price allocation during the measurement period, which ended on October 2, 2024.

The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

Cash and cash equivalents

 

$

5,768

 

Accounts receivable

 

 

3,730

 

Inventory

 

 

4,477

 

Prepaid expenses and other current assets

 

 

470

 

Property and equipment

 

 

433

 

Operating lease right of use asset

 

 

615

 

Customer relationships

 

 

12,659

 

Developed technology

 

 

44,377

 

Trademark and tradename

 

 

939

 

Non-competition agreements

 

 

787

 

Goodwill

 

 

115,722

 

Accounts payable

 

 

(1,432

)

Accrued liabilities

 

 

(2,934

)

Operating lease liability

 

 

(275

)

Noncurrent deferred tax liability

 

 

(12,481

)

Noncurrent operating lease liability

 

 

(255

)

Fair value of net assets acquired

 

$

172,600

 

 

 

 

 

Acquired Goodwill

The goodwill of $115.7 million represents future economic benefits expected to arise from anticipated synergies from the integration of Metenova into the Company. These synergies include operating efficiencies and strategic benefits projected to be achieved as a result of the Metenova Acquisition. Substantially all of the goodwill recorded is expected to be nondeductible for income tax purposes.

Intangible Assets

The following table sets forth the components of the identified intangible assets associated with the Metenova Acquisition and their estimated useful lives:

 

 

Useful life

 

Fair Value

 

 

 

 

 

(Amounts in thousands)

 

 

 

 

 

 

Customer relationships

 

15 years

 

$

12,659

 

Developed technology

 

15 years

 

 

44,377

 

Trademark and tradename

 

15 years

 

 

939

 

Non-competition agreements

 

2 years

 

 

787

 

 

 

 

$

58,762

 

FlexBiosys, Inc.

On April 17, 2023, the Company completed its acquisition of all of the outstanding equity interests in FlexBiosys, pursuant to an Equity Purchase Agreement with FlexBiosys, TSAP Holdings Inc. (“NJ Seller”), Gayle Tarry and Stanley Tarry, as individuals (collectively with NJ Seller, the “FlexBiosys Sellers”), and Stanley Tarry, in his capacity as the representative of the FlexBiosys Sellers (the “FlexBiosys Acquisition”).

FlexBiosys, which is headquartered in Branchburg, New Jersey, offers expert design and custom manufacturing of single-use bioprocessing products and a comprehensive range of products that include bioprocessing bags, bottles, and tubing assemblies. These products will complement and expand our fluid management portfolio of offerings.

Consideration transferred

The FlexBiosys Acquisition was accounted for as a purchase of a business under ASC 805, “Business Combinations,” and the Company engaged a third-party valuation firm to assist with the valuation of FlexBiosys. Under the terms of the EPA, all outstanding equity interests of FlexBiosys were acquired for consideration with a value totaling $41.0 million. The FlexBiosys Acquisition was funded through payment of $29.0 million in cash, which includes $6.3 million deposited in escrow for future payments, the issuance of 31,415 unregistered shares of the Company's common stock totaling $5.4 million and contingent consideration with fair value of approximately $6.6 million.

Under the acquisition method of accounting, the assets acquired and liabilities assumed of FlexBiosys were recorded as of the acquisition date, at their respective fair values, and consolidated with those of the Company. The fair value of the net assets acquired is $14.1 million, the fair value of the intangible assets acquired is $12.6 million and the residual goodwill is $14.3

million. Acquisition-related costs are not included as a component of consideration transferred but are expensed in the periods in which costs are incurred. The Company has incurred $0.9 million of transaction and integration costs associated with the FlexBiosys Acquisition from the date of acquisition to December 31, 2024. The transaction costs are included in operating expenses in the condensed consolidated statements of comprehensive income (loss) for the periods ended December 31, 2024 and 2023.

Fair Value of Net Assets Acquired

The allocation of purchase price is based on the fair value of assets acquired and liabilities assumed as of the acquisition date, based on the final valuation of FlexBiosys. The Company has made appropriate adjustments to the purchase price allocation during the measurement period, which ended on April 17, 2024. The purchase price allocation was completed as of March 31, 2024.

The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

Cash and cash equivalents

 

$

1,090

 

Accounts receivable

 

 

683

 

Inventory

 

 

667

 

Prepaid expenses and other current assets

 

 

35

 

Property and equipment

 

 

12,034

 

Operating lease right of use asset

 

 

3,537

 

Customer relationships

 

 

2,530

 

Developed technology

 

 

9,860

 

Trademark and tradename

 

 

30

 

Non-competition agreements

 

 

220

 

Goodwill

 

 

14,321

 

Other noncurrent assets

 

 

10

 

Accounts payable

 

 

(136

)

Accrued liabilities

 

 

(314

)

Operating lease liability

 

 

(39

)

Noncurrent operating lease liability

 

 

(3,498

)

Fair value of net assets acquired

 

$

41,030

 

 

 

 

 

During 2023, the Company recorded an immaterial net working capital adjustment related to the FlexBiosys Acquisition, which is included in goodwill in the table above.

Acquired Goodwill

The goodwill of $14.3 million represents future economic benefits expected to arise from anticipated synergies from the integration of FlexBiosys into the Company. These synergies include operating efficiencies and strategic benefits projected to be achieved as a result of the FlexBiosys Acquisition. Substantially all of the goodwill recorded is expected to be deductible for income tax purposes.

Intangible Assets

The following table sets forth the components of the identified intangible assets associated with the FlexBiosys Acquisition and their estimated useful lives:

 

 

Useful life

 

Fair Value

 

 

 

 

 

(Amounts in thousands)

 

 

 

 

 

 

Customer relationships

 

12 years

 

$

2,530

 

Developed technology

 

16 years

 

 

9,860

 

Trademark and tradename

 

4 years

 

 

30

 

Non-competition agreements

 

5 years

 

 

220

 

 

 

 

$

12,640

 

v3.25.0.1
Restructuring Activities and Other Inventory-Related Charges
12 Months Ended
Dec. 31, 2024
Restructuring and Related Activities [Abstract]  
Restructuring Activities and Other Inventory-Related Charges
6.
Restructuring Activities and Other Inventory-Related Charges

In July 2023, the Board of Directors authorized the Company's management team to undertake restructuring activities to simplify and streamline our organization and strengthen the overall effectiveness of our operations. Since the initial streamlining and rebalancing efforts contemplated in July 2023, and with the introduction of new management in the second half of 2024, the

Company continues to undertake further restructuring activities (collectively, the “Restructuring Plan”) which has included consolidating a portion of our manufacturing operations between certain U.S. locations, writing-off abandoned equipment with the rationalization of excess production line capacity and discontinuing the sale of certain product SKUs. In addition, the Company continues to evaluate the net realizable value of finished goods and raw materials to meet rapidly changing demand during a challenging supply chain environment in the industry.

The Company recorded pre-tax costs of $46.9 million and $32.2 million in the years ended December 31, 2024 and 2023, respectively, related to the Restructuring Plan and other inventory-related charges. The Company believes the Restructuring Plan is now primarily complete as of December 31, 2024.

The following table summarizes the charges related to restructuring activities and other inventory-related charges by type of cost:

 

 

For the Year Ended December 31, 2024

 

 

 

Severance and Employee-Related Costs

 

 

Inventory Write-Off

 

 

Accelerated Depreciation

 

 

Facility and Other Exit Costs

 

 

Total

 

 

 

(Amounts in thousands)

 

Cost of goods sold

 

$

876

 

 

$

36,082

 

 

$

19

 

 

$

7,051

 

 

$

44,028

 

Research and development

 

 

449

 

 

 

 

 

 

 

 

 

 

 

 

449

 

Selling, general and administrative

 

 

1,604

 

 

 

 

 

 

 

 

 

1,088

 

 

 

2,692

 

Other (expenses) income

 

 

 

 

 

 

 

 

 

 

 

(234

)

 

 

(234

)

 

 

$

2,929

 

 

$

36,082

 

 

$

19

 

 

$

7,905

 

 

$

46,935

 

 

 

 

For the Year Ended December 31, 2023

 

 

 

Severance & Employee-Related Costs

 

 

Inventory Adjustments

 

 

Accelerated Depreciation

 

 

Facility and Other Exit Costs

 

 

Total

 

 

 

(Amounts in thousands)

 

Cost of goods sold

 

$

2,077

 

 

$

23,588

 

 

$

3,788

 

 

$

933

 

 

$

30,386

 

Research and development

 

 

116

 

 

 

 

 

 

 

 

 

 

 

 

116

 

Selling, general and administrative

 

 

1,532

 

 

 

 

 

 

28

 

 

 

138

 

 

 

1,698

 

 

 

$

3,725

 

 

$

23,588

 

 

$

3,816

 

 

$

1,071

 

 

$

32,200

 

 

Severance and employee-related costs are primarily associated with headcount reductions. Costs incurred include cash severance and non-cash severance, including other termination benefits. Severance and other termination benefit packages are based on established benefit arrangements or local statutory requirements and we recognized the contractual component of these benefits when payment was probable and could be reasonably estimated.

 

Non-cash charges for the inventory write-off in 2023 included the impact of the Company discontinuing the sale of certain product SKUs, the impact of having proactively secured materials during the 2020-2022 pandemic period to meet accelerated demand during a challenging supply chain environment in the industry, and the impact of closing manufacturing facilities and production lines which include inventory that could not be repurposed. Where demand has reduced, finished goods and raw materials, the value of which exceeded the projected requirements to be used before reaching their expiration date, were written off.

The non-cash inventory write-off in 2024 includes the impact of the Company discontinuing the sale of certain product SKUs and is also the result of the further evaluation of inventory positions in unusually turbulent market supply conditions. This further evaluation took into consideration the market reset that continued into 2024 and resulted in new senior product management leadership updating product strategies. With these updated strategies, future demand and product mix projections were revised as a part of the Company’s annual strategic planning and budget sessions in 2024. Where the value of finished goods and raw materials exceeded the projected requirements to be used before reaching their expiration date, or in a reasonable time horizon, they were written off.

In the fourth quarter of 2024, non-cash charges were recognized for the write-off of abandoned equipment in connection with unneeded capacity related to a specific product line that was also included in the 2024 inventory adjustment. The Company’s manufacturing strategy and footprint were also reviewed as a part of our 2024 annual strategic planning and budget session. For

this product line, capacity was expanded during the pandemic period, and current projections indicate it will not be needed in a usable time-period. The factory space will be reallocated for the production of other product lines.

v3.25.0.1
Leases
12 Months Ended
Dec. 31, 2024
Leases [Abstract]  
Leases
7.
Leases

The Company is a lessee under leases of manufacturing facilities, office spaces, machinery, certain office equipment and vehicles. A majority of the Company’s leases are operating leases with remaining lease terms between one month and 12 years. Finance leases are immaterial to the Company’s consolidated financial statements. The Company determines if an arrangement qualifies as a lease and what type of lease it is at inception. The Company elected the package of practical expedients permitted under the transition guidance within the new lease standard, which among other things, allowed it to continue to account for existing leases based on the historical lease classification. The Company also elected the practical expedients to combine lease and non-lease components and to exclude right of use assets and lease liabilities for leases with an initial term of 12 months or less from the balance sheet.

Some of the lease agreements the Company enters into include Company options to either extend and/or early terminate the lease, the costs of which are included in the Company’s operating lease liabilities to the extent that such options are reasonably certain of being exercised. Leases with renewal options allow the Company to extend the lease term typically between 1 and 5 years per option, some of its leases have multiple options to extend. When determining if a renewal option is reasonably certain of being exercised, the Company considers several economic factors, including but not limited to, the significance of leasehold improvements incurred on the property, whether the asset is difficult to replace, underlying contractual obligations, or specific characteristics unique to that particular lease that would make it reasonably certain that the Company would exercise such options.

As of December 31, 2024 and 2023, operating lease right of use assets were $135.4 million and $115.5 million, respectively and operating lease liabilities were $160.7 million and $132.2 million, respectively. The addition of the Shrewsbury, Massachusetts lease and renewal of the Rancho Dominguez, California lease were the primary contributors to the change in the asset and liability balances. The Shrewsbury lease consists of 139,000 square foot of primarily warehouse space was added to the balance sheet on February 1, 2024 and has a future asset value of $13.7 million. The Rancho Dominguez lease consists of 72,000 square foot of primarily warehouse space added to the balance sheet on December 1, 2024 and has a future asset value of $13.0 million.

The maturities of the Company’s operating lease liabilities as of December 31, 2024 are as follows (amounts in thousands):

 

As of December 31, 2024

 

Amount

 

2025

 

$

24,530

 

2026

 

 

27,292

 

2027

 

 

25,854

 

2028

 

 

26,054

 

2029

 

 

25,928

 

2030 and thereafter

 

 

65,869

 

Total future minimum lease payments

 

 

195,527

 

Less lease incentives

 

 

(2,790

)

Less amount of lease payment representing interest

 

 

(32,057

)

Total operating lease liabilities

 

$

160,680

 

 

Total operating lease liabilities included on the Company’s consolidated balance sheets are as follows (amounts in thousands):

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

Operating lease liability

 

$

15,104

 

 

$

5,631

 

Operating lease liability, long-term

 

 

145,576

 

 

 

126,578

 

Minimum operating lease payments

 

$

160,680

 

 

$

132,209

 

 

Lease expense for these leases is recognized on a straight-line basis over the lease term, with variable lease payments recognized in the period those payments are incurred. For the years ended December 31, 2024, 2023 and 2022, total lease cost is comprised of the following:

 

 

 

For the Years Ended December 31,

 

Lease Cost

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Operating lease cost

 

$

24,234

 

 

$

20,981

 

 

$

17,833

 

Variable operating lease cost

 

 

4,482

 

 

 

4,075

 

 

 

11,317

 

Lease cost

 

$

28,716

 

 

$

25,056

 

 

$

29,150

 

 

 

 

 

 

 

 

 

 

 

The following information represents supplemental disclosure for the consolidated statements of cash flows related to operating leases (amounts in thousands):

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Operating lease cost

 

$

(23,806

)

 

$

(17,862

)

 

$

(13,757

)

 

Most of the leases do not provide implicit interest rates and therefore the Company determines the discount rate based on its incremental borrowing rate. The incremental borrowing rate for the Company’s leases is determined based on lease term and currency in which the lease payments are made.

The weighted average remaining lease term and the weighted average discount rate used to measure the Company’s operating lease liabilities as of December 31, 2024, were:

 

Weighted average remaining lease term (years)

 

 

7.53

 

Weighted average discount rate

 

 

4.56

%

v3.25.0.1
Revenue Recognition
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Revenue Recognition
8.
Revenue Recognition

The Company generates revenue from the sale of bioprocessing products, equipment devices, and related consumables used with these equipment devices to customers in the life science and biopharmaceutical industries. Under ASC 606, “Revenue from Contracts with Customers,” revenue is recognized when, or as, obligations under the terms of a contract are satisfied, which occurs when control of the promised products or services is transferred to customers.

Disaggregation of Revenue

Revenue for the years ended December 31, 2024, 2023 and 2022 was as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Product revenue

 

$

634,178

 

 

$

631,979

 

 

$

801,183

 

Royalty and other income

 

 

261

 

 

 

383

 

 

 

353

 

Total revenue

 

$

634,439

 

 

$

632,362

 

 

$

801,536

 

When disaggregating revenue, the Company considered all of the economic factors that may affect its revenues. Because its revenues are from bioprocessing customers, there are no differences in the nature, timing and uncertainty of the Company’s revenues and cash flows from any of its product lines. However, given that the Company’s revenues are generated in different geographic regions, factors such as regulatory and geopolitical factors within those regions could impact the nature, timing and uncertainty of the Company’s revenues and cash flows.

Disaggregated revenue from contracts with customers by geographic region can be found in Note 2, “Summary of Significant Accounting Policies – Segment Reporting,” above.

There was no revenue from customers that represented 10% or more of the Company's total revenue for the years ended December 31, 2024, 2023 or 2022.

Filtration Products

The Company’s filtration products generate revenue through the sale of KrosFlo and ARTeSYN tangential flow filtration (“TFF”) systems, TangenX® flat sheet (“FS”) cassettes, Spectrum® HF filters, membranes and modules, XCell ATF systems and related consumables. Supporting our systems, we also sell ProConnex® Flow Path assemblies and custom silicone-based, single-use flow path assemblies and components from Metenova, FlexBiosys, BioFlex, Polymem, ARTeSYN Biosolutions Holdings Ireland Limited, NMS and EMT, seven acquisitions completed since 2020.

The Company’s KrosFlo and ARTeSYN systems are used in the filtration, isolation, purification and concentration of biologics and diagnostic products. TFF is a rapid and efficient method for separation and purification of biomolecules that is widely used in laboratory, process development and process scale applications in biopharmaceutical manufacturing. Sales of large-scale systems generally include components and consumables as well as training and installation services at the request of the customer. Because the initial sale of components and consumables is necessary for the operation of the system, such items are combined with the systems as a single performance obligation. Training and installation services do not significantly modify or customize these systems and therefore represent a distinct performance obligation.

The Company’s TangenX FS cassettes (SIUS, SIUS Gamma® and PRO) are not highly interdependent on one another and are therefore considered distinct products that represent separate performance obligations. Product revenue from the sale of TangenX FS cassettes is generally recognized at a point in time upon transfer of control of the customer.

The Company’s other filtration product offerings are not highly interdependent of one another and are therefore considered distinct products that represent separate performance obligations. Revenue on these products is generally recognized at a point in time upon transfer of control to the customer. The Company invoices the customer for the installation and training services in an amount that directly corresponds with the value to the customer of the Company’s performance to date; therefore, revenue recognized is based on the amount billable to the customer in accordance with the practical expedient under ASC 606-10-55-18.

The Company also markets XCell ATF controllers, which are technologically advanced filtration devices used in upstream processes to continuously remove cellular metabolic waste products during the course of a fermentation run, freeing healthy cells to continue producing the biologic drug of interest. XCell ATF controllers are typically sold with consumables (i.e., tubing sets, metal stands) as well as training and installation services at the request of the customer. The controllers and consumables are considered distinct products and therefore represent separate performance obligations. First time purchasers of the controllers typically purchase a controller that is shipped with the tubing set(s) and metal stand(s). The training and installation services do not significantly modify or customize the XCell ATF controllers and therefore represent a distinct performance obligation. XCell ATF product revenue related to controllers and consumables is generally recognized at a point in time upon transfer of control to the customer.

Chromatography Products

The Company’s chromatography products include a number of products used in the downstream purification and quality control of biological drugs. The majority of chromatography revenue relates to the OPUS pre-packed chromatography column product line. OPUS columns are designed to be disposable following a production campaign. Each OPUS column is delivered pre-packaged with the customer’s choice of chromatography resin, which is either provided by the Company for the customer or is customer supplied. Chromatography product revenue is generally recognized at a point in time upon transfer of control to the customer and represents a single performance obligation.

Process Analytics Products

The process analytics franchise generates revenue primarily through the sale of the SoloVPE and FlowVPX slope spectroscopy systems, consumables and service. These products complement and support the Company’s existing filtration, chromatography and proteins franchises as they allow end-users to make in-line protein concentration measurements in filtration, chromatography

and fill-finish applications, designed to allow for real-time process management. Process analytics product revenue is generally recognized at a point in time upon transfer of control to the customer.

Protein Products

The Company’s protein franchise generates revenue primarily through the sale of Protein A affinity ligands and growth factors. Protein A ligands are an essential component of Protein A chromatography resins (media) used in the purification of virtually all mAb-based drugs on the market or in development. The Company manufactures multiple forms of Protein A ligands under long-term supply agreements with major life sciences companies, who in turn sell their Protein A chromatography media to end users (biopharmaceutical manufacturers). The Company also manufactures growth factors for sale under long-term supply agreements with certain life sciences companies as well as for direct sales to its customers. Each protein product is considered distinct and therefore represents a separate performance obligation. Protein product revenue is generally recognized at a point in time upon transfer of control to the customer.

In 2021, the Company completed the Avitide Acquisition and added its multiple libraries and leading technology in affinity ligand discovery and development to its proteins franchise. The acquisition gives the Company a new platform for affinity resin development, including C&GT, and advances and expands the Company’s proteins and chromatography franchises to address the unique purification needs of gene therapies and other emerging modalities. With our acquisition of Tantti on December 2, 2024, we expect to accelerate our expansion into new modality markets with unique, scalable purification solutions for these larger molecule biologics.

Other Products

The Company’s other products include operating room products sold to hospitals. Other product revenue is generally recognized at a point in time upon transfer of control to the customer.

Transaction Price Allocated to Future Performance Obligations

Remaining performance obligations represent the transaction price of contracts for which work has not been performed or has been partially performed. The Company’s future performance obligations relate primarily to the installation and training of certain of its systems sold to customers. These performance obligations are completed within one year of receipt of a purchase order from its customers. Accordingly, the Company has elected to not disclose the value of these unsatisfied performance obligations as provided under ASC 606-10-50-14.

Contract Balances from Contracts with Customers

The following table provides information about receivables and deferred revenue from contracts with customers as of December 31, 2024 (amounts in thousands):

 

 

 

December 31,

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

Balances from contracts with customers only:

 

 

 

 

 

 

Accounts receivable

 

$

134,115

 

 

$

124,161

 

Deferred revenue (included in accrued liabilities and
   other noncurrent liabilities in the condensed
   consolidated balance sheets)

 

$

13,597

 

 

$

17,536

 

Revenue recognized during periods presented relating to:

 

 

 

 

 

 

The beginning deferred revenue balance

 

$

16,372

 

 

$

18,751

 

The timing of revenue recognition, billings and cash collections results in the accounts receivable and deferred revenue balances on the Company’s consolidated balance sheets.

A contract asset is created when the Company satisfies a performance obligation by transferring a promised good to the customer. Contract assets may represent conditional or unconditional rights to consideration. The right is conditional and recorded as a contract asset if the Company must first satisfy another performance obligation in the contract before it is entitled to payment from the customer. Contract assets are transferred to billed receivables once the right becomes unconditional. If the Company has the unconditional right to receive consideration from the customer, the contract asset is accounted for as a billed receivable and

presented separately from other contract assets. A right is unconditional if nothing other than the passage of time is required before payment of that consideration is due.

When consideration is received, or such consideration is unconditionally due, from a customer prior to transferring goods or services to the customer under the terms of a contract, a contract liability is recorded. Contract liabilities are recognized as revenue after control of the products or services is transferred to the customer and all revenue recognition criteria have been met.

Costs to Obtain or Fulfill a Customer Contract

The Company’s sales commission structure is based on achieving revenue targets. The commissions are driven by revenue derived from customer purchase orders which are short term in nature.

Applying the practical expedient in paragraph 340-40-25-4, the Company recognizes the incremental costs of obtaining contracts as an expense when incurred if the amortization period of the assets that the Company otherwise would have recognized is one year or less. These costs are included in selling, general, and administrative expenses in our consolidated statements of comprehensive income. When shipping and handling costs are incurred after a customer obtains control of the products, the Company accounts for these as costs to fulfill the promise and not as a separate performance obligation.

v3.25.0.1
Credit Losses
12 Months Ended
Dec. 31, 2024
Credit Loss [Abstract]  
Credit Losses
9.
Credit Losses

The Company is exposed to credit losses primarily through sales of products and services. The Company’s expected loss allowance methodology for accounts receivable is developed using historical collection experience, current and future economic and market conditions and a review of the current status of customers' trade accounts receivable. Customers are pooled based on sharing specific risk factors, including geographic location. Due to the short-term nature of such receivables, the estimated accounts receivable that may not be collected is based on aging of the accounts receivable balances.

Customers are assessed for credit worthiness upfront through a credit review, which includes assessment based on the Company’s analysis of their financial statements when a credit rating is not available. The Company evaluates contract terms and conditions, country and political risk, and may require prepayment to mitigate risk of loss. Specific allowance amounts are established to record the appropriate provision for customers that have a higher probability of default. The Company monitors changes to the receivables balance on a timely basis, and balances are written off as they are determined to be uncollectible after all collection efforts have been exhausted. Estimates of potential credit losses are used to determine the allowance. It is based on assessment of anticipated payment and all other historical, current and future information that is reasonably available.

The accounts receivable balance on the Company’s consolidated balance sheets as of December 31, 2024 was $134.1 million, net of $1.8 million of allowances. The following table provides a roll-forward of the allowance for credit losses in 2024 and 2023 that is deducted from the amortized cost basis of accounts receivable to present the net amount expected to be collected (amounts in thousands):

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

Balance of allowance for credit losses, beginning of period

 

$

(2,122

)

 

$

(1,365

)

Current period change for write-offs

 

 

135

 

 

 

82

 

Current period change for expected credit losses

 

 

155

 

 

 

(839

)

Balance of allowance for credit losses, end of period

 

$

(1,832

)

 

$

(2,122

)

 

 

 

 

 

 

 

v3.25.0.1
Goodwill and Intangible Assets
12 Months Ended
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Intangible Assets
10.
Goodwill and Intangible Assets

Goodwill

Goodwill represents the difference between the purchase price and the estimated fair value of identifiable assets acquired and liabilities assumed. Goodwill acquired in a business combination and determined to have an indefinite useful life is not amortized,

but instead is tested for impairment at least annually in accordance with ASC 350. The following table represents the changes in the carrying value of goodwill for the years ended December 31, 2024 and 2023 (amounts in thousands):

 

Balance as of December 31, 2022

 

$

855,513

 

Acquisition of FlexBiosys, Inc.

 

 

14,321

 

Acquisition of Metenova Holding AB

 

 

115,778

 

Cumulative translation adjustment

 

 

1,508

 

Balance as of December 31, 2023

 

$

987,120

 

Measurement period adjustment - Metenova

 

$

(56

)

Acquisition of Tantti Laboratory Inc.

 

 

47,105

 

Cumulative translation adjustment

 

 

(3,174

)

Balance as of December 31, 2024

 

$

1,030,995

 

During each of the fourth quarters of 2024, 2023 and 2022, the Company completed its annual impairment assessments and concluded that goodwill was not impaired in any of those years.

Intangible Assets

Intangible assets with a definitive life are amortized over their useful lives using the straight-line method, and the amortization expense is recorded within cost of goods sold, research and development, and selling, general and administrative expense in the Company’s consolidated statements of comprehensive income. Intangible assets and their related useful lives are reviewed at least annually to determine if any adverse conditions existed that would indicate the carrying value of these assets may not be recoverable. More frequent impairment assessments are conducted if certain conditions exist, including a change in the competitive landscape, any internal decisions to pursue new or different technology strategies, a loss of a significant customer, or a significant change in the marketplace, including changes in the prices paid for the Company’s products or changes in the size of the market for the Company’s products. If impairment indicators are present, the Company determines whether the underlying intangible asset is recoverable through estimated future undiscounted cash flows. If the asset is not found to be recoverable, it is written down to the estimated fair value of the asset based on the sum of the future discounted cash flows expected to result from the use and disposition of the asset. If the estimate of an intangible asset’s remaining useful life is changed, the remaining carrying amount of the intangible asset is amortized prospectively over the revised remaining useful life. The Company continues to believe that its definite-lived intangible assets are recoverable at December 31, 2024.

Indefinite-lived intangible assets are tested for impairment at least annually. There has been no impairment of our intangible assets for the periods presented.

Intangible assets, net consisted of the following at December 31, 2024:

 

 

 

December 31, 2024

 

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Carrying
Value

 

 

Weighted
Average
Useful Life
(in years)

 

 

 

(Amounts in thousands)

 

 

 

 

Finite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

 

 

Technology – developed

 

$

283,380

 

 

$

(60,272

)

 

$

223,108

 

 

 

16

 

Patents

 

 

240

 

 

 

(240

)

 

 

 

 

 

8

 

Customer relationships

 

 

267,599

 

 

 

(100,646

)

 

 

166,953

 

 

 

15

 

Trademarks

 

 

8,641

 

 

 

(2,283

)

 

 

6,358

 

 

 

19

 

Other intangibles

 

 

3,812

 

 

 

(3,034

)

 

 

778

 

 

 

3

 

Total finite-lived intangible assets

 

 

563,672

 

 

 

(166,475

)

 

 

397,197

 

 

 

15

 

Indefinite-lived intangible asset:

 

 

 

 

 

 

 

 

 

 

 

 

Trademarks

 

 

700

 

 

 

 

 

 

700

 

 

 

 

Total intangible assets

 

$

564,372

 

 

$

(166,475

)

 

$

397,897

 

 

 

 

 

Intangible assets consisted of the following at December 31, 2023:

 

 

 

December 31, 2023

 

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Carrying
Value

 

 

Weighted
Average
Useful Life
(in years)

 

 

 

(Amounts in thousands)

 

 

 

 

Finite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

 

 

Technology – developed

 

$

256,536

 

 

$

(44,633

)

 

$

211,903

 

 

 

16

 

Patents

 

 

240

 

 

 

(240

)

 

 

 

 

 

8

 

Customer relationships

 

 

269,949

 

 

 

(83,963

)

 

 

185,986

 

 

 

15

 

Trademarks

 

 

8,757

 

 

 

(1,789

)

 

 

6,968

 

 

 

19

 

Other intangibles

 

 

3,914

 

 

 

(2,514

)

 

 

1,400

 

 

 

3

 

Total finite-lived intangible assets

 

 

539,396

 

 

 

(133,139

)

 

 

406,257

 

 

 

15

 

Indefinite-lived intangible asset:

 

 

 

 

 

 

 

 

 

 

 

 

Trademarks

 

 

700

 

 

 

 

 

 

700

 

 

 

 

Total intangible assets

 

$

540,096

 

 

$

(133,139

)

 

$

406,957

 

 

 

 

 

Amortization expense for finite-lived intangible assets was $34.7 million, $31.6 million and $27.1 million for the years ended December 31, 2024, 2023 and 2022, respectively. As of December 31, 2024, the Company expects to record the following amortization expense (amounts in thousands):

 

 

 

Estimated

 

 

 

Amortization

 

For the Years Ended December 31,

 

Expense

 

2025

 

$

36,015

 

2026

 

 

35,649

 

2027

 

 

35,616

 

2028

 

 

35,520

 

2029

 

 

34,771

 

2030 and thereafter

 

 

219,626

 

Total

 

$

397,197

 

v3.25.0.1
Consolidated Balance Sheet Detail
12 Months Ended
Dec. 31, 2024
Consolidated Balance Sheet Detail
11.
Consolidated Balance Sheet Detail

Inventories, net

Inventories, net consists of the following:

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Raw materials

 

$

82,208

 

 

$

123,598

 

Work-in-process

 

 

4,542

 

 

 

4,492

 

Finished products

 

 

56,214

 

 

 

74,231

 

Total inventories, net

 

$

142,964

 

 

$

202,321

 

 

 

 

 

 

 

 

Assets Held for Sale

During the first quarter of 2024, the Company’s management decided it would explore a sale of the Company’s property located at 119 Fredon Springdale Road, Fredon, New Jersey (the “BioFlex Property”) and engaged a broker to assist with the sale process. As a result of these actions, the Company determined that the sale of the BioFlex Property met the criteria to be classified as assets held-for-sale pursuant to ASC 360, “Impairment and Disposal of Long-Lived Assets” beginning in the first quarter of 2024. The sale of the BioFlex Property closed on August 2, 2024 and the Company recorded a gain of $0.2 million on the sale of the BioFlex Property to its condensed consolidated statement of comprehensive income (loss) for the year ended December 31, 2024.

Prepaid Expenses and Other Current Assets

Prepaid expenses and other current assets consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Equipment maintenance and services

 

$

8,469

 

 

$

6,605

 

Prepaid income taxes

 

 

10,031

 

 

 

10,532

 

Prepaid insurance

 

 

979

 

 

 

3,087

 

Other

 

 

12,128

 

 

 

13,317

 

Total prepaid expenses and other current assets

 

$

31,607

 

 

$

33,541

 

 

Property, Plant and Equipment

Property, plant and equipment consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Land

 

$

824

 

 

$

992

 

Buildings

 

 

675

 

 

 

1,667

 

Leasehold improvements

 

 

145,256

 

 

 

126,663

 

Equipment

 

 

130,413

 

 

 

114,606

 

Furniture, fixtures and office equipment

 

 

9,999

 

 

 

9,077

 

Computer hardware and software

 

 

44,323

 

 

 

35,528

 

Construction in progress

 

 

28,211

 

 

 

47,086

 

Other

 

 

504

 

 

 

544

 

Total property, plant and equipment

 

 

360,205

 

 

 

336,163

 

Less - Accumulated depreciation

 

 

(162,467

)

 

 

(128,723

)

Total property, plant and equipment, net

 

$

197,738

 

 

$

207,440

 

 

 

 

 

 

 

 

 

Depreciation expense totaled $35.0 million, $37.0 million and $23.9 million in the fiscal years ended December 31, 2024, 2023 and 2022, respectively.

Accrued Liabilities

Accrued liabilities consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Employee compensation

 

$

32,163

 

 

$

16,660

 

Deferred revenue

 

 

13,243

 

 

 

17,067

 

Income taxes payable

 

 

1,423

 

 

 

6,814

 

Other

 

 

15,594

 

 

 

16,772

 

Total accrued liabilities

 

$

62,423

 

 

$

57,313

 

v3.25.0.1
Income Taxes
12 Months Ended
Dec. 31, 2024
Income Taxes
12.
Income Taxes

The components of income (loss) before income taxes are as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Domestic

 

$

(89,321

)

 

$

(24,888

)

 

$

153,446

 

Foreign

 

 

62,286

 

 

 

81,595

 

 

 

65,694

 

(Loss) income before income taxes

 

$

(27,035

)

 

$

56,707

 

 

$

219,140

 

 

 

 

 

 

 

 

 

 

 

 

The components of the income tax (benefit) provision are as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Components of the income tax (benefit) provision:

 

 

 

 

 

 

 

 

 

Current

 

$

15,037

 

 

$

19,941

 

 

$

34,800

 

Deferred

 

 

(16,558

)

 

 

1,170

 

 

 

(1,619

)

Total

 

$

(1,521

)

 

$

21,111

 

 

$

33,181

 

Jurisdictional components of the income tax (benefit) provision:

 

 

 

 

 

 

 

 

 

Federal

 

$

(13,684

)

 

$

2,272

 

 

$

17,662

 

State

 

 

(2,059

)

 

 

(26

)

 

 

1,381

 

Foreign

 

 

14,222

 

 

 

18,865

 

 

 

14,138

 

Total

 

$

(1,521

)

 

$

21,111

 

 

$

33,181

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

At December 31, 2024, the Company had federal net operating loss carryforwards of $19.3 million, state net operating loss carryforwards of $11.9 million, and foreign net operating loss carryforwards of $26.0 million. The federal net operating loss carryforwards have unlimited carryforward periods and do not expire. The state net operating loss carryforwards will expire at various dates through 2044. Approximately $4.8 million of the foreign net operating loss carryforwards have unlimited carryforward periods and do not expire, while $21.2 million of the foreign net operating loss carryforwards will expire at various dates through 2034. At December 31, 2024, the Company had federal and state business tax credit carryforwards of $6.6 million available to reduce future federal and state income taxes. The business tax credit carryforwards will expire at various dates through 2044. Net operating loss carryforwards and available tax credits are subject to review and possible adjustment by the Internal Revenue Service, state and foreign jurisdictions and may be limited in the event of certain changes in the ownership interest of significant stockholders.

The components of deferred income taxes are as follows:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Deferred tax assets:

 

 

 

 

 

 

Stock-based compensation expense

 

$

6,809

 

 

$

5,120

 

Operating leases

 

 

36,415

 

 

 

30,727

 

Capitalized research and development

 

 

20,641

 

 

 

17,568

 

Inventory

 

 

15,539

 

 

 

10,131

 

Net operating loss carryforwards

 

 

9,877

 

 

 

7,648

 

Business tax credit carryforwards

 

 

5,172

 

 

 

5,531

 

Other

 

 

11,587

 

 

 

7,063

 

Total deferred tax assets

 

 

106,040

 

 

 

83,788

 

Less: valuation allowance

 

 

(517

)

 

 

(20

)

Net deferred tax assets

 

 

105,523

 

 

 

83,768

 

Deferred tax liabilities:

 

 

 

 

 

 

Fixed assets

 

 

(18,318

)

 

 

(17,716

)

Acquired intangible assets

 

 

(63,132

)

 

 

(58,467

)

Operating lease right of use assets

 

 

(29,897

)

 

 

(26,373

)

Debt discount

 

 

(16,202

)

 

 

(19,006

)

Total deferred tax liabilities

 

 

(127,549

)

 

 

(121,562

)

Total net deferred tax liabilities

 

$

(22,026

)

 

$

(37,794

)

 

 

 

 

 

 

 

The net change in the total valuation allowance for the year ended December 31, 2024 and 2023 was an increase of approximately $497,000 and a increase of approximately $1,000, respectively.

The reconciliation of the federal statutory rate to the effective income tax rate for the years ended December 31, 2024, 2023 and 2022 is as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

Amount

 

 

%

 

 

Amount

 

 

%

 

 

Amount

 

 

%

 

 

 

(Amounts in thousands, except percentages)

 

(Loss) income before income taxes

 

$

(27,035

)

 

 

 

 

$

56,707

 

 

 

 

 

$

219,140

 

 

 

 

Expected tax at statutory rate

 

 

(5,677

)

 

 

21.0

%

 

 

11,910

 

 

 

21.0

%

 

 

46,020

 

 

 

21.0

%

Adjustments due to:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Difference between U.S. and foreign tax

 

 

1,200

 

 

 

(4.4

%)

 

 

1,078

 

 

 

1.9

%

 

 

1,024

 

 

 

0.5

%

State income taxes

 

 

(1,812

)

 

 

6.7

%

 

 

1,224

 

 

 

2.2

%

 

 

3,509

 

 

 

1.6

%

Business tax credits

 

 

(1,523

)

 

 

5.6

%

 

 

(4,522

)

 

 

(8.0

%)

 

 

(5,139

)

 

 

(2.3

%)

Stock-based compensation expense

 

 

1,782

 

 

 

(6.6

%)

 

 

(2,461

)

 

 

(4.3

%)

 

 

(5,638

)

 

 

(2.6

%)

U.S. taxation of foreign earnings

 

 

422

 

 

 

(1.6

%)

 

 

539

 

 

 

1.0

%

 

 

83

 

 

 

0.0

%

Foreign-derived intangible income

 

 

 

 

 

0.0

%

 

 

 

 

 

0.0

%

 

 

(5,042

)

 

 

(2.3

%)

Executive compensation

 

 

2,718

 

 

 

(10.1

%)

 

 

3,084

 

 

 

5.4

%

 

 

5,441

 

 

 

2.5

%

Contingent consideration

 

 

796

 

 

 

(2.9

%)

 

 

(6,412

)

 

 

(11.3

%)

 

 

(6,033

)

 

 

(2.8

%)

Nondeductible transactions cost

 

 

330

 

 

 

(1.2

%)

 

 

604

 

 

 

1.1

%

 

 

 

 

 

0.0

%

Loss on extinguishment of debt

 

 

 

 

 

0.0

%

 

 

2,634

 

 

 

4.6

%

 

 

 

 

 

0.0

%

Debt discount

 

 

 

 

 

0.0

%

 

 

16,650

 

 

 

29.4

%

 

 

 

 

 

0.0

%

Foreign exchange loss

 

 

 

 

 

0.0

%

 

 

(2,288

)

 

 

(4.0

%)

 

 

 

 

 

0.0

%

Change in U.S. and foreign tax rates

 

 

494

 

 

 

(1.8

%)

 

 

 

 

 

0.0

%

 

 

 

 

 

0.0

%

Uncertain tax (benefit) provisions

 

 

(805

)

 

 

3.0

%

 

 

165

 

 

 

0.3

%

 

 

234

 

 

 

0.1

%

Change in valuation allowance

 

 

106

 

 

 

(0.4

%)

 

 

 

 

 

0.0

%

 

 

(688

)

 

 

(0.3

%)

Return to provision adjustments

 

 

346

 

 

 

(1.3

%)

 

 

(1,255

)

 

 

(2.2

%)

 

 

(498

)

 

 

(0.2

%)

Other

 

 

102

 

 

 

(0.4

%)

 

 

161

 

 

 

0.3

%

 

 

(92

)

 

 

(0.0

%)

Income tax (benefit) provision

 

$

(1,521

)

 

 

5.6

%

 

$

21,111

 

 

 

37.2

%

 

$

33,181

 

 

 

15.1

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Company’s tax returns are subject to examination by federal, state and foreign tax authorities. The Company’s two major tax jurisdictions are subject to examination for the following periods:

 

Jurisdiction

 

Fiscal Years Subject to Examination

United States - federal and state

 

2020-2024

Sweden

 

2019-2024

The following is a tabular reconciliation of the total amounts of unrecognized tax benefits:

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Balance of gross unrecognized tax benefits, beginning of period

 

$

3,139

 

 

$

2,996

 

Gross amounts of increases in unrecognized tax benefits as a result
     of tax positions taken in the current period

 

 

76

 

 

 

178

 

Gross amounts of changes in unrecognized tax benefits as a result
     of tax positions taken in the prior period

 

 

(20

)

 

 

53

 

Gross amounts of decreases due to release

 

 

(1,066

)

 

 

(88

)

Balance of gross unrecognized tax benefits, end of period

 

$

2,129

 

 

$

3,139

 

 

 

 

 

 

 

 

 

Included in the balance of unrecognized tax benefits as of December 31, 2024, are $2.1 million of tax benefits that, if recognized, would affect the effective tax rate. The Company classifies interest and penalties related to income taxes as components of its income tax (benefit) provision. In 2024, a net expense of approximately $58,000, was recorded to the income tax provision related to interest and penalties while in 2023, a net expense of approximately $15,000 was recorded. The amount of interest and penalties recorded in the accompanying consolidated balance sheets was approximately $125,000 and $67,000 as of December 31, 2024 and 2023, respectively. In the next twelve months, it is reasonably possible the Company will reduce its gross unrecognized tax benefits, excluding interest by up to $1.4 million due to expiring statutes of limitations.

In 2021, the Organization of Economic Co-operation and Development announced an Inclusive Framework on Base Erosion and Profit Sharing with the goal of achieving consensus around substantial changes to international tax policies, including the implementation of a minimum global effective tax rate of 15%. We continue to evaluate the impacts of enacted legislation and pending legislation in the tax jurisdictions in which we operate. While various countries have implemented the legislation as of January 1, 2024, and various countries continue to implement, we do not expect a resulting material change to our income tax provision for the 2025 fiscal year.

As of December 31, 2024, the Company has accumulated undistributed earnings generated by its foreign subsidiaries of approximately $266.2 million. Because $5.7 million of such earnings have previously been subject to the one-time transition tax on foreign earnings required by the Tax Cuts and Jobs Act enacted in December 2017, any additional taxes due with respect to such earnings or the excess of the amount for financial reporting over the tax basis of our foreign investments would generally be limited to foreign and state taxes. At December 31, 2024, the Company has not provided for taxes on outside basis differences of its foreign subsidiaries as it is not practicable and the Company has the ability and intent to indefinitely reinvest the undistributed earnings of its foreign subsidiaries, and there are no needs for such earnings in the United States that would contradict its plan to indefinitely reinvest.

v3.25.0.1
Stockholders' Equity
12 Months Ended
Dec. 31, 2024
Equity [Abstract]  
Stockholders' Equity
13.
Stockholders’ Equity

Share Repurchases

In December 2023, the Board authorized and approved a stock repurchase of up to $25.0 million of the Company's common stock concurrent with the issuance of $600.0 million aggregate principal amount of its 2023 Notes. See Note 15, “Convertible Senior Notes,” for more information on the issuance. The Company used $14.4 million of the proceeds from the issuance of the 2023 Notes to repurchase 92,090 shares at a price of $156.22, including transaction costs, to offset the impact of dilution from the issuance of 2023 Notes and equity compensation programs as well as to reduce its outstanding share count. The Company has elected to retire the shares repurchased to date. Retired shares become part of the pool of authorized but unissued shares. The purchase price of the retired shares in excess of par value, including transaction costs, is recorded as a decrease to additional paid-in capital in the Company's consolidated balance sheets as of December 31, 2023.

Stock Option and Incentive Plans

At the Company’s 2018 Annual Meeting of Stockholders held on May 16, 2018, the Company’s shareholders approved the 2018 Stock Option and Incentive Plan (the “2018 Plan”). Under the 2018 Plan the number of shares of the Company’s common stock that are reserved and available for issuance shall be 2,778,000 plus the number of shares of common stock available for issuance under the Company’s Amended and Restated 2012 Stock Option and Incentive Plan (the “2012 Plan”). The shares of common stock underlying any awards under the 2018 Plan and 2012 Plan that are forfeited, canceled or otherwise terminated (other than by exercise) shall be added back to the shares of stock available for issuance under the 2018 Plan. At December 31, 2024, 1,479,932 shares were available for future grants under the 2018 Plan.

Former Chief Executive Officer Accounting Modifications

On June 12, 2024, upon approval by the Board, the Company entered into the Fourth Amended and Restated Employment Agreement (the “Transition Agreement”) with the Company's former Chief Executive Officer (“CEO”), Tony J. Hunt, which amends and restates Mr. Hunt's Third Amended and Restated Employment Agreement with the Company dated as of May 26, 2022. Under the terms of the Transition Agreement, Mr. Hunt relinquished his position as the Company's CEO effective September 1, 2024 (the “Transition Date”) and transitioned to a new role as Executive Chair of the Board beginning on the Transition Date (the “CEO Transition”). It is anticipated that Mr. Hunt will continue to be involved in the business as the

Executive Chair of the Board until March 2026 and will continue to be employed by the Company as an advisor thereafter, until March 2027.

Under the terms of the Transition Agreement and the award agreements governing Mr. Hunt’s outstanding equity awards, Mr. Hunt’s unvested stock awards will continue to vest in accordance with their original terms. Furthermore, on June 28, 2024, the Company entered into an amendment (the “2024 Award Amendment”) to the equity awards granted to Mr. Hunt in 2024, which consisted of a stock option, restricted stock units (“RSUs”) and performance stock units (“PSUs” and together the “2024 Grants”). Pursuant to the terms of the 2024 Award Amendment, two-thirds of the 2024 Grants were forfeited, which equates to 32,776 shares of the Company’s common stock.

Although Mr. Hunt’s unvested equity awards continue to vest in accordance with their original terms and there has been no amendment to Mr. Hunt’s outstanding equity awards other than the 2024 Award Amendment, the Company determined that under ASC 718, “Compensation - Stock Compensation”, the CEO Transition represented a significant reduction in Mr. Hunt’s operating role with the Company for accounting purposes. This determination resulted in a Type III accounting modification of certain of Mr. Hunt’s unvested stock awards (improbable to probable) under ASC 718 (the “Equity Modification”) on June 12, 2024. As a result, for accounting purposes only, Mr. Hunt’s unvested awards were deemed cancelled and a new grant issued for his unvested shares with the value of these awards recalculated using a price of $136.00 per share, which was the opening stock price of the first day of trading following the public announcement of the CEO Transition.

As a result of the Equity Modification, the Company recognized stock-based compensation expense for the modified awards of $22.4 million over the remaining requisite service period, which the Company determined to be between June 13, 2024 and September 1, 2024 and represented the remaining service period of Mr. Hunt’s role as CEO.

The Company determined that the PSUs granted to Mr. Hunt in 2022 and 2023 should be accounted for as a Type IV accounting modification (improbable to improbable) in accordance with ASC 718, because vesting conditions before and after June 12, 2024 were improbable of being achieved.

As a result of the Equity Modification and the forfeiture of the pro-rata portion of Mr. Hunt’s 2024 Grants, the Company recognized $22.4 million of incremental stock-based compensation expense for the year ended December 31, 2024.

Stock Issued for Earnout Payment

In April 2024, the Company issued 28,638 shares of its common stock to former securityholders of Avitide to satisfy the contingent consideration obligation established under the Agreement and Plan of Merger and Reorganization (the “Avitide Agreement”) which the Company entered into as part of the acquisition of Avitide in September 2021. In March 2024, the Company issued 2,770 shares of its common stock to former securityholders of FlexBiosys to satisfy the contingent consideration obligation established under the FlexBiosys Agreement, which the Company entered into as part of the acquisition of FlexBiosys in April 2023. The shares issued to FlexBiosys represent 20% of the earnout consideration earned in the First Earnout Year (as defined in the FlexBiosys Agreement) and the shares issued to Avitide represents 50% of the earnout consideration earned in the Second Earnout Year (as defined in the Avitide Agreement).

In May 2023, the Company issued 42,621 shares of its common stock to former securityholders of Avitide to satisfy the contingent consideration obligation established under the Agreement and Plan of Merger and Reorganization (the “Avitide Agreement”) which the Company entered into as part of the Avitide Acquisition. See Note 5, “Acquisitions” above for additional information on the Avitide Acquisition and the contingent consideration. The shares represent 50% of the earnout consideration earned in the First Earnout Year (as defined in the Avitide Agreement).

Stock-Based Compensation

The Company recorded stock-based compensation expense of $48.1 million, $25.6 million and $27.3 million for the years ended December 31, 2024, 2023 and 2022, respectively, for share-based awards granted under the Plans. The following table presents stock-based compensation expense in the Company’s consolidated statements of comprehensive income:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Cost of product revenue

 

$

1,948

 

 

$

1,933

 

 

$

2,525

 

Research and development

 

 

3,227

 

 

 

2,855

 

 

 

2,622

 

Selling, general and administrative

 

 

42,895

 

 

 

20,787

 

 

 

22,169

 

Total stock-based compensation

 

$

48,070

 

 

$

25,575

 

 

$

27,316

 

Stock Options

The Company uses the Black-Scholes option pricing model to calculate the fair value of stock option awards on the grant date, and measures stock-based compensation costs of stock options at the grant date based on the estimated fair value of the award. The Company recognizes expense on awards with service-based vesting over the employee’s requisite service period on a straight-line basis. The Company recognizes stock-based compensation expense for options that are ultimately expected to vest, and accordingly, such compensation expense has been adjusted for estimated forfeitures.

The fair value of stock option awards granted during the years ended December 31, 2024, 2023 and 2022 were calculated using the following estimated assumptions:

 

 

 

For the Years Ended December 31,

 

 

2024

 

2023

 

2022

Expected term (in years)

 

5.09-6.5

 

5.14-6.5

 

5.5-6.5

Expected volatility (range)

 

46.09-48.50%

 

44.78-46.58%

 

41.44-43.96%

Risk-free interest rate

 

3.69-4.48%

 

3.56-4.71%

 

1.86-4.07%

Expected dividend yield

 

0%

 

0%

 

0%

Information regarding option activity for the year ended December 31, 2024, under the Plans is summarized below:

 

 

 

Shares

 

 

Weighted
average
exercise
price

 

 

Weighted-
Average
Remaining
Contractual
Term
(in Years)

 

 

Aggregate
Intrinsic
Value
(in Thousands)

 

Options outstanding at December 31, 2023

 

 

649,130

 

 

$

85.97

 

 

 

 

 

 

 

Granted

 

 

80,782

 

 

 

173.16

 

 

 

 

 

 

 

Exercised

 

 

(99,679

)

 

 

43.10

 

 

 

 

 

 

 

Forfeited/expired/cancelled(1)

 

 

(34,027

)

 

 

196.49

 

 

 

 

 

 

 

Options outstanding at December 31, 2024

 

 

596,206

 

 

$

98.64

 

 

 

 

 

 

 

Options exercisable at December 31, 2024

 

 

349,744

 

 

$

85.02

 

 

 

 

 

 

 

Vested and expected to vest at December 31, 2024(2)

 

 

590,960

 

 

$

98.05

 

 

 

5.37

 

 

$

35,180

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(1)
Includes 13,057 options forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
(2)
Represents the number of vested options as of December 31, 2024 plus the number of unvested options expected to vest as of December 31, 2024, based on the unvested outstanding options at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.

The aggregate intrinsic value in the table above represents the total pre-tax intrinsic value (the difference between the closing price of the common stock on December 31, 2024, the last business day of 2024, of $143.94 per share and the exercise price of each in-the-money option) that would have been received by the option holders had all option holders exercised their options on December 31, 2024. The aggregate intrinsic value of stock options exercised during the years ended December 31, 2024, 2023 and 2022 was $10.4 million, $5.8 million and $14.1 million, respectively.

The weighted average grant date fair value of options granted during the years ended December 31, 2024, 2023 and 2022 was $88.00, $84.37 and $87.40, respectively. The total fair value of stock options that vested during the years ended December 31, 2024, 2023 and 2022 was $7.8 million, $4.7 million and $3.1 million, respectively.

Stock Units

The fair value of stock units is calculated using the closing price of the Company’s common stock on the date of grant. The Company recognizes expense on awards with service-based vesting over the employee's requisite service period on a straight-line basis. The Company recognizes expense on performance-based awards over the vesting period based on the probability that the performance metrics will be achieved. Information regarding stock unit activity, which includes activity for restricted stock units and performance stock units, for the year ended December 31, 2024 under the Plans is summarized below:

 

 

 

Shares

 

 

Weighted Average
Grant Date
Fair Value

 

 

Unvested at December 31, 2023

 

 

474,320

 

 

$

155.59

 

 

Awarded

 

 

232,519

 

 

 

177.36

 

 

Vested

 

 

(148,429

)

 

 

148.16

 

 

Forfeited/cancelled(1)

 

 

(87,798

)

 

 

189.71

 

 

Unvested at December 31, 2024

 

 

470,612

 

 

$

162.33

 

 

Vested and expected to vest at December 31, 2024(2)

 

 

412,863

 

 

$

160.77

 

 

 

(1)
Includes 13,146 RSUs and 6,573 PSUs forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
(2)
Represents the number of vested stock units as of December 31, 2024, plus the number of unvested stock units expected to vest as of December 31, 2024, based on the unvested outstanding stock units at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.

The aggregate intrinsic value of stock units vested during the years ended December 31, 2024, 2023 and 2022 was $26.7 million, $35.7 million and $43.9 million, respectively. The total fair value of stock units that vested during the years ended December 31, 2024, 2023 and 2022 was $22.0 million, $26.2 million and $22.7 million, respectively.

As of December 31, 2024, there was $56.5 million of total unrecognized compensation cost related to unvested share-based awards. This cost is expected to be recognized over a weighted average remaining requisite service period of 2.7 years. The Company expects 2,305,232 unvested options and stock units to vest over the next five years.

v3.25.0.1
Commitments and Contingencies
12 Months Ended
Dec. 31, 2024
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies
14.
Commitments and Contingencies

License Agreement

On September 19, 2022, the Company entered into a 15-year exclusive License Agreement (the “Daylight Agreement”) with DRS Daylight Solutions, Inc. (“Daylight”), giving the Company exclusive license and commercialization rights to use certain technology and intellectual property subject to conditions set forth in the Daylight Agreement. The Company agreed to pay Daylight (i) an initial, one-time, non-refundable, non-creditable upfront cash payment and (ii) certain quarterly royalty payments. The Daylight Agreement was amended in 2024 to extend the License Agreement one additional year.

Pursuant to the Daylight Agreement, the Company obtains the exclusive, non-transferrable, right and license to use specifically in the field of bioprocessing, the Daylight intellectual property called Culpeo® QCL-IR Liquid Analyzer (“Culpeo”), which is a compact, intelligent spectrometer that uses the power of quantum cascade lasers to analyze and identify chemicals. Under the

Daylight Agreement, the Company assumes responsibility for the commercialization and sale of Culpeo, in addition to the ability to incorporate the intellectual property into optimized products over the term of the Daylight Agreement. Daylight will continue to sell the products in the specified fields of Aerospace and Defense.

Collaboration Agreements

The Company licenses certain technologies that are, or may be, incorporated into its technology under several agreements and also has entered into several clinical research agreements that require the Company to fund certain research projects. Generally, the license agreements require the Company to pay annual maintenance fees and royalties on product sales once a product has been established using the technologies. R&D expenses associated with license agreements were immaterial amounts for the years ended December 31, 2024, 2023 and 2022.

In June 2018, the Company secured an agreement with Navigo Proteins GmbH (“Navigo”) for the exclusive co-development of multiple affinity ligands for which Repligen holds commercialization rights. The Company is manufacturing and supplying the first of these ligands, NGL-Impact®, exclusively to Purolite, who is pairing the Company’s high-performance ligand with Purolite’s agarose jetting base bead technology used in their Jetted A50 Protein A resin product. The Company also signed a long-term supply agreement with Purolite for NGL-Impact and other potential additional affinity ligands that may advance from the Company’s Navigo collaboration. In September 2020, the Company and Navigo successfully completed co-development of an affinity ligand targeting the SARS-CoV-2 spike protein, to be utilized in the purification of vaccines for the COVID-19 pandemic, including emerging variants of the SARS-CoV-2 coronavirus. The Company has proceeded with scaling up and manufacturing this ligand and the development and validation of the related affinity chromatography resin, which is marketed by the Company. In September 2021, the Company and Navigo successfully completed co-development of a novel affinity ligand that addresses aggregation issues associated with pH sensitive antibodies and Fc-fusion proteins. The Company is manufacturing and supplying this ligand, NGL-Impact® HipH, to Purolite. The Navigo and Purolite agreements are supportive of the Company’s strategy to secure and reinforce the Company’s proteins business. The Company made royalty payments to Navigo of $3.1 million, $3.8 million and $2.6 million in the years ended December 31, 2024, 2023 and 2022, respectively, in connection with this program, which are recorded to research and development expenses in the Company’s consolidated statements of comprehensive income.

Purchase Orders, Supply Agreements and Other Contractual Obligations

In the normal course of business, the Company has entered into purchase orders and other agreements with manufacturers, distributors and others. Outstanding obligations, inclusive of minimum purchase commitments, at December 31, 2024 were $37.9 million. Future commitments to be settled in one year is $31.0 million, $5.3 million to be settled in one to three years, and $1.6 million to be settled in three to five years.

Legal Proceedings

From time to time, in the normal course of its operations, the Company is subject to litigation matters and claims relating to employee relations, business practices and patent infringement. Litigation can be expensive and disruptive to normal business operations. Moreover, the results of complex legal proceedings are difficult to predict, and the Company’s view of these matters may change in the future as the litigation and events related thereto unfold. The Company expenses legal fees as incurred. The Company records a provision for contingent losses when it is both probable that a liability has been incurred and the amount of the loss can be reasonably estimated. An unfavorable outcome to any legal matter, if material, could have an adverse effect on the Company’s operations or its financial results.

v3.25.0.1
Convertible Senior Notes
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Convertible Senior Notes
15.
Convertible Senior Notes

The carrying value of the Company’s convertible senior notes is as follows:

 

 

 

 

 

 

 

 

 

 

December 31,
2024

 

 

December 31,
2023

 

 

 

(Amounts in thousands)

 

1.00% Convertible Senior Notes due 2028:

 

 

 

 

 

 

Principal amount

 

$

600,000

 

 

$

600,000

 

Unamortized debt discount

 

 

(67,712

)

 

 

(81,457

)

Unamortized debt issuance costs

 

 

(6,721

)

 

 

(8,400

)

Carrying amount - Convertible Senior Notes due 2028, net

 

$

525,567

 

 

$

510,143

 

0.375% Convertible Senior Notes due 2024:

 

 

 

 

 

 

Principal amount

 

$

 

 

$

69,700

 

Unamortized debt issuance costs

 

 

 

 

 

(248

)

Carrying amount - Convertible Senior Notes due 2024, net

 

$

 

 

$

69,452

 

1.00% Convertible Senior Notes due 2028

On December 14, 2023, the Company issued $600.0 million aggregate principal amount of its 2023 Notes in the Exchange and Subscription Agreements with a limited number of holders of its outstanding 2019 Notes and certain other qualified institutional buyers pursuant to Rule 144A under the Securities Act. Pursuant to the Exchange and Subscription Agreements, the Company exchanged $217.7 million of its 2019 Notes, which were cancelled upon exchange, for $309.9 million aggregate principal amount of the 2023 Notes (the “Exchange Transaction”) and issued $290.1 million aggregate principal amount of the 2023 Notes in a private placement to accredited institutional buyers (the “Subscription Transactions”) for $290.1 million in cash.

The Company evaluated the Exchange Transaction and determined approximately $29.6 million of the $217.7 million principal of the exchanged 2019 Notes should be accounted for as extinguishments of debt and approximately $188.1 million should be accounted for as modification of debt. As a result, the Company recognized a $12.7 million loss on extinguishments of debt in its consolidated statements of comprehensive income (loss) for the year ended December 31, 2023, inclusive of $0.1 million of unamortized debt issuance costs. Under debt modification accounting, the carrying amount of the modified 2019 Notes was reduced by $2.8 million, with a corresponding increase to additional paid-in capital, to account for the increase in the fair value of the embedded conversion option, representing a debt discount of the modified 2019 Notes. The aggregate debt discount of $67.7 million as of December 31, 2024, is comprised of $65.5 million increase in principal of the modified 2019 Notes and a $2.2 million increase in the fair value of the embedded conversion option. These amounts are presented as a direct reduction from the carrying value of the convertible debt in their respective periods in our consolidated balance sheets. This amount is being accreted into interest expense in the consolidated statements of comprehensive income (loss) using the effective interest method over the term of the 2023 Notes.

Proceeds from the Subscription Transactions were $276.1 million, net of debt issuance costs of $13.9 million. The Exchange Transaction resulted in $6.2 million of the debt issuance costs related to the modified 2019 Notes, which were expensed as incurred in accordance with modification accounting, and $7.7 million of deferred debt issuance costs related to the 2023 Notes, which were recorded as a direct deduction to the carrying value of the 2023 Notes on the Company’s consolidated balance sheets. The Company will amortize the $7.8 million of debt issuance costs of the 2023 Notes into amortization of debt issuance costs in the Company’s consolidated statements of comprehensive income over the remaining term of the 2023 Notes. The carrying value of the 2023 Notes of $525.6 million and $510.1 million is included in long-term debt on the Company's condensed consolidated balance sheets as of December 31, 2024 and 2023, respectively.

The Company used $14.4 million of the proceeds from the Subscription Transactions to repurchase shares of its common stock from certain purchasers of the 2023 Notes. See Note 13, “Stockholders’ Equity - Share Repurchases” for additional information related to this repurchase. The Company will also use a portion of the proceeds to finance in part, the settlement upon conversion or repurchase of the remaining 2019 Notes at or prior to maturity. The remainder of the proceeds will be used for working capital

and general corporate purposes, including to fund possible acquisitions of, or investments in, complementary businesses, products, services and technologies.

The 2023 Notes are senior, unsecured obligations of the Company, and bear interest at a rate of 1.00% per year. Interest is payable semi-annually in arrears on each June 15 and December 15, commencing on June 15, 2024. The 2023 Notes will mature on December 15, 2028, unless earlier redeemed, repurchased or converted. The initial conversion rate for the 2023 Notes is 4.9247 shares of the Company's common stock per $1,000 principal amount of 2023 Notes, which is equivalent to an initial conversion price of $203.06 per share and represents a 30% premium over the last reported sale price of $156.20 per share on December 6, 2023, the date on which the 2023 Notes were priced. Prior to the close of business on the business day immediately preceding September 15, 2028, the 2023 Notes will be convertible at the options of the holders of 2023 Notes only upon the satisfaction of specified conditions and during certain periods into cash up to their principal amount, and into cash, shares of the Company's common stock or a combination thereof, at the Company's election, for the conversion value above the principal amount, if any. Thereafter until the close of business on the second scheduled trading day immediately preceding the maturity date, the 2023 Notes will be convertible at the option of the holders of 2023 Notes at any time regardless of these conditions. The Company may redeem for cash, all or a portion of the 2023 Notes, at its option, on or after December 18, 2026 and prior to the 21st scheduled trading day immediately preceding the maturity date at a redemption price of 100% of the principal amount of the 2023 Notes to be redeemed, plus accrued and unpaid interest to, but excluding the redemption date, if certain conditions are met in accordance to the indenture governing the 2023 Notes (the “2023 Notes Indenture”).

If the Company undergoes a “fundamental change” (as defined in the 2023 Notes Indenture), the holders of the 2023 Notes may require the Company to repurchase for cash all or part of their 2023 Notes at a purchase price equal to 100% of the principal amount of the 2023 Notes to be repurchased, plus accrued and unpaid interest, if any, up to, but excluding, the fundamental change repurchase date. In addition, if certain “make-whole fundamental changes” (as defined in 2023 Notes Indenture) occur or the Company calls all or a portion of the 2023 Notes for redemption, the Company will, in certain circumstances, increase the conversion rate for any 2023 Notes converted in connection with such make-whole fundamental change or any 2023 Notes called for redemption that are converted during the related redemption period.

Interest expense recognized on the 2023 Notes in 2024 was $6.0 million and $13.7 million for the contractual coupon interest and accretion of the debt discount, respectively. Amortization of debt issuance costs recorded in 2024 related to the 2023 Notes was $1.6 million. The effective interest rate on the 2023 Notes is 4.39%, which included the interest on the 2023 Notes and amortization of the debt discount and issuance costs. As of December 31, 2024, the carrying value of the 2023 Notes was $525.6 million and the fair value of the principal was $546.1 million. The fair value of the 2023 Notes was determined based on the most recent trade activity of the 2023 Notes as of December 31, 2024.

The 2023 Notes Indenture contains customary terms and events of default. If an event of default (other than certain events of bankruptcy, insolvency or reorganization involving the Company) occurs and is continuing, the holders of at least 25% in aggregate principal amount of the outstanding 2023 Notes may declare 100% of the principal of, and any accrued and unpaid interest on, all of the 2023 Notes to be due and payable. Upon the occurrence of certain events of bankruptcy, insolvency or reorganization involving the Company, 100% of the principal of and accrued and unpaid interest, if any, on all of the 2023 Notes will become due and payable automatically. Notwithstanding the foregoing, the 2023 Notes provide that, to the extent the Company elects and for up to 365 days, the sole remedy for an event of default relating to certain failures by the Company to comply with certain reporting covenants consist exclusively of the right to receive additional interest on the 2023 Notes. The Company is not aware of any events of default that would allow holders to declare the principal of, and any accrued and unpaid interest on, all of the 2023 Notes to be due and payable.

0.375% Convertible Senior Notes due 2024

The Company issued $287.5 million aggregate principal amount of the 2019 Notes on July 19, 2019 in a transaction which included the underwriters’ exercise in full of an option to purchase an additional $37.5 million aggregate principal amount of 2019 Notes (the “Notes Offering”). The net proceeds of the Notes Offering, after deducting underwriting discounts and commissions and other related offering expenses payable by the Company, were approximately $278.5 million. Immediately

following the closing of the Exchange Transaction mentioned above, $69.7 million in aggregate principal amount of the 2019 Notes remain outstanding.

The 2019 Notes are senior, unsecured obligations of the Company, and bear interest at a rate of 0.375% per year. Interest is payable semi-annually in arrears on January 15 and July 15 of each year, beginning on January 15, 2020. The remaining 2019 Notes will mature on July 15, 2024, unless earlier repurchased or converted in accordance with their terms. The initial conversion rate for the 2019 Notes is 8.6749 shares of the Company’s common stock per $1,000 principal amount of 2019 Notes (which is equivalent to an initial conversion price of approximately $115.28 per share). Prior to the close of business on the business day immediately preceding April 15, 2024, the 2019 Notes will be convertible at the option of the holders of 2019 Notes only upon the satisfaction of specified conditions and during certain periods. Thereafter until the close of business on the second scheduled trading day immediately preceding the maturity date, the remaining 2019 Notes will be convertible at the options of the holders of 2019 Notes at any time regardless of these conditions. Prior to March 4, 2022, conversion of the 2019 Notes could have been settled in cash, shares of the Company’s common stock or a combination thereof, at the Company’s election. On March 4, 2022, the Company entered into the Second Supplemental Indenture for the 2019 Notes, which irrevocably elected to settle the conversion of the 2019 Notes using a combination of cash and the Company’s common stock, settling the par value of the 2019 Notes in cash and any excess conversion premium in shares. The 2019 Notes are not redeemable by the Company prior to maturity.

Holders of 2019 Notes may require the Company to repurchase their 2019 Notes upon the occurrence of a fundamental change prior to maturity at a repurchase price equal to 100% of the principal amount thereof, plus accrued and unpaid interest to, but excluding, the date of repurchase. In connection with certain corporate events, the Company will, under certain circumstances, increase the conversion rate for holders of 2019 Notes who elect to convert their 2019 Notes in connection with such corporate events.

During the fourth quarter of 2023, the closing price of the Company’s common stock exceeded 130% of the conversion price of the 2019 Notes for more than 20 trading days of the last 30 consecutive trading days of the quarter. As a result, the remaining $69.7 million aggregate principal amount of 2019 Notes were convertible at the option of the holders of the 2019 Notes during the first quarter of 2024. During 2024, $0.2 million aggregate principal amount of the 2019 Notes converted, bringing the remaining outstanding 2019 Notes to $69.5 million in aggregate principal amount. The remaining 2019 Notes matured and were paid off in full on July 15, 2024. The Company irrevocably elected to settle the conversion of the 2019 Notes using a combination of cash and the Company’s common stock, settling the par value of the 2019 Notes in cash and any excess conversion premium in shares. In connection with the conversion, the Company paid $69.6 million in cash, which included principal and accrued interest, and issued 100,944 shares of the Company’s common stock representing the conversion premium.

Prior to the adoption of ASU 2020-06, the Company accounted for the 2019 Notes as a liability and equity component where the carrying value of the liability component was valued based on a similar debt instrument. In accounting for the issuance of the 2019 Notes, the Company separated the 2019 Notes into liability and equity components. The carrying value of the liability component was calculated as the present value of its cash flows using a discount rate of 4.5% based on comparative convertible transactions for similar companies. The carrying value of the equity component representing the conversion option was determined by deducting the fair value of the liability component from the par value of the 2019 Notes as a whole. The excess of the principal amount of the liability component over its carrying value amount, referred to as the debt discount, was amortized to interest expense on our consolidated statements of comprehensive income over the five-year term of the 2019 Notes. The equity component was not re-measured as long as it continued to meet the conditions for equity classification. The equity component related to the 2019 Notes recorded at issuance was $52.1 million, which was recorded in additional paid-in capital on the Company's consolidated balance sheets.

In accounting for the transaction costs related to the issuance of the 2019 Notes, the Company allocated the total costs incurred to the liability and equity components of the 2019 Notes using the same proportions as the initial carrying value of the 2019 Notes. Transaction costs related to the liability component were $7.4 million and are amortized to interest expense using the effective interest method over the five-year term of the 2019 Notes. Transaction costs attributable to the equity component were $1.6 million and are netted with the equity component of the 2019 Notes in stockholders' equity of the Company's consolidated balance sheets. Additionally, the Company recorded a net deferred tax liability of $11.4 million.

Effective January 1, 2022, the Company adopted ASU 2020-06. After adoption, the Company now accounts for the 2019 Notes, and any convertible debt issued going forward, as a single liability measured at amortized cost. As the equity component is no longer required to be split into a separate component, the Company recorded a net adjustment for the initial $50.4 million that was allocated to additional paid-in capital and $22.9 million of life-to-date interest expense recorded as amortization of debt discount. Additionally, the net deferred tax liability recorded for the 2019 Notes was reversed. The principal amount of the liability over its carrying amount is amortized to interest expense over the five-year term of the 2019 Notes. Since the 2019 Notes are classified as a single liability, there is no debt discount required to be amortized in 2022.

Contractual coupon interest expense related to the 2019 Notes was $0.1 million in 2024 and the Company recorded $0.2 million of amortization of the debt issuance costs related to the 2019 Notes.

v3.25.0.1
Employee Benefit Plans
12 Months Ended
Dec. 31, 2024
Employee Benefit Plans
16.
Employee Benefit Plans

In the United States, the Repligen Corporation 401(k) Savings and Retirement Plan (the “401(k) Plan”) is a qualified defined contribution plan in accordance with Section 401(k) of the Internal Revenue Code. All U.S. employees over the age of 21 are eligible to make pre-tax contributions up to a specified percentage of their compensation. Under the 401(k) Plan, the Company may, but is not obligated to match a portion of the employees’ contributions up to a defined maximum. The match is calculated on a calendar year basis. The Company matched $2.9 million, $3.0 million and $2.7 million in the years ended December 31, 2024, 2023 and 2022, respectively.

In Sweden, the Company contributes to a government-mandated occupational pension plan that is a qualified defined contribution plan. All employees in Sweden are eligible for this pension plan. The Company pays premiums to a third-party occupational pension specialist who administers the pension plan. These premiums are based on various factors including each employee’s age, salary, employment history and selected benefits in the pension plan. When an employee terminates or retires, these premium payments cease for that employee and the Company has no further pension-related obligations for that employee. The Company contributed $1.2 million, $1.0 million and $1.1 million, respectively to the defined contribution plan for the years ended December 31, 2024, 2023 and 2022.

v3.25.0.1
Related Party Transactions
12 Months Ended
Dec. 31, 2024
Related Party Transactions
17.
Related Party Transactions

Certain facilities leased by Spectrum LifeSciences LLC (“Spectrum”) are owned by the Roy Eddleman Living Trust (the “Trust”). As of December 31, 2024, the Trust owned greater than 5% of the Company's outstanding shares. Therefore, the Company considers the Trust to be a related party. The lease amounts paid to the Trust prior to the public offering were negotiated in connection with the acquisition of Spectrum. The Company incurred rent expense related to these leases totaling $0.6 million, $0.7 million and $0.7 million for the years ended December 31, 2024, 2023 and 2022.

v3.25.0.1
Subsequent Events
12 Months Ended
Dec. 31, 2024
Subsequent Events [Abstract]  
Subsequent Events
18.
Subsequent Events

Acquisition of Bioprocessing Analytics Portfolio from 908 Devices Inc.

On March 4, 2025, the Company entered into a Securities and Asset Purchase Agreement with 908 Devices Inc. ("908 Devices") to acquire their desktop portfolio of four devices for bioprocessing process analytical technology (PAT) applications. 908 Devices is headquartered in Boston, Massachusetts. The addition of these desktop assets complements and strengthens Repligen’s differentiated PAT portfolio that provides its biopharmaceutical and CDMO customers with actionable insights to optimize development processes and improve manufacturing efficiencies.

The Company will account for the 908 Devices Acquisition as a purchase of a business under the acquisition method of accounting and has engaged a third-party valuation firm to assist with the valuation of the business acquired. The required disclosures under ASC 805, "Business Combinations" will be included in the Quarterly Report on Form 10-Q for the period ended March 31, 2025.

v3.25.0.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Use of Estimates

Use of Estimates

The preparation of financial statements in conformity with accounting principles generally accepted in the United States requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting periods.

Significant estimates and assumptions by management affect the Company’s revenue recognition for multiple element arrangements, the net realizable value of inventory, valuations and purchase price allocations related to business combinations, contingent consideration, estimated fair values of intangible assets and goodwill, amortization methods and periods, warranty reserves, certain accrued expenses, estimates related to the fair value of the conversion features of the convertible notes for purposes of assessing whether debt extinguishment or modification accounting applies to the Company’s debt exchange, stock-based compensation, tax reserves and recoverability of the Company’s net deferred tax assets and related valuation allowance.

Although the Company regularly assesses these estimates, actual results could differ materially from these estimates. Changes in estimates are recorded in the period in which they become known. The Company bases its estimates on historical experience and various other assumptions that it believes to be reasonable under the circumstances.
Basis of presentation

Basis of Presentation

The consolidated financial statements include the accounts of the Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated in consolidation.
Foreign Currency

Foreign Currency

The Company translates the assets and liabilities of its foreign subsidiaries at rates in effect at the end of the reporting period. Revenues and expenses are translated at average rates in effect during the reporting period. Translation adjustments include

adjustments related to the Company’s various intercompany loans with foreign subsidiaries. Intercompany loans determined to be permanent are remeasured at each period end and included in accumulated other comprehensive loss on the consolidated balance sheets. Intercompany loans with foreign subsidiaries determined to be repayable are remeasured at each period end and included in other income (expenses) on the consolidated statements of comprehensive income. Exchange gains or losses resulting from the translation between the transactional currency and the functional currency are included in other income (expenses).

Revenue Recognition

Revenue Recognition

The Company generates revenue from the sale of bioprocessing products, equipment devices, and related consumables used with these equipment devices to customers in the life sciences and biopharmaceutical industries. Under Accounting Standard Codification No. (“ASC”) 606, “Revenue from Contracts with Customers,” revenue is recognized when, or as, obligations under the terms of a contract are satisfied, which occurs when control of the promised products or services is transferred to customers. Revenue is measured as the amount of consideration the Company expects to receive in exchange for transferring products or services to a customer (“transaction price”). To the extent the transaction price includes variable consideration, the Company estimates the amount of variable consideration that should be included in the transaction price utilizing the expected value method or the most likely amount method, depending on the facts and circumstances relative to the contract. Variable consideration is included in the transaction price if, in the Company’s judgment, it is probable that a significant future reversal of cumulative revenue under the contract will not occur. Estimates of variable consideration and determination of whether to include estimated amounts in the transaction price are based largely on an assessment of the Company’s anticipated performance and all information (historical, current and forecasted) that is reasonably available. Sales, value add, and other taxes collected on behalf of third parties are excluded from revenue.

When determining the transaction price of a contract, an adjustment is made if payment from a customer occurs either significantly before or significantly after performance, resulting in a significant financing component. Applying the practical expedient in paragraph 606-10-32-18, the Company does not assess whether a significant financing component exists if the period between when the Company performs its obligations under the contract and when the customer pays is one year or less. None of the Company’s contracts contained a significant financing component as of December 31, 2024.

Contracts with customers may contain multiple performance obligations. For such arrangements, the transaction price is allocated to each performance obligation based on the estimated relative standalone selling prices of the promised products or services underlying each performance obligation. The Company determines standalone selling prices based on the price at which the performance obligation is sold separately. If the standalone selling price is not observable through past transactions, the Company estimates the standalone selling price taking into account available information such as market conditions and internally approved pricing guidelines related to the performance obligations.

The Company recognizes product revenue under the terms of each customer agreement upon transfer of control to the customer, which occurs at a point in time.

Shipping and handling fees are recorded as a component of product revenue, with the associated costs recorded as a component of cost of goods sold.
Risks and Uncertainties

Risks and Uncertainties

The Company evaluates its operations periodically to determine if any risks and uncertainties exist that could impact its operations in the near term. The Company does not believe that there are any significant risks that have not already been disclosed in the consolidated financial statements. A loss of certain suppliers could temporarily disrupt operations, although alternate sources of supply exist for these items. The Company has mitigated these risks by working closely with key suppliers, identifying alternate sources and developing contingency plans.
Cash, Cash Equivalents and Restricted Cash

Cash, Cash Equivalents and Restricted Cash

Cash and cash equivalents include cash on hand and on deposit. Highly liquid investments in money market mutual funds with an original maturity of three months or less are classified as cash equivalents. All cash equivalents are carried at cost, which

approximates fair value. Restricted cash represents cash that is restricted as to withdrawal or usage. There was no restriction on the Company’s cash balance as of December 31, 2024 and 2023.

The Company’s cash and cash equivalents total as presented in the Company’s consolidated statements of cash flows for the years ended December 31, 2024, 2023 and 2022 was $757.4 million, $751.3 million and $523.5 million, respectively.
Investment Securities

Investment Securities

We classify our investment securities in one of three categories: held to maturity, trading, or available for sale. Our investment portfolio at December 31, 2022 consisted of an investment in U.S. treasury bills classified as held to maturity which was included in the Company's consolidated balance sheets under marketable securities held to maturity. These marketable securities matured in June 2023 and there are no comparable investments as of December 31, 2024 and 2023. Securities that we have the positive intent and ability to hold to maturity are classified as held to maturity and stated at amortized cost in the consolidated balance sheets. Management determines the appropriate classification of securities at the time of purchase based upon management's intent with regards to such investment and reevaluates such designation as of each balance sheet date. The Company's investment policy requires that it only invest in high-rated securities and limit its exposure to any single-user. There were no realized or unrealized gains or losses on investments recorded as of December 31, 2024, 2023 and 2022.

The Company classifies marketable securities as short-term when they have remaining contractual maturities of one year or less from the balance sheet date. The Company periodically assesses its marketable securities, if any, for impairment or credit losses.
Derivative Instruments

Derivative Instruments

We use derivative financial instruments to manage exposure to foreign exchange risk, specifically foreign exchange forward contracts. Outstanding derivatives are recognized as assets or liabilities at their fair value. These forward contracts are not designated as hedging instruments, and the changes in fair value are recognized in other income (expense), net in the period of change. The gains and losses recorded in other income (expense), net for derivative instruments not designated as hedges were not material. We do not use derivative financial instruments for speculative or trading purposes

Fair Value Measurement

Fair Value Measurement

In determining the fair value of its assets and liabilities, the Company uses various valuation approaches. The Company employs a hierarchy for inputs used in measuring fair value that maximizes the use of observable inputs and minimizes the use of unobservable inputs by requiring that observable inputs be used when available. Observable inputs are inputs that market participants would use in pricing the asset or liability based on market data obtained from sources independent of the Company. Unobservable inputs are inputs that reflect the Company’s assumptions about the inputs that market participants would use in pricing the asset or liability and are developed based on the best information available in the circumstances. The fair value hierarchy is broken down into three levels based on the source of inputs as follows:

 

Level 1 –

Valuations based on unadjusted quoted prices in active markets for identical assets or liabilities that the Company has the ability to access.

 

 

Level 2 –

Valuations based on quoted prices for similar assets or liabilities in active markets, quoted prices for identical or similar assets or liabilities.

 

 

Level 3 –

Valuations based on inputs that are unobservable and significant to the overall fair value measurement.

The availability of observable inputs can vary among the various types of financial assets and liabilities. To the extent that the valuation is based on models or inputs that are less observable or unobservable in the market, the determination of fair value requires more judgment. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, for financial statement disclosure purposes, the level in the fair value hierarchy within which the fair value measurement is categorized is based on the lowest level input that is significant to the overall fair value measurement.
Convertible Instruments

Convertible Instruments

The Company evaluates the embedded conversion feature within its convertible debt instruments under ASC 815, “Derivatives and Hedging.” The Company refers to ASC 815-15 and ASC 815-40 to determine if the conversion feature meets the definition of a derivative and, if so, whether to bifurcate the conversion feature and account for it as a separate derivative liability. Based on the Company’s analysis, its Convertible Senior Notes do not have an embedded conversion feature requiring bifurcation under ASC 815-15 and thus are accounted for as a single unit of account, a liability under ASC 470, “Debt.”

Allowance for credit losses

Allowance for credit losses

We establish an allowance for credit losses through a review of several factors, including historical collection experience, current aging status of the customer accounts, and current financial condition of our customers. Losses are charged against the allowance when the customer accounts are determined to be uncollectible.

Inventories

Inventories

Inventories relate to the Company’s bioprocessing business. The Company values inventory at cost or, if lower, net realizable value, using the first-in, first-out method. The Company reviews its inventories at least quarterly and records a provision for excess and obsolete inventory based on its estimates of expected sales volume, production capacity and expiration dates of raw materials, work-in-process and finished products. The Company writes down inventory that has become obsolete, inventory that has a cost basis in excess of its expected net realizable value, and inventory in excess of expected requirements to cost of goods sold. Manufacturing of bioprocessing finished goods is done to order and tested for quality specifications prior to shipment.

A change in the estimated timing or amount of demand for the Company’s products could result in additional provisions for excess inventory quantities on hand. Any significant unanticipated changes in demand or unexpected quality failures could have a significant impact on the value of inventory and reported operating results. Material adjustments related to a revised estimate of inventory valuations in 2024 and 2023 are discussed in Note 6, “Restructuring Activities and Other Inventory-Related Charges.”

Work-in-process and finished products inventories consist of material, labor, outside processing costs and manufacturing overhead.
Lease Accounting

Lease Accounting

The Company adopted Accounting Standards Update No. (“ASU”) 2016-02, “Leases (Topic 842)” (“ASC 842”) as of January 1, 2019. Under ASC 842, the Company determines whether the arrangement contains a lease at the inception of an arrangement. If a lease is identified in an arrangement, the Company recognizes a right-of-use asset and liability on its consolidated balance sheets and determines whether the lease should be classified as a finance or operating lease. The Company does not recognize assets or liabilities for leases with lease terms of less than 12 months.

A lease qualifies as a finance lease if any of the following criteria are met at the inception of the lease: (i) there is a transfer of ownership of the leased asset to the Company by the end of the lease term, (ii) the Company holds an option to purchase the leased asset that it is reasonably certain to exercise, (iii) the lease term is for a major part of the remaining economic life of the leased asset, (iv) the present value of the sum of lease payments equals or exceeds substantially all of the fair value of the leased asset, or (v) the nature of the leased asset is specialized to the point that it is expected to provide the lessor no alternative use at the end of the lease term. All other leases are recorded as operating leases.

Finance and operating lease assets and liabilities are recognized at the lease commencement date based on the present value of the lease payments over the lease term using the discount rate implicit in the lease. If the rate implicit is not readily determinable, the Company utilizes its incremental borrowing rate at the lease commencement date. Operating lease assets are further adjusted for prepaid or accrued lease payments. Operating lease payments are expensed using the straight-line method as an operating expense over the lease term. Finance lease assets are amortized to depreciation expense using the straight-line method over the shorter of the useful life of the related asset or the lease term. Finance lease payments are bifurcated into (i) a portion that is recorded as imputed interest expense and (ii) a portion that reduces the finance liability associated with the lease.

The Company does not separate lease and non-lease components when determining which lease payments to include in the calculation of its lease assets and liabilities. Variable lease payments are expensed as incurred. If a lease includes an option to extend or terminate the lease, the Company reflects the option in the lease term if it is reasonably certain it will exercise the option.

Finance leases are recorded in property, plant and equipment, net, other current liabilities and long-term finance lease liabilities and operating leases are recorded in operating lease right of use assets, operating lease liability and operating lease liability, long-term on the Company’s consolidated balance sheets.

Certain of the Company’s operating leases where the Company is the lessee provide for minimum annual payments that increase over the life of the lease. Some of these leases include obligations to pay for other services, such as operations and maintenance. For leases of property, the Company accounts for these other services as a component of the lease. The aggregate minimum annual payments are expensed on the straight-line basis beginning when the Company takes possession of the property and extending over the term of the related lease, including renewal options when the exercise of the option is reasonably certain as an economic penalty may be incurred if the option is not exercised. The Company also accounts in its straight-line computation for the effect of any “rental holidays.”

Operating lease assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent the Company’s obligation to make lease payments arising from the lease. Operating lease assets and liabilities are recognized at the lease commencement date based on the estimated present value of the fixed lease payments, reduced by landlord incentives using a discount rate based on similarly secured borrowings available to the Company. Most of the leases do not provide implicit interest rates and therefore the Company determines the discount rate based on its incremental borrowing rate. The incremental borrowing rate for the Company’s leases is determined based on lease term and currency in which the lease payments are made.

Accrued Liabilities

Accrued Liabilities

The Company estimates accrued liabilities by identifying services performed on the Company’s behalf, estimating the level of service performed and determining the associated cost incurred for such service as of each balance sheet date. For example, the Company would accrue for professional and consulting fees incurred with law firms, audit and accounting service providers and other third-party consultants. These expenses are determined by either requesting those service providers to estimate unbilled services at each reporting date for services incurred or tracking costs incurred by service providers under fixed fee arrangements.

The Company has processes in place to estimate the appropriate amounts to record for accrued liabilities, which principally involve the applicable personnel reviewing the services provided. In the event that the Company does not identify certain costs that have begun to be incurred or the Company under or over-estimates the level of services performed or the costs of such services, the reported expenses for that period may be too low or too high. The date on which certain services commence, the level of services performed on or before a given date, and the cost of such services often require the exercise of judgment. The Company makes these judgments based upon the facts and circumstances known at the date of the consolidated financial statements.
Income Taxes

Income Taxes

Deferred taxes are determined based on the difference between the consolidated financial statements and tax basis of assets and liabilities using enacted tax rates in effect in the years in which the differences are expected to reverse. Valuation allowances are provided, if, based upon the weight of available evidence, it is more likely than not that some or all of the deferred tax assets will not be realized. The Company accounts for uncertain tax positions using a “more-likely-than-not” threshold for recognizing and resolving uncertain tax positions. The evaluation of uncertain tax positions is based on factors including, but not limited to, changes in tax law, the measurement of tax positions taken or expected to be taken in tax returns, the effective settlement of matters subject to audit, new audit activity and changes in facts or circumstances related to a tax position. The Company evaluates this tax position on a quarterly basis. The Company also accrues for potential interest and penalties related to unrecognized tax benefits in income tax expense. The Company is subject to a territorial tax system under the Tax Cuts and Jobs Act enacted in December 2017, in which the Company is required to provide for tax on Global Intangible Low-Taxed Income (“GILTI”) earned

by certain foreign subsidiaries. The Company has adopted an accounting policy to provide for the tax expense related to GILTI in the year the tax is incurred as a period expense.

Property, Plant & Equipment

Property, Plant & Equipment

Property, plant & equipment is recorded at cost less allowances for depreciation. Depreciation is calculated using the straight-line method over the estimated useful life of the asset as follows:

 

Classification

 

Estimated Useful Life

Buildings

 

Thirty years

Leasehold improvements

 

Shorter of the term of the lease or estimated useful life

Equipment

 

Three to twelve years

Furniture, fixtures and office equipment

 

Three to eight years

Computer hardware and software

 

Three to seven years or estimated useful life

Vehicles

 

Five years

Upon disposal of property, plant & equipment, the cost of the asset and the accumulated depreciation are removed from the accounts and the resulting gain or loss is reflected in our results of operations. Fully depreciated assets are not removed from the accounts until they are physically disposed of.

Certain systems development costs related to the purchase, development and installation of computer software developed or obtained for internal use are capitalized and depreciated over the estimated useful life of the related project. Costs incurred prior to the development stage, as well as maintenance, training costs, and general and administrative expenses are expensed as incurred.
Earnings (Loss) Per Share

Earnings (Loss) Per Share

The Company reports earnings (loss) per share (“EPS”) in accordance with ASC 260, "Earnings Per Share," which establishes standards for computing and presenting EPS. Basic EPS is computed by dividing net income available to common shareholders by the weighted average number of common shares outstanding during the period. Diluted EPS is computed by dividing net income available to common shareholders by the weighted-average number of common shares and dilutive common share equivalents outstanding during the period. Potential common share equivalents consist of restricted stock awards (including performance stock units) and the incremental common shares issuable upon the exercise of stock options and warrants. Under the treasury stock method, unexercised “in-the-money” stock options are assumed to be exercised at the beginning of the period or at issuance, if later. The assumed proceeds are then used to purchase common shares at the average market price during the period. In periods when the Company has a net loss, stock awards are excluded from the calculation of earnings (loss) per share as their inclusion would have an antidilutive effect.

A reconciliation of basic and diluted weighted average share outstanding is as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands, except per share data)

 

Numerator:

 

 

 

 

 

 

 

 

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

Effect of dilutive securities:

 

 

 

 

 

 

 

 

 

 Charges associated with convertible debt instruments, net of tax

 

 

 

 

 

 

 

 

387

 

 Numerator for diluted earnings per share - net income available to common stockholders after the effect of dilutive securities

 

$

(25,514

)

 

$

35,596

 

 

$

186,346

 

 

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average shares used in computing net income per
   share - basic

 

 

55,937

 

 

 

55,720

 

 

 

55,460

 

Effect of dilutive shares:

 

 

 

 

 

 

 

 

 

Options and stock units

 

 

 

 

 

457

 

 

 

608

 

Convertible senior notes(1)

 

 

 

 

 

181

 

 

 

1,360

 

Contingent consideration

 

 

 

 

 

8

 

 

 

11

 

Dilutive effect of unvested performance stock units

 

 

 

 

 

11

 

 

 

16

 

Dilutive potential common shares

 

 

 

 

 

657

 

 

 

1,995

 

Denominator for diluted (loss) earnings per share - adjusted weighted average shares used in computing net income per share - diluted

 

 

55,937

 

 

 

56,377

 

 

 

57,455

 

 

 

 

 

 

 

 

 

 

(Loss) earnings per share:

 

 

 

 

 

 

 

 

 

Basic

 

$

(0.46

)

 

$

0.64

 

 

$

3.35

 

Diluted

 

$

(0.46

)

 

$

0.63

 

 

$

3.24

 

 

 

 

 

 

 

 

 

 

 

(1)
Represents the dilutive impact for the Company's 0.375% Convertible Senior Notes due 2024 (the “ 2019 Notes”) and its 1.00% Convertible Senior Notes due 2028 (the “2023 Notes”).

As the Company was in a net loss position for the year ended December 31, 2024, 422,325 shares of potentially dilutive options and restricted stock units are considered anti-dilutive. For the year ended December 31, 2024, 422,130 shares of the Company’s common stock were excluded from the calculation of diluted (loss) earnings per share because the exercise prices of the stock options were greater than or equal to the average price of the common shares and were therefore anti-dilutive. For the years ended December 31, 2023 and 2022, 306,849 shares and 177,318 shares, respectively, of the Company’s common stock were excluded from the calculation of diluted earnings per share because they would have had an anti-dilutive effect for years presented.

In July 2019, the Company issued $287.5 million aggregate principal amount of its 2019 Notes. As provided by the terms of the indenture underlying the 2019 Notes, prior to March 4, 2022, conversion of the 2019 Notes could have been settled in cash, shares of the Company’s common stock or a combination thereof, at the Company’s election. On March 4, 2022, we entered into the Second Supplemental Indenture for the 2019 Notes, which irrevocably elected to settle the conversion of the 2019 Notes using a combination of cash and shares of the Company's common stock, settling the par value of the 2019 Notes in cash and any excess conversion premium in shares. On December 14, 2023, the Company exchanged, in a privately negotiated exchange, $309.9 million principal amount of 2023 Notes for $217.7 million principal amount of 2019 Notes and issued $290.1 million aggregate principal amount of 2023 Notes for $290.1 million in cash. Following the close of the Exchange Transaction, $69.7 million in aggregate principal amount of 2019 Notes remains outstanding with terms unchanged.

As provided by the terms of the Second Supplemental Indenture underlying the 2019 Notes, the Company irrevocably elected to settle the conversion obligation for the 2019 Notes in a combination of cash and shares of the Company's common stock. This means the Company will settle the par value of the 2019 Notes in cash and any excess conversion premium in shares. As mentioned in Note 15, “Convertible Senior Notes,” the Company adopted ASU 2020-06 effective January 1, 2022. Under ASU 2020-06, the Company is required to reflect the dilutive effect of the convertible securities by application of the “if-converted”

method, which means the denominator of the EPS calculation would include the total number of shares assuming the 2019 Notes had been fully converted at the beginning of the period. Prior to March 4, 2022, the Company had the choice to settle the conversion of the 2019 Notes in cash, stock or a combination of the two. Therefore, from January 1, 2022 (the date the Company adopted ASU 2020-06) to March 4, 2022, the Company included 3,474,429 shares in the denominator of the EPS calculation, applying the if converted method. Subsequent to March 4, 2022, after the Second Supplemental Indenture became effective, the Company irrevocably elected to settle the conversion obligation for the 2019 Notes in a combination of cash and shares of the Company's common stock, and from March 5, 2022 forward, only the excess premium will be settled with shares. Under the if-converted method of calculating dilutive shares, the Company was also required to exclude amortization of debt issuance costs and interest charges applicable to the convertible debt from the numerator of the dilutive EPS calculation for the period from January 1, 2022 to March 4, 2022, as if the interest on convertible debt was never recognized for that period. As a result, the Company excluded interest charges of $0.4 million (net of tax) from the numerator and included 1,359,957 shares in the calculation of diluted earnings as the dilutive effect of the conversion premium for the year ended December 31, 2022. There were no comparable amounts included in 2024 or 2023.

Segment Reporting

Segment Reporting

Operating segments are components of an enterprise that engage in business activities for which discrete financial information is available and regularly reviewed by the CODM in deciding how to allocate resources and assess performance. Our CEO has been identified as our CODM.

The Company views its operations, makes decisions regarding how to allocate resources and manages its business as one reportable segment and one reporting unit. Net (loss) income as reported on the consolidated statement of comprehensive (loss) income is the measure of segment profit or loss used by the CODM in allocating resources and assessing performance. As a result, the financial information disclosed herein represents all of the material financial information related to the Company.

The following table represents product revenues by product line:

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Filtration products

 

$

372,963

 

 

$

341,379

 

 

$

495,930

 

Chromatography products

 

 

122,810

 

 

 

126,629

 

 

 

131,680

 

Process analytics products

 

 

59,301

 

 

 

56,820

 

 

 

53,512

 

Proteins products

 

 

74,425

 

 

 

103,463

 

 

 

114,320

 

Other

 

 

4,679

 

 

 

3,688

 

 

 

5,741

 

Total product revenue

 

$

634,178

 

 

$

631,979

 

 

$

801,183

 

The following table represents the Company’s total revenue by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented (based on the location of the customer):

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Revenue by customers' geographic locations:

 

 

 

 

 

 

 

 

 

North America

 

 

50

%

 

 

44

%

 

 

43

%

Europe

 

 

34

%

 

 

36

%

 

 

37

%

APAC/Other

 

 

16

%

 

 

20

%

 

 

20

%

Total revenue

 

 

100

%

 

 

100

%

 

 

100

%

 

 

The following table represents the Company’s total assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Total assets by geographic locations:

 

 

 

 

 

 

North America

 

$

2,305,538

 

 

$

2,377,868

 

Europe

 

 

410,284

 

 

 

426,148

 

APAC

 

 

113,844

 

 

 

27,169

 

Total assets by geographic location

 

$

2,829,666

 

 

$

2,831,185

 

 

The following table represents the Company’s long-lived assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Long-lived assets by geographic locations:

 

 

 

 

 

 

North America

 

$

284,868

 

 

$

278,033

 

Europe

 

 

45,650

 

 

 

43,280

 

APAC

 

 

3,466

 

 

 

2,919

 

Total long-lived assets by geographic location

 

$

333,984

 

 

$

324,232

 

 

The following table presents the Company’s significant segment expenses which are regularly provided to the CODM for the single reportable segment:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

 

 

 

 

 

 

 

 

Total revenue

 

$

634,439

 

 

$

632,362

 

 

$

801,536

 

Costs and operating expenses:

 

 

 

 

 

 

 

 

 

Cost of goods sold

 

 

359,794

 

 

 

353,922

 

 

 

345,830

 

Research and development

 

 

43,200

 

 

 

42,722

 

 

 

43,936

 

Sales and marketing

 

 

92,009

 

 

 

78,483

 

 

 

76,043

 

General and administrative

 

 

174,550

 

 

 

109,532

 

 

 

111,057

 

Total costs and operating expenses

 

 

669,553

 

 

 

584,659

 

 

 

576,866

 

Other income (expenses), net

 

 

8,079

 

 

 

9,004

 

 

 

(5,530

)

Income tax (benefit) provision

 

 

(1,521

)

 

 

21,111

 

 

 

33,181

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

Concentrations of Credit Risk and Significant Customers

Concentrations of Credit Risk and Significant Customers

Financial instruments that subject the Company to significant concentrations of credit risk primarily consist of cash and cash equivalents, marketable securities and accounts receivable. Per the Company’s investment policy, cash equivalents and marketable securities are invested in financial instruments with high credit ratings, limit its credit exposure to any one issuer (with the exception of U.S. treasury obligations) and type of instrument is limited. At December 31, 2024, the Company had no investments associated with foreign exchange contracts or options contracts. As of December 31, 2024, the Company used derivative financial instruments to manage exposure to foreign exchange risk on certain repayable intercompany loans with foreign subsidiaries, specifically foreign exchange forward contracts.

Concentration of credit risk with respect to accounts receivable is limited to customers to whom the Company makes significant sales. While a reserve for the potential write-off of accounts receivable is maintained, the Company has not written off any significant accounts to date. To control credit risk, the Company performs regular credit evaluations of its customers’ financial condition.

There was no revenue from customers that represented 10% or more of the Company's total revenue for the years ended December 31, 2024, 2023 or 2022.

No accounts receivable balance from a specific customer represented 10% or more of the Company's total trade accounts receivable at December 31, 2024 and 2023.

Business Combinations, Goodwill and Intangible Assets

Business Combinations, Goodwill and Intangible Assets

Business Combinations

Total consideration transferred for acquisitions is allocated to the tangible and intangible assets acquired and liabilities assumed, if any, based on their fair values at the dates of acquisition. This purchase price allocation process requires management to make significant estimates and assumptions with respect to intangible assets and deferred revenue. The fair value of identifiable intangible assets is based on detailed valuations that use information and assumptions determined by management. Any excess of purchase price over the fair value of the net tangible and intangible assets acquired is allocated to goodwill. While the Company uses its best estimates and assumptions to accurately value assets acquired and liabilities assumed at the acquisition date as well as any contingent consideration, where applicable, the Company’s estimates are inherently uncertain and subject to refinement. As a result, during the measurement period, which may be up to one year from the acquisition date, the Company records adjustments to the assets acquired and liabilities assumed with the corresponding offset to goodwill. Upon conclusion of the measurement period or final determination of the values of assets acquired or liabilities assumed, whichever comes first, any subsequent adjustments are recorded to the Company’s consolidated statements of comprehensive income. The fair value of contingent consideration includes estimates and judgments made by management regarding the probability that future contingent payments will be made and the extent of royalties to be earned in excess of the defined minimum royalties. Management updates these estimates and the related fair value of contingent consideration at each reporting period. These changes in the fair value of contingent consideration are recorded to contingent consideration in the Company’s consolidated statements of comprehensive income. For the years ended December 31, 2024, 2023, and 2022 we recorded an increase of $3.2 million, decrease of $(30.6) million, and decrease of $(28.7) million, respectively, to the estimated contingent consideration obligation, primarily related to the acquisition of Avitide (the “Avitide Acquisition”).

The Company uses the income approach to determine the fair value of certain identifiable intangible assets including customer relationships and developed technology. This approach determines fair value by estimating after-tax cash flows attributable to these assets over their respective useful lives and then discounting these after-tax cash flows back to a present value. The Company bases its assumptions on estimates of future cash flows, expected growth rates, expected trends in technology, etc. Discount rates used to arrive at a present value as of the date of acquisition are based on the time value of money and certain industry-specific risk factors. The Company believes the estimated purchased customer relationships, developed technologies, trademark/tradename, patents, non-compete agreements and in-process research and development amounts so determined represent the fair value at the date of acquisition, and do not exceed the amount a third-party would pay for such assets.

Goodwill

Goodwill is not amortized and is tested for impairment at least annually at the reporting unit level. The Company operates as one reporting unit as of the goodwill impairment measurement date of October 1, 2024. During the qualitative assessment of the Company’s one reporting unit during the 2024 goodwill impairment testing, it was determined that it was not more likely than not that its fair value was less than its carrying amount. As such, a quantitative impairment assessment was not required as of October 1, 2024. If an event occurs or circumstances change that would more likely than not reduce the fair value of its reporting unit below its carrying value, the Company will evaluate its goodwill for impairment between annual tests. There was no impairment to goodwill and therefore no impairment charge recorded for the years ended December 31, 2024, 2023 and 2022.

Prior to fiscal year 2024, testing of impairment on our goodwill occurred annually as of our measurement date of December 31st, pursuant to Company policy. Subsequent to the 2023 annual impairment test, which was completed on December 31, 2023, we voluntarily changed our annual impairment assessment date from December 31st to October 1st, the first day of our fourth quarter, beginning on October 1, 2024. The change is being made to better align the annual impairment assessment date with our annual planning and budgeting process as well as the long-term planning and forecasting process. We have determined that this

voluntary change in accounting principle is preferable and will not impact our consolidated financial statements nor is it being done to accelerate, avoid or trigger an impairment charge. This change is not going to be applied retrospectively as it is impracticable to do so because retrospective application would require application of significant estimates and assumptions with the use of hindsight. Therefore, the change will be applied prospectively.

Intangible Assets

Intangible assets with a definite life are amortized over their useful lives using the straight-line method and the amortization expense is recorded within cost of goods sold, research and development (“R&D”) and selling, general and administrative expense in the consolidated statements of comprehensive income. Intangible assets and their related useful lives are reviewed at least annually to determine if any adverse conditions existed that would indicate the carrying value of these assets may not be recoverable. More frequent impairment assessments are conducted if certain conditions exist, including a change in the competitive landscape, any internal decisions to pursue new or different technology strategies, a loss of a significant customer, or a significant change in the marketplace, including changes in the prices paid for the Company’s products or changes in the size of the market for the Company’s products. If impairment indicators are present, the Company determines whether the underlying intangible asset is recoverable through estimated future undiscounted cash flows. If the asset is not found to be recoverable, it is written down to the estimated fair value of the asset based on the sum of the future discounted cash flows expected to result from the use and disposition of the asset. If the estimate of an intangible asset’s remaining useful life is changed, the remaining carrying amount of the intangible asset is amortized prospectively over the revised remaining useful life. The Company continues to believe that its definite-lived intangible assets are recoverable at December 31, 2024.

Indefinite-lived intangible assets are reviewed for impairment at least annually. There has been no impairment of our intangible assets for the periods presented.

Stock Based Compensation

Stock Based Compensation

The Company measures stock-based compensation cost at the grant date based on the estimated fair value of the award and recognizes it as an expense over the employee’s requisite service period on a straight-line basis. The Company records the expense for share-based awards subject to performance-based milestone vesting over the remaining service period when management determines that achievement of the milestone is probable. Management evaluates whether the achievement of a performance-based milestone is probable as of the reporting date. The Company has no awards that are subject to market conditions. The Company recognizes stock-based compensation expense based upon options that are ultimately expected to vest, and accordingly, such compensation expense has been adjusted by an amount of estimated forfeitures.

The Company uses the Black-Scholes option pricing model to calculate the fair value of share-based awards on the grant date. The following assumptions are used in calculating the fair value of share-based awards:

Expected term – The expected term of options granted represents the period of time for which the options are expected to be outstanding. For purposes of estimating the expected term, the Company has aggregated all individual option awards into one group as the Company does not expect substantial differences in exercise behavior among its employees.

Expected volatility – The expected volatility is a measure of the amount by which the Company’s stock price is expected to fluctuate during the expected term of options granted. The Company determines the expected volatility based primarily upon the historical volatility of the Company’s common stock over a period commensurate with the option’s expected term.

Risk-free interest rate – The risk-free interest rate is the implied yield available on U.S. treasury zero-coupon issues with a remaining term equal to the option’s expected term on the grant date.

Expected dividend yield – The Company has never declared or paid any cash dividends on any of its capital stock and does not expect to do so in the foreseeable future. Accordingly, the Company uses an expected dividend yield of zero to calculate the grant-date fair value of a stock option.

Estimated forfeiture rates – The Company has applied, based on an analysis of its historical forfeitures, annual forfeiture rates of 8% for awards granted to non-executive level employees, 3% for awards granted to executive level employees and 0% for awards granted to non-employee members of the Board of Directors (“Board”) to all unvested stock options as of December 31, 2024. The Company reevaluates this analysis periodically and adjusts these estimated forfeiture rates as necessary. Ultimately, the Company will only recognize an expense for those shares that vest.
Advertising Costs

Advertising Costs

The Company expenses advertising costs as they are incurred. Advertising expense for the years ended December 31, 2024, 2023 and 2022 was $0.7 million, $0.8 million and $0.6 million, respectively.

Recent Accounting Standards Updates

Recent Accounting Standards Updates

We consider the applicability and impact of all ASUs and other accounting guidance on the Company’s consolidated financial statements. Updates not listed below were assessed and determined to be either not applicable or are expected to have minimal impact on the Company’s consolidated financial position or results of operations. Recently issued accounting guidance that we feel may be applicable to the Company are as follows:

Recently Issued Accounting Guidance – Adopted During the Fiscal Year

In November 2023, the FASB issued ASU 2023-07, “Segment Reporting (Topic 820) - Improvements to Reportable Segment Disclosures.” ASU 2023-07 will improve reportable segment disclosure requirements, primarily through enhanced annual and interim disclosures about significant segment expenses that are regularly provided to the CODM. ASU 2023-07 was effective for the Company for annual periods beginning on January 1, 2024 and interim periods beginning on January 1, 2025. The amendments of this guidance apply retrospectively to all prior periods presented in the consolidated financial statements. The adoption of this guidance did not have a material impact on the Company’s consolidated financial statements and disclosures and is reflected in Note 2, “Summary of Significant Accounting Policies – Segment Reporting.”

Recently Issued Accounting Guidance – Not Yet Adopted

In November 2024, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) 2024-03, “Income Statement - Reporting Comprehensive Income (Topic 220): Disaggregation of Income Statement Expenses. The ASU requires additional disclosures by disaggregating the costs and expense line items that are presented on the face of the income statement. The disaggregation includes: (i) amounts of purchased inventory, employee compensation, depreciation, amortization, and other related costs and expenses; (ii) an explanation of costs and expenses that are not disaggregated on a quantitative basis; and (iii) the definition and total amount of selling expenses. The ASU is effective for our Annual Report on Form 10-K beginning in 2027 and subsequent interim reports. Early adoption is permitted. The ASU should be applied prospectively. Retrospective application is permitted for all prior periods presented in the financial statements. We are currently evaluating the impact of adopting this ASU on our financial reporting disclosures.

In March 2024, the SEC adopted final rules under SEC Release No. 33-11275 requiring public companies to provide certain climate-related information in their registration statements and annual reports. As part of the disclosures, registrants will be required to quantify certain effects of severe weather events and other natural conditions in a note to their audited financial statements. The rules were immediately challenged in a number of lawsuits, which were subsequently consolidated by the U.S. Court of Appeals for the Eighth Circuit. In April 2024, the SEC announced that it is staying implementation of the new rules pending resolution of the consolidated litigation before the Eighth Circuit. The Company is assessing the effect of compliance with the new rules on its condensed consolidated financial statements and related disclosures.

In December 2023, the FASB issued ASU 2023-09, “Income Taxes (Topic 740) - Improvements to Income Tax Disclosures.” ASU 2023-09 enhances the transparency and decision usefulness of income tax disclosures by requiring consistent categories and greater disaggregation of information in the rate reconciliation and income taxes paid disaggregated by jurisdiction. ASU 2023-09 will be effective for the Company in its income tax disclosure included in its 2025 Annual Report on Form 10-K and will be applied on a prospective basis. However, retrospective application is permitted. Early adoption is also permitted. Besides a change

in income tax disclosures, the Company does not expect the adoption of ASU 2023-09 to have a material impact on its consolidated financial statements.

v3.25.0.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2024
Property, Plant and Equipment

Property, plant & equipment is recorded at cost less allowances for depreciation. Depreciation is calculated using the straight-line method over the estimated useful life of the asset as follows:

 

Classification

 

Estimated Useful Life

Buildings

 

Thirty years

Leasehold improvements

 

Shorter of the term of the lease or estimated useful life

Equipment

 

Three to twelve years

Furniture, fixtures and office equipment

 

Three to eight years

Computer hardware and software

 

Three to seven years or estimated useful life

Vehicles

 

Five years

Reconciliation of Basic and Diluted Shares Amounts

A reconciliation of basic and diluted weighted average share outstanding is as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands, except per share data)

 

Numerator:

 

 

 

 

 

 

 

 

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

Effect of dilutive securities:

 

 

 

 

 

 

 

 

 

 Charges associated with convertible debt instruments, net of tax

 

 

 

 

 

 

 

 

387

 

 Numerator for diluted earnings per share - net income available to common stockholders after the effect of dilutive securities

 

$

(25,514

)

 

$

35,596

 

 

$

186,346

 

 

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average shares used in computing net income per
   share - basic

 

 

55,937

 

 

 

55,720

 

 

 

55,460

 

Effect of dilutive shares:

 

 

 

 

 

 

 

 

 

Options and stock units

 

 

 

 

 

457

 

 

 

608

 

Convertible senior notes(1)

 

 

 

 

 

181

 

 

 

1,360

 

Contingent consideration

 

 

 

 

 

8

 

 

 

11

 

Dilutive effect of unvested performance stock units

 

 

 

 

 

11

 

 

 

16

 

Dilutive potential common shares

 

 

 

 

 

657

 

 

 

1,995

 

Denominator for diluted (loss) earnings per share - adjusted weighted average shares used in computing net income per share - diluted

 

 

55,937

 

 

 

56,377

 

 

 

57,455

 

 

 

 

 

 

 

 

 

 

(Loss) earnings per share:

 

 

 

 

 

 

 

 

 

Basic

 

$

(0.46

)

 

$

0.64

 

 

$

3.35

 

Diluted

 

$

(0.46

)

 

$

0.63

 

 

$

3.24

 

 

 

 

 

 

 

 

 

 

 

(1)
Represents the dilutive impact for the Company's 0.375% Convertible Senior Notes due 2024 (the “ 2019 Notes”) and its 1.00% Convertible Senior Notes due 2028 (the “2023 Notes”).
Summary of Product Revenues by Product Line

The following table represents product revenues by product line:

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Filtration products

 

$

372,963

 

 

$

341,379

 

 

$

495,930

 

Chromatography products

 

 

122,810

 

 

 

126,629

 

 

 

131,680

 

Process analytics products

 

 

59,301

 

 

 

56,820

 

 

 

53,512

 

Proteins products

 

 

74,425

 

 

 

103,463

 

 

 

114,320

 

Other

 

 

4,679

 

 

 

3,688

 

 

 

5,741

 

Total product revenue

 

$

634,178

 

 

$

631,979

 

 

$

801,183

 

Total Assets by Geographic Area

The following table represents the Company’s total assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Total assets by geographic locations:

 

 

 

 

 

 

North America

 

$

2,305,538

 

 

$

2,377,868

 

Europe

 

 

410,284

 

 

 

426,148

 

APAC

 

 

113,844

 

 

 

27,169

 

Total assets by geographic location

 

$

2,829,666

 

 

$

2,831,185

 

Long Lived Assets by Geographic Area

The following table represents the Company’s long-lived assets by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Long-lived assets by geographic locations:

 

 

 

 

 

 

North America

 

$

284,868

 

 

$

278,033

 

Europe

 

 

45,650

 

 

 

43,280

 

APAC

 

 

3,466

 

 

 

2,919

 

Total long-lived assets by geographic location

 

$

333,984

 

 

$

324,232

 

Schedule of Information about Reportable Segments

The following table presents the Company’s significant segment expenses which are regularly provided to the CODM for the single reportable segment:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

 

 

 

 

 

 

 

 

Total revenue

 

$

634,439

 

 

$

632,362

 

 

$

801,536

 

Costs and operating expenses:

 

 

 

 

 

 

 

 

 

Cost of goods sold

 

 

359,794

 

 

 

353,922

 

 

 

345,830

 

Research and development

 

 

43,200

 

 

 

42,722

 

 

 

43,936

 

Sales and marketing

 

 

92,009

 

 

 

78,483

 

 

 

76,043

 

General and administrative

 

 

174,550

 

 

 

109,532

 

 

 

111,057

 

Total costs and operating expenses

 

 

669,553

 

 

 

584,659

 

 

 

576,866

 

Other income (expenses), net

 

 

8,079

 

 

 

9,004

 

 

 

(5,530

)

Income tax (benefit) provision

 

 

(1,521

)

 

 

21,111

 

 

 

33,181

 

Net (loss) income

 

$

(25,514

)

 

$

35,596

 

 

$

185,959

 

Total Revenue  
Percentage by Geographic Area or Significant Customers

The following table represents the Company’s total revenue by our country of domicile (the United States) and other countries where our major subsidiaries are domiciled for the periods presented (based on the location of the customer):

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Revenue by customers' geographic locations:

 

 

 

 

 

 

 

 

 

North America

 

 

50

%

 

 

44

%

 

 

43

%

Europe

 

 

34

%

 

 

36

%

 

 

37

%

APAC/Other

 

 

16

%

 

 

20

%

 

 

20

%

Total revenue

 

 

100

%

 

 

100

%

 

 

100

%

 

 

v3.25.0.1
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2024
Fair Value Disclosures [Abstract]  
Summary of Cash, Cash Equivalents and Marketable Securities Held to Maturity

The following table summarizes the Company's cash, cash equivalents and marketable securities held to maturity as of December 31, 2024:

 

 

As of December 31, 2024

 

 

 

Amortized
 Costs

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Estimated
Fair Value

 

Cash and cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Cash and money market funds

 

$

757,355

 

 

$

 

 

$

 

 

$

757,355

 

Total cash and cash equivalents

 

$

757,355

 

 

$

 

 

$

 

 

$

757,355

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As of December 31, 2023

 

 

 

Amortized
Cost

 

 

Gross
Unrealized
Gains

 

 

Gross
Unrealized
Losses

 

 

Estimated
Fair Value

 

Cash and cash equivalents:

 

 

 

 

 

 

 

 

 

 

 

 

Cash and money market funds

 

$

751,323

 

 

$

 

 

$

 

 

$

751,323

 

Total cash and cash equivalents

 

$

751,323

 

 

 

 

 

 

 

 

$

751,323

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule of Fair Value, Assets and Liabilities Measured on Recurring Basis

Financial assets and financial liabilities measured at fair value on a recurring basis consist of the following as of December 31, 2024 and 2023:

 

 

 

As of December 31, 2024

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market accounts

 

$

687,253

 

 

$

 

 

$

 

 

$

687,253

 

Foreign exchange forward contracts

 

$

 

 

$

287

 

 

$

 

 

$

287

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Current contingent consideration

 

$

 

 

$

17,126

 

 

$

 

 

$

17,126

 

Noncurrent contingent consideration

 

$

 

 

$

 

 

$

19,662

 

 

$

19,662

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As of December 31, 2023

 

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market accounts

 

$

658,574

 

 

$

 

 

$

 

 

$

658,574

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Current contingent consideration

 

$

 

 

$

 

 

$

12,983

 

 

$

12,983

 

Noncurrent contingent consideration

 

$

 

 

$

 

 

$

14,070

 

 

$

14,070

 

 

Schedule of Reconciliation of the Change in the Fair Value of Contingent Consideration - Earnout A reconciliation of the change in fair value of contingent consideration – earnout is included in the following table (amounts in thousands):

 

Balance at December 31, 2023

 

$

27,053

 

Acquisition date fair value of contingent consideration earnouts

 

 

19,738

 

Payment of contingent consideration earnouts

 

 

(13,117

)

Increase in fair value of contingent consideration earnouts

 

 

3,190

 

Translation adjustment

 

 

(76

)

Balance at December 31, 2024

 

$

36,788

 

Schedule of Contingent Consideration Earnout Expect to be Required to Settle Include Significant Unobservable Inputs

The recurring Level 3 fair value measurement of our contingent consideration – earnout that we expect to be required to settle our contingent consideration obligation for Tantti include the following significant unobservable inputs (amounts in thousands, except percent data):

 

Contingent Consideration Earnout

 

Fair Value as of
 December 31, 2024

 

 

Valuation Technique

 

Unobservable Input

 

Range

 

Weighted Average(1)

 

 

 

 

 

 

 

 

Probability of

 

 

 

 

 

 

 

 

 

 

 

 

Success

 

0% - 100%

 

50%

Commercialization-based payments

 

$

 

3,854

 

 

Monte Carlo
Simulation

 

Earnout Discount Rate

 

5.4%

 

5.4%

 

 

 

 

 

 

 

 

Volatility

 

22.6% - 34.7%

 

34.7%

Revenue and Volume-
based payments

 

$

 

13,268

 

 

Monte Carlo
Simulation

 

Revenue & Volume
Discount Rate

 

10.2% - 15.7%

 

15.7%

 

 

 

 

 

 

 

 

Earnout Discount Rate

 

5.4% - 5.8%

 

5.4%

 

 

 

 

 

 

 

 

Probability of
 Success

 

0% - 100%

 

50%

Manufacturing line expansions

 

$

 

2,540

 

 

Probability-weighted present value

 

Earnout Discount Rate

 

5.4% - 5.5%

 

5.4%

 

(1)
Unobservable inputs were weighted by the relative fair value of the contingent consideration liability.
v3.25.0.1
Derivative Instruments (Tables)
12 Months Ended
Dec. 31, 2024
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Notional Amounts of the Outstanding Contracts

The notional amounts of the outstanding contracts at December 31, 2024 were as follows (in thousands):

 

 

 

U.S. Dollar Amount

 

 

SEK Amount

 

May 2025

 

 

26,481

 

 

 

289,967

 

September 2025

 

 

62,550

 

 

 

679,418

 

 

 

 

89,031

 

 

 

969,385

 

Schedule of Fair Value of Outstanding Derivative Instruments Recorded in the Accompanying Consolidate Balance Sheet

The fair value of outstanding derivative instruments recorded in the accompanying consolidated balance sheet were as follows (in thousands):

 

(in thousands)

 

 

 

December 31, 2024

 

Derivatives not designated or not qualifying as hedging instruments

 

Balance Sheet Location

 

 

 

Foreign exchange forward contracts

 

Other current assets

 

$

287

 

Schedule of Effects of Derivative Instruments on the Consolidated Statements of Operations and Comprehensive Income (loss)

The effects of derivative instruments on the consolidated statements of operations and comprehensive income (loss) were as follows (in thousands):

 

Amount of Gain Recognized on Derivatives

 

 

 

Year Ended December 31, 2024

 

Derivatives not designated or not qualifying as hedging instruments

 

Location of loss recognized on derivatives

 

 

 

Foreign exchange forward contracts

 

Other income (expense)

 

$

287

 

 

v3.25.0.1
Acquisitions (Tables)
12 Months Ended
Dec. 31, 2024
Tantti Laboratory Inc.  
Schedule of Recognized Identified Assets Acquired and Liabilities Assumed The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

 

Cash and cash equivalents

 

$

85

 

Accounts receivable

 

 

1

 

Inventory

 

 

41

 

Prepaid expenses and other current assets

 

 

321

 

Property and equipment

 

 

731

 

Operating lease right of use asset

 

 

637

 

Other assets, long-term

 

 

81

 

Developed technology

 

 

28,910

 

Goodwill

 

 

47,105

 

Accounts payable

 

 

(18

)

Accrued liabilities

 

 

(510

)

Operating lease liability

 

 

(214

)

Noncurrent deferred tax liability

 

 

(1,911

)

Noncurrent operating lease liability

 

 

(413

)

Fair value of net assets acquired

 

$

74,846

 

 

Metenova Holding AB  
Schedule of Recognized Identified Assets Acquired and Liabilities Assumed

The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

Cash and cash equivalents

 

$

5,768

 

Accounts receivable

 

 

3,730

 

Inventory

 

 

4,477

 

Prepaid expenses and other current assets

 

 

470

 

Property and equipment

 

 

433

 

Operating lease right of use asset

 

 

615

 

Customer relationships

 

 

12,659

 

Developed technology

 

 

44,377

 

Trademark and tradename

 

 

939

 

Non-competition agreements

 

 

787

 

Goodwill

 

 

115,722

 

Accounts payable

 

 

(1,432

)

Accrued liabilities

 

 

(2,934

)

Operating lease liability

 

 

(275

)

Noncurrent deferred tax liability

 

 

(12,481

)

Noncurrent operating lease liability

 

 

(255

)

Fair value of net assets acquired

 

$

172,600

 

 

 

 

 

Schedule of Identified Intangible Assets and Estimated Useful Lives

The following table sets forth the components of the identified intangible assets associated with the Metenova Acquisition and their estimated useful lives:

 

 

Useful life

 

Fair Value

 

 

 

 

 

(Amounts in thousands)

 

 

 

 

 

 

Customer relationships

 

15 years

 

$

12,659

 

Developed technology

 

15 years

 

 

44,377

 

Trademark and tradename

 

15 years

 

 

939

 

Non-competition agreements

 

2 years

 

 

787

 

 

 

 

$

58,762

 

FlexBiosys, Inc.  
Schedule of Recognized Identified Assets Acquired and Liabilities Assumed

The components and estimated allocation of the purchase price consist of the following (amounts in thousands):

Cash and cash equivalents

 

$

1,090

 

Accounts receivable

 

 

683

 

Inventory

 

 

667

 

Prepaid expenses and other current assets

 

 

35

 

Property and equipment

 

 

12,034

 

Operating lease right of use asset

 

 

3,537

 

Customer relationships

 

 

2,530

 

Developed technology

 

 

9,860

 

Trademark and tradename

 

 

30

 

Non-competition agreements

 

 

220

 

Goodwill

 

 

14,321

 

Other noncurrent assets

 

 

10

 

Accounts payable

 

 

(136

)

Accrued liabilities

 

 

(314

)

Operating lease liability

 

 

(39

)

Noncurrent operating lease liability

 

 

(3,498

)

Fair value of net assets acquired

 

$

41,030

 

 

 

 

 

Schedule of Identified Intangible Assets and Estimated Useful Lives

The following table sets forth the components of the identified intangible assets associated with the FlexBiosys Acquisition and their estimated useful lives:

 

 

Useful life

 

Fair Value

 

 

 

 

 

(Amounts in thousands)

 

 

 

 

 

 

Customer relationships

 

12 years

 

$

2,530

 

Developed technology

 

16 years

 

 

9,860

 

Trademark and tradename

 

4 years

 

 

30

 

Non-competition agreements

 

5 years

 

 

220

 

 

 

 

$

12,640

 

v3.25.0.1
Restructuring Activities and Other Inventory-Related Charges (Tables)
12 Months Ended
Dec. 31, 2024
Restructuring and Related Activities [Abstract]  
Summary of Charges Related to Restructuring Activities and Other Inventory - Related Charges by Type of Cost

The following table summarizes the charges related to restructuring activities and other inventory-related charges by type of cost:

 

 

For the Year Ended December 31, 2024

 

 

 

Severance and Employee-Related Costs

 

 

Inventory Write-Off

 

 

Accelerated Depreciation

 

 

Facility and Other Exit Costs

 

 

Total

 

 

 

(Amounts in thousands)

 

Cost of goods sold

 

$

876

 

 

$

36,082

 

 

$

19

 

 

$

7,051

 

 

$

44,028

 

Research and development

 

 

449

 

 

 

 

 

 

 

 

 

 

 

 

449

 

Selling, general and administrative

 

 

1,604

 

 

 

 

 

 

 

 

 

1,088

 

 

 

2,692

 

Other (expenses) income

 

 

 

 

 

 

 

 

 

 

 

(234

)

 

 

(234

)

 

 

$

2,929

 

 

$

36,082

 

 

$

19

 

 

$

7,905

 

 

$

46,935

 

 

 

 

For the Year Ended December 31, 2023

 

 

 

Severance & Employee-Related Costs

 

 

Inventory Adjustments

 

 

Accelerated Depreciation

 

 

Facility and Other Exit Costs

 

 

Total

 

 

 

(Amounts in thousands)

 

Cost of goods sold

 

$

2,077

 

 

$

23,588

 

 

$

3,788

 

 

$

933

 

 

$

30,386

 

Research and development

 

 

116

 

 

 

 

 

 

 

 

 

 

 

 

116

 

Selling, general and administrative

 

 

1,532

 

 

 

 

 

 

28

 

 

 

138

 

 

 

1,698

 

 

 

$

3,725

 

 

$

23,588

 

 

$

3,816

 

 

$

1,071

 

 

$

32,200

 

v3.25.0.1
Leases (Tables)
12 Months Ended
Dec. 31, 2024
Leases [Abstract]  
Summary of Maturities of Operating Lease Liabilities

The maturities of the Company’s operating lease liabilities as of December 31, 2024 are as follows (amounts in thousands):

 

As of December 31, 2024

 

Amount

 

2025

 

$

24,530

 

2026

 

 

27,292

 

2027

 

 

25,854

 

2028

 

 

26,054

 

2029

 

 

25,928

 

2030 and thereafter

 

 

65,869

 

Total future minimum lease payments

 

 

195,527

 

Less lease incentives

 

 

(2,790

)

Less amount of lease payment representing interest

 

 

(32,057

)

Total operating lease liabilities

 

$

160,680

 

 

Summary of Operating Lease Liability

Total operating lease liabilities included on the Company’s consolidated balance sheets are as follows (amounts in thousands):

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

Operating lease liability

 

$

15,104

 

 

$

5,631

 

Operating lease liability, long-term

 

 

145,576

 

 

 

126,578

 

Minimum operating lease payments

 

$

160,680

 

 

$

132,209

 

 

Summary of Operating Lease Cost For the years ended December 31, 2024, 2023 and 2022, total lease cost is comprised of the following:

 

 

 

For the Years Ended December 31,

 

Lease Cost

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Operating lease cost

 

$

24,234

 

 

$

20,981

 

 

$

17,833

 

Variable operating lease cost

 

 

4,482

 

 

 

4,075

 

 

 

11,317

 

Lease cost

 

$

28,716

 

 

$

25,056

 

 

$

29,150

 

 

 

 

 

 

 

 

 

 

 

Schedule of Supplemental Disclosure of Cash Flows Related to Operating Leases

The following information represents supplemental disclosure for the consolidated statements of cash flows related to operating leases (amounts in thousands):

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

Operating lease cost

 

$

(23,806

)

 

$

(17,862

)

 

$

(13,757

)

Schedule of Weighted Average Discount Rate and Lease Term Used in Calculating Lease Liabilities

The weighted average remaining lease term and the weighted average discount rate used to measure the Company’s operating lease liabilities as of December 31, 2024, were:

 

Weighted average remaining lease term (years)

 

 

7.53

 

Weighted average discount rate

 

 

4.56

%

v3.25.0.1
Revenue Recognition (Tables)
12 Months Ended
Dec. 31, 2024
Accounting Policies [Abstract]  
Disaggregation of Revenue

Revenue for the years ended December 31, 2024, 2023 and 2022 was as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Product revenue

 

$

634,178

 

 

$

631,979

 

 

$

801,183

 

Royalty and other income

 

 

261

 

 

 

383

 

 

 

353

 

Total revenue

 

$

634,439

 

 

$

632,362

 

 

$

801,536

 

Summary of Receivables and Deferred Revenue from Contracts with Customers

The following table provides information about receivables and deferred revenue from contracts with customers as of December 31, 2024 (amounts in thousands):

 

 

 

December 31,

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

 

 

 

 

 

Balances from contracts with customers only:

 

 

 

 

 

 

Accounts receivable

 

$

134,115

 

 

$

124,161

 

Deferred revenue (included in accrued liabilities and
   other noncurrent liabilities in the condensed
   consolidated balance sheets)

 

$

13,597

 

 

$

17,536

 

Revenue recognized during periods presented relating to:

 

 

 

 

 

 

The beginning deferred revenue balance

 

$

16,372

 

 

$

18,751

 

v3.25.0.1
Credit Losses (Tables)
12 Months Ended
Dec. 31, 2024
Credit Loss [Abstract]  
Summary Of Allowance For Credit Losses For Accounts Receivables The following table provides a roll-forward of the allowance for credit losses in 2024 and 2023 that is deducted from the amortized cost basis of accounts receivable to present the net amount expected to be collected (amounts in thousands):

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

Balance of allowance for credit losses, beginning of period

 

$

(2,122

)

 

$

(1,365

)

Current period change for write-offs

 

 

135

 

 

 

82

 

Current period change for expected credit losses

 

 

155

 

 

 

(839

)

Balance of allowance for credit losses, end of period

 

$

(1,832

)

 

$

(2,122

)

 

 

 

 

 

 

 

v3.25.0.1
Goodwill and Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2024
Changes in Carrying Value of Goodwill The following table represents the changes in the carrying value of goodwill for the years ended December 31, 2024 and 2023 (amounts in thousands):

 

Balance as of December 31, 2022

 

$

855,513

 

Acquisition of FlexBiosys, Inc.

 

 

14,321

 

Acquisition of Metenova Holding AB

 

 

115,778

 

Cumulative translation adjustment

 

 

1,508

 

Balance as of December 31, 2023

 

$

987,120

 

Measurement period adjustment - Metenova

 

$

(56

)

Acquisition of Tantti Laboratory Inc.

 

 

47,105

 

Cumulative translation adjustment

 

 

(3,174

)

Balance as of December 31, 2024

 

$

1,030,995

 

Schedule of Intangible Assets

Intangible assets, net consisted of the following at December 31, 2024:

 

 

 

December 31, 2024

 

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Carrying
Value

 

 

Weighted
Average
Useful Life
(in years)

 

 

 

(Amounts in thousands)

 

 

 

 

Finite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

 

 

Technology – developed

 

$

283,380

 

 

$

(60,272

)

 

$

223,108

 

 

 

16

 

Patents

 

 

240

 

 

 

(240

)

 

 

 

 

 

8

 

Customer relationships

 

 

267,599

 

 

 

(100,646

)

 

 

166,953

 

 

 

15

 

Trademarks

 

 

8,641

 

 

 

(2,283

)

 

 

6,358

 

 

 

19

 

Other intangibles

 

 

3,812

 

 

 

(3,034

)

 

 

778

 

 

 

3

 

Total finite-lived intangible assets

 

 

563,672

 

 

 

(166,475

)

 

 

397,197

 

 

 

15

 

Indefinite-lived intangible asset:

 

 

 

 

 

 

 

 

 

 

 

 

Trademarks

 

 

700

 

 

 

 

 

 

700

 

 

 

 

Total intangible assets

 

$

564,372

 

 

$

(166,475

)

 

$

397,897

 

 

 

 

 

Intangible assets consisted of the following at December 31, 2023:

 

 

 

December 31, 2023

 

 

 

Gross
Carrying
Value

 

 

Accumulated
Amortization

 

 

Net
Carrying
Value

 

 

Weighted
Average
Useful Life
(in years)

 

 

 

(Amounts in thousands)

 

 

 

 

Finite-lived intangible assets:

 

 

 

 

 

 

 

 

 

 

 

 

Technology – developed

 

$

256,536

 

 

$

(44,633

)

 

$

211,903

 

 

 

16

 

Patents

 

 

240

 

 

 

(240

)

 

 

 

 

 

8

 

Customer relationships

 

 

269,949

 

 

 

(83,963

)

 

 

185,986

 

 

 

15

 

Trademarks

 

 

8,757

 

 

 

(1,789

)

 

 

6,968

 

 

 

19

 

Other intangibles

 

 

3,914

 

 

 

(2,514

)

 

 

1,400

 

 

 

3

 

Total finite-lived intangible assets

 

 

539,396

 

 

 

(133,139

)

 

 

406,257

 

 

 

15

 

Indefinite-lived intangible asset:

 

 

 

 

 

 

 

 

 

 

 

 

Trademarks

 

 

700

 

 

 

 

 

 

700

 

 

 

 

Total intangible assets

 

$

540,096

 

 

$

(133,139

)

 

$

406,957

 

 

 

 

Schedule of Amortization Expense for Amortized Intangible Assets As of December 31, 2024, the Company expects to record the following amortization expense (amounts in thousands):

 

 

 

Estimated

 

 

 

Amortization

 

For the Years Ended December 31,

 

Expense

 

2025

 

$

36,015

 

2026

 

 

35,649

 

2027

 

 

35,616

 

2028

 

 

35,520

 

2029

 

 

34,771

 

2030 and thereafter

 

 

219,626

 

Total

 

$

397,197

 

v3.25.0.1
Consolidated Balance Sheet Detail (Tables)
12 Months Ended
Dec. 31, 2024
Inventories

Inventories, net

Inventories, net consists of the following:

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Raw materials

 

$

82,208

 

 

$

123,598

 

Work-in-process

 

 

4,542

 

 

 

4,492

 

Finished products

 

 

56,214

 

 

 

74,231

 

Total inventories, net

 

$

142,964

 

 

$

202,321

 

 

 

 

 

 

 

 

Prepaid Expenses and Other Current Assets

Prepaid Expenses and Other Current Assets

Prepaid expenses and other current assets consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Equipment maintenance and services

 

$

8,469

 

 

$

6,605

 

Prepaid income taxes

 

 

10,031

 

 

 

10,532

 

Prepaid insurance

 

 

979

 

 

 

3,087

 

Other

 

 

12,128

 

 

 

13,317

 

Total prepaid expenses and other current assets

 

$

31,607

 

 

$

33,541

 

 

Property, Plant and Equipment

Property, Plant and Equipment

Property, plant and equipment consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Land

 

$

824

 

 

$

992

 

Buildings

 

 

675

 

 

 

1,667

 

Leasehold improvements

 

 

145,256

 

 

 

126,663

 

Equipment

 

 

130,413

 

 

 

114,606

 

Furniture, fixtures and office equipment

 

 

9,999

 

 

 

9,077

 

Computer hardware and software

 

 

44,323

 

 

 

35,528

 

Construction in progress

 

 

28,211

 

 

 

47,086

 

Other

 

 

504

 

 

 

544

 

Total property, plant and equipment

 

 

360,205

 

 

 

336,163

 

Less - Accumulated depreciation

 

 

(162,467

)

 

 

(128,723

)

Total property, plant and equipment, net

 

$

197,738

 

 

$

207,440

 

 

 

 

 

 

 

 

Accrued Liabilities

Accrued Liabilities

Accrued liabilities consist of the following:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Employee compensation

 

$

32,163

 

 

$

16,660

 

Deferred revenue

 

 

13,243

 

 

 

17,067

 

Income taxes payable

 

 

1,423

 

 

 

6,814

 

Other

 

 

15,594

 

 

 

16,772

 

Total accrued liabilities

 

$

62,423

 

 

$

57,313

 

v3.25.0.1
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2024
Income (Loss) Before Income Taxes

The components of income (loss) before income taxes are as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Domestic

 

$

(89,321

)

 

$

(24,888

)

 

$

153,446

 

Foreign

 

 

62,286

 

 

 

81,595

 

 

 

65,694

 

(Loss) income before income taxes

 

$

(27,035

)

 

$

56,707

 

 

$

219,140

 

 

 

 

 

 

 

 

 

 

 

Income Tax (Benefit) Provision

The components of the income tax (benefit) provision are as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Components of the income tax (benefit) provision:

 

 

 

 

 

 

 

 

 

Current

 

$

15,037

 

 

$

19,941

 

 

$

34,800

 

Deferred

 

 

(16,558

)

 

 

1,170

 

 

 

(1,619

)

Total

 

$

(1,521

)

 

$

21,111

 

 

$

33,181

 

Jurisdictional components of the income tax (benefit) provision:

 

 

 

 

 

 

 

 

 

Federal

 

$

(13,684

)

 

$

2,272

 

 

$

17,662

 

State

 

 

(2,059

)

 

 

(26

)

 

 

1,381

 

Foreign

 

 

14,222

 

 

 

18,865

 

 

 

14,138

 

Total

 

$

(1,521

)

 

$

21,111

 

 

$

33,181

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Consolidated Deferred Tax Assets (Liabilities)

The components of deferred income taxes are as follows:

 

 

 

December 31,

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Deferred tax assets:

 

 

 

 

 

 

Stock-based compensation expense

 

$

6,809

 

 

$

5,120

 

Operating leases

 

 

36,415

 

 

 

30,727

 

Capitalized research and development

 

 

20,641

 

 

 

17,568

 

Inventory

 

 

15,539

 

 

 

10,131

 

Net operating loss carryforwards

 

 

9,877

 

 

 

7,648

 

Business tax credit carryforwards

 

 

5,172

 

 

 

5,531

 

Other

 

 

11,587

 

 

 

7,063

 

Total deferred tax assets

 

 

106,040

 

 

 

83,788

 

Less: valuation allowance

 

 

(517

)

 

 

(20

)

Net deferred tax assets

 

 

105,523

 

 

 

83,768

 

Deferred tax liabilities:

 

 

 

 

 

 

Fixed assets

 

 

(18,318

)

 

 

(17,716

)

Acquired intangible assets

 

 

(63,132

)

 

 

(58,467

)

Operating lease right of use assets

 

 

(29,897

)

 

 

(26,373

)

Debt discount

 

 

(16,202

)

 

 

(19,006

)

Total deferred tax liabilities

 

 

(127,549

)

 

 

(121,562

)

Total net deferred tax liabilities

 

$

(22,026

)

 

$

(37,794

)

 

 

 

 

 

 

 

Reconciliation of Federal Statutory Rate to Effective Income Tax Rate

The reconciliation of the federal statutory rate to the effective income tax rate for the years ended December 31, 2024, 2023 and 2022 is as follows:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

Amount

 

 

%

 

 

Amount

 

 

%

 

 

Amount

 

 

%

 

 

 

(Amounts in thousands, except percentages)

 

(Loss) income before income taxes

 

$

(27,035

)

 

 

 

 

$

56,707

 

 

 

 

 

$

219,140

 

 

 

 

Expected tax at statutory rate

 

 

(5,677

)

 

 

21.0

%

 

 

11,910

 

 

 

21.0

%

 

 

46,020

 

 

 

21.0

%

Adjustments due to:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Difference between U.S. and foreign tax

 

 

1,200

 

 

 

(4.4

%)

 

 

1,078

 

 

 

1.9

%

 

 

1,024

 

 

 

0.5

%

State income taxes

 

 

(1,812

)

 

 

6.7

%

 

 

1,224

 

 

 

2.2

%

 

 

3,509

 

 

 

1.6

%

Business tax credits

 

 

(1,523

)

 

 

5.6

%

 

 

(4,522

)

 

 

(8.0

%)

 

 

(5,139

)

 

 

(2.3

%)

Stock-based compensation expense

 

 

1,782

 

 

 

(6.6

%)

 

 

(2,461

)

 

 

(4.3

%)

 

 

(5,638

)

 

 

(2.6

%)

U.S. taxation of foreign earnings

 

 

422

 

 

 

(1.6

%)

 

 

539

 

 

 

1.0

%

 

 

83

 

 

 

0.0

%

Foreign-derived intangible income

 

 

 

 

 

0.0

%

 

 

 

 

 

0.0

%

 

 

(5,042

)

 

 

(2.3

%)

Executive compensation

 

 

2,718

 

 

 

(10.1

%)

 

 

3,084

 

 

 

5.4

%

 

 

5,441

 

 

 

2.5

%

Contingent consideration

 

 

796

 

 

 

(2.9

%)

 

 

(6,412

)

 

 

(11.3

%)

 

 

(6,033

)

 

 

(2.8

%)

Nondeductible transactions cost

 

 

330

 

 

 

(1.2

%)

 

 

604

 

 

 

1.1

%

 

 

 

 

 

0.0

%

Loss on extinguishment of debt

 

 

 

 

 

0.0

%

 

 

2,634

 

 

 

4.6

%

 

 

 

 

 

0.0

%

Debt discount

 

 

 

 

 

0.0

%

 

 

16,650

 

 

 

29.4

%

 

 

 

 

 

0.0

%

Foreign exchange loss

 

 

 

 

 

0.0

%

 

 

(2,288

)

 

 

(4.0

%)

 

 

 

 

 

0.0

%

Change in U.S. and foreign tax rates

 

 

494

 

 

 

(1.8

%)

 

 

 

 

 

0.0

%

 

 

 

 

 

0.0

%

Uncertain tax (benefit) provisions

 

 

(805

)

 

 

3.0

%

 

 

165

 

 

 

0.3

%

 

 

234

 

 

 

0.1

%

Change in valuation allowance

 

 

106

 

 

 

(0.4

%)

 

 

 

 

 

0.0

%

 

 

(688

)

 

 

(0.3

%)

Return to provision adjustments

 

 

346

 

 

 

(1.3

%)

 

 

(1,255

)

 

 

(2.2

%)

 

 

(498

)

 

 

(0.2

%)

Other

 

 

102

 

 

 

(0.4

%)

 

 

161

 

 

 

0.3

%

 

 

(92

)

 

 

(0.0

%)

Income tax (benefit) provision

 

$

(1,521

)

 

 

5.6

%

 

$

21,111

 

 

 

37.2

%

 

$

33,181

 

 

 

15.1

%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Summary of Tax Returns Periods Subject to Examination by Federal, State and Foreign Tax Authorities

The Company’s tax returns are subject to examination by federal, state and foreign tax authorities. The Company’s two major tax jurisdictions are subject to examination for the following periods:

 

Jurisdiction

 

Fiscal Years Subject to Examination

United States - federal and state

 

2020-2024

Sweden

 

2019-2024

Reconciliation of Unrecognized Tax Benefits

The following is a tabular reconciliation of the total amounts of unrecognized tax benefits:

 

 

 

2024

 

 

2023

 

 

 

(Amounts in thousands)

 

Balance of gross unrecognized tax benefits, beginning of period

 

$

3,139

 

 

$

2,996

 

Gross amounts of increases in unrecognized tax benefits as a result
     of tax positions taken in the current period

 

 

76

 

 

 

178

 

Gross amounts of changes in unrecognized tax benefits as a result
     of tax positions taken in the prior period

 

 

(20

)

 

 

53

 

Gross amounts of decreases due to release

 

 

(1,066

)

 

 

(88

)

Balance of gross unrecognized tax benefits, end of period

 

$

2,129

 

 

$

3,139

 

 

 

 

 

 

 

 

v3.25.0.1
Stockholders' Equity (Tables)
12 Months Ended
Dec. 31, 2024
Equity [Abstract]  
Stock-Based Compensation Expense The following table presents stock-based compensation expense in the Company’s consolidated statements of comprehensive income:

 

 

 

For the Years Ended December 31,

 

 

 

2024

 

 

2023

 

 

2022

 

 

 

(Amounts in thousands)

 

Cost of product revenue

 

$

1,948

 

 

$

1,933

 

 

$

2,525

 

Research and development

 

 

3,227

 

 

 

2,855

 

 

 

2,622

 

Selling, general and administrative

 

 

42,895

 

 

 

20,787

 

 

 

22,169

 

Total stock-based compensation

 

$

48,070

 

 

$

25,575

 

 

$

27,316

 

Estimated Weighted Average Assumptions

The fair value of stock option awards granted during the years ended December 31, 2024, 2023 and 2022 were calculated using the following estimated assumptions:

 

 

 

For the Years Ended December 31,

 

 

2024

 

2023

 

2022

Expected term (in years)

 

5.09-6.5

 

5.14-6.5

 

5.5-6.5

Expected volatility (range)

 

46.09-48.50%

 

44.78-46.58%

 

41.44-43.96%

Risk-free interest rate

 

3.69-4.48%

 

3.56-4.71%

 

1.86-4.07%

Expected dividend yield

 

0%

 

0%

 

0%

Summary of Option Activity

Information regarding option activity for the year ended December 31, 2024, under the Plans is summarized below:

 

 

 

Shares

 

 

Weighted
average
exercise
price

 

 

Weighted-
Average
Remaining
Contractual
Term
(in Years)

 

 

Aggregate
Intrinsic
Value
(in Thousands)

 

Options outstanding at December 31, 2023

 

 

649,130

 

 

$

85.97

 

 

 

 

 

 

 

Granted

 

 

80,782

 

 

 

173.16

 

 

 

 

 

 

 

Exercised

 

 

(99,679

)

 

 

43.10

 

 

 

 

 

 

 

Forfeited/expired/cancelled(1)

 

 

(34,027

)

 

 

196.49

 

 

 

 

 

 

 

Options outstanding at December 31, 2024

 

 

596,206

 

 

$

98.64

 

 

 

 

 

 

 

Options exercisable at December 31, 2024

 

 

349,744

 

 

$

85.02

 

 

 

 

 

 

 

Vested and expected to vest at December 31, 2024(2)

 

 

590,960

 

 

$

98.05

 

 

 

5.37

 

 

$

35,180

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(1)
Includes 13,057 options forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
(2)
Represents the number of vested options as of December 31, 2024 plus the number of unvested options expected to vest as of December 31, 2024, based on the unvested outstanding options at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.
Summary of Restricted Stock Unit Activity Information regarding stock unit activity, which includes activity for restricted stock units and performance stock units, for the year ended December 31, 2024 under the Plans is summarized below:

 

 

 

Shares

 

 

Weighted Average
Grant Date
Fair Value

 

 

Unvested at December 31, 2023

 

 

474,320

 

 

$

155.59

 

 

Awarded

 

 

232,519

 

 

 

177.36

 

 

Vested

 

 

(148,429

)

 

 

148.16

 

 

Forfeited/cancelled(1)

 

 

(87,798

)

 

 

189.71

 

 

Unvested at December 31, 2024

 

 

470,612

 

 

$

162.33

 

 

Vested and expected to vest at December 31, 2024(2)

 

 

412,863

 

 

$

160.77

 

 

 

(1)
Includes 13,146 RSUs and 6,573 PSUs forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
(2)
Represents the number of vested stock units as of December 31, 2024, plus the number of unvested stock units expected to vest as of December 31, 2024, based on the unvested outstanding stock units at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.
v3.25.0.1
Convertible Senior Notes (Tables)
12 Months Ended
Dec. 31, 2024
Debt Disclosure [Abstract]  
Carrying Value of Convertible Senior Notes

The carrying value of the Company’s convertible senior notes is as follows:

 

 

 

 

 

 

 

 

 

 

December 31,
2024

 

 

December 31,
2023

 

 

 

(Amounts in thousands)

 

1.00% Convertible Senior Notes due 2028:

 

 

 

 

 

 

Principal amount

 

$

600,000

 

 

$

600,000

 

Unamortized debt discount

 

 

(67,712

)

 

 

(81,457

)

Unamortized debt issuance costs

 

 

(6,721

)

 

 

(8,400

)

Carrying amount - Convertible Senior Notes due 2028, net

 

$

525,567

 

 

$

510,143

 

0.375% Convertible Senior Notes due 2024:

 

 

 

 

 

 

Principal amount

 

$

 

 

$

69,700

 

Unamortized debt issuance costs

 

 

 

 

 

(248

)

Carrying amount - Convertible Senior Notes due 2024, net

 

$

 

 

$

69,452

 

v3.25.0.1
Organization and Nature of Business - Additional Information (Detail)
Dec. 31, 2024
Sites
Accounting Policies [Abstract]  
Number of manufacturing sites 16
v3.25.0.1
Summary of Significant Accounting Policies - Additional Information (Detail)
12 Months Ended
Mar. 04, 2022
shares
Dec. 31, 2024
USD ($)
ReportingUnit
Segment
shares
Dec. 31, 2023
USD ($)
shares
Dec. 31, 2022
USD ($)
shares
Dec. 14, 2023
USD ($)
Jul. 31, 2019
USD ($)
Jul. 19, 2019
USD ($)
Summary Of Significant Accounting Policies [Line Items]              
Denominator for diluted earnings per share - adjusted weighted average shares used in computing net income per share - diluted | shares   55,937 56,377 57,455      
Charges associated with convertible debt instruments, net of tax   $ 0 $ 0 $ 387,000      
Cash and cash equivalents, end of period   $ 757,355,000 $ 751,323,000 $ 523,458,000      
Common stock excluded from calculation of diluted earnings per share | shares   422,130 306,849 177,318      
Dilutive effect on shares of conversion premium | shares   1,359,957          
Advertising Expense   $ 700,000 $ 800,000 $ 600,000      
Revenue   634,439,000 632,362,000 801,536,000      
Contingent Consideration Obligation Estimated   $ 3,200,000 (30,600,000) (28,700,000)      
Number of reporting units | ReportingUnit   1          
Impairment to goodwill   $ 0 0 0      
Impairment charges   0 0 0      
Impairment of intangible assets   $ 0          
Number of reportable segments | Segment   1          
Sales Revenue              
Summary Of Significant Accounting Policies [Line Items]              
Revenue   $ 0 0        
Sales Revenue | Customer Concentration Risk              
Summary Of Significant Accounting Policies [Line Items]              
Revenue   0 0 $ 0      
Accounting Standards Update 2020-06              
Summary Of Significant Accounting Policies [Line Items]              
Denominator for diluted earnings per share - adjusted weighted average shares used in computing net income per share - diluted | shares 3,474,429            
Charges associated with convertible debt instruments, net of tax   400,000          
0.375% Convertible Senior Notes due 2024              
Summary Of Significant Accounting Policies [Line Items]              
Principal amount   69,500,000     $ 69,700,000 $ 287,500,000 $ 287,500,000
Principal amount   0 69,700,000   217,700,000    
1.00% Convertible Senior Notes due 2028              
Summary Of Significant Accounting Policies [Line Items]              
Principal amount     600,000,000   290,100,000    
Principal amount   $ 600,000,000 $ 600,000,000   309,900,000    
Cash         $ 290,100,000    
Minimum | Sales Revenue | Customer Concentration Risk              
Summary Of Significant Accounting Policies [Line Items]              
Concentration Risk, Percentage   10.00% 10.00% 10.00%      
Non-Employee Directors              
Summary Of Significant Accounting Policies [Line Items]              
Estimated forfeiture rates   0.00%          
Employee Stock Option | Awards Granted to Executive Level Employees              
Summary Of Significant Accounting Policies [Line Items]              
Estimated forfeiture rates   3.00%          
Employee Stock Option | Awards Granted to Non-Executive Level Employees              
Summary Of Significant Accounting Policies [Line Items]              
Estimated forfeiture rates   8.00%          
Dilutive Options and Restricted Stock Units              
Summary Of Significant Accounting Policies [Line Items]              
Common stock excluded from calculation of diluted earnings per share | shares   422,325          
Customer Number One | Accounts Receivable | Customer Concentration Risk              
Summary Of Significant Accounting Policies [Line Items]              
Concentration Risk, Percentage   10.00% 10.00%        
v3.25.0.1
Summary of Significant Accounting Policies - Estimated Useful Life of Assets (Detail)
Dec. 31, 2024
Building [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 30 years
Leasehold Improvements [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant, and Equipment, Useful Life, Term, Description [Extensible Enumeration] us-gaap:UsefulLifeShorterOfTermOfLeaseOrAssetUtilityMember
Equipment [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 12 years
Equipment [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 3 years
Furniture Fixtures And Office Equipment Member [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 8 years
Furniture Fixtures And Office Equipment Member [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 3 years
Computer Hardware And Software member [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 7 years
Computer Hardware And Software member [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 3 years
Vehicles [Member]  
Property, Plant and Equipment [Line Items]  
Estimated Useful Life 5 years
v3.25.0.1
Summary of Significant Accounting Policies - Reconciliation of Basic and Diluted Shares Amounts (Detail) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Numerator:      
Net Income (Loss) $ (25,514) $ 35,596 $ 185,959
Effect of dilutive securities:      
Charges associated with convertible debt instruments, net of tax 0 0 387
Numerator for diluted earnings per share - net income available to common stockholders after the effect of dilutive securities $ (25,514) $ 35,596 $ 186,346
Denominator:      
Weighted average shares used in computing net income per share - basic 55,937 55,720 55,460
Effect of dilutive shares:      
Options and stock units   457 608
Convertible Senior Notes [1]   181 1,360
Contingent consideration   8 11
Dilutive effect of unvested performance stock units   11 16
Dilutive potential common shares 0 657 1,995
Denominator for diluted (loss) earnings per share - adjusted weighted average shares used in computing net income per share - diluted 55,937 56,377 57,455
(Loss) earnings per share:      
Basic $ (0.46) $ 0.64 $ 3.35
Diluted $ (0.46) $ 0.63 $ 3.24
[1] Represents the dilutive impact for the Company's 0.375% Convertible Senior Notes due 2024 (the “ 2019 Notes”) and its 1.00% Convertible Senior Notes due 2028 (the “2023 Notes”)
v3.25.0.1
Summary of Significant Accounting Policies - Reconciliation of Basic and Diluted Shares Amounts (parenthetical) (Detail)
Dec. 31, 2024
Jul. 19, 2019
0.375% Convertible Senior Notes due 2024    
Debt Instrument [Line Items]    
Notes, interest rate 0.375% 0.375%
1.00% Convertible Senior Notes due 2028    
Debt Instrument [Line Items]    
Notes, interest rate 1.00%  
v3.25.0.1
Summary of Significant Accounting Policies - Summary of Product Revenues by Product Line (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Revenue from External Customer [Line Items]      
Revenue $ 634,439 $ 632,362 $ 801,536
Filtration Products [Member]      
Revenue from External Customer [Line Items]      
Revenue 372,963 341,379 495,930
Chromatography Products [Member]      
Revenue from External Customer [Line Items]      
Revenue 122,810 126,629 131,680
Process Analytics Products [Member]      
Revenue from External Customer [Line Items]      
Revenue 59,301 56,820 53,512
Proteins Products [Member]      
Revenue from External Customer [Line Items]      
Revenue 74,425 103,463 114,320
Other products [Member]      
Revenue from External Customer [Line Items]      
Revenue 4,679 3,688 5,741
Product      
Revenue from External Customer [Line Items]      
Revenue $ 634,178 $ 631,979 $ 801,183
v3.25.0.1
Summary of Significant Accounting Policies - Percentage of Revenue by Geographic Area (Detail) - Total Revenue - Geographic Concentration Risk [Member]
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Concentration Risk [Line Items]      
Concentration Risk, Percentage 100.00% 100.00% 100.00%
North America [Member]      
Concentration Risk [Line Items]      
Concentration Risk, Percentage 50.00% 44.00% 43.00%
Europe [Member]      
Concentration Risk [Line Items]      
Concentration Risk, Percentage 34.00% 36.00% 37.00%
APAC Other [Member]      
Concentration Risk [Line Items]      
Concentration Risk, Percentage 16.00% 20.00% 20.00%
v3.25.0.1
Summary of Significant Accounting Policies - Total Assets by Geographic Area (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting, Asset Reconciling Item [Line Items]    
Assets $ 2,829,666 $ 2,831,185
North America    
Segment Reporting, Asset Reconciling Item [Line Items]    
Assets 2,305,538 2,377,868
Europe    
Segment Reporting, Asset Reconciling Item [Line Items]    
Assets 410,284 426,148
APAC    
Segment Reporting, Asset Reconciling Item [Line Items]    
Assets $ 113,844 $ 27,169
v3.25.0.1
Summary of Significant Accounting Policies - Long Lived Assets by Geographic Area (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting, Asset Reconciling Item [Line Items]    
Long Lived Assets $ 333,984 $ 324,232
North America    
Segment Reporting, Asset Reconciling Item [Line Items]    
Long Lived Assets 284,868 278,033
Europe    
Segment Reporting, Asset Reconciling Item [Line Items]    
Long Lived Assets 45,650 43,280
APAC    
Segment Reporting, Asset Reconciling Item [Line Items]    
Long Lived Assets $ 3,466 $ 2,919
v3.25.0.1
Summary of Significant Accounting Policies - Schedule of Information about Reportable Segments (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Segment Reporting Information [Line Items]      
Revenue $ 634,439 $ 632,362 $ 801,536
Costs and Expenses [Abstract]      
Cost of goods sold 359,794 353,922 345,830
Research and development 43,200 42,722 43,936
Total costs and operating expenses 669,553 584,659 576,866
Other income (expenses), net 8,079 9,004 (5,530)
Income tax (benefit) provision (1,521) 21,111 33,181
Net (loss) income (25,514) 35,596 185,959
Operating segments      
Segment Reporting Information [Line Items]      
Revenue 634,439 632,362 801,536
Costs and Expenses [Abstract]      
Cost of goods sold 359,794 353,922 345,830
Research and development 43,200 42,722 43,936
Sales and marketing 92,009 78,483 76,043
General and administrative 174,550 109,532 111,057
Total costs and operating expenses 669,553 584,659 576,866
Other income (expenses), net 8,079 9,004 (5,530)
Income tax (benefit) provision (1,521) 21,111 33,181
Net (loss) income $ (25,514) $ 35,596 $ 185,959
v3.25.0.1
Fair Value Measurements - Summary of Company's Cash, Cash Equivalents and Marketable Securities Held to Maturity (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Cash and money market funds    
Cash and Cash Equivalents [Line Items]    
Cash and cash equivalents, Amortized Costs $ 757,355 $ 751,323
Cash and cash equivalents, Estimated Fair Value 757,355 751,323
Cash and cash equivalents    
Cash and Cash Equivalents [Line Items]    
Cash and cash equivalents, Amortized Costs 757,355 751,323
Cash and cash equivalents, Estimated Fair Value $ 757,355 $ 751,323
v3.25.0.1
Fair Value Measurements - Schedule of Financial Assets and Financial Liabilities Measured at Fair Value on a Recurring Basis (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Current contingent consideration $ 17,126 $ 12,983
Noncurrent contingent consideration 19,662 14,070
Foreign Exchange Forward    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets, fair value 287  
Money Market    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets, fair value 687,253 658,574
Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Current contingent consideration 17,126  
Level 1 | Money Market    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets, fair value 687,253 658,574
Level 2 | Foreign Exchange Forward    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Assets, fair value 287  
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Current contingent consideration   12,983
Noncurrent contingent consideration $ 19,662 $ 14,070
v3.25.0.1
Fair Value Measurements - Additional Information (Detail) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 14, 2023
Oct. 02, 2023
Apr. 17, 2023
Dec. 31, 2022
Dec. 31, 2024
Dec. 31, 2023
Jul. 31, 2019
Summary Of Significant Accounting Policies [Line Items]              
Purchase of treasury stock       $ 100.0      
0.375% Convertible Senior Notes due 2024              
Summary Of Significant Accounting Policies [Line Items]              
Principal amount             $ 287.5
Notes, carrying value           $ 69.5  
Fair value of convertible senior notes           109.8  
1.00% Convertible Senior Notes due 2028              
Summary Of Significant Accounting Policies [Line Items]              
Debt istrument cancelled $ 309.9            
Principal amount 290.1         600.0  
Notes for cash 290.1            
Notes, carrying value         $ 525.6 510.1  
Fair value of convertible senior notes         546.1 $ 596.0  
1.00% Convertible Senior Notes due 2028 | Private Placement              
Summary Of Significant Accounting Policies [Line Items]              
Principal amount 600.0            
1.00% Convertible Senior Notes due 2028 | Subscription Transaction              
Summary Of Significant Accounting Policies [Line Items]              
Principal amount 290.1            
1.00% Convertible Senior Notes due 2028 | Exchange Transaction              
Summary Of Significant Accounting Policies [Line Items]              
Debt istrument cancelled 309.9            
2019 Notes [Member]              
Summary Of Significant Accounting Policies [Line Items]              
Debt Intrument Exchange Amount $ 217.7            
Tantti, Inc.              
Summary Of Significant Accounting Policies [Line Items]              
Business combination contingent consideration         54.5    
Avitide, Inc.              
Summary Of Significant Accounting Policies [Line Items]              
Business combination contingent consideration         13.8    
FlexBiosys, Inc.              
Summary Of Significant Accounting Policies [Line Items]              
Business combination contingent consideration     $ 6.6   $ 3.3    
Upfront payment     $ 29.0        
Metenova Holding AB              
Summary Of Significant Accounting Policies [Line Items]              
Upfront payment   $ 164.5          
v3.25.0.1
Fair Value Measurements - Schedule of Reconciliation of the Change in the Fair Value of Contingent Consideration - Earnout (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Contingent consideration $ 3,191 $ (30,569) $ (28,729)
Contingent Consideration      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Balance at December 31, 2023 27,053    
Acquisition date fair value of contingent consideration earnouts 19,738    
Contingent consideration (13,117)    
Increase in fair value of contingent consideration earnouts 3,190    
Translation adjustment (76)    
Balance at December 31, 2024 $ 36,788 $ 27,053  
v3.25.0.1
Fair Value Measurements - Schedule of Contingent Consideration Earnout Expect to be Required to Settle include Significant unobservable Inputs (Detail) - Contingent Consideration - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Liabilities, fair value $ 36,788 $ 27,053
Monte Carlo Simulation | Fair Value, Recurring | Tantti    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Liabilities, fair value $ 3,854  
Discount Rate 5.40%  
Monte Carlo Simulation | Fair Value, Recurring | Probability of Success | Tantti    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 50.00%  
Monte Carlo Simulation | Fair Value, Recurring | Earnout Discount Rate | Tantti    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 5.40%  
Monte Carlo Simulation | Fair Value, Recurring | Revenue and Volume Based Payments    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Liabilities, fair value $ 13,268  
Monte Carlo Simulation | Fair Value, Recurring | Revenue and Volume Based Payments | Earnout Discount Rate    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 5.40%  
Monte Carlo Simulation | Fair Value, Recurring | Revenue and Volume Based Payments | Volatility    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 34.70%  
Monte Carlo Simulation | Fair Value, Recurring | Revenue and Volume Based Payments | Revenue and Volume Based Payments    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 15.70%  
Monte Carlo Simulation | Fair Value, Recurring | Minimum | Tantti    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Probability of Success 0.00%  
Monte Carlo Simulation | Fair Value, Recurring | Minimum | Revenue and Volume Based Payments    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Discount Rate 5.40%  
Volatility 22.60%  
Revenue and Volume Discount Rate 10.20%  
Monte Carlo Simulation | Fair Value, Recurring | Maximum | Tantti    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Probability of Success 100.00%  
Monte Carlo Simulation | Fair Value, Recurring | Maximum | Revenue and Volume Based Payments    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Discount Rate 5.80%  
Volatility 34.70%  
Revenue and Volume Discount Rate 15.70%  
Probability Weighted Present Value | Fair Value, Recurring | Probability of Success    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Liabilities, fair value $ 2,540  
Probability Weighted Present Value | Fair Value, Recurring | Manufacturing Line Expansions | Earnout Discount Rate    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Weighted Average Discount Rate [1] 5.40%  
Probability Weighted Present Value | Fair Value, Recurring | Minimum | Manufacturing Line Expansions    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Probability of Success 0.00%  
Discount Rate 5.40%  
Probability Weighted Present Value | Fair Value, Recurring | Maximum | Manufacturing Line Expansions    
Fair Value Assets And Liabilities Measured On Recurring And Nonrecurring Basis [Line Items]    
Probability of Success 100.00%  
Discount Rate 5.50%  
[1] Unobservable inputs were weighted by the relative fair value of the contingent consideration liability.
v3.25.0.1
Derivative Instruments - Schedule of Notional Amounts of the Outstanding Contracts (Details) - Dec. 31, 2024
kr in Thousands, $ in Thousands
USD ($)
SEK (kr)
U.S. Dollar    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | $ $ 89,031  
U.S. Dollar | May 2025    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | $ 26,481  
U.S. Dollar | September 2025    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | $ $ 62,550  
Swedish Krona    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | kr   kr 969,385
Swedish Krona | May 2025    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | kr   289,967
Swedish Krona | September 2025    
Derivative Instruments, Gain (Loss) [Line Items]    
Foreign notional amounts of the outstanding contracts balances | kr   kr 679,418
v3.25.0.1
Derivative Instruments - Schedule of Fair Value of Outstanding Derivative Instruments Recorded in the Accompanying Consolidate Balance Sheet (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Other current assets  
Derivative Instruments, Gain (Loss) [Line Items]  
Outstanding derivative instruments amounts $ 287
v3.25.0.1
Derivative Instruments - Schedule of Effects of Derivative Instruments on the Consolidated Statements of Operations and Comprehensive Income (loss) (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Foreign Exchange Forward  
Derivative Instruments, Gain (Loss) [Line Items]  
Amount of gain recognized on derivatives $ 287
v3.25.0.1
Acquisitions - Additional Information (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 02, 2024
Oct. 02, 2023
Apr. 17, 2023
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Business Acquisition [Line Items]            
Goodwill       $ 1,030,995 $ 987,120 $ 855,513
Metenova Holding AB            
Business Acquisition [Line Items]            
Cash consideration   $ 164,500        
Shares issued for business acquisition   52,299        
Value of common stock issued   $ 172,600        
Net liabilities assumed   1,900        
Fair value of acquired finite lived intangible assets   58,800        
Goodwill       115,722 115,700  
Intangible Asset Residual Value   115,700        
Transaction costs       6,500    
Metenova Holding AB | Developed technology            
Business Acquisition [Line Items]            
Fair value of acquired finite lived intangible assets       $ 44,377    
Weighted Average Useful Life (in years)       15 years    
Metenova Holding AB | Common Stock            
Business Acquisition [Line Items]            
Value of common stock issued   $ 8,100        
FlexBiosys, Inc.            
Business Acquisition [Line Items]            
Business combination date of acquistion     Apr. 17, 2023      
Cash consideration     $ 29,000      
Deposited in escrow for future payments,     $ 6,300      
Shares issued for business acquisition     31,415      
Value of common stock issued     $ 41,000      
Net liabilities assumed     14,100      
Fair value of acquired finite lived intangible assets     12,600      
Goodwill       $ 14,321 $ 14,300  
Intangible Asset Residual Value     14,300      
Transaction costs       900    
Business combination contingent consideration     6,600 3,300    
FlexBiosys, Inc. | Developed technology            
Business Acquisition [Line Items]            
Fair value of acquired finite lived intangible assets       $ 9,860    
Weighted Average Useful Life (in years)       16 years    
FlexBiosys, Inc. | Common Stock            
Business Acquisition [Line Items]            
Value of common stock issued     $ 5,400      
Tantti Laboratory Inc.            
Business Acquisition [Line Items]            
Cash consideration $ 55,100          
Value of common stock issued 74,800          
Net liabilities assumed 1,200          
Fair value of acquired finite lived intangible assets 28,900          
Weighted Average Useful Life (in years)       15 years    
Goodwill       $ 47,105    
Intangible Asset Residual Value 47,100          
Transaction costs       1,600    
Business combination contingent consideration $ 19,700          
Tantti Laboratory Inc. | Developed technology            
Business Acquisition [Line Items]            
Fair value of acquired finite lived intangible assets       $ 28,910    
v3.25.0.1
Acquisitions - Fair Value of Net Assets Acquired (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 02, 2024
Dec. 31, 2023
Oct. 02, 2023
Apr. 17, 2023
Dec. 31, 2022
Business Acquisition [Line Items]            
Other assets, long-term $ 868   $ 1,277      
Goodwill 1,030,995   987,120     $ 855,513
Tantti Laboratory Inc.            
Business Acquisition [Line Items]            
Cash and cash equivalents 85          
Accounts receivable 1          
Inventory 41          
Prepaid expenses and other current assets 321          
Property and equipment 731          
Operating lease right of use asset 637          
Other assets, long-term 81          
Developed technology / Customer relationships   $ 28,900        
Goodwill 47,105          
Accounts payable (18)          
Accrued liabilities (510)          
Operating lease liability (214)          
Noncurrent deferred tax liability (1,911)          
Noncurrent operating lease liability (413)          
Fair value of net assets acquired 74,846          
Tantti Laboratory Inc. | Developed technology            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 28,910          
Metenova Holding AB            
Business Acquisition [Line Items]            
Cash and cash equivalents 5,768          
Accounts receivable 3,730          
Inventory 4,477          
Prepaid expenses and other current assets 470          
Property and equipment 433          
Operating lease right of use asset 615          
Developed technology / Customer relationships       $ 58,800    
Goodwill 115,722   115,700      
Accounts payable (1,432)          
Accrued liabilities (2,934)          
Operating lease liability (275)          
Noncurrent deferred tax liability (12,481)          
Noncurrent operating lease liability (255)          
Fair value of net assets acquired 172,600          
Metenova Holding AB | Customer relationships            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 12,659          
Metenova Holding AB | Developed technology            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 44,377          
Metenova Holding AB | Trademark and tradename            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 939          
Metenova Holding AB | Non-compete agreements            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 787          
FlexBiosys, Inc.            
Business Acquisition [Line Items]            
Cash and cash equivalents 1,090          
Accounts receivable 683          
Inventory 667          
Prepaid expenses and other current assets 35          
Property and equipment 12,034          
Operating lease right of use asset 3,537          
Other noncurrent assets 10          
Developed technology / Customer relationships         $ 12,600  
Goodwill 14,321   $ 14,300      
Accounts payable (136)          
Accrued liabilities (314)          
Operating lease liability (39)          
Noncurrent operating lease liability (3,498)          
Fair value of net assets acquired 41,030          
FlexBiosys, Inc. | Customer relationships            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 2,530          
FlexBiosys, Inc. | Developed technology            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 9,860          
FlexBiosys, Inc. | Trademark and tradename            
Business Acquisition [Line Items]            
Developed technology / Customer relationships 30          
FlexBiosys, Inc. | Non-compete agreements            
Business Acquisition [Line Items]            
Developed technology / Customer relationships $ 220          
v3.25.0.1
Acquisitions - Estimated Useful Life and Fair Value (Detail)
$ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
Metenova Holding AB  
Fair Value $ 58,762
FlexBiosys, Inc.  
Fair Value $ 12,640
Customer Relationships [Member] | Metenova Holding AB  
Weighted Average Useful Life (in years) 15 years
Fair Value $ 12,659
Customer Relationships [Member] | FlexBiosys, Inc.  
Weighted Average Useful Life (in years) 12 years
Fair Value $ 2,530
Developed Technology Rights [Member] | Metenova Holding AB  
Weighted Average Useful Life (in years) 15 years
Fair Value $ 44,377
Developed Technology Rights [Member] | FlexBiosys, Inc.  
Weighted Average Useful Life (in years) 16 years
Fair Value $ 9,860
Trademark and tradename [Member] | Metenova Holding AB  
Weighted Average Useful Life (in years) 15 years
Fair Value $ 939
Trademark and tradename [Member] | FlexBiosys, Inc.  
Weighted Average Useful Life (in years) 4 years
Fair Value $ 30
Noncompete Agreements [Member] | Metenova Holding AB  
Weighted Average Useful Life (in years) 2 years
Fair Value $ 787
Noncompete Agreements [Member] | FlexBiosys, Inc.  
Weighted Average Useful Life (in years) 5 years
Fair Value $ 220
v3.25.0.1
Restructuring Activities and Other Inventory-Related Charges - Additional Information (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs $ 46,935 $ 32,200
v3.25.0.1
Restructuring Activities and Other Inventory-Related Charges - Summary of Charges Related to Restructuring Activities and Other Inventory Related Charges by Type of Cost (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs $ 46,935 $ 32,200
Severance & Employee-Related Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 2,929 3,725
Inventory Write-Off    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 36,082  
Inventory Adjustments    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs   23,588
Accelerated Depreciation    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 19 3,816
Facility and Other Exit Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 7,905 1,071
Cost of product revenue    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 44,028 30,386
Cost of product revenue | Severance & Employee-Related Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 876 2,077
Cost of product revenue | Inventory Write-Off    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 36,082  
Cost of product revenue | Inventory Adjustments    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs   23,588
Cost of product revenue | Accelerated Depreciation    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 19 3,788
Cost of product revenue | Facility and Other Exit Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 7,051 933
Research and development    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 449 116
Research and development | Severance & Employee-Related Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 449 116
Research and development | Inventory Write-Off    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0  
Research and development | Inventory Adjustments    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs   0
Research and development | Accelerated Depreciation    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0 0
Research and development | Facility and Other Exit Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0 0
Selling, general and administrative    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 2,692 1,698
Selling, general and administrative | Severance & Employee-Related Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 1,604 1,532
Selling, general and administrative | Inventory Write-Off    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0  
Selling, general and administrative | Inventory Adjustments    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs   0
Selling, general and administrative | Accelerated Depreciation    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0 28
Selling, general and administrative | Facility and Other Exit Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 1,088 $ 138
Other (expenses) income    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs (234)  
Other (expenses) income | Severance & Employee-Related Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0  
Other (expenses) income | Inventory Write-Off    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0  
Other (expenses) income | Accelerated Depreciation    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs 0  
Other (expenses) income | Facility and Other Exit Costs    
Restructuring Cost and Reserve [Line Items]    
Restructuring Costs $ (234)  
v3.25.0.1
Leases - Additional Information (Detail)
$ in Thousands
Dec. 31, 2024
USD ($)
Dec. 01, 2024
USD ($)
ft²
Feb. 01, 2024
USD ($)
ft²
Dec. 31, 2023
USD ($)
Operating Leased Assets [Line Items]        
Operating lease right of use assets $ 135,378     $ 115,515
Operating lease liabilities 160,680     132,200
Operating lease liabilities excluding control not conveyed leases $ 160,680     $ 132,209
Shrewsbury lease [Member]        
Operating Leased Assets [Line Items]        
Operating lease right of use assets     $ 13,700  
Expansion of existing premises | ft²     139,000  
Rancho Dominguez Lease [Member]        
Operating Leased Assets [Line Items]        
Operating lease right of use assets   $ 13,000    
Expansion of existing premises | ft²   72,000    
v3.25.0.1
Leases - Summary of Maturities of Operating Lease Liabilities (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]    
2025 $ 24,530  
2026 27,292  
2027 25,854  
2028 26,054  
2029 25,928  
2030 and thereafter 65,869  
Total future minimum lease payments 195,527  
Less lease incentives (2,790)  
Less amount of lease payment representing interest (32,057)  
Operating lease liabilities $ 160,680 $ 132,200
v3.25.0.1
Leases - Summary of Operating Lease Liability (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]    
Operating lease liability $ 15,104 $ 5,631
Operating lease liability, long-term 145,576 126,578
Minimum operating lease payments $ 160,680 $ 132,209
v3.25.0.1
Leases - Summary of Operating Lease Cost (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Leases [Abstract]      
Operating lease cost $ 24,234 $ 20,981 $ 17,833
Variable operating lease cost 4,482 4,075 11,317
Lease cost $ 28,716 $ 25,056 $ 29,150
v3.25.0.1
Leases - Schedule of Supplemental Disclosure of Cash Flows Related to Operating Leases (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Leases [Abstract]      
Operating lease cost $ (23,806) $ (17,862) $ (13,757)
v3.25.0.1
Leases - Schedule of Weighted Average Discount Rate and Lease Term Used in Calculating Lease Liabilities (Detail)
Dec. 31, 2024
Leases [Abstract]  
Weighted average remaining lease term (years) 7 years 6 months 10 days
Weighted average discount rate 4.56%
v3.25.0.1
Revenue Recognition - Summary of Disaggregation of Revenue (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Disaggregation of Revenue [Line Items]      
Revenue $ 634,439 $ 632,362 $ 801,536
Product Revenue      
Disaggregation of Revenue [Line Items]      
Revenue 634,178 631,979 801,183
Royalty and Other Income      
Disaggregation of Revenue [Line Items]      
Revenue $ 261 $ 383 $ 353
v3.25.0.1
Revenue Recognition - Additional Information (Detail) - USD ($)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Disaggregation of Revenue [Line Items]      
Revenue $ 634,439,000 $ 632,362,000 $ 801,536,000
Revenue Benchmark [Member]      
Disaggregation of Revenue [Line Items]      
Revenue 0 0  
Revenue Benchmark [Member] | Customer Concentration Risk [Member]      
Disaggregation of Revenue [Line Items]      
Revenue $ 0 $ 0 $ 0
Revenue Benchmark [Member] | Minimum [Member] | Customer Concentration Risk [Member]      
Disaggregation of Revenue [Line Items]      
Concentration Risk, Percentage 10.00% 10.00% 10.00%
v3.25.0.1
Revenue Recognition - Summary of Receivables and Deferred Revenue from Contracts with Customers (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Balances from contracts with customers only:    
Accounts receivable $ 134,115 $ 124,161
Deferred revenue (included in accrued liabilities and other noncurrent liabilities in the condensed consolidated balance sheets) 13,597 17,536
Revenue recognized during periods presented relating to:    
The beginning deferred revenue balance $ 16,372 $ 18,751
v3.25.0.1
Credit Losses - Additional Information (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Credit Loss [Abstract]    
Accounts receivable $ 134,115 $ 124,161
Accounts receivable, reserve for doubtful accounts $ 1,832 $ 2,122
v3.25.0.1
Credit Losses - Summary Of Allowance For Credit Losses For Accounts Receivables (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Credit Loss [Abstract]    
Beginning balance $ (2,122) $ (1,365)
Current period change for write-offs 135 82
Current period change for expected credit losses 155 (839)
Ending balance $ (1,832) $ (2,122)
v3.25.0.1
Goodwill and Intangible Assets - Changes in Carrying Value of Goodwill (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Goodwill [Line Items]    
Balance $ 987,120 $ 855,513
Cumulative translation adjustment (3,174) 1,508
Balance 1,030,995 987,120
FlexBiosys, Inc.    
Goodwill [Line Items]    
Balance 14,300  
Goodwill arising from Acquisition   14,321
Balance 14,321 14,300
Metenova Holding AB    
Goodwill [Line Items]    
Balance 115,700  
Measurement period adjustments (56)  
Goodwill arising from Acquisition   115,778
Balance 115,722 $ 115,700
Tantti Laboratory Inc.    
Goodwill [Line Items]    
Goodwill arising from Acquisition 47,105  
Balance $ 47,105  
v3.25.0.1
Goodwill and Intangible Assets - Schedule of Intangible Assets (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Intangible Assets [Line Items]    
Gross Carrying Value $ 563,672 $ 539,396
Gross Carrying Value 564,372 540,096
Accumulated Amortization (166,475) (133,139)
Accumulated Amortization (166,475) (133,139)
Net Carrying Value 397,197 406,257
Net Carrying Value $ 397,897 $ 406,957
Weighted Average Useful Life (in years) 15 years 15 years
Trademarks    
Intangible Assets [Line Items]    
Gross Carrying Value $ 8,641 $ 8,757
Gross Carrying Value 700 700
Accumulated Amortization (2,283) (1,789)
Net Carrying Value 6,358 6,968
Net Carrying Value $ 700 $ 700
Weighted Average Useful Life (in years) 19 years 19 years
Technology—developed    
Intangible Assets [Line Items]    
Gross Carrying Value $ 283,380 $ 256,536
Accumulated Amortization (60,272) (44,633)
Net Carrying Value $ 223,108 $ 211,903
Weighted Average Useful Life (in years) 16 years 16 years
Patents    
Intangible Assets [Line Items]    
Gross Carrying Value $ 240 $ 240
Accumulated Amortization (240) (240)
Net Carrying Value $ 0 $ 0
Weighted Average Useful Life (in years) 8 years 8 years
Customer relationships    
Intangible Assets [Line Items]    
Gross Carrying Value $ 267,599 $ 269,949
Accumulated Amortization (100,646) (83,963)
Net Carrying Value $ 166,953 $ 185,986
Weighted Average Useful Life (in years) 15 years 15 years
Other intangibles    
Intangible Assets [Line Items]    
Gross Carrying Value $ 3,812 $ 3,914
Accumulated Amortization (3,034) (2,514)
Net Carrying Value $ 778 $ 1,400
Weighted Average Useful Life (in years) 3 years 3 years
v3.25.0.1
Goodwill and Intangible Assets - Additional Information (Detail) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Finite-Lived Intangible Liabilities [Line Items]      
Amortization expense $ 34.7 $ 31.6 $ 27.1
Impairment of intangible assets $ 0.0    
v3.25.0.1
Goodwill and Intangible Assets - Amortization Expense for Amortized Intangible Assets (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Finite-Lived Intangible Liabilities [Line Items]    
2025 $ 36,015  
2026 35,649  
2027 35,616  
2028 35,520  
2029 34,771  
2030 and thereafter 219,626  
Net Carrying Value $ 397,197 $ 406,257
v3.25.0.1
Consolidated Balance Sheet Detail - Schedule of Inventories (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Inventory [Line Items]    
Raw materials $ 82,208 $ 123,598
Work-in-process 4,542 4,492
Finished products 56,214 74,231
Total inventories, net $ 142,964 $ 202,321
v3.25.0.1
Consolidated Balance Sheet Detail - Prepaid Expenses and Other Current Assets (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Prepaid Expenses And Other Current Assets [Line Items]    
Equipment maintenance and services $ 8,469 $ 6,605
Prepaid income taxes 10,031 10,532
Prepaid insurance 979 3,087
Other 12,128 13,317
Total prepaid expenses and other current assets $ 31,607 $ 33,541
v3.25.0.1
Consolidated Balance Sheet Detail - Property, Plant and Equipment (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment [Line Items]    
Land $ 824 $ 992
Buildings 675 1,667
Leasehold improvements 145,256 126,663
Equipment 130,413 114,606
Furniture, fixtures and office equipment 9,999 9,077
Computer hardware and software 44,323 35,528
Construction in progress 28,211 47,086
Other 504 544
Total property, plant and equipment 360,205 336,163
Less - Accumulated depreciation (162,467) (128,723)
Total property, plant and equipment, net $ 197,738 $ 207,440
v3.25.0.1
Consolidated Balance Sheet Detail - Additional Information (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]      
Gain on sale of property $ (3,596) $ 0 $ 0
Depreciation 35,000 $ 37,000 $ 23,900
BioFlex Property [Member]      
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]      
Gain on sale of property $ 200    
v3.25.0.1
Consolidated Balance Sheet Detail - Schedule of Accrued Liabilities (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Schedule of Accrued Liabilities [Line Items]    
Employee compensation $ 32,163 $ 16,660
Deferred revenue 13,243 17,067
Income taxes payable 1,423 6,814
Other 15,594 16,772
Total accrued liabilities $ 62,423 $ 57,313
v3.25.0.1
Income Taxes - Income (Loss) Before Income Taxes (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Schedule of Income Before Income Tax [Line Items]      
Domestic $ (89,321) $ (24,888) $ 153,446
Foreign 62,286 81,595 65,694
(Loss) income before income taxes $ (27,035) $ 56,707 $ 219,140
v3.25.0.1
Income Taxes - Current, Deferred and Income Taxes (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Taxes [Line Items]      
Current $ 15,037 $ 19,941 $ 34,800
Deferred (16,558) 1,170 (1,619)
Total $ (1,521) $ 21,111 $ 33,181
v3.25.0.1
Income Taxes - Provision (Benefit) for Income Taxes by Jurisdiction (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Taxes [Line Items]      
Federal $ (13,684) $ 2,272 $ 17,662
State (2,059) (26) 1,381
Foreign 14,222 18,865 14,138
Total $ (1,521) $ 21,111 $ 33,181
v3.25.0.1
Income Taxes - Additional Information (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2021
Income Taxes [Line Items]      
Net operating loss carry forwards $ 26,000    
Net operating loss and business tax credit carry forwards expiration date at various dates through 2044    
Valuation allowance increase (decrease) $ 497,000 $ 1,000  
Impact of unrecognized tax benefits on effective tax rate 2,100    
Interest and penalties related to income taxes 58,000 15,000  
Interest and penalties accrued 125,000 $ 67,000  
Unrecognized tax benefits decreases resulting from current period tax positions 1,400    
Undistributed earnings of foreign subsidiaries 266,200    
Foreign earnings subject to one time transition tax 5,700    
State      
Income Taxes [Line Items]      
Net operating loss carry forwards 11,900    
State | Tax Year 2044      
Income Taxes [Line Items]      
Business tax credits carry forwards 6,600    
Federal and State      
Income Taxes [Line Items]      
Net operating loss carry forwards $ 19,300    
Foreign      
Income Taxes [Line Items]      
Net operating loss and business tax credit carry forwards expiration date at various dates through 2034    
Foreign | Unlimited Carryforward Period      
Income Taxes [Line Items]      
Net operating loss carry forwards $ 4,800    
Foreign | Tax Year 2034      
Income Taxes [Line Items]      
Net operating loss carry forwards $ 21,200    
nflation Reduction Act Of Two Thousand Twenty Two      
Income Taxes [Line Items]      
Percentage of alternative minimum tax     15.00%
v3.25.0.1
Income Taxes - Consolidated Deferred Tax Assets (Liabilities) (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Deferred tax assets:    
Stock-based compensation expense $ 6,809 $ 5,120
Operating leases 36,415 30,727
Capitalized research and development 20,641 17,568
Inventory 15,539 10,131
Net operating loss carryforwards 9,877 7,648
Business tax credit carryforwards 5,172 5,531
Other 11,587 7,063
Total deferred tax assets 106,040 83,788
Less: valuation allowance (517) (20)
Net deferred tax assets 105,523 83,768
Deferred tax liabilities:    
Fixed assets (18,318) (17,716)
Acquired intangible assets (63,132) (58,467)
Operating lease right of use assets (29,897) (26,373)
Debt discount (16,202) (19,006)
Total deferred tax liabilities (127,549) (121,562)
Total net deferred tax liabilities $ (22,026) $ (37,794)
v3.25.0.1
Income Taxes - Reconciliation of Federal Statutory Rate to Effective Income Tax Rate (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Income Tax Rate Reconciliation [Line Items]      
(Loss) income before income taxes $ (27,035) $ 56,707 $ 219,140
Expected tax at statutory rate (5,677) 11,910 46,020
Adjustments due to:      
Difference between U.S. and foreign tax 1,200 1,078 1,024
State income tax (1,812) 1,224 3,509
Business tax credits (1,523) (4,522) (5,139)
Stock-based compensation expense 1,782 (2,461) (5,638)
U.S. taxation of foreign earnings 422 539 83
Foreign-derived intangible income 0 0 (5,042)
Executive compensation 2,718 3,084 5,441
Contingent consideration 796 (6,412) (6,033)
Nondeductible transactions cost 330 604 0
Loss on extinguishment of debt 0 2,634 0
Debt discount 0 16,650 0
Foreign exchange loss 0 (2,288) 0
Change in U.S. and foreign tax rates 494 0 0
Uncertain tax (benefit) provisions (805) 165 234
Change in valuation allowance 106 0 (688)
Return to provision adjustments 346 (1,255) (498)
Other 102 161 (92)
Total $ (1,521) $ 21,111 $ 33,181
Expected tax at statutory rate 21.00% 21.00% 21.00%
Adjustments due to:      
Difference between U.S. and foreign tax (4.40%) 1.90% 0.50%
State income and franchise tax 6.70% 2.20% 1.60%
Business tax credits 5.60% (8.00%) (2.30%)
Stock-based compensation expense (6.60%) (4.30%) (2.60%)
U.S. taxation of foreign earnings (1.60%) 1.00% 0.00%
Foreign-derived intangible income 0.00% 0.00% (2.30%)
Executive compensation (10.10%) 5.40% 2.50%
Contingent consideration (2.90%) (11.30%) (2.80%)
Nondeductible Transactions Cost (1.20%) 1.10% 0.00%
Loss on extinguishment of debt 0.00% 4.60% 0.00%
Debt discount 0.00% 29.40% 0.00%
Foreign exchange loss 0.00% (4.00%) 0.00%
Change in U.S. and foreign tax rates (1.80%) 0.00% 0.00%
Uncertain tax (benefit) provisions 3.00% 0.30% 0.10%
Change in valuation allowance (0.40%) 0.00% (0.30%)
Return to provision adjustments (1.30%) (2.20%) (0.20%)
Other (0.40%) 0.30% 0.00%
Income tax provision 5.60% 37.20% 15.10%
v3.25.0.1
Income Taxes - Summary of Tax Returns Periods Subject to Examination by Federal, State and Foreign Tax Authorities (Detail)
12 Months Ended
Dec. 31, 2024
United States  
Income Tax Examination [Line Items]  
Fiscal year subject to examination 2020 2021 2022 2023 2024
Sweden  
Income Tax Examination [Line Items]  
Fiscal year subject to examination 2019 2020 2021 2022 2023 2024
v3.25.0.1
Income Taxes - Reconciliation of Unrecognized Tax Benefits (Detail) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Significant Change in Unrecognized Tax Benefits is Reasonably Possible [Line Items]    
Balance of gross unrecognized tax benefits, beginning of period $ 3,139 $ 2,996
Gross amounts of increases in unrecognized tax benefits as a result of tax positions taken in the current period 76 178
Gross amounts of changes in unrecognized tax benefits as a result of tax positions taken in the prior period (20) 53
Gross amounts of decreases due to release (1,066) (88)
Balance of gross unrecognized tax benefits, end of period $ 2,129 $ 3,139
v3.25.0.1
Stockholders' Equity - Additional Information (Detail) - USD ($)
$ / shares in Units, $ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended
Dec. 31, 2023
Sep. 01, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Jun. 28, 2024
Jun. 12, 2024
Apr. 30, 2024
Mar. 31, 2024
Dec. 14, 2023
Dec. 06, 2023
May 31, 2023
Dec. 31, 2018
Stockholders Equity Note Disclosure [Line Items]                          
Common stock, shares issued 55,766,078   56,091,677 55,766,078                  
Exercised number of shares     99,679                    
Stock-based compensation   $ 22,400 $ 48,070 $ 25,575 $ 27,316                
Stock options, outstanding 649,130   596,206 649,130                  
Restricted stock units, outstanding 474,320   470,612 474,320                  
Aggregate intrinsic value of stock options exercised     $ 10,400 $ 5,800 $ 14,100                
Weighted average grant date fair value of share-based awards granted     $ 88.00 $ 84.37 $ 87.40                
Total fair value of stock options vested     $ 7,800 $ 4,700 $ 3,100                
Weighted average grant date fair value of restricted stock units granted     $ 177.36                    
Total unrecognized compensation cost     $ 56,500                    
Unrecognized compensation cost, weighted average remaining requisite service period     2 years 8 months 12 days                    
Number of unvested options and restricted stock units     2,305,232                    
Forfeited portion of grants [1]     34,027                    
Share recalculated value             $ 136            
Avitide Llc                          
Stockholders Equity Note Disclosure [Line Items]                          
Common stock, shares issued               28,638       42,621  
Earnout consideration earned               50.00%       50.00%  
FlexBiosys, Inc.                          
Stockholders Equity Note Disclosure [Line Items]                          
Common stock, shares issued                 2,770        
Earnout consideration earned                 20.00%        
2018 Plan                          
Stockholders Equity Note Disclosure [Line Items]                          
Common stock shares reserved for Issuance                         2,778,000
Incentive options, vesting period 1,479,932     1,479,932                  
Common Stock                          
Stockholders Equity Note Disclosure [Line Items]                          
Repurchase of common stock (in shares)       (92,090)                  
Restricted Stock Units (RSUs)                          
Stockholders Equity Note Disclosure [Line Items]                          
Closing price of common stock           $ 143.94              
Unvested Options [Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Incentive options, vesting period     5 years                    
Restricted Stock And Performance Stock Units [Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Aggregate intrinsic value of restricted stock units vested     $ 26,700 $ 35,700 43,900                
Total grant date fair value of restricted stock units vested     22,000 $ 26,200 $ 22,700                
Two Thousand Twenty Four Grants [Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Stock-based compensation     $ 22,400                    
Forfeited portion of grants     32,776                    
Non Employee Director Stock Option[Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Estimated forfeiture rates     0.00%                    
Non-Executive [Member] | Employee Stock Option                          
Stockholders Equity Note Disclosure [Line Items]                          
Estimated forfeiture rates     8.00%                    
Non-Executive [Member] | Restricted Stock And Performance Stock Units [Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Estimated forfeiture rates     8.00%                    
Executive Officer [Member] | Employee Stock Option                          
Stockholders Equity Note Disclosure [Line Items]                          
Estimated forfeiture rates     3.00%                    
Executive Officer [Member] | Restricted Stock And Performance Stock Units [Member]                          
Stockholders Equity Note Disclosure [Line Items]                          
Estimated forfeiture rates     3.00%                    
1.00% Convertible Senior Notes due 2028                          
Stockholders Equity Note Disclosure [Line Items]                          
Net proceeds from public offering $ 14,400                        
Repurchase of common stock (in shares) 92,090                        
Closing price of common stock $ 156.22     $ 156.22             $ 156.2    
Share repurchase amount $ 25,000     $ 25,000                  
Aggregate principal amount $ 600,000     $ 600,000           $ 290,100      
1.00% Convertible Senior Notes due 2028 | Common Stock                          
Stockholders Equity Note Disclosure [Line Items]                          
Aggregate principal amount     $ 1,000                    
[1] Includes 13,057 options forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
v3.25.0.1
Stockholders' Equity -Stock-Based Compensation Expense (Detail) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Sep. 01, 2024
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Employee Service Share-based Compensation, Allocation of Recognized Period Costs [Line Items]        
Stock-based compensation $ 22,400 $ 48,070 $ 25,575 $ 27,316
Cost of product revenue        
Employee Service Share-based Compensation, Allocation of Recognized Period Costs [Line Items]        
Stock-based compensation   1,948 1,933 2,525
Research and development        
Employee Service Share-based Compensation, Allocation of Recognized Period Costs [Line Items]        
Stock-based compensation   3,227 2,855 2,622
Selling, general and administrative        
Employee Service Share-based Compensation, Allocation of Recognized Period Costs [Line Items]        
Stock-based compensation   $ 42,895 $ 20,787 $ 22,169
v3.25.0.1
Stockholders' Equity - Estimated Weighted Average Assumptions (Detail)
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Expected volatility (range), minimum 46.09% 44.78% 41.44%
Expected volatility (range), maximum 48.50% 46.58% 43.96%
Risk-free interest rate, minimum 3.69% 3.56% 1.86%
Risk-free interest rate, maximum 4.48% 4.71% 4.07%
Expected dividend yield 0.00% 0.00% 0.00%
Minimum      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Expected term (in years) 5 years 1 month 2 days 5 years 1 month 20 days 5 years 6 months
Maximum      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Expected term (in years) 6 years 6 months 6 years 6 months 6 years 6 months
v3.25.0.1
Stockholders' Equity -Summary of Option Activity (Detail)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2024
USD ($)
$ / shares
shares
Options Outstanding  
Options outstanding at December 31, 2023 | shares | shares 649,130
Granted | shares | shares 80,782
Exercised | shares | shares (99,679)
Forfeited/expired/cancelled | Shares | shares (34,027) [1]
Options outstanding at December 31, 2024 | shares | shares 596,206
Options exercisable at December 31, 2024 | shares | shares 349,744
Vested and expected to vest at December 31, 2024 | shares 590,960 [2]
Weighted-Average Exercise Price Per Share  
Options outstanding at December 31, 2023 | $ / shares $ 85.97
Granted | $ / shares 173.16
Exercised | $ / shares 43.1
Forfeited/expired/cancelled | $ / shares 196.49 [1]
Options outstanding at December 31, 2024 | $ / shares 98.64
Options exercisable at December 31, 2024 | $ / shares 85.02
Vested and expected to vest at December 31, 2024 | $ / shares $ 98.05 [2]
Weighted-Average Remaining Contractual Term (in years)  
Vested and expected to vest at December 31, 2024 5 years 4 months 13 days [2]
Aggregate Intrinsic Value  
Vested and expectd to vest at December 31, 2024 | $ $ 35,180 [2]
[1] Includes 13,057 options forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
[2] Represents the number of vested options as of December 31, 2024 plus the number of unvested options expected to vest as of December 31, 2024, based on the unvested outstanding options at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.
v3.25.0.1
Stockholders' Equity - Summary of Option Activity (Parenthetical) (Detail)
12 Months Ended
Dec. 31, 2024
shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Forfeited portion of grants 34,027 [1]
2024 Award Amendment  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Forfeited portion of grants 13,057
Employee Stock Option | Awards Granted to Non-Executive Level Employees  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Estimated forfeiture rates 8.00%
Employee Stock Option | Awards Granted to Executive Level Employees  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Estimated forfeiture rates 3.00%
[1] Includes 13,057 options forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
v3.25.0.1
Stockholders' Equity - Summary of Restricted Stock Unit Activity (Detail)
12 Months Ended
Dec. 31, 2024
$ / shares
shares
Options Outstanding  
Shares, Unvested at December 31, 2023 | shares 474,320
Shares Awarded | shares 232,519
Shares, Vested | shares (148,429)
Shares, Forfeited/cancelled | shares (87,798) [1]
Shares, Unvested at December 31, 2024 | shares 470,612
Shares, Vested and expected to vest at December 31, 2024 | shares 412,863 [2]
Weighted-Average Remaining Contractual Term (in years)  
Weighted Average, Unvested at December 31,2023 | $ / shares $ 155.59
Weighted Average, Awarded | $ / shares 177.36
Weighted Average, Vested | $ / shares 148.16
Weighted Average, Forfeited/Cancelled | $ / shares 189.71 [1]
Weighted Average, Unvested at December 31, 2023 | $ / shares 162.33
Weighted Average, Vested and expected to vest at December 31, 2024 | $ / shares $ 160.77 [2]
[1] Includes 13,146 RSUs and 6,573 PSUs forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
[2] Represents the number of vested stock units as of December 31, 2024, plus the number of unvested stock units expected to vest as of December 31, 2024, based on the unvested outstanding stock units at December 31, 2024 adjusted for estimated forfeiture rates of 8% for awards granted to non-executive level employees and 3% for awards granted to executive level employees.
v3.25.0.1
Stockholders' Equity - Summary of Restricted Stock Unit Activity (Parenthetical) (Detail)
12 Months Ended
Dec. 31, 2024
shares
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Forfeited 87,798 [1]
Restricted Stock Units and Performance Stock Units | Awards Granted to Non-Executive Level Employees  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Estimated forfeiture rates 8.00%
Restricted Stock Units and Performance Stock Units | Awards Granted to Executive Level Employees  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Estimated forfeiture rates 3.00%
Restricted Stock Units (RSUs) | 2024 Award Amendment  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Forfeited 13,146
Performance Stock Units | 2024 Award Amendment  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Forfeited 6,573
[1] Includes 13,146 RSUs and 6,573 PSUs forfeited pursuant to the 2024 Award Amendment discussed above under “Chief Executive Officer Accounting Modifications.
v3.25.0.1
Commitments and Contingencies - Additional Information (Detail) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Commitments and Contingencies [Line Items]      
Outstanding obligation $ 37.9    
Purchase commitments to be settled in one year 31.0    
Purchase commitments to be settled in one to three years 5.3    
Purchase commitments to be settled in three to five years 1.6    
NGL Impact A [Member] | Research and Development Arrangement [Member]      
Commitments and Contingencies [Line Items]      
Royalty Expense $ 3.1 $ 3.8 $ 2.6
v3.25.0.1
Convertible Senior Notes - Carrying Value of Convertible Senior Notes (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 14, 2023
Debt Instrument [Line Items]      
Total convertible senior notes $ 0 $ 69,452  
Total convertible senior notes 525,567 510,143  
0.375% Convertible Senior Notes due 2024      
Debt Instrument [Line Items]      
Principal amount 0 69,700 $ 217,700
Unamortized debt issuance costs 0 (248)  
Total convertible senior notes 0 69,452  
1.00% Convertible Senior Notes due 2028      
Debt Instrument [Line Items]      
Principal amount 600,000 600,000 $ 309,900
Unamortized debt discount (67,712) (81,457)  
Unamortized debt issuance costs (6,721) (8,400)  
Total convertible senior notes $ 525,567 $ 510,143  
v3.25.0.1
Convertible Senior Notes - Additional Information (Detail)
$ / shares in Units, $ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended
Dec. 14, 2023
USD ($)
Jul. 19, 2019
USD ($)
$ / shares
Dec. 31, 2023
USD ($)
$ / shares
Dec. 31, 2023
USD ($)
Days
$ / shares
Dec. 31, 2024
USD ($)
shares
Dec. 31, 2023
USD ($)
$ / shares
Dec. 31, 2022
USD ($)
Dec. 06, 2023
$ / shares
Jul. 31, 2019
USD ($)
Debt Instrument [Line Items]                  
Proceeds from issuance of 2023 Convertible Senior Notes         $ 0 $ 290,094 $ 0    
Payment of debt issuance costs         0 7,253 0    
Gain (Loss) on Extinguishment of Debt         0 (12,676) 0    
Amortization of debt discount and issuance costs         15,588 2,448 1,815    
Amortization of debt issuance costs         1,843 8,075 1,815    
Additional paid-in capital     $ 1,569,227 $ 1,569,227 1,617,336 1,569,227      
Deferred Tax Liabilities     37,794 37,794 22,026 37,794      
Current liabilities     164,942 164,942 126,787 164,942      
Conversion of Convertible Securities Stock Issued | value           2,791      
Loss on extinguishment of debt         $ 0 (12,676) $ 0    
Additional Paid-in Capital                  
Debt Instrument [Line Items]                  
Conversion of Convertible Securities Stock Issued | value           2,791      
1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Aggregate principal amount $ 290,100   600,000 600,000   600,000      
Debt istrument cancelled 309,900                
Notes for cash 290,100                
Notes, interest rate         1.00%        
Unamortized debt issuance costs     (8,400) (8,400) $ (6,721) (8,400)      
Aggregate debt discount     $ 81,457 $ 81,457 $ 67,712 $ 81,457      
Interest repayment terms         Interest is payable semi-annually in arrears on each June 15 and December 15, commencing on June 15, 2024        
Notes, due date         Dec. 15, 2028        
Notes conversion ratio per $1,000 principal amount         4,924.7000        
Notes initial conversion price | $ / shares     $ 203.06 $ 203.06   $ 203.06      
Premium over sale price         30.00%        
Share Price | $ / shares     $ 156.22 $ 156.22   $ 156.22   $ 156.2  
Notes redemption price         100.00%        
Contractual coupon interest         $ 6,000        
Amortization of debt discount and issuance costs         $ 13,700        
Effective interest rate on the Notes         4.39%        
Notes, carrying value     $ 510,100 $ 510,100 $ 525,600 $ 510,100      
Proceeds from issuance of common stock, net of issuance costs     14,400            
Fair value of the note     596,000 596,000 546,100 596,000      
1.00% Convertible Senior Notes due 2028 | Common Stock                  
Debt Instrument [Line Items]                  
Aggregate principal amount         1,000        
0.375% Convertible Senior Notes due 2024                  
Debt Instrument [Line Items]                  
Aggregate principal amount 69,700 $ 287,500     $ 69,500       $ 287,500
Notes, interest rate   0.375%     0.375%        
Proceeds from issuance of 2023 Convertible Senior Notes   $ 278,500              
Unamortized debt issuance costs     (248) $ (248) $ 0 (248)      
Interest repayment terms         Interest is payable semi-annually in arrears on January 15 and July 15 of each year, beginning on January 15, 2020        
Notes, due date         Jul. 15, 2024        
Notes threshold percentage of stock price trigger       130.00%          
Notes threshold trading days | Days       20          
Notes threshold consecutive trading days | Days       30          
Debt conversion original debt amount         $ 200        
Debt conversion, cash paid for principal amount and interest         $ 69,600        
Debt conversion, stock issued as premium | shares         100,944        
Notes conversion ratio per $1,000 principal amount   8.6749              
Notes initial conversion price | $ / shares   $ 115.28              
Notes redemption price   100.00%              
Contractual coupon interest         $ 100        
Amortization of debt discount and issuance costs         22,900        
Amortization of debt discount and issuance costs         $ 200        
Additional Notes issued   $ 37,500              
Discount rate         4.50%        
Additional paid-in capital         $ 52,100        
Transaction costs attributable to liability component         7,400        
Transaction costs attributable to equity component         1,600        
Deferred Tax Liabilities         11,400        
Net adjustment for the initial         50,400        
0.375% Convertible Senior Notes due 2024 | Common Stock                  
Debt Instrument [Line Items]                  
Aggregate principal amount   1,000              
Exchange and Subscription Agreements | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Aggregate principal amount 600,000                
Exchanged 2019 Notes | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Debt instrument exchanged amount 217,700                
Modification of debt 188,100                
Gain (Loss) on Extinguishment of Debt 29,600         12,700      
Unamortized debt issuance costs     (100) $ (100)   (100)      
Loss on extinguishment of debt 29,600         12,700      
Modified 2019 Notes | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Aggregate principal amount         65,500        
Payment of debt issuance costs 6,200                
Unamortized debt issuance costs     (7,700) (7,700)   (7,700)      
Aggregate debt discount         67,700        
Amortization of debt issuance costs 7,800                
Modified 2019 Notes | 1.00% Convertible Senior Notes due 2028 | Additional Paid-in Capital                  
Debt Instrument [Line Items]                  
Conversion of Convertible Securities Stock Issued | value 2,800                
Modified 2019 Notes | 1.00% Convertible Senior Notes due 2028 | Fair value of embedded conversion option                  
Debt Instrument [Line Items]                  
Conversion of Convertible Securities Stock Issued | value         $ 2,200        
Subscription Transactions | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Aggregate principal amount     290,100 290,100   290,100      
Notes for cash 290,100                
Proceeds from issuance of 2023 Convertible Senior Notes 276,100                
Payment of debt issuance costs 13,900                
Proceeds from issuance of common stock, net of issuance costs $ 14,400                
2023 Notes | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Notes redemption price         100.00%        
Amortization of debt issuance costs         $ 1,600        
Notes, carrying value     $ 510,100 $ 510,100 525,600 $ 510,100      
Fair value of the note         $ 546,100        
Outstanding 2023 Notes | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Notes redemption price         100.00%        
Exchange Transaction | 0.375% Convertible Senior Notes due 2024                  
Debt Instrument [Line Items]                  
Aggregate principal amount   $ 69,700     $ 69,700        
Minimum | 1.00% Convertible Senior Notes due 2028                  
Debt Instrument [Line Items]                  
Notes redemption price         25.00%        
v3.25.0.1
Accumulated Other Comprehensive Income (Loss) - Changes in Accumulated Other Comprehensive Income (Loss) (Detail) - USD ($)
$ in Thousands
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Accumulated Other Comprehensive Income (Loss) [Line Items]      
Balance $ 1,964,845 $ 1,910,700 $ 1,750,067
Balance $ 1,972,718 $ 1,964,845 $ 1,910,700
v3.25.0.1
Employee Benefit Plans - Additional Information (Detail) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Pension Plans, Defined Benefit | Sweden      
Deferred Compensation Arrangement with Individual, Postretirement Benefits [Line Items]      
Defined contribution plan, company contribution $ 2.9 $ 3.0 $ 2.7
Minimum      
Deferred Compensation Arrangement with Individual, Postretirement Benefits [Line Items]      
Defined contribution plan, eligible age of employees 21 years    
Defined Contribution 401 K Plan      
Deferred Compensation Arrangement with Individual, Postretirement Benefits [Line Items]      
Defined contribution plan, company contribution $ 1.2 $ 1.0 $ 1.1
v3.25.0.1
Related Party Transactions - Additional Information (Detail) - Principal Owner - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Related Party Transaction [Line Items]      
Spectrum Acquisition, tax preparation and other fees $ 0.6 $ 0.7 $ 0.7
Minimum | Spectrum Inc.      
Related Party Transaction [Line Items]      
Non controlling ownership interest minimum 5.00%    
v3.25.0.1
Subsequent Events - Additional Information (Detail)
Mar. 04, 2025
Devices
Subsequent Event | 908 Devices Inc.  
Subsequent Event [Line Items]  
Desktop portfolio, number of devices 4