Rapid Micro Biosystems reported record revenue for the fourth quarter of 2025, with total sales reaching $11.3 million, a 37 % increase from the $8.2 million earned in the same period a year earlier. Recurring revenue climbed to $4.6 million, up 10 % from $4.2 million in Q4 2024, and the full‑year 2025 total revenue of $33.6 million reflected a 20 % year‑over‑year rise from $28.1 million in 2024.
System deployment momentum continued, with 16 new Growth Direct systems installed in Q4 and a cumulative total of 190 systems worldwide, 155 of which have been validated. The company also placed 28 new systems during the full year and validated 18 customer systems, underscoring the growing adoption of its automated microbial quality‑control platform. A record multi‑system order from a top‑20 biopharma customer further highlighted the platform’s appeal to large‑scale manufacturers.
The revenue growth was driven by strong demand in the core systems and consumables segments, while the shift toward recurring revenue—now 13.7 % of total sales—signals a maturing business model with higher margin potential. Management attributed the performance to the expanding reach of the recently announced five‑year global distribution partnership with MilliporeSigma, which is expected to accelerate sales and improve gross margins through shared cost efficiencies and joint technology development.
President and CEO Robert Spignesi emphasized that the quarter exceeded the company’s raised guidance issued in November, noting that “broad‑based strength across systems, consumables and services delivered 20 % revenue growth, including double‑digit recurring revenue growth.” He also highlighted the company’s confidence in sustaining momentum and improving profitability as the partnership with MilliporeSigma matures.
Compared with the prior year, the company accelerated its revenue growth from 30 % in Q4 2024 to 37 % in Q4 2025, and the full‑year growth rate increased from 25 % to 20 %—a modest acceleration that reflects the company’s ability to scale its platform while maintaining a healthy recurring revenue mix. Gross margin improvement, which has moved from negative in 2023 to positive in 2024, is expected to continue as the partnership expands and the company leverages its automation technology to reduce operating costs.
Looking ahead, Rapid Micro Biosystems is positioned to capitalize on the growing demand for automated microbial quality‑control solutions in the life‑sciences sector. The company’s focus on high‑margin recurring revenue streams, coupled with the strategic distribution partnership, is expected to drive margin expansion in 2026 and beyond, reinforcing the company’s trajectory toward a more profitable and scalable business model.
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