A frank 2026 analysis of Avantor (AVTR). We break down the spec-in consumables moat in bioprocessing and ultra-high-purity chemicals, the Lab Solutions distribution versus Bioscience Production split, post-destocking demand recovery, the leverage that shapes the story, cost-out execution, and how AVTR stacks up against Thermo, Danaher, Sartorius, and Repligen.
Repligen (RGEN) 2026 stock outlook. A deep, practitioner-level look at the recurring razor-and-blade consumables model across filtration, chromatography ligands and single-use flow paths, the post-pandemic destocking normalization, antibody and GLP-1 volume recovery, the peer fight with Danaher Cytiva, Sartorius and Thermo Fisher, and the real risks.
Donaldson (DCI) 2026 stock analysis: the razor-blade replacement-filter aftermarket annuity (60%+ recurring), Mobile, Industrial dust collection and Life Sciences bioprocessing diversification, dividend growth, plus heavy-truck cyclicality, raw materials, FX and the long-tail EV transition risk.