CRL · Other

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-07

• Capital Return ProgramImportance 58 · Surprise 42
  Charles River repurchased $100.0 million of common stock during Q2 2026. Total repurchases reached $300.0 million year to date. The buybacks provided a material offset to dilution and represented the company’s…
• Market Demand TrendsImportance 17 · Surprise 24
  Charles River reported improving demand for drug discovery and development services, particularly from biotechnology clients. The Discovery and Safety Assessment (DSA) segment showed a strong recovery, with improved…
• NHP Supply SourcingImportance 17 · Surprise 24
  Discovery and Safety Assessment benefited from lower non-human-primate sourcing costs. The sourcing improvement supported DSA performance and suggests better supply availability or procurement conditions for non-human…

News · 2026-08-06

• Capital Return ProgramImportance 58 · Surprise 42
  Charles River repurchased $100.0 million of common stock during Q2 2026. Total repurchases reached $300.0 million year to date. The buybacks provided a material offset to dilution and represented the company’s…
• Market Demand TrendsImportance 17 · Surprise 24
  Charles River reported improving demand for drug discovery and development services, particularly from biotechnology clients. The Discovery and Safety Assessment (DSA) segment showed a strong recovery, with improved…

10-Q · 2026-08-05

• Liquidity and Debt PositionImportance 79 · Surprise 66
  Cash and cash equivalents totaled $192.0 million at June 27, 2026, down from $213.8 million at December 27, 2025. Total debt increased to $2.620 billion from $2.117 billion, including $1.120 billion outstanding under…
• Operating Expense TrendsImportance 72 · Surprise 74
  Six-month unallocated corporate costs increased $62.2 million, or 49.9%, to $187.0 million, raising corporate costs to 9.3% of revenue from 6.2%. The increase primarily reflected higher acquisition, integration, and…
• Acquisitions and DivestituresImportance 71 · Surprise 60
  Charles River acquired an additional 79% equity interest in PathoQuest SAS on April 17, 2026 for $67.6 million, funding the transaction with cash and Credit Facility proceeds. On January 14, 2026, it acquired Cambodian…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Charles River acquired an additional 79% interest in PathoQuest SAS on April 17, 2026, for $67.6 million, funded with cash and Credit Facility proceeds. It also acquired a Cambodian non-human-primate supplier on…
• Interest Rate and Refinancing ExposureImportance 71 · Surprise 48
  Charles River’s debt outstanding increased to $2.62 billion as of June 27, 2026, from $2.12 billion as of December 27, 2025, including $1.12 billion drawn on its revolving facility. The $2.0 billion multi-currency…
• Income Tax Rate ChangesImportance 65 · Surprise 82
  The second-quarter effective tax rate increased to 101.4% from 26.2%, while income tax expense increased $35.2 million to $53.9 million despite pretax income declining 25.6% to $53.2 million. For the first half, the…
• Operating Margin DriversImportance 64 · Surprise 56
  Six-month operating income increased 37.2% to $239.8 million and operating margin expanded 330 basis points to 12.0% from 8.7%. Second-quarter operating income increased 19.7% to $119.9 million and operating margin…
• Headcount and RestructuringImportance 64 · Surprise 42
  The company continues workforce right-sizing and site-optimization actions implemented over the past three years, including severance, transition costs, asset impairments, accelerated depreciation, and…
• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Six-month operating cash flow decreased 41.3% to $220.8 million from $376.3 million in the prior-year period. The decline primarily reflected higher annual incentive bonus payments made in the first quarter and higher…
• Headcount / RestructuringImportance 64 · Surprise 42
  The company is implementing workforce right-sizing, site optimization, process improvements, procurement synergies, and a global business services model in response to demand conditions. These initiatives are expected…
• Capital Return ProgramImportance 58 · Surprise 42
  The board authorized a $1.0 billion stock repurchase program on October 29, 2025. During the six months ended June 27, 2026, Charles River repurchased 1.7 million shares for $300.0 million under the program, leaving…
• End-Market Demand TrendsImportance 55 · Surprise 32
  Charles River reported a cautious but improving client spending environment, with the most persistent demand challenges concentrated in the Discovery and Safety Assessment (DSA) segment. DSA backlog increased slightly…
• Market Demand TrendsImportance 55 · Surprise 32
  Charles River reported a cautious but improving client spending environment, with challenging demand persisting principally in the Discovery and Safety Assessment (DSA) segment during 2026. DSA backlog increased to…
• Revenue Performance and MixImportance 49 · Surprise 32
  Six-month revenue decreased 0.8% year over year to $1,999.9 million from $2,016.3 million, while second-quarter revenue decreased 2.7% to $1,004.1 million from $1,032.1 million. Six-month service revenue declined 2.0%…
• FX / Currency HeadwindsImportance 44 · Surprise 24
  Charles River operates globally with principal foreign-currency exposures in the Euro, Canadian Dollar, and British Pound, as well as the Mauritian Rupee, Chinese Yuan, and Hungarian Forint. Management estimates that a…
• Regulatory RiskImportance 37 · Surprise 42
  The company continues to incur costs related to investigations by the U.S. government into its non-human-primate (NHP) supply chain. Third-party legal costs associated with those investigations declined in the first…
• FX / Currency ImpactImportance 35 · Surprise 22
  The company estimates that a 10% strengthening of the U.S. dollar would have reduced six-month revenue by $91.6 million and operating income by $21.6 million, holding other variables constant. Foreign-currency…
• Products and TechnologyImportance 26 · Surprise 24
  Charles River’s Microbial Solutions business saw increased demand for endotoxin products during the quarter and first six months of 2026. The business provides in vitro lot-release testing products, microbial detection…
• Geographic Market CommentaryImportance 13 · Surprise 6
  Research Models and Services (RMS) experienced weaker demand in North America, including lower service revenue and lower large and small research model product revenue. This weakness was partially offset by increased…

8-K · 2026-08-05

• Guidance / OutlookImportance 83 · Surprise 92
  Charles River raised its 2026 reported revenue-growth guidance to a decrease of 3.5% to 2.5%, from a prior decrease of 5.5% to 4.0%, and increased organic revenue guidance to 0.0% to 1.0% from negative 1.5% to negative…
• Income Tax Rate ChangesImportance 75 · Surprise 64
  Second-quarter income-tax provision increased to $53.9 million from $18.7 million despite pretax income declining to $53.2 million from $71.4 million. The higher provision contributed to a $0.8 million net loss,…
• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Charles River completed the divestitures of certain European Discovery Services sites and its CDMO and Cell Solutions businesses in May 2026. The CDMO and Cell Solutions transactions produced a second-quarter loss of…
• Liquidity and Debt PositionImportance 71 · Surprise 48
  Cash and cash equivalents were $192.0 million at June 27, 2026, down from $213.8 million at December 27, 2025. Long-term debt, net of finance leases, increased to $2.620 billion from $2.136 billion over the same…
• NHP Regulatory Investigation ResolutionImportance 53 · Surprise 60
  The company said U.S. government investigations into the non-human-primate supply chain were resolved during fiscal 2025. Following resolution, certain previously written-down NHPs were utilized, partially reversing a…
• Capital Return ProgramImportance 50 · Surprise 24
  Charles River repurchased $100.0 million of common stock during the second quarter at an average price of $174 per share. Year-to-date repurchases totaled $300.0 million for 1.7 million shares through June 27, 2026.…
• Capital ExpendituresImportance 36 · Surprise 14
  Six-month capital expenditures were $87.0 million, down from $94.6 million in the prior-year period. Second-quarter capital expenditures were $31.1 million, compared with $35.3 million in the second quarter of 2025.…
• Operating Expense TrendsImportance 35 · Surprise 22
  Second-quarter selling, general and administrative expense increased to $228.9 million from $191.5 million, a $37.3 million or 19.5% year-over-year increase. Unallocated corporate overhead increased to $106.4 million…
• Products and TechnologyImportance 31 · Surprise 42
  Charles River joined Eli Lilly’s TuneLab AI/ML platform, contributing non-clinical testing expertise to drug-discovery optimization and R&D modernization. It collaborated with Arovella Therapeutics to provide in vitro…
• Manufacturing Market DemandImportance 31 · Surprise 32
  Manufacturing Solutions revenue was $188.1 million, down 6.3% year over year on a reported basis because of the CDMO divestiture. Organic Manufacturing revenue increased 1.3%, driven primarily by higher revenue in the…
• AI Research PartnershipsImportance 31 · Surprise 42
  Charles River joined Eli Lilly’s TuneLab AI/ML platform to provide non-clinical testing expertise for drug discovery and R&D modernization. It also collaborated with Arovella Therapeutics to provide in vitro Next…
• Digital Pathology AutomationImportance 31 · Surprise 42
  Charles River introduced an enhanced digital pathology solution as part of its modernization program. The solution uses artificial intelligence and is designed as an end-to-end workflow to digitize and automate…
• Operating Margin DriversImportance 29 · Surprise 22
  GAAP operating margin increased to 11.9% from 9.7% year over year, primarily because of the CDMO business and lower accelerated amortization for certain client relationships. Non-GAAP operating margin decreased to…
• Geographic Market CommentaryImportance 25 · Surprise 32
  Research Models and Services (RMS) organic revenue declined 1.4%, primarily because of lower small research model revenue in North America and lower research model services revenue. The North American weakness was…
• Research Models Market TrendsImportance 25 · Surprise 32
  RMS revenue declined 1.8% year over year to $209.5 million, with organic revenue down 1.4%. The decline was primarily attributable to lower demand for small research models in North America and lower research model…
• Revenue Performance and MixImportance 24 · Surprise 14
  Second-quarter revenue was $1.004 billion, down 2.7% year over year from $1.032 billion, while organic revenue increased 0.1%. Manufacturing Solutions revenue was $188.1 million, down 6.3% due primarily to the CDMO…
• Market Demand TrendsImportance 17 · Surprise 24
  Charles River reported that demand strengthened in the second quarter, with the highest net book-to-bill in nearly four years. Improvement was broad based across global biopharmaceutical clients and small and mid-sized…

News · 2026-08-05

• Capital Return ProgramImportance 58 · Surprise 42
  Charles River repurchased $100.0 million of common stock during Q2 2026. Total repurchases reached $300.0 million year to date. The buybacks provided a material offset to dilution and represented the company’s…
• Guidance and OutlookImportance 56 · Surprise 68
  Charles River raised its 2026 organic revenue growth outlook to 0.0%–1.0% and adjusted EPS guidance to $11.15–$11.45. Management attributed the improved outlook to recovering biotech demand, particularly in Discovery…
• Net Income and ProfitabilityImportance 45 · Surprise 50
  CRL swung to a Q2 2026 GAAP net loss of $1.5 million, or $0.03 per share, primarily because of divestiture losses. Adjusted Q2 earnings were $3.02 per share, exceeding the $2.72 consensus estimate but declining from…
• Acquisition / Partnership / DivestitureImportance 37 · Surprise 42
  Charles River continued refining its portfolio through strategic divestitures, which contributed to Q2 GAAP divestiture losses. Management cited a Cambodian non-human-primate supplier acquisition as part of its…
• Revenue Performance and MixImportance 31 · Surprise 32
  Charles River reported Q2 2026 revenue of approximately $1.00 billion, down 2.7% year over year. Discovery and Safety Assessment benefited from recovering demand, while Resources Management Services faced headwinds.…
• Market Demand TrendsImportance 17 · Surprise 24
  Charles River reported improving demand for drug discovery and development services, particularly from biotechnology clients. The Discovery and Safety Assessment (DSA) segment showed a strong recovery, with improved…
• RMS Geographic DemandImportance 17 · Surprise 24
  The Research Models and Services (RMS) segment continued to face weakness in the United States. China provided an offset through stronger demand, indicating divergent regional conditions within RMS. The reported…

News · 2026-08-04

• Capital Return ProgramImportance 58 · Surprise 42
  Charles River repurchased $100.0 million of common stock during Q2 2026. Total repurchases reached $300.0 million year to date. The buybacks provided a material offset to dilution and represented the company’s…