CRL · 8-K · 20260805PR000115
Guidance / Outlook
CHARLES RIVER LABORATORIES INTERNATIONAL, INC. · 2026-08-05 · Importance 83 · Surprise 92 · No source text
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 0.5%. Non-GAAP EPS guidance increased to $11.15-$11.45 from $10.80-$11.30, while GAAP EPS guidance declined to $3.05-$3.35 from $5.35-$5.85 because of divestiture-related losses. The increases primarily reflect improving DSA demand and better-than-expected Manufacturing performance, while the company expects foreign exchange to reduce reported revenue growth by approximately 0.5% to 1.0%.
Key facts
- New 2026 non-GAAP EPS estimate: $11.15 – $11.45 (prior $10.80 – $11.30). source
- Company increased 2026 guidance for revenue and non-GAAP EPS, with organic revenue guidance increasing by 150 basis points and non-GAAP EPS guidance increasing by $0.25 at midpoint. source
- New 2026 GAAP EPS estimate: $3.05 – $3.35 (prior $5.35 – $5.85). source
- 2026 reported revenue growth guidance: (3.5)% to (2.5)% (prior (5.5)% to (4.0)%). source
- 2026 organic revenue growth guidance: 0.0% - 1.0% (prior (1.5)% - (0.5)%). source
- Company reduced GAAP EPS guidance primarily due to the net loss related to the divestitures. source
- Company stated guidance increase is primarily driven by improving demand trends in the DSA segment and better-than-expected performance in the Manufacturing segment. source
- Guidance line item: Impact from divestitures ~4.5% (prior ~5.0%). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +2.3% | Guidance line item: Impact from divestitures ~4.5% (prior ~5.0%). |
| revenue | negative | probable | -1.5% | 2026 reported revenue growth guidance: (3.5)% to (2.5)% (prior (5.5)% to (4.0)%). |
| revenue | positive | probable | +0.3% | 2026 organic revenue growth guidance: 0.0% - 1.0% (prior (1.5)% - (0.5)%). |
| net_income | positive | probable | — | New 2026 non-GAAP EPS estimate: $11.15 – $11.45 (prior $10.80 – $11.30). |
| net_income | negative | probable | — | New 2026 GAAP EPS estimate: $3.05 – $3.35 (prior $5.35 – $5.85). |