CRL · Earnings call · 2026Q2T · Full report

Revenue Performance and Mix

CHARLES RIVER LABORATORIES INTERNATIONAL, INC. · 2026-08-05 · Importance 37 · Surprise 32

Second-quarter revenue was essentially flat organically year over year, with total-company organic revenue growth of 0.1%, the first organic improvement since the third quarter of 2023. DSA revenue was $607 million, down 1.9% reported because of European discovery-site divestitures but up 0.2% organically. RMS revenue was $209 million and declined 1.4% organically, while Manufacturing revenue was $188 million and increased 1.3% organically. Manufacturing growth was led by high-single-digit Microbial Solutions growth, while RMS weakness reflected lower North American small-model volumes and research-model services, partly offset by strong China demand.

Key facts

• CHARLES RIVER LABORATORIES INTERNATIONAL, INC. reports DSA had negative organic growth in the first half of the year and is projecting low single-digit organic growth in the back half of the year.
• Non-GAAP earnings per share were $3.02 in the second quarter, up 47% sequentially and above prior outlook.
• DSA revenue was $607 million in the second quarter, down 1.9% reported but up 0.2% organically year-over-year.
• The company returned to organic revenue growth of 0.1% for the total company in the second quarter, the first organic revenue improvement since the third quarter of 2023.
• RMS revenue was $209 million in the quarter, representing an organic decline of 1.4% year-over-year.
• CHARLES RIVER LABORATORIES INTERNATIONAL, INC. states CRADL revenue is stable but not growing at historical rates.