CRL · 10-Q · 2026Q2 · Full report
End-Market Demand Trends
CHARLES RIVER LABORATORIES INTERNATIONAL, INC. · 2026-08-05 · Importance 55 · Surprise 32 · Matches filing data
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 to $2.0 billion as of June 27, 2026, from $1.9 billion as of December 27, 2025, indicating modest improvement in contracted demand. Within DSA, higher revenue from regulated safety assessment services partially offset weakness in the broader discovery-services market and the impact of the European Discovery Services divestiture.
Key facts
- DSA backlog as of June 27, 2026: $2.0 billion, increased from $1.9 billion as of December 27, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +5.0% | DSA backlog as of June 27, 2026: $2.0 billion, increased from $1.9 billion as of December 27, 2025. |