CRL · 10-Q · 2026Q2 · Full report

Market Demand Trends

CHARLES RIVER LABORATORIES INTERNATIONAL, INC. · 2026-08-05 · Importance 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 $2.0 billion as of June 27, 2026, from $1.9 billion as of December 27, 2025. Management’s outlook indicates continued near-term macroeconomic pressure, while higher regulated safety-assessment activity partially offsets weaker discovery demand.

Key facts

• Company continues to see a cautious, but improving, spending environment from clients principally within the DSA segment, and the challenging demand environment experienced in recent prior quarters has persisted. source