CRL · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
CHARLES RIVER LABORATORIES INTERNATIONAL, INC. · 2026-08-05 · Importance 49 · Surprise 32 · Contradicted
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% to $1,606.4 million, while product revenue increased 4.2% to $393.5 million, shifting the revenue mix toward products. Six-month RMS revenue decreased 2.0% to $417.8 million, DSA revenue decreased 0.6% to $1,203.4 million, and Manufacturing revenue decreased 0.2% to $378.6 million. The declines were primarily driven by the Cell Solutions, CDMO, and European Discovery Services divestitures, partially offset by higher regulated safety assessment, Microbial Solutions endotoxin, and China small research model revenue.
Key facts
- Service revenue for the three months ended June 27, 2026: $808,287 thousand, a decrease of $32,549 thousand or 3.9% from $840,836 thousand in the prior-year period; product revenue for the same period: $195,791 thousand, an increase of $4,492 thousand or 2.3% from $191,299 thousand. source
- Total consolidated revenue for the three months ended June 27, 2026: $1,004.1 million, a decrease of $28.1 million, or 2.7%, from $1,032.1 million in the corresponding period in 2025. source
- Total consolidated revenue for the six months ended June 27, 2026: $1,999.9 million, a decrease of $16.4 million, or 0.8%, from $2,016.3 million in the corresponding period in 2025. source
- RMS revenue for the three months ended June 27, 2026: $209,475 thousand, a decrease of $3,796 thousand or 1.8% compared to $213,271 thousand in the prior-year period. source
- DSA revenue for the three months ended June 27, 2026: $606,507 thousand, a decrease of $11,522 thousand or 1.9% compared to $618,029 thousand in the prior-year period. source
- Manufacturing revenue for the three months ended June 27, 2026: $188,096 thousand, a decrease of $12,739 thousand or 6.3% compared to $200,835 thousand in the prior-year period. source
- Service revenue for the six months ended June 27, 2026: $1,606,439 thousand, a decrease of $32,320 thousand or 2.0% from $1,638,759 thousand in the prior-year period; product revenue for same period: $393,469 thousand, an increase of $15,925 thousand or 4.2% from $377,544 thousand. source
- DSA revenue decreases were primarily due to the sale of certain European Discovery Services businesses; partially offset by higher revenue for regulated safety assessment services and foreign currency effects. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -3.2% | Service revenue for the three months ended June 27, 2026: $808,287 thousand, a decrease of $32,549 thousand or 3.9% from $840,836 thousand… |
| revenue | positive | realized | +0.5% | Service revenue for the three months ended June 27, 2026: $808,287 thousand, a decrease of $32,549 thousand or 3.9% from $840,836 thousand… |