The earnings call highlighted a solid financial performance with increased revenue and earnings per share, driven by operational improvements and favorable FX rates. The DSA segment showed signs of stabilization, but challenges remain with decreased DSA revenue and increased cancellations. The CDMO segment faced a revenue headwind due to the end of a commercial relationship. Despite these challenges, the company's strategic review and cost reductions are on track to deliver significant savings. Overall, the sentiment reflects a cautious optimism with signs of stabilization but ongoing challenges.

Company Guidance -

Q3 2025

During the Charles River Laboratories second quarter 2025 earnings call, the company provided updated financial guidance, indicating a positive outlook for the remainder of the year. Revenue for the second quarter was reported at $1.03 billion, a slight increase of 0.6% over the previous year, with favorable foreign exchange movements contributing to this performance. The DSA segment, which experienced a 6% increase in gross bookings and a 13% increase in net bookings for the first half, was a key driver in raising the full-year financial guidance. The company now expects organic revenue to decline by 1% to 3% for the year, an improvement from prior expectations, with non-GAAP earnings per share guidance raised by $0.55 at midpoint to a range of $9.90 to $10.30. The operating margin for the quarter was 22.1%, an increase from the previous year, primarily due to cost savings and better-than-expected sales volumes. Charles River Laboratories also noted that the demand environment is stabilizing, with global biopharmaceutical and biotech segments showing signs of improvement, although smaller biotechs remain cash constrained.

Revenue and Earnings Outperformance

Charles River Laboratories reported Q2 2025 revenue of $1.03 billion, a 0.6% increase over last year, and an EPS of $3.12, an 11.4% increase year-over-year, driven by operational improvements and favorable FX rates.

DSA Segment Stability

The DSA business showed signs of stabilization with a 6% and 13% increase in first half gross and net bookings, respectively. The net book-to-bill improved from 0.80x in H1 2024 to 0.93x in H1 2025.

Strong Operating Margin

Operating margin increased by 80 basis points to 22.1% due to cost savings and better-than-expected sales volumes.

Positive NHP Supply Update

The Department of Interior cleared NHP shipments from Cambodia for legal entry into the U.S., improving operational flexibility and planning.

Strategic Review and Cost Reductions

Ongoing strategic review and restructuring program on track to deliver $175 million in cost savings for 2025, with $225 million expected in 2026.

Charles River Labs (CRL) Earnings, Revenues Date & History

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CRL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.34 / -	2.59	―	―	―
Aug 06, 2025	2025 (Q2)	2.50 / 3.12	2.8	11.43% (+0.32)
May 07, 2025	2025 (Q1)	2.08 / 2.34	2.27	3.08% (+0.07)
Feb 19, 2025	2024 (Q4)	2.53 / 2.66	2.46	8.13% (+0.20)
Nov 06, 2024	2024 (Q3)	2.42 / 2.59	2.72	-4.78% (-0.13)
Aug 07, 2024	2024 (Q2)	2.39 / 2.80	2.69	4.09% (+0.11)
May 09, 2024	2024 (Q1)	2.06 / 2.27	2.78	-18.35% (-0.51)
Feb 14, 2024	2023 (Q4)	2.40 / 2.46	2.98	-17.45% (-0.52)
Nov 08, 2023	2023 (Q3)	2.36 / 2.72	2.63	3.42% (+0.09)
Aug 09, 2023	2023 (Q2)	2.64 / 2.69	2.77	-2.89% (-0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CRL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$167.49	$150.33	-10.25%
May 07, 2025	$115.41	$136.97	+18.68%
Feb 19, 2025	$154.39	$165.00	+6.87%
Nov 06, 2024	$188.68	$214.20	+13.53%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.