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Charles River Laboratories Intl (CRL)
NYSE:CRL
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.94Last Year’s EPS
2.34Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call paints a cautiously optimistic outlook: Q4 and FY results were broadly in line with prior guidance, DSA bookings, backlog and end‑of‑year biotech funding trends improved materially, and management has action plans (KF acquisition, PathoQuest, cost savings) to address near‑term margin headwinds. However, there are notable short‑term challenges—organic revenue declines in 2025, higher NHP sourcing costs, a sizable near‑term EPS/margin hit in Q1 2026 (accelerated stock comp and timing issues), a decline in free cash flow, and ongoing divestiture execution risk. Guidance for 2026 targets modest EPS growth (4%–9%) and margin expansion, reflecting confidence that strategic moves will offset headwinds over the year while acknowledging non‑linear demand dynamics.Company Guidance
Top- and Bottom-Line Results in Line with Guidance
Reported FY2025 revenue of $4,020,000,000 with non-GAAP EPS nearly flat at $10.28 (vs $10.32 in 2024); management delivered results at the upper end of their November revenue and non-GAAP EPS ranges.
DSA Net Book-to-Bill and Backlog Improvement
DSA net book-to-bill improved to 1.12x in Q4 2025 with net bookings of $665,000,000; backlog modestly rose to $1,860,000,000 from $1,800,000,000 at Q3-end, signaling improving demand momentum into 2026.
Strategic M&A to Strengthen Supply Chain and NAMS
Acquisition of KF Cambodia (closed) to secure NHP supply and reduce sourcing costs; planned acquisition of PathoQuest (expected close soon) to expand NAMS/biologics testing capabilities (PathoQuest expected to provide a small revenue benefit in 2026).
Guidance Calls for EPS Growth and Margin Expansion in 2026
2026 non-GAAP EPS guidance $10.70–$11.20 (≈ +4% to +9%); organic revenue guidance of down ~1% to at least flat (reported revenue at least flat to +1.5%); consolidated operating margin expected to improve by 20–50 bps from 19.8% in 2025.
KF Acquisition Financial Benefits
Management expects the KF Cambodia acquisition to add ~ $0.25 to 2026 EPS (embedded in guidance) and to improve consolidated operating margin by >50 bps (and DSA margin by >100 bps), with further accretion expected into 2027 (management referenced ~ $0.60 accretion by 2027).
Manufacturing and Microbial Strength
Manufacturing Solutions operating margin improved to 32.1% in Q4 (+340 bps) and to 28.8% for the full year (+140 bps); Microbial Solutions reported strong growth across EndoSafe, Celsis and Accugenix platforms; biologics testing returned to modest growth in Q4 after client-specific headwinds.
Cost Savings and Capital Discipline
Company expects at least $100,000,000 incremental annual cost savings above 2025 levels in 2026 and continues to target cumulative annualized savings of >$300,000,000 from actions implemented over the last three years; net interest expense expected to decline to $95M–$100M (vs $102.1M in 2025) and leverage remains comfortable (~2.0x net).
Balance Sheet & Cash Flow Framework
Debt at ~$2.1B (≈70% fixed); management expects to fund KF/PathoQuest (~$500M+) and focus on debt repayment and maintaining dry powder; 2026 capex targeted at ~$200M (~5% of revenue).
CRL Earnings History
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 |
|---|---|---|---|
Feb 18, 2026 | $158.53 | $158.00 | -0.33% |
Nov 05, 2025 | $177.85 | $167.70 | -5.71% |
Aug 06, 2025 | $167.49 | $150.33 | -10.25% |
May 07, 2025 | $115.41 | $136.97 | +18.68% |
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.
FAQ
When does Charles River Laboratories Intl (CRL) report earnings?
Charles River Laboratories Intl (CRL) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Charles River Laboratories Intl (CRL) earnings time?
Charles River Laboratories Intl (CRL) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CRL EPS forecast?
CRL EPS forecast for the fiscal quarter 2026 (Q1) is 1.94.
