Charles River Laboratories Intl (CRL)
NYSE:CRL
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.72Last Year’s EPS
3.12Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: near-term operational and margin headwinds (Q1 organic revenue decline, margin compression, negative free cash flow in the quarter and segment-specific pressures in RMS and DSA) were weighed against clear strategic actions and forward-looking levers (acquisitions to secure NHP supply and expand NAMs, completed divestitures, $100M incremental cost savings in 2026, $300M+ cumulative savings, strong bookings/net book-to-bill and a $200M share repurchase). Management reaffirmed FY guidance for organic revenue and EPS, expects meaningful margin expansion in the second half, and signaled improving demand/proposal trends—resulting in a mix of near-term softness but constructive medium-term outlook.Company Guidance
Reported Revenue and Organic Trend
Reported revenue of $996 million in Q1 2026, up 1.2% year-over-year; organic revenue declined 1.5% year-over-year, in line with prior outlook.
Strong Bookings and Backlog
DSA net book-to-bill of 1.04x in Q1; net bookings of $622 million (above $600 million threshold); backlog increased slightly to $1.92 billion, supporting expectation of return to DSA organic growth in H2.
Manufacturing Growth and Margin Expansion
Manufacturing revenue increased 2.9% organically to $191 million; Manufacturing operating margin improved by 280 basis points to 25.9%, driven by Microbial Solutions demand and cost savings.
Cost Savings Trajectory
Expect at least $100 million in incremental cost savings in 2026 above 2025 levels; cumulative annualized cost savings from prior actions expected to exceed $300 million, supporting operating margin expansion.
M&A and Portfolio Actions to Strengthen Supply and Capabilities
Completed acquisition of K.F. Cambodia assets (improving NHP supply), acquisition of PathoQuest (NAMs / in vitro NGS capabilities), and completed divestiture of CDMO and Cell Solutions (May 6); planned sale of certain European discovery sites expected in May — actions intended to refocus portfolio and drive margin benefits.
Capital Allocation: Share Repurchase
Repurchased approximately $200 million of shares under the previously approved $1 billion authorization, demonstrating disciplined capital allocation and confidence in strategy.
Full-Year Guidance and EPS Outlook
Reaffirmed 2026 organic revenue guidance of a decline of 0.5% to 1.5% and non-GAAP EPS guidance of $10.80 to $11.30 (implying 5%–10% growth over 2025), including ~ $0.10 per share accretion from recent divestitures.
Expected Margin Recovery in 2H and Q2 Guidance
Company expects approximately 120–150 basis points of operating margin expansion in 2026 (with most benefit in H2) and projects Q2 EPS to increase at least 30% sequentially from Q1 ($2.06), citing abatement of discrete Q1 headwinds and divestiture benefits.
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 |
|---|---|---|---|
May 07, 2026 | $181.73 | $181.68 | -0.03% |
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% |
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 Aug 12, 2026, Before Open (Confirmed).
What is Charles River Laboratories Intl (CRL) earnings time?
Charles River Laboratories Intl (CRL) earnings time is at Aug 12, 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 (Q2) is 2.72.
