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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Charles River Laboratories (CRL) is 4/10.
Charles River's first full quarter under new CEO Birgit Girshick delivered Q1 results in line with lowered expectations, with $996M in revenue declining 1.5% organically and non-GAAP EPS falling 12% to $2.06 on anticipated discrete headwinds including CEO transition stock comp and NHP sourcing costs. The DSA demand environment remained constructive with a 1.04x net book-to-bill on $622M in bookings and proposal activity up in the high single digits, though biotech revenue still lagged on the booking-to-revenue time lag. Management reaffirmed FY2026 EPS guidance of $10.80-$11.30 and expects over 500 basis points of operating margin improvement between the first and second halves of the year, driven by KF Cambodia sourcing savings, completed CDMO/Cell Solutions divestiture, and incremental efficiency initiatives.
Scored from Charles River Laboratories’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.00B | -1.1% | $-4.22 | -216.6% | 28.4% | -16.7% | -21.5% | $84M |
| FY2025 Q1 | $984M | -2.7% | $0.50 | -61.5% | 32.3% | 7.6% | 2.6% | $112M |
| FY2025 Q2 | $1.03B | +0.6% | $1.06 |
| -39.1% |
| 34.6% |
| 9.7% |
| 5.1% |
| $169M |
| FY2025 Q3 | $1.00B | -0.5% | $1.10 | -17.3% | 33.7% | 13.3% | 5.4% | $178M |
| FY2025 Q4 | $994M | -0.8% | $-5.62 | -33.2% | 31.0% | 12.1% | -27.8% | $59M |
| FY2026 Q1 | $996M | +1.2% | $-0.30 | -160.0% | 28.0% | 12.0% | -1.5% | $-15M |
| FY2026 Q2 | $1.00B | -2.7% | $-0.03 | -102.8% | 36.2% | 11.9% | -0.1% | $149M |