Charles River Laboratories (CRL) Research

Forward Estimates

EPS Estimates

Current Qtr

$2.73

$2.68$2.91

vs $3.12-12.5%

12 analysts

Next Qtr

$3.05

$2.89$3.14

vs $2.43+25.4%

12 analysts

Current Yr

$11.09

$10.94$11.32

vs $10.28+7.9%

17 analysts

Next Yr

$12.31

$11.65$13.97

vs $11.09+11.0%

17 analysts

Revenue Estimates

Current Qtr

$975.09M

$958.00M$1.02B

vs $1.03B-5.5%

8 analysts

Next Qtr

$939.30M

$926.60M$949.30M

vs $1.00B-6.5%

8 analysts

Current Yr

$3.85B

$3.83B$3.91B

vs $4.02B-4.0%

9 analysts

Next Yr

$3.92B

$3.84B$4.04B

vs $3.85B+1.8%

14 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for CRL on EDGAR.

CRL filing events and research context
Filed	Item	Context
Feb 18, 2026	business	Charles River Laboratories (CRL) is a global non-clinical drug development partner that generated $4.0 billion in 2025 revenue. The company operates through three reportable segments: Discovery and Safety Assessment (DSA), which provides 59.8% of revenue through outsourced drug discovery and GLP safety testing; Research Models and Services (RMS), contributing 21.1% via purpose-bred rodents and non-human primates (NHPs); and Manufacturing Solutions, providing 19.1% through microbial quality control (Endosafe, Celsis) and biologics CDMO services. To navigate a less robust demand environment, CRL is executing a strategic review to divest non-core assets representing 7% of 2025 revenue and consolidate approximately 12 global sites to improve operating margins. Strategic growth is focused on New Approach Methodologies (NAMs) to reduce animal reliance and the Apollo cloud-based platform for digital transformation. Key financial indicators include a substantial DSA backlog of $1.9 billion. However, the company faces material risks related to NHP supply chain diversification and several pending securities class action and derivative lawsuits.
Feb 18, 2026	mda	Charles River Laboratories reported fiscal year 2025 revenue of $4.02 billion, a 0.9% decrease from 2024, resulting in a net loss of $144.3 million. Financial performance was pressured by a challenging biopharmaceutical environment, leading to lower study volumes in the Discovery and Safety Assessment (DSA) segment and a backlog reduction to $1.9 billion. Conversely, the Research Models and Services (RMS) segment grew through increased large research model sales and pricing. Within Manufacturing, robust growth in Microbial Solutions—driven by Accugenix, Endosafe, and Celsis—was offset by declines in Biologics Testing and CDMO services following the loss of a key cell therapy client. The company recorded significant impairments, including a $165 million goodwill charge for Biologics Solutions and $211 million for Cell Solutions and CDMO Gene Therapy. To improve efficiency, CRL is targeting $300 million in cumulative annualized cost savings by 2026 and divesting non-core assets representing 7% of 2025 revenue. Strategic acquisitions include K.F. (Cambodia) Ltd and PathoQuest to enhance non-human primate supply and quality-control testing. Notably, U.S. government investigations into the non-human primate supply chain have concluded without enforcement action.
Feb 18, 2026	risk_factors	Charles River Laboratories faces critical supply chain vulnerabilities regarding non-human primates (NHPs), particularly due to geopolitical instability and regulatory hurdles in Cambodia and China. The business is threatened by a long-term regulatory shift toward New Approach Methodologies (NAMs) and the FDA Modernization Act 2.0, which aim to reduce animal testing. Revenue is highly sensitive to R&D spending volatility among biotechnology firms and fluctuations in NIH funding. Financial stability is pressured by $2.1 billion in debt and recent significant goodwill and intangible asset impairments within the Biologics Solutions, Cell Solutions, and CDMO Gene Therapy segments. The CDMO business introduces substantial liability risks related to quality control and the necessity of client product regulatory approvals. Operationally, the company is executing a strategic review and restructuring to combat lower demand in its DSA segment. Further risks include cybersecurity threats, the complexities of AI integration, and ongoing securities litigation concerning NHP importation practices. International operations expose the company to foreign exchange volatility and stringent data privacy regimes, including the EU GDPR and China’s PIPL.

Filed

Item

Context

Feb 18, 2026

business

Charles River Laboratories (CRL) is a global non-clinical drug development partner that generated $4.0 billion in 2025 revenue. The company operates through three reportable segments: Discovery and Safety Assessment (DSA), which provides 59.8% of revenue through outsourced drug discovery and GLP safety testing; Research Models and Services (RMS), contributing 21.1% via purpose-bred rodents and non-human primates (NHPs); and Manufacturing Solutions, providing 19.1% through microbial quality control (Endosafe, Celsis) and biologics CDMO services. To navigate a less robust demand environment, CRL is executing a strategic review to divest non-core assets representing 7% of 2025 revenue and consolidate approximately 12 global sites to improve operating margins. Strategic growth is focused on New Approach Methodologies (NAMs) to reduce animal reliance and the Apollo cloud-based platform for digital transformation. Key financial indicators include a substantial DSA backlog of $1.9 billion. However, the company faces material risks related to NHP supply chain diversification and several pending securities class action and derivative lawsuits.

Feb 18, 2026

mda

Charles River Laboratories reported fiscal year 2025 revenue of $4.02 billion, a 0.9% decrease from 2024, resulting in a net loss of $144.3 million. Financial performance was pressured by a challenging biopharmaceutical environment, leading to lower study volumes in the Discovery and Safety Assessment (DSA) segment and a backlog reduction to $1.9 billion. Conversely, the Research Models and Services (RMS) segment grew through increased large research model sales and pricing. Within Manufacturing, robust growth in Microbial Solutions—driven by Accugenix, Endosafe, and Celsis—was offset by declines in Biologics Testing and CDMO services following the loss of a key cell therapy client. The company recorded significant impairments, including a $165 million goodwill charge for Biologics Solutions and $211 million for Cell Solutions and CDMO Gene Therapy. To improve efficiency, CRL is targeting $300 million in cumulative annualized cost savings by 2026 and divesting non-core assets representing 7% of 2025 revenue. Strategic acquisitions include K.F. (Cambodia) Ltd and PathoQuest to enhance non-human primate supply and quality-control testing. Notably, U.S. government investigations into the non-human primate supply chain have concluded without enforcement action.

Feb 18, 2026

risk_factors

Charles River Laboratories faces critical supply chain vulnerabilities regarding non-human primates (NHPs), particularly due to geopolitical instability and regulatory hurdles in Cambodia and China. The business is threatened by a long-term regulatory shift toward New Approach Methodologies (NAMs) and the FDA Modernization Act 2.0, which aim to reduce animal testing. Revenue is highly sensitive to R&D spending volatility among biotechnology firms and fluctuations in NIH funding. Financial stability is pressured by $2.1 billion in debt and recent significant goodwill and intangible asset impairments within the Biologics Solutions, Cell Solutions, and CDMO Gene Therapy segments. The CDMO business introduces substantial liability risks related to quality control and the necessity of client product regulatory approvals. Operationally, the company is executing a strategic review and restructuring to combat lower demand in its DSA segment. Further risks include cybersecurity threats, the complexities of AI integration, and ongoing securities litigation concerning NHP importation practices. International operations expose the company to foreign exchange volatility and stringent data privacy regimes, including the EU GDPR and China’s PIPL.

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CRL filing events and research context

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