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Charles River Laboratories
Charles River Laboratories (CRL) investor relations material
Charles River Laboratories 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Business overview and market position
Operates as a non-clinical CRO with 20,000 employees and 120 global locations, holding leading market shares in Research Models, Safety Assessment, and Microbial segments.
70% of revenue comes from the pharmaceutical industry, with $4.05B in LTM 2025 revenue and strong free cash flow.
Three main segments: Research Models (~20-21%), Discovery and Safety Assessment (~60%), and Manufacturing Solutions (~19-20%).
Holds a 40% share in Research Models and 30% in Safety Assessment, with significant capabilities in bioanalysis and specialty testing.
65% of Manufacturing Solutions revenue is recurring, driven by strong IP and a razor/razor blade model.
Financial performance and strategic actions
LTM 2025 non-GAAP operating margin at 20.2% and non-GAAP EPS at $10.32, with free cash flow of $544M.
Operating margin and EPS have improved despite declining sales, with $295M in annualized cost savings targeted by 2026.
Announced divestiture of non-performing businesses representing 7% of revenue, expected to close by mid-year.
Two acquisitions: a Cambodian NHP supplier ($500M+) and PathoQuest ($60M), both expected to be accretive to margins and EPS, closing in 1Q26.
CapEx as a percentage of revenue reduced to 5.1%; $450M in stock buybacks last year and a new $1B authorization approved in October 2025.
Market trends and demand outlook
Pharma demand stabilized in early 2025; biotech demand improved in late 2025, supported by record capital inflows in Q4.
Book-to-bill ratio in DSA reached ~1.1 in Q4, driven by small and mid-size biotech clients.
Proposal and booking volumes are up, cancellations are down, but biotech decision timelines remain measured.
2026 organic revenue growth expected to be at least flat, with upside if book-to-bill remains above one and backlog moves quickly.
RMS and CDMO segments expected to benefit from improved biotech funding and loss of a large CDMO customer no longer a headwind.
How do acquisitions impact 2026 operating margin?
NAMs strategy impact on animal model demand?
DSA 2H26 revenue growth drivers?
NHP acquisition: supply security and margin uplift?
China DSA market entry strategy and competitive view
NAMs adoption timeline and impact on business segments
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Next Charles River Laboratories earnings date
Q4 202518 Feb, 2026
Charles River Laboratories
Next Charles River Laboratories earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Charles River Laboratories International, Inc. is a concract research organization providing drug discovery, non-clinical development and safety testing services in the United States, Europe, Canada and the Asia Pacific regions. The Company provides research models and related services to support clients from target identification through non-clinical development. The Company operates through three segments: Research Models and Services (RMS), Discovery and Safety Assessment (DSA), and Manufacturing Support.
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