Charles River Laboratories (CRL)
NYSEHealth CareDiagnostics & ResearchSnapshot 2026-07-07
Reading CRL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track CRL free→NYSEHealth CareDiagnostics & ResearchSnapshot 2026-07-07
Reading CRL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track CRL free→Warn: Management is running behind on a stated commitment.
Charles River Laboratories grows revenue despite a tough market, with 1.2% growth last quarter. The company expects EPS near $11.3 in 2026 and repurchased $200 million of stock in Q1. Its M&A strategy supports growth and portfolio focus. Profitability is improving with positive earnings surprises.
Revenue is expected to decline about 1% in 2026. The company faces regulatory and litigation risks. Profit margins and earnings could weaken if growth falters or divestitures disrupt operations. Stock valuation is high relative to current growth trends.
The stock price is about 14% above our valuation level and 9% below the Street median. Analysts expect revenue to decline about 2% next year. Our view is more cautious on growth but aligned with the market on earnings.
Breaks if: EPS falls below $10.8 in FY26
Breaks if: YoY revenue growth falls below -1.5% in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Focus on completing divestitures to streamline and enhance the company's portfolio.
Focus on improving client experience and strengthening the scientific portfolio.
Breaks if: Stock repurchases fall significantly below $200 million in Q1 2026
Continue the stock repurchase program to enhance shareholder value.
Stated in 2 of last 2 quarters. The company repurchased $200 million of common stock in 2026-Q1, continuing its commitment to the stock repurchase program. This action is part of the company's strategy to enhance shareholder value, with $800 million remaining under the authorization.
“Repurchased $200 million of common stock in the first quarter of 2026.”
“Stock repurchase program remains on track.”