Charles River Q4 revenue slightly beats expectations

Charles River Laboratories International

18/02/2026 12:14

Overview

Preclinical drug developer's Q4 revenue slightly beat analyst expectations, helped by impact of currency translation

Adjusted EPS for Q4 beat analyst expectations

Company expects organic revenue growth to return in second half of 2026

Outlook

Charles River expects 2026 reported revenue to be flat to up 1.5%; non-GAAP EPS to be $10.70 to $11.20

Company anticipates lower RMS revenue due to declines in large model sales

Result Drivers

DSA AND MANUFACTURING IMPACT - Organic revenue decline driven by lower sales in DSA and Manufacturing segments

INTANGIBLE ASSET IMPAIRMENTS - Non-cash impairments in Biologics Solutions and Cell Solutions affected GAAP results

HIGHER COSTS IN DSA - Non-GAAP operating margin decreased due to higher study-related direct costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$994.20 mln
$987 mln (11 Analysts)
Q4 Adjusted EPS
Beat
$2.39
$2.34 (13 Analysts)
Q4 EPS
-$5.62
Q4 Adjusted Net Income
Beat
$118.80 mln
$116.30 mln (8 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy"

Wall Street's median 12-month price target for Charles River Laboratories International Inc is $220.00, about 38.8% above its February 17 closing price of $158.53

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBw3RmmCTa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)