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Charles River Laboratories
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 5 sie 2026 i 7 maj 2026
Net loss narrowed on the previous quarter, guidance raised. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
Strata mniejsza
Zysk netto vs I kw. 2026
Prognoza podniesiona
Zysk netto -1,5 mln vs -14,8 mln
Przychody +0,8%
2 · Jak mówił zarząd
Typowy
More upbeat than 52% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Liczba
Small and midsized biotech clients are leading the trend due to an invigorated funding environment.
Między wierszami
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Główny temat
Total company organic revenue grew 0.1% and the DSA net book-to-bill rose to nearly 1.2x, the highest in nearly four years, setting up stronger second-half growth.
Cytat ze źródła
“Our constructive view was also supported by a return to organic revenue growth of 0.1% for the total company, which marks... The DSA net book-to-bill rose to nearly 1.2x in the second quarter, making this the third consecutive quarter that the DSA net book-to-bill has been above 1x and our highest level achieved in nearly 4 years. We firmly believe these trends position us well to drive higher organic growth during the second half of the year.”
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Główny temat
Free cash flow was $149 million in the second quarter, a $21 million decrease from the prior year because of working capital timing.
Cytat ze źródła
“Free cash flow was $149 million in the second quarter, a decrease of $21 million compared to the prior year... The higher tax rate outlook for the year is expected to be a $0.20 headwind to earnings per share with about half of the impact in the third quarter. This decline was primarily driven by the timing of working capital.”
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Prognoza ↑
CRL raised its 2026 DSA outlook to low single-digit organic revenue growth.
Cytat ze źródła
“As a result of these collective trends, we have raised our DSA outlook to low single-digit organic revenue growth in 2026.”
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Prognoza ↑
The company raised its annual EPS guidance by $0.25 at the midpoint because the increase is entirely operational.
Cytat ze źródła
“And just to put a finer point on it, when we raised our EPS guidance for the year by $0.25 at the midpoint, that's all operational.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-27), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$300.30
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+13,4% przez 10 lat
Wartość godziwa / akcję
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“For the year, we continue to expect a low to mid-single-digit organic revenue decline in the RMS segment, with much of this decline driven by lower volumes for research models...”
“We expect organic revenue growth of approximately 1% to 3% year-over-year, reflecting improving demand trends in the DSA segment and an expected rebound in Biologics Testing growth rate, which will...”
“Revenue for Microbial Solutions continued to increase at a high single-digit rate in the second quarter, partially offset by more modest growth in the Biologics Testing business.”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-27)
| Pozycja | II kw. 2026period end 2026-06-27 | I kw. 2026period end 2026-03-28 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 1,00 mld | 995,8 mln | +0,8% | 1,03 mld | −2,7% |
| Zysk operacyjny | 119,9 mln | 119,9 mln | ±0% | 100,1 mln | +19,7% |
| Zysk netto | -1,5 mln | -14,8 mln | Strata mniejsza | 52,3 mln | Strata zamiast zysku |
| Zysk na akcję | -0,03 | -0,30 | Strata mniejsza | 1,06 | Strata zamiast zysku |
| C/Z | — | — | — | — | — |
Tematy
Najczęściej omawiane teraz
- I would like to discuss the progress that Charles River Laboratories made during the second quarter, both financially and on its...
- Charles River Laboratories continues to remain focused on execution on achieving its financial targets and driving increased shareholder…
- Execution of Charles River Laboratories' pathway to purpose strategic initiatives and its financial goals will be the key to its future…
- Just talk us through your expectations for the preclinical pipeline evolving from that smarter drug discovery and whether that seems...
- What Charles River Laboratories is already seeing actually is that a lot of companies that are more AI native or drug discovery...
Zniknęło od I kw. 2026
- Słabnie Charles River Laboratories' teams have already put forth significant efforts to plan for the future, and I'm proud to lead the company...
- Słabnie Over the past 3 decades, I have led global organizations through financial and operational leadership roles and have been committed...
- Słabnie Charles River Laboratories' biologics testing business definitely has a seasonality.
- Słabnie In the early stage, that is things like target identification, molecular design that will allow them, hopefully, at some point,...
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Regulation FD disclosure · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change; Shareholder vote results · SEC 8-K
- Results of operations · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Director or officer change · SEC 8-K
- Results of operations · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K