CRL
Charles River Laboratories International, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
What the evidence shows
The evidence balance is constructive (+0.5). Reported revenue in fiscal quarter ended 2026-07-25 was $ 1,004,078,000, with prior-quarter revenue reported at $ 995,830,000 (fiscal quarter ended 2026-04-24) and $ 1,004,852,000 (fiscal quarter ended 2025-10-25), placing quarter-to-quarter revenue roughly flat within a band of about $ 995.8m to $ 1,032.1m over the last four comparable quarters. Operating income was $ 119,888,000 in fiscal quarter ended 2026-07-25 and $ 119,897,000 in fiscal quarter ended 2026-04-24, down from $ 133,799,000 in fiscal quarter ended 2025-10-25; calculated operating margin fell from about 13.3% to about 12.0% and about 11.9% across those quarters. Net income shows volatility, moving from positive results of $ 52,326,000 and $ 54,422,000 in earlier comparable quarters to a loss of $ 14,843,000 and a small loss of $ 1,482,000 in the two most recent quarters. Shares outstanding declined over the past year from 49,227,800 to 47,738,872, and trailing twelve-month free cash flow is $ 265,935,000 ( $ 5.5379 per share).
What the debate changed
The desk argued over whether quarter-to-quarter revenue was meaningfully stable; the bull emphasized the narrow range near ~$ 1,000m while the bear pointed to the small fluctuations and the margin compression. That contested claim was weakened in debate, which reduced the strength of the “flat revenue” framing but did not remove the core earnings and cash-flow figures from the packet. Nothing material was dropped; the constructive read (+0.5) remained unchanged because the key operating-income, net-income and repurchase evidence held up.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in the three months ended 27 June 2026 (fiscal Q2 2026, 2026-03-29 to 2026-06-27) was $1,004,078,000.
XBRL companyfacts · 0001100682-26-000118Revenue was $995,830,000 in the three months ended 28 March 2026 (fiscal Q1 2026, 2025-12-28 to 2026-03-28) and $1,004,852,000 in the three months ended 27 September 2025 (fiscal Q3 2025, 2025-06-29 to 2025-09-27), showing quarter-to-quarter revenue roughly flat with small fluctuations between ~$995.8m and ~$1,032.1m over the last four comparable quarters.
XBRL companyfacts · 0001100682-26-000038weakened in debateReads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, Charles River Laboratories (CRL) is a constituent of the iShares Core S&P 500 ETF (IVV) with a weight of 0.02% of the fund.
ETF constituents · market dataA 0.02% weight in IVV indicates CRL represents a small fraction of that ETF's holdings, implying limited passive index exposure from this single large-cap S&P 500 fund.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Articles reported a short-term share move described as a 3% surge on 2 September 2026.
News · gurufocus.com · 2026-09-02Multiple outlets ran "Is this the right time to add CRL stock to your portfolio?" pieces on 1 September 2026 that discuss improving DSA demand, strategic investments, uneven recovery and NHP cost volatility.
News · zacks.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months (FCF_ttm) is $265,935,000 and FCF per share is $5.5379.
Valuation inputs · SEC XBRL + stored EOD closeEarnings per share (eps_ttm) is $1.83 and operating income for the trailing twelve months is $473,718,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The claim set collectively supports a constructive read anchored in stable top-line and operating performance alongside strong cash generation and active capital return. Recent 10-Q line-item reports show quarterly revenue essentially flat around ~$1.0B (fundamentals-0, fundamentals-1) while operating income has held near ~$120M in the two most recent quarters (fundamentals-2); those are primary-source filing figures and therefore strong evidence of operational consistency. Trailing twelve‑month free cash flow of $265.9M and declining shares outstanding from ~49.2M to ~47.7M (valuation-0, fundamentals-5) provide filing‑based support that cash flow is being converted into shareholder capital reduction. Market and coverage signals (constituency in IVV with modest passive exposure, and a buy-leaning street consensus with multiple initiations/maintains) add corroborative market-interest context (ownership-0, ownership-1, third‑party consensus) though sourced differently than the filings.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
22 surviving claims rest on 13 distinct sources; the heaviest analyst carries 32% of them, and 96% of what the desk raised survived the debate.
The read rests on a moderate number of independent sources but shows some analyst concentration and high survival through internal debate. That mix means the findings are reasonably corroborated by the desk (high survivorship) but still vulnerable to analyst/ source bias or a single corrected filing; treat the synthesis as informative but not decisive on its own.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+1.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on CRL Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.