CRL
Charles River Laboratories International, Inc.Evidence as of 2026-09-30The desk's Snapshot
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Overview · Charles River Laboratories International, Inc.
Charles River Laboratories International, Inc., a non-clinical contract research organization, provides drug discovery, non-clinical development, and safety testing services in the United States, Europe, Canada, the Asia Pacific, and internationally. It operates through three segments: Research Models and Services (RMS), Discovery and Safety Assessment (DSA), and Manufacturing Solutions (Manufacturing). The RMS segme…
Management team
- Ms. Victoria L. Creamer · Corporate Executive VP & Chief People OfficerFind on LinkedIn
- Mr. Joseph W. LaPlume J.D. · Corporate Executive Vice President of Corporate Development & StrategyFind on LinkedIn
- Ms. Birgit Girshick · Corporate Executive VP & COOFind on LinkedIn
- Ms. Flavia H. Pease · Corporate Executive VP & CFOFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta 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.
The surviving record supports a cautious read (evidence balance: Cautious, -0.5 of a possible + 2; confidence high). Revenue in single fiscal quarters has clustered around $ 1.0 billion, with $ 995,830,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-24) and $ 1,004,078,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-25). Operating income has been in the low hundreds of millions, for example $ 119,897,000 in fiscal Q1 2026 and $ 119,888,000 in fiscal Q2 2026, while net income moved from positive quarters in 2025 (for example $ 54,422,000 in fiscal Q3 2025 and $ 52,326,000 in fiscal Q2 2025) to reported net losses in early-to-mid fiscal 2026 (for example -$ 14,843,000 in fiscal Q1 2026 and -$ 1,482,000 in fiscal Q2 2026).
Filings disclose a $ 165.0 million goodwill impairment recognized in fourth quarter 2025, a debt and finance leases balance of $ 2.1 billion as of December 27, 2025, and added risk language around AI, strategic-review uncertainty, cybersecurity, and supply‑chain concentration. Share count has declined from 49,227,800 on 2026-01-24 to 47,738,872 on 2026-07-25, with material share‑repurchase cash outflows reported (for example $ 353,132,000 and $ 208,285,000 in reported PaymentsForRepurchaseOfCommonStock in recent quarters). Valuation metrics show elevated multiples (P/FCF TTM ~ 53.44, EV/EBITDA TTM ~ 19.13, P/E TTM ~ 161.73) alongside positive TTM FCF of $ 265,935,000 and EBITDA TTM of $ 812,830,000, and a net debt position given $ 192,025,000 cash versus $ 1,610,546,000 long‑term debt.
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 single fiscal quarters has been around $1.0 billion: $995,830,000 in fiscal Q1 2026 (2025-12-28 to 2026-03-28, 3mo) and $1,004,078,000 in fiscal Q2 2026 (2026-03-29 to 2026-06-27, 3mo).
XBRL companyfacts · 0001100682-26-000038Operating income has been in the low hundreds of millions of dollars across recent quarters: $119,897,000 in fiscal Q1 2026 (2025-12-28 to 2026-03-28, 3mo), $119,888,000 in fiscal Q2 2026 (2026-03-29 to 2026-06-27, 3mo), and $133,799,000 in fiscal Q3 2025 (2025-06-29 to 2025-09-27, 3mo).
XBRL companyfacts · 0001100682-26-000038Reads 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.
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.
In the Form 10-K filed 2026-02-18, management reported a goodwill impairment charge of $165.0 million recognized in the fourth quarter 2025, attributable primarily to a decline in Biologics Solutions operating performance and a reduction to that reporting unit's long-range financial plan.
10-K filed 2026-02-18The Form 10-K filed 2026-02-18 states that as of December 27, 2025 the company had $2.1 billion of debt and finance leases outstanding.
10-K filed 2026-02-18Reads 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.
Institutional holders reported total holdings of $12.27B as of the 13F reporting period ended 2026-06-30.
13F holdings · 571 filers · as of 2026-06-30Reported 13F data show holder_count of 571 and holder_count_delta_qoq of 319, with a reported value_qoq_pct change of 77.3 for the period ended 2026-06-30.
13F holdings · 571 filers · as of 2026-06-30Reads 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.
Multiple articles covering the company's 2026 Investor Day report that it targets 5%–7% organic revenue growth and approximately a 24% non-GAAP operating margin through 2030, including an announced ~$300M cost savings goal.
News · finance.yahoo.com · 2026-09-26Separate coverage highlights the same Investor Day messaging — a ‘Pathway to Purpose’ strategy, cost initiatives and a strengthened near-term view — indicating several outlets carried company-specific investor-day themes.
News · kalkinemedia.com · 2026-09-26Reads 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.
At the price used, the model implies a free cash flow (FCF) growth rate of 34.89% (0.3489).
Valuation inputs · SEC XBRL + stored EOD closePrice-to-free-cash-flow (P/FCF) on trailing twelve-months FCF is 53.44.
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.
Several claims jointly support a favorable educational read: revenue has remained around $1.0B per quarter while operating income stayed in the low hundreds of millions (fundamentals-0, fundamentals-1), the company generated positive trailing twelve-month FCF and EBITDA (valuation-4), and management is executing a cost-savings and efficiency program communicated at Investor Day alongside a stated 5%–7% organic growth and margin targets (news-0, filings-6). Share count has declined and the company has reported substantial repurchases, which, together with large institutional ownership and a sizable increase in reported 13F holders, signal active capital allocation and continued institutional conviction (fundamentals-3, fundamentals-4, ownership-0, ownership-1). The goodwill impairment noted in filings is a one-time, non-cash charge tied to a specific reporting unit (filings-0), while operating cash generation and positive operating metrics indicate underlying business cash flows beyond accounting impairments (valuation-4, fundamentals-1). Finally, strategic partnerships and investor-day messaging around AI, automation, and cost initiatives provide company-specific operational levers that support a constructive interpretation of the evidence (news-2, news-3).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.37
30 surviving claims rest on 12 distinct sources; the heaviest analyst carries 23% of them, and 100% of what the desk raised survived the debate.
The surviving read is moderately supported: 30 verified claims draw on a dozen distinct sources, which gives some breadth but still concentrates factual weight where a few documents matter. That a single analyst authored nearly a quarter of the surviving claims raises analyst-dependence risk, and the fact that everything the desk raised survived debate suggests low internal pushback — useful for coherence but increasing the chance of unchallenged assumptions or groupthink.
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+0.0 to the score
5 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.9 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 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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