Q4 2025 Charles River Laboratories International Inc Earnings Call Transcript
Key Points
- Charles River Laboratories International Inc (CRL) reported 2025 financial results at the upper end of their revenue and non-GAAP earnings per share ranges.
- The company experienced substantial improvements in DSA net bookings, particularly during the 1st and 4th quarters of 2025.
- CRL announced strategic acquisitions, including KF Cambodia and PathoQuest, to strengthen their portfolio and secure their supply chain.
- The company is cautiously optimistic about returning to organic revenue growth in the second half of 2026.
- CRL expects the acquisition of KF Cambodia to generate meaningful operating margin improvement starting later in 2026.
- CRL reported a 2.6% decline in organic revenue for the fourth quarter of 2025, with declines in all three business segments.
- The operating margin decreased by 180 basis points year over year to 18.1% in the fourth quarter of 2025.
- Earnings per share decreased by 10.2% in the fourth quarter of 2025 compared to the same period in 2024.
- The company faced higher NHP sourcing costs and increased staffing costs, impacting the DSA segment's operating margin.
- CRL's RMS segment experienced a decline in revenue due to lower NHP revenue and lower sales volume from small models in North America.
Ladies and gentlemen, thank you for standing by and welcome to the Charles River Laboratory's fourth quarter and full year 2025 earnings conference call.
This call is being recorded.
(Operator Instructions)
I would now like to turn the conference over to your host, Todd Spencer, Vice President of Investor Relations.
Please go ahead.
Good morning and welcome to Charles River Laboratory's 4th quarter in full year 2025 earnings and 2026 guidance conference call and webcast. This morning, I am joined by Jim Foster, Chair, President and Chief Executive Officer, Burget Gerschick, executive Vice President and Chief Operating Officer, and Mike Mall, Senior Vice President, Interim Chief Financial Officer, and Chief Accounting Officer.
They will comment on our results for the fourth quarter of 2025, as well as our financial guidance for 2026.
Following the presentation, they will respond to questions. There
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