Charles River Laboratories International, Inc. (CRL)

In the past six months, CRL's stock has trended up by 70.21%. Key events include a strategic review and board shake-up in May 2025, the release of Q1 2025 earnings showing a revenue decline, Q2 2025 earnings exceeding guidance due to pent-up demand, collaborations and innovations with Toxys, X-Chem, and The Francis Crick Institute, and the upcoming Q3 2025 earnings release.

Charles River Laboratories' demand is tied to the research and development cycles of pharmaceutical and biotechnology companies. The company has recently experienced strong performance driven by demand from large pharmaceutical companies, while demand from smaller biotech firms has faced softness due to limited access to capital. The microbial business segment shows continued growth, suggesting a more stable demand. Management has indicated that seasonal volume contributes to a Q4 margin ramp, and the book-to-bill ratio could suggest fluctuations in new service agreements throughout the year.

Charles River Laboratories International, Inc. (CRL) is a global contract research organization (CRO) providing products and services for drug discovery, early-stage development, and safety testing. The company operates in the life sciences tools and services industry. Its core business is segmented into Research Models and Services (RMS), Discovery and Safety Assessment (DSA), and Manufacturing Support (MS). The RMS segment provides research models and associated services. The DSA segment offers services to accelerate drug discovery and ensure the safety of new therapeutics. The MS segment focuses on ensuring the quality and safety of biopharmaceutical products.

Charles River Laboratories has a significant global presence, operating in over 20 countries with more than 100 facilities worldwide, spanning North America, Europe, and Asia/Pacific. Net sales are distributed geographically, with the United States accounting for 55.3%, Europe for 26.6%, Canada for 11.9%, and Asia/Pacific for 4.9%, with other regions making up 1.3%. The company is headquartered in Wilmington, Massachusetts, USA.

Charles River Laboratories is known for its role in toxicology studies, animal research models, and microbial testing services. The company has been subject to public scrutiny and regulatory attention over its use of laboratory animals. Media sentiment toward Charles River Laboratories International has been more favorable compared to some competitors. Forbes recognized Charles River Laboratories in several categories for America's Best Employers For Company Culture, Women, and Dream Employers.

Charles River Laboratories International, Inc.'s ownership structure is primarily institutional, with approximately 83.59% of the company's stock held by institutions. Major institutional owners include Vanguard Group Inc., Wellington Management Group LLP, and BlackRock, Inc. Individual insiders own approximately 1.08% of the stock, and retail investors hold about 37.75% of the stock.