earnings
confidence high
sentiment negative
materiality 0.80
Charles River Q3 revenue $1.00B (-0.5% YoY); GAAP EPS $1.10, non-GAAP $2.43
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
2025-Q3 EPS
reported $2.65
vs consensus $2.36
▲ beat
(+12.2%)
- Organic revenue declined 1.6%; DSA -3.1%, Manufacturing -5.1%, offset by RMS +6.5%.
- GAAP net income $54.4M ($1.10/diluted) vs $68.7M ($1.33) a year ago; non-GAAP net income $120.3M ($2.43) vs $133.7M ($2.59).
- GAAP operating margin improved to 13.3% (11.6% Q3 2024) on restructuring cost savings; non-GAAP margin dipped to 19.7% (19.9%).
- 2025 guidance narrowed: reported revenue growth (1.5%)-(0.5%) and non-GAAP EPS $10.10-$10.30, versus prior $9.90-$10.30.
- Management sees early positive signals but remains cautious; expects industry recovery to take time.