Charles River Laboratories 4Q 2025 Results & 2026 Guidance February 18, 2026 Caution Concerning Forward-Looking Statements. This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "anticipate," "believe," "expect," "intend," "will," "may," "estimate," "plan," "outlook," and "project" and other similar expressions that predict or indicate future events or trends o ...

Financial Performance & Strategic Review - Charles River's Board supports the company's strategic direction, focusing on strengthening its scientific portfolio, divesting underperforming assets, maximizing financial performance, and maintaining disciplined capital deployment[7] - The company is refining its portfolio by selling certain underperforming or non-core businesses, representing approximately 7% of the estimated 2025 revenue[9] - These divestitures are expected to result in non-GAAP earnings per share accretion of at least $0.30 on an annualized basis once completed, excluding reinvestment benefits or interest expense impacts[9] - A new $1.0 billion stock repurchase authorization was approved by the Board in October, replacing a previous authorization under which $450.7 million in common stock had been repurchased since August 2024[10] 3Q25 Results & Updated Guidance - 3Q25 revenue was $1,004.9 million, a 0.5% decrease compared to $1,009.8 million in 3Q24, with a 1.6% organic revenue decline[13] - The GAAP EPS for 3Q25 was $1.10, a 17.3% decrease from $1.33 in 3Q24, while the non-GAAP EPS was $2.43, a 6.2% decrease from $2.59[15] - The company revised its 2025 revenue growth guidance to a decline of 1.5%-0.5% reported and a decline of 2.5%-1.5% organic[16] - The 2025 non-GAAP EPS estimate is now $10.10-$10.30, which includes a $0.10 guidance improvement at the midpoint[36] Segment Performance & Outlook - DSA (Discovery and Safety Assessment) revenue for 3Q25 was $600.7 million, a 2.3% decrease compared to $615.1 million in 3Q24, with a 3.1% organic revenue decline[17] - RMS (Research Models and Services) revenue for 3Q25 was $213.5 million, a 7.9% increase compared to $197.8 million in 3Q24, with a 6.5% organic revenue growth[25] - Manufacturing revenue for 3Q25 was $190.7 million, a 3.1% decrease compared to $196.9 million in 3Q24, with a 5.1% organic revenue decline[28]

Core Points - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Luminar Technologies, Inc. [1] - Long-term shareholders of Luminar may seek corporate governance reforms, financial incentives, or other benefits through legal action [2] - Shareholder involvement is emphasized as a means to improve company policies and enhance shareholder value [3] Company Overview - Luminar Technologies, Inc. is under scrutiny for possible corporate misconduct, which may affect its governance and financial practices [1][2] - The law firm Halper Sadeh LLC specializes in representing investors affected by securities fraud and corporate misconduct, aiming to recover funds and implement reforms [4]

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Vestis Corporation, which may affect shareholder rights and corporate governance [1][2]. Group 1: Shareholder Rights and Legal Options - Long-term shareholders of Vestis Corporation may seek corporate governance reforms, recovery of funds, court-approved financial incentives, or other benefits [2]. - Shareholder involvement is crucial for improving company policies and practices, leading to enhanced transparency and accountability, which can ultimately increase shareholder value [3]. Group 2: Legal Representation and Firm Background - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].