Core Insights - Charles River Laboratories International, Inc. (CRL) is set to report its third-quarter 2025 results on November 5, with adjusted earnings per share (EPS) of $3.12 in the last quarter exceeding the Zacks Consensus Estimate by 24.80% [1] Q3 Estimates - The Zacks Consensus Estimate for CRL's revenues is $984.6 million, indicating a 2.5% decline from the previous year [2] - The Zacks Consensus Estimate for EPS is $2.32, reflecting a 10.4% year-over-year decrease [2] Estimate Revision Trend - Earnings estimates for CRL's third quarter have decreased by 1 cent in the past week [3] Factors Impacting Performance - **Research Models and Services (RMS)**: Expected revenue growth of 6.5% in Q3 2025, driven by strong sales in research model services and favorable pricing, particularly in the GEMS and Insourcing Solutions businesses [4][5] - **Discovery and Safety Assessment (DSA)**: Anticipated revenue decline of 7% due to budget pressures from biopharmaceutical clients and cash constraints faced by smaller biotech firms [6][8] - **Manufacturing Solutions**: Projected revenue drop of 0.6% in Q3 2025, influenced by geopolitical tensions and supply chain disruptions, although the Microbial Solutions business is expected to perform well [9][10] Earnings Whispers - CRL has an Earnings ESP of +0.61% and a Zacks Rank of 3, indicating a moderate chance of beating estimates [11]

Core Insights - Charles River Laboratories (CRL) reported revenue of $984.17 million for Q1 2025, reflecting a year-over-year decline of 2.7% but exceeding the Zacks Consensus Estimate by 5.25% [1] - The earnings per share (EPS) for the same quarter was $2.34, up from $2.27 a year ago, representing a surprise of 13.59% over the consensus estimate of $2.06 [1] Revenue Breakdown - Revenue from Research Models and Services was $213.07 million, surpassing the average estimate of $207.28 million, with a year-over-year change of -3.6% [4] - Revenue from Discovery and Safety Assessment reached $592.61 million, exceeding the average estimate of $545.81 million, with a year-over-year decline of -2.1% [4] - Revenue from Manufacturing Solutions was $178.49 million, slightly below the average estimate of $182.94 million, showing a year-over-year change of -3.6% [4] - Revenue from Services totaled $797.92 million, exceeding the average estimate of $755.46 million, with a year-over-year decline of -2.3% [4] - Revenue from Products was $186.25 million, above the average estimate of $178.87 million, reflecting a year-over-year change of -4.3% [4] Operating Income Analysis - Non-GAAP operating income for Research Models and Services was $57.73 million, exceeding the average estimate of $46.59 million [4] - Non-GAAP operating income for Discovery and Safety Assessment was $141.70 million, surpassing the average estimate of $122.57 million [4] - Non-GAAP operating income for Manufacturing Solutions was -$8.62 million, significantly below the average estimate of $41.50 million [4] - Unallocated Corporate Overhead reported an operating income of -$54.27 million, better than the average estimate of -$59.34 million [4] Stock Performance - Over the past month, shares of Charles River have returned -6.6%, contrasting with the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]