Charles River Laboratories (NYSE:CRL) FY Earnings Call Presentation

Financial Performance - The company's LTM 2025 revenue was approximately $40237 billion, with the DSA segment contributing 6001%[13,74] - The company expects to deliver approximately $295 million in cumulative, annualized cost savings by 2026[48] - The company's capital expenditures represented 51% of LTM revenue, compared to a peak of 82% in 2022[54] - Approximately $450 million in stock repurchases were made in 2024-2025[54] Market Position and Strategy - The company supported over 80% of FDA-approved novel drugs in the last five years (2021-2025)[11] - The company estimates the addressable market opportunity to be approximately $25 billion[11] - The company's revenue from the biopharma industry is approximately 70%[9] - The company plans to divest underperforming or non-core assets representing approximately 7% of 2025E revenue[52] Acquisitions and Outlook - The company plans to acquire K.F. (Cambodia) Ltd for approximately $510 million, expected to close in early Q1 2026[53] - The company plans to acquire the remaining 79% equity stake of PathoQuest SAS for approximately $60 million, expected to close by the end of Q1 2026[53] - PathoQuest is expected to generate $15-$20 million in 2026 annual revenue[53]