CRL

CRL Earnings Preview

Charles River Laboratories International, Inc. · Healthcare · $9B

14d until earnings

CRL Earnings

Thursday, May 07 2026
EPS Estimate
$1.94
$1.91 – $2.11
Revenue Estimate
$977M
Current Price
$183.10

Our Position

neutral

Biotech R&D pullback pressures CRO growth engine

structured data est. revisions rising (+25.3pp / 30d)

CRL's exposure to cyclical biotech spending means near-term growth will soften if the sector's R&D budget climate doesn't recover soon. However, the uptick in hedge fund holding suggests informed capital sees the dip as temporary and the stock as undervalued — a potential sign that the spending headwind is priced in and reversible.

Watch: Watch for stabilization in biotech R&D spending trends in CRL's next earnings call. A rebound in client budgets or guidance that suggests pricing power in contract renewals would signal the bottom is in.

Data Signal Summary

1 bullish
1 bearish
Insider buying cluster Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-1.3%
Est. Revisions (30d)
+0.7% 2up/4dn
Analyst Target (mean)
$199 $135–$265 +9%
Options P/C Ratio
0.74
Est. Dispersion
10% 13 analysts
Insider Cluster
strong buy (officer)

Recent Activity

insider trades 72 transactions
Award · PARISOTTO SHANNON M (Officer) ·1,727 shares
Other · GIRSHICK BIRGIT (Chief Operating Officer) ·328 shares
Buy · LAPLUME JOSEPH W (Officer) ·25 shares ·$4,364
Award · FOSTER JAMES C (Chief Executive Officer) ·16,796 shares ·$2,999,934
Award · PARISOTTO SHANNON M (Officer) ·4,236 shares
67 more
Award · GIRSHICK BIRGIT ·9,500 shr
Award · LAPLUME JOSEPH W ·5,456 shr
Award · FOSTER JAMES C ·39,031 shr
Award · KNELL MICHAEL GUNNAR ·1,668 shr
Award · CREAMER VICTORIA L ·5,006 shr
Award · MINTZ MARK ·1,797 shr
Award · KNELL MICHAEL GUNNAR ·2,926 shr ·$499,995
Sell · LAPLUME JOSEPH W ·400 shr ·$65,488
Sell · LAPLUME JOSEPH W ·800 shr ·$126,080
Sell · LAPLUME JOSEPH W ·400 shr ·$60,016
Other · LAPLUME JOSEPH W ·385 shr
Award · CEESAY ABRAHAM N ·946 shr ·$127,748
Award · BARG STEVEN ·1,427 shr ·$192,702
Award · GRAVES PAUL W ·946 shr ·$127,748
Award · ENYEDY MARK J ·946 shr ·$127,748
Award · PARISOTTO SHANNON M ·5,603 shr ·$759,935
Award · GIRSHICK BIRGIT ·12,239 shr ·$1,659,976
Award · LAPLUME JOSEPH W ·6,709 shr ·$909,942
Award · PEASE FLAVIA H. ·7,152 shr ·$970,026
Award · FOSTER JAMES C ·17,253 shr ·$2,340,024
Award · KNELL MICHAEL GUNNAR ·2,064 shr ·$279,940
Award · CREAMER VICTORIA L ·6,252 shr ·$847,959
Award · KEMPS-POLANCO RESHEMA ·1,576 shr ·$212,728
Award · ANDREWS NANCY C ·946 shr ·$127,691
Award · LLADO GEORGE SR. ·1,465 shr ·$197,746
Award · MACKAY MARTIN ·1,761 shr ·$237,700
Award · THOMPSON CRAIG B ·946 shr ·$127,691
Award · WILSON VIRGINIA M ·946 shr ·$127,691
Sell · MASSARO GEORGE E ·140 shr ·$19,260
Sell · MASSARO GEORGE E ·140 shr ·$19,703
Sell · LAPLUME JOSEPH W ·500 shr ·$72,705
Other · GIRSHICK BIRGIT ·430 shr
Buy · GIRSHICK BIRGIT ·1,514 shr ·$249,250
Sell · LAPLUME JOSEPH W ·4,400 shr ·$715,000
Buy · FOSTER JAMES C ·6,075 shr ·$1,002,436
Award · PARISOTTO SHANNON M ·1,758 shr
Award · GIRSHICK BIRGIT ·4,057 shr
Award · LAPLUME JOSEPH W ·2,738 shr
Award · PEASE FLAVIA H. ·2,704 shr
Award · FOSTER JAMES C ·19,608 shr
Award · KNELL MICHAEL GUNNAR ·811 shr
Award · CREAMER VICTORIA L ·2,468 shr
Other · FOSTER JAMES C ·4,500 shr
Other · BARBO WILLIAM D ·470 shr
Sell · WALLMAN RICHARD F. ·7,621 shr ·$1,647,418
Other · WALLMAN RICHARD F. ·4,540 shr
Other · FOSTER JAMES C ·2,500 shr
Sell · LAPLUME JOSEPH W ·1,780 shr ·$354,861
Sell · FOSTER JAMES C ·25,000 shr ·$6,250,000
Other · LAPLUME JOSEPH W ·311 shr
Award · BERTOLINI ROBERT J ·953 shr ·$217,675
Sell · LAPLUME JOSEPH W ·1,304 shr ·$295,969
Award · GIRSHICK BIRGIT ·3,838 shr
Award · LAPLUME JOSEPH W ·2,111 shr
Award · PEASE FLAVIA H. ·2,159 shr
Award · KNELL MICHAEL GUNNAR ·648 shr
Award · CREAMER VICTORIA L ·1,967 shr
Sell · MASSARO GEORGE E ·332 shr ·$78,225
Award · KEMPS-POLANCO RESHEMA ·844 shr ·$192,778
Award · ANDREWS NANCY C ·559 shr ·$127,681
Award · LLADO GEORGE SR. ·865 shr ·$197,575
Award · MACKAY MARTIN ·931 shr ·$212,650
Award · THOMPSON CRAIG B ·559 shr ·$127,681
Award · WALLMAN RICHARD F. ·1,019 shr ·$232,750
Award · KOCHEVAR DEBORAH TURNER ·559 shr ·$127,681
Award · MASSARO GEORGE E ·559 shr ·$127,681
Award · WILSON VIRGINIA M ·559 shr ·$127,681
analyst ratings 2 ratings
Barclays Overweight 8d ago
JP Morgan Neutral 9d ago