| CRL |
Report |
Q2"26 non-GAAP EPS |
BEAT |
pred ~$2.82 vs. cons ~$2.70 |
MEDIUM |
| CRL |
Report |
Q2"26 revenue |
BEAT |
pred ~$980M vs. cons ~$966M |
MEDIUM |
| CRL |
Report |
DSA net book-to-bill |
BEAT |
pred ~1.05x vs. cons ~1.00x |
MEDIUM |
| CRL |
Guide |
FY2026 non-GAAP EPS guide |
BETTER |
guide ~$11.00-11.40 (mid ~$11.20) vs. cons ~$11.10 (FY2026) |
MEDIUM |
| CRL |
Guide |
FY2026 organic revenue growth guide |
BETTER |
guide ~-1.0% to flat (raise low end from -1.5%) vs. cons ~-1.0% (FY2026) |
MEDIUM |
| CRL |
Guide |
FY2026 operating margin expansion |
UNCHANGED |
guide ~120-150 bps vs. cons ~130 bps (FY2026) |
LOW |
| CRL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| CRL |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Beat/raise likely, but the bar was sandbagged (Q1 set an easy ~+30% sequential EPS bogey) and the stock is up ~29% since Q1 near 52-week highs, so much is priced in. A modest guide raise plus out-period math (the implied 2H ramp keeps FY estimates from moving much) and management holding the long-range framework for the September Investor Day cap follow-through; expect an initial pop that partially gives back into profit-taking. |
LOW |