| CRL |
Report |
Total Revenue |
BEAT |
pred ~$980M vs. cons $970.8M |
MEDIUM |
| CRL |
Report |
Adjusted (non-GAAP) EPS |
BEAT |
pred ~$2.83 vs. cons $2.72 |
HIGH |
| CRL |
Report |
DSA segment organic revenue growth |
BEAT |
pred ~-1.0% vs. cons ~-2.0% |
MEDIUM |
| CRL |
Guide |
FY2026 Non-GAAP EPS guidance |
UNCHANGED |
guide ~$10.80-$11.30 (midpoint ~$11.05) vs. cons ~$11.05 (FY2026) |
MEDIUM |
| CRL |
Guide |
FY2026 Organic revenue growth guidance |
UNCHANGED |
guide ~-0.5% to -1.5% (midpoint ~-1.0%) vs. cons ~-1.0% (FY2026) |
MEDIUM |
| CRL |
Guide |
H2 vs H1 operating margin step-up |
UNCHANGED |
guide ~500bps H2-over-H1 improvement vs. cons ~500bps expected (H2 2026 vs H1 2026) |
HIGH |
| CRL |
Guide |
DSA return to organic growth / book-to-bill sustaining above 1.0x |
UNCHANGED |
guide ~1.0-1.05x book-to-bill maintained vs. cons ~1.04x expected (H2 2026 inflection) |
LOW |
| CRL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| CRL |
Return |
5-day cumulative residual |
-2.0% (STABILIZE) |
Consensus already embedded management's own guided ~30%+ sequential EPS ramp, so a modest beat with FY26 guidance merely reaffirmed (not raised) offers little incremental upside catalyst after a 55%+ run off May lows to near cycle highs; this sets up an initial sell-the-news/profit-taking reaction on day 1. But because the H2 margin bridge and DSA book-to-bill trends are confirmed intact (not deteriorating) and both divestitures are fully closed and accretive, there is no fresh negative revision catalyst to drive a deeper cut to out-quarter numbers, so the stock likely stabilizes near the post-print level into the September Investor Day rather than extending losses (fade continuing lower) or fully round-tripping back to new highs (follow-through higher). |
MEDIUM |