| CRL |
Report |
Non-GAAP EPS |
MISS |
pred ~$2.72 vs. cons $2.78 |
MEDIUM |
| CRL |
Report |
Organic revenue growth |
MISS |
pred ~-1.8% vs. cons -0.7% |
MEDIUM |
| CRL |
Report |
DSA net book-to-bill |
MISS |
pred ~0.97x vs. cons 1.02x |
MEDIUM |
| CRL |
Guide |
FY26 non-GAAP EPS guidance |
LOWER |
guide ~$10.85 vs. cons $11.05 (FY26) |
MEDIUM |
| CRL |
Guide |
FY26 organic revenue growth guidance |
LOWER |
guide ~-1.5% vs. cons -0.8% (FY26) |
MEDIUM |
| CRL |
Guide |
FY26 operating-margin expansion |
LOWER |
guide ~120 bps vs. cons 135 bps (FY26) |
LOW |
| CRL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.5% |
— |
MEDIUM |
| CRL |
Return |
5-day cumulative residual |
-10.5% (FOLLOW-THROUGH) |
A ~-1.1-point organic-growth shortfall versus consensus and a ~$0.20 FY26 EPS-guide gap imply that the assumed 2H revenue/margin acceleration shifts later, pulling 2026 and 2027 estimates lower even after investors credit the portfolio-margin actions. |
MEDIUM |