The 2030 targets imply a meaningful acceleration in organic growth and margin expansion, driven by cost savings and portfolio investments. Monitor upcoming quarterly results for evidence of execution on the 'Create the Future' program and bioanalysis growth trajectory.
Price Chart
Executive Summary
Charles River Laboratories held its 2026 Investor Day, reaffirming full-year 2026 guidance and introducing long-term financial targets through 2030. The company now expects 2026 revenue and non-GAAP EPS at the upper ends of prior ranges, and targets 5-7% organic revenue growth CAGR (2027-2030) with ~24% non-GAAP operating margin by 2030. A new 'Create the Future' program targets over $300 million in cumulative savings from 2027-2030.
Key Facts
- Reaffirms 2026 guidance: revenue and non-GAAP EPS expected at upper ends of prior ranges (0-1% organic growth, $11.15-$11.45 non-GAAP EPS)
- Introduces 2030 targets: 5-7% organic revenue CAGR, ~24% non-GAAP operating margin, low-double-digit non-GAAP EPS CAGR
- Create the Future program targets >$300 million cumulative savings from 2027-2030
- Bioanalysis revenue expected to grow at high-single-digit CAGR to ~$450 million by 2030
- Apollo platform now serves >18,000 client users
Financial Impact
2026 revenue guided to upper end of 0-1% organic growth; 2030 targets imply 5-7% organic CAGR and ~24% non-GAAP operating margin vs 21.0-21.3% in 2026
Risk Factors
- Execution risk on long-term targets through 2030, which exclude future M&A
- Dependence on biopharmaceutical R&D demand recovery to achieve upper-end 2026 guidance
- Potential dilution from inorganic investments in bioanalysis and in vitro testing
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001100682-26-000142 |
| Document: crlinvestorday2026pressr.htm | 0001100682-26-000142 |
| Document: 0001100682-26-000142-index-headers.html | 0001100682-26-000142 |
| Document: 0001100682-26-000142-index.html | 0001100682-26-000142 |
| Document: 0001100682-26-000142.txt | 0001100682-26-000142 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Insider Cluster | $357.41 | awaiting T+20 | — | $355.56 (−0.52%) |
Oct 22, 2026 4d ago | 144 | $345.37 | awaiting T+20 | — | $355.56 (+2.95%) |
Oct 21, 2026 5d ago | Institutional Cluster | $339.66 | awaiting T+20 | — | $355.56 (+4.68%) |
Sep 24, 2026 4w ago | 8-K | $294.44 $339.66 | ▲ +15.36% | ▲ +15.78% | $355.56 (+20.76%) |
Aug 27, 2026 8w ago | Insider Cluster | $291.50 $294.59 | ▲ +1.06% | ▲ +1.55% | $355.56 (+21.98%) |
Aug 20, 2026 9w ago | Insider Cluster | $295.19 $279.01 | ▼ −5.48% | ▼ −6.50% | $355.56 (+20.45%) |
Aug 13, 2026 10w ago | Insider Cluster | $280.05 $273.11 | ▼ −2.48% | ▼ −0.49% | $355.56 (+26.96%) |
Aug 11, 2026 10w ago | Insider Cluster | $284.37 $273.00 | ▼ −4.00% | ▼ −2.10% | $355.56 (+25.03%) |
Aug 10, 2026 11w ago | Insider Cluster | $282.00 $278.35 | ▼ −1.29% | ▼ −0.24% | $355.56 (+26.09%) |
Aug 5, 2026 11w ago | 8-K | $260.72 $291.76 | ▲ +11.91% | ▲ +12.51% | $355.56 (+36.38%) |
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