Charles River Labs notes improving DSA bookings and demand momentum

Charles River Laboratories International, Inc. reported that demand indicators in its Discovery and Safety Assessment (DSA) segment are improving.

Rhea-AI Filing Summary

Charles River Laboratories International, Inc. reported that demand indicators in its Discovery and Safety Assessment (DSA) segment are improving. At an investor presentation at the Evercore 8th Annual Healthcare Conference, management stated that DSA net book-to-bill has improved each month since the beginning of the third fiscal quarter of 2025. The company also noted that typical holiday seasonality in the fourth quarter and early January could affect near-term proposal and booking activity, but emphasized its encouragement with the positive momentum and upward trends observed since the middle of fiscal 2025.

Insights

Healthcare services and CRO industry analyst

Charles River highlights steadily improving DSA bookings despite seasonal headwinds.

Charles River Laboratories is using an investor conference to signal that its Discovery and Safety Assessment (DSA) demand trends are improving. Management states that DSA net book-to-bill has increased each month since the start of the third fiscal quarter of 2025, suggesting a healthier flow of new contracts relative to revenue recognized.

The company tempers this by pointing to normal holiday season patterns in the fourth quarter and early January, which can slow proposals and bookings in the near term. Even with this caution, the description of “positive momentum and upward trends” since the middle of fiscal 2025 indicates that earlier soft patches in DSA demand may be easing, although no specific figures or growth rates are disclosed.

Because this update is qualitative and lacks explicit revenue or margin metrics, its ultimate impact will depend on how these booking trends translate into reported results in future quarters. Subsequent quarterly reports and management commentary will be the key places where these described trends may show up in actual financial performance.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Charles River Laboratories (CRL) disclose in this 8-K filing?

The company reported that during a presentation at the Evercore 8th Annual Healthcare Conference, management would discuss fourth-quarter demand trends, highlighting improving net book-to-bill and momentum in its Discovery and Safety Assessment (DSA) segment.

How are Charles River Laboratories' Discovery and Safety Assessment (DSA) bookings trending?

DSA net book-to-bill has continued to improve each month since the beginning of the third fiscal quarter of 2025, indicating stronger booking activity compared with recognized revenue in that business.

What caution did Charles River Laboratories provide about near-term DSA activity?

The company noted that typical seasonality during holiday periods in the fourth quarter and early January may affect near-term proposal and booking activity, even as overall trends have been improving.

When and where is Charles River Laboratories presenting these updates?

Management is presenting at the Evercore 8th Annual Healthcare Conference on Wednesday, December 3, 2025, at approximately 10:00 a.m. Eastern time.

Does this Charles River 8-K include forward-looking statements?

Yes. The company includes safe harbor language stating that comments on DSA bookings and demand trends are forward-looking statements subject to risks and uncertainties described in its Form 10-K for 2024 and Form 10-Q for the quarter ended September 27, 2025.

Does Charles River commit to updating these DSA demand trends in the future?

The company explicitly states it does not undertake any obligation to update or revise its forward-looking statements or the information in this report, except as required by law.

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Accepted by SEC EDGAR 12/03/2025 - 07:28 AM Learn about SEC filing dates

0001100682false00011006822025-12-032025-12-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

December 3, 2025

Date of Report (Date of earliest event reported)

CHARLES RIVER LABORATORIES INTERNATIONAL, INC.

(Exact Name of Registrant as Specified in Charter)

Delaware			001-15943			06-1397316
(State or Other Jurisdiction of Incorporation)			(Commission File Number)			(IRS Employer Identification No.)

251 Ballardvale Street

Wilmington, Massachusetts 01887

(Address of Principal Executive Offices) (Zip Code)

781-222-6000

(Registrant’s Telephone Number, including Area Code)

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, $0.01 par value			CRL			New York Stock Exchange

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).

Emerging growth company  ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure

The following information shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Charles River Laboratories International, Inc. (“Charles River”, the “Company”, or the “Registrant”) is presenting at the Evercore 8th Annual Healthcare Conference on Wednesday, December 3, 2025, at approximately 10:00 a.m. Eastern time.

During this presentation, management of the Company intends to address certain fourth-quarter demand trends. Specifically, the Company plans to provide updates regarding trends in Discovery and Safety Assessment (DSA) booking activity and related key performance indicators:

•DSA net book-to-bill has continued to improve each month since the beginning of the third fiscal quarter of 2025; and

•While seasonality during holiday periods in the fourth quarter and in early January may impact near-term proposal and booking activity, the Company is encouraged with the positive momentum and upward trends since the middle of fiscal 2025.

This Current Report on Form 8-K includes “safe harbor” language pursuant to the Private Securities Litigation Reform Act of 1995, as amended, indicating that certain statements contained in the slide presentation are “forward-looking,” rather than historic. Forward-looking statements may be identified by the use of words such as “anticipate,” “believe,” “expect,” “intend,” “will,” “may,” “estimate,” “plan,” “outlook,” and “project” and other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These statements also include statements regarding the Company’s expectations for DSA bookings and demand trends. Forward-looking statements are based on the Company’s current expectations and beliefs, and involve a number of risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from those stated or implied by the forward-looking statements. Those risks and uncertainties include, but are not limited to: the demand, proposal and booking trends (including net book-to-bill) in the Company’s DSA business segment. Furthermore, these and other risks relating to the Company are set forth in the documents filed by the Company with the Securities and Exchange Commission, including without limitation, the sections titled “Our Strategy,” “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” and “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 28, 2024, and the sections titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and “Risk Factors,” in the Company’s Quarterly Report on Form 10-Q for the quarter ended September 27, 2025. The Company does not undertake, and assumes no obligation and expressly disclaims any duty, to update or revise its forward-looking statements or any of the information contained in this Current Report on Form 8-K, including related to future events or circumstances except as required by law. New information, future events, or risks may cause the forward-looking events we discuss in this report not to occur.

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

									CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Date:			December 3, 2025			By:			/s/ Matthew L. Daniel
									Matthew L. Daniel, Corporate Senior Vice President,
									General Counsel, Corporate Secretary & Chief Compliance Officer

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