Charles River Laboratories International, Inc. Investor Day 2026
Review the key takeaways and the transcript of this earnings call.
Transcript
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Great. Good morning, everyone. I'm Todd Spencer, Corporate Vice President of Investor Relations at Charles River. I've been at the company for 20 years, including the last eight as head of IR, and I've had the opportunity to meet many of you here and work with you. So on behalf of the company, I am thrilled to welcome you all to Charles River Laboratories' 2026 Investor Day. Before we begin, I'd like to go over a few housekeeping items. First, today's slide presentation can be found on the investor relations section of our website at ir.criver.com. The webcast will also be available on the same website for replay. Next, I'd like to remind you of the safe harbor statement, and the use of forward-looking statements, as well as that we'll be speaking primarily to non-GAAP financial measures covered under Regulation G.
You can find additional information on these disclosures in the slide presentation or on our investor relations website. We have a great lineup here for you today, focused on providing insights about our strategic vision, industry trends, and actions to drive long-term shareholder value creation. We will also update our long-term financial targets. We are pleased to have members of our senior management team here today to outline this for you, led by our CEO, Birgit Girshick. There is biography information that can be found on the investor relations section of our website and in the appendix of today's slide presentation. Birgit will begin by highlighting our refreshed strategic framework Pathway to Purpose.
She will then be followed by Dr. Namandjé Bumpus, our Chief Scientific and Innovation Officer, who will provide an overview of our innovative scientific capabilities and how we will continue to lead the future of integrated drug development. Our Chief Information Officer and Head of Global Shared Services, Mark Mintz, will then detail our efforts to modernize the company, and generate greater productivity and efficiency, and drive scalable growth. We will then have our first of two question and answer sessions. After a short break, our CFO, Glenn Coleman, will provide a financial overview and review our financial targets in detail. Then we'll hear from each of our business unit leaders about their respective growth strategies. Shannon Parisotto will provide an overview of our DSA segment. Kerstin Dolph will then discuss our Manufacturing Solutions segment, and Dr. Colin Dunn will provide an update of our RMS segment.
We will then have our final question and answer session. I will ask that you try to save your questions on our financial targets and our respective business unit trends until this portion of the agenda. We will also have a showcase and product demo in the back of the room, highlighting our digital capabilities and microbial solutions testing platform. Aaron, Laura, and Carolyn will guide you through that experience. So please feel free to stop by during the break or after the event concludes. They will be available until approximately 1:00 P.M. In addition to our senior management team, I would also like to welcome our Board of Directors here today, including our Chair, Dr. Martin Mackay.
Please use the QR code at the bottom of this slide for a direct link to our Investor Day microsite and slide presentation. The Wi-Fi information is also listed for those joining us in person today. If you need anything else, please look for me, Jess, Nancy, or Tara, who can provide any assistance that you need. Finally, I am pleased to announce that in lieu of giveaways at today's event, we have made a donation to a long-term charitable partner who provides assistance to children in foster care, including educational and veterinary scholarships named Foster Love. Before Birgit Girshick begins, we would like to share with you a short video that truly highlights the importance of the critical work that we do and for the patients whose lives we strive to improve. This is our motivation, our Pathway to Purpose.
Thank you. Drug discovery. It is amongst the hardest tasks that any human being can take on.
No one person, no one function, no one division can do what we are trying to do alone.
As big as we are, we can't be good at everything. Charles River affords us the opportunity to tap into expertise that they are very good at, that we don't have to invest in.
We started working with Charles River. Very quickly we realized this is going to be a very special partner to us.
The scientists at Charles River are great. When we think of something we need done, given the range of its capabilities and the attitude, it's kind of the place we go.
They are with us in the trenches, as it were, as we bring these potential medicines into the clinic.
Charles River has worked on all of our products since day one.
Their scientists, their teams, they are extremely knowledgeable. They have curiosity to push the boundaries of their science and technology.
It's the intellectual engagement. It's the complementary know-how and expertise and capability to do things that don't exist inside of our walls.
Charles River gets it. They're not waiting to hear what we tell them to do. They're pushing us with ideas of things they think we should be doing, and that's an important dialogue, I think, among scientists to come up with new ideas.
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