DSA segment
“10-K Item 1: 'our DSA segment represented 59.8% of our total revenue'”
Updated
The most significant concentration Charles River Laboratories Inte discloses is DSA segment at 59.8%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: Charles River Laboratories Inte’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1: 'our DSA segment represented 59.8% of our total revenue'”
“10-K Item 1A: 'our non-human primate supply, are dependent on a limited source of supply that, when interrupted, adversely affects our business'”
The company's concentration profile reflects two distinct but related exposures. The dominant one is a high-share product segment dependency: the DSA segment represented 59.8% of total revenue, making it the largest single revenue contributor by a substantial margin. This is structural in character — the DSA segment is a core, established part of the business model, and its revenue share reflects where the company's largest end-market sits rather than a transient contract situation. A sustained slowdown in DSA demand, whether driven by biotech funding cycles or drug development activity, would have an outsized effect on consolidated results relative to the other segments. Layered alongside this is a moderate supply chain dependency: the company relies on non-human primate supply from a limited source base, and the filing notes that interruptions to that supply adversely affect the business. This is a dependency exposure — the company does not control the supply, and a disruption at a specific supplier could constrain research services capacity independent of demand conditions. The two exposures interact in a meaningful way: if DSA demand is robust but NHP supply is constrained, the company may be unable to fully capture available revenue. Conversely, a demand downturn in DSA would amplify the cost of maintaining access to a limited-supply input. Monitoring NHP supply availability alongside biotech R&D spending trends is the most relevant forward-looking frame for this profile.
For the engine’s reasoning on CRL’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ADPT | Adaptive Biotechnologies Corpor | 2 | 0 | 0 | 2 |
| CRL● | Charles River Laboratories Inte | 1 | 1 | 0 | 2 |
| BLLN | BillionToOne, Inc. | 1 | 0 | 0 | 1 |
| A | Agilent Technologies, Inc. | 0 | 1 | 0 | 1 |
| DGX | Quest Diagnostics Incorporated | 0 | 1 | 0 | 1 |
| DHR | Danaher Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.