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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Idexx Laboratories (IDXX) is 8/10.
IDEXX delivered Q1 revenue up 14% as reported and 11% organically with comparable EPS growth of 15% as CAG Diagnostics recurring revenue grew over 11% organically on strong instrument placements and menu utilization gains. The FNA controlled launch progressed as planned, and international commercial expansion continued at a strong pace. Management raised full-year EPS guidance by $0.13 at midpoint to $14.45-$14.90 while noting the CEO transition with leadership continuity ensured.
Scored from Idexx Laboratories’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $954M | +5.8% | $2.62 | +12.9% | 59.8% | 27.4% | 22.7% | $223M |
| FY2025 Q1 | $998M | +3.6% | $2.96 | +5.3% | 62.4% | 31.7% | 24.3% | $208M |
| FY2025 Q2 | $1.11B | +10.6% | $3.63 | +48.8% | 62.6% | 33.6% | 26.5% | $152M |
| FY2025 Q3 | $1.11B | +13.3% | $3.40 | +21.4% | 61.8% | 32.1% | 24.8% | $371M |
| FY2025 Q4 | $1.09B | +14.3% | $3.08 | +17.6% | 60.3% | 28.9% | 22.8% | $323M |
| FY2026 Q1 | $1.14B | +14.3% | $3.47 | +17.2% | 63.4% | 31.8% | 24.4% | $234M |
| FY2026 Q2 | $1.22B | +9.7% | $4.27 | +17.6% | 64.0% | 35.0% | 27.8% | $323M |