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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jon Block | Stifel | 12 | 17% |
| Erin Wright | Morgan Stanley | 12 | 0% |
| Mike Ryskin | Bank of America | 12 | 8% |
| Dan Clark | Leerink Partners | 9 | 0% |
| Chris Schott | JPMorgan | 7 | 0% |
| Ryan Daniels | William Blair | 4 | 0% |
| Brandon Vazquez | William Blair | 4 | 0% |
| Navann Ty | BNP Paribas | 4 | 25% |
| Dave Westenberg | Piper Sandler | 3 | 0% |
| Andrea Alfonso | UBS | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 12 | 8% |
| Morgan Stanley | 1 | 12 | 0% |
| Stifel | 1 | 12 | 17% |
| Leerink Partners | 1 |
| 9 |
| 0% |
| William Blair | 2 | 8 | 0% |
| JPMorgan | 1 | 7 | 0% |
| BNP Paribas | 1 | 4 | 25% |
| Piper Sandler | 1 | 3 | 0% |
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.
Demand | Product Launch | Revenue Growth | Innovation & R&D | Competitive Dynamics | Macroeconomic | Geographic Expansion | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 2 | 1 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 7 | 4 | 2 | 1 | 1 | 3 | 1 | |
| 2025Q2 | 3 | 6 | 4 | 1 | 2 | 3 | 3 | |
| 2025Q3 | 4 | 6 | 3 | 3 | 3 | 1 | 2 | |
| 2025Q4 | 6 | 2 | 3 | 3 | 1 | 2 | 1 | 2 |
| 2026Q1 | 4 | 3 | 4 | 4 | 2 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 7 | 3 | 4 | 6 | 4 |
| Product Launch | 2 | 4 | 6 | 6 | 2 | 3 |
| Revenue Growth | 1 | 2 | 4 | 3 | 3 | 4 |
| Innovation & R&D | 2 | 1 | 1 | 3 | 3 | 4 |
| Competitive Dynamics | 1 | 1 | 2 | 3 | 1 | 2 |
| Macroeconomic | 2 | 3 | 1 | 2 | 2 | |
| Geographic Expansion | 1 | 3 | 2 | 1 | 2 | |
| Guidance Reliability | 1 | 3 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IDXX Idexx Laboratories | 8 | +14.3% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |