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Sentiment · FY2026 Q1
IDEXX closed fiscal 2025 with Q4 revenue up 12% organically and comparable EPS growing 17% as CAG Diagnostics sustained 10% organic recurring growth and the company placed nearly 6,400 inVue Dx instruments for the year. Cancer Dx crossed 6,000 practices with screening now the majority use case, and the FNA controlled launch began on inVue Dx for mast cell tumor detection. Management introduced FY2026 guidance of $14.29-$14.80 EPS with CAG recurring organic growth accelerating to 8-10%.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Erin Wright | Morgan Stanley | 12 (0%) |
| Mike Ryskin | Bank of America | 12 (8%) |
| Jon Block | Stifel |
| Dan Clark | Leerink Partners | 9 (0%) |
| Chris Schott | JPMorgan | 7 (0%) |
| Ryan Daniels | William Blair | 4 (0%) |
| Navann Ty | BNP Paribas | 4 (25%) |
| Brandon Vazquez | William Blair | 4 (0%) |
| Dave Westenberg | Piper Sandler | 3 (0%) |
| Andrea Alfonso | UBS | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| 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% |