| IDXX |
Report |
EPS (Q2'26) |
BEAT |
pred ~$4.18 vs. cons ~$4.08 |
MEDIUM |
| IDXX |
Report |
CAG Dx recurring organic growth (Q2'26) |
BEAT |
pred ~9.9% vs. cons ~9.4% |
MEDIUM |
| IDXX |
Report |
Total revenue (Q2'26) |
IN-LINE |
pred ~$1,188M vs. cons ~$1,181M |
MEDIUM |
| IDXX |
Guide |
FY2026 EPS guide |
BETTER |
guide ~$14.55-15.00 (mid ~$14.78) vs. cons ~$14.72 (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 organic revenue growth guide |
BETTER |
guide ~7.9-9.9% (mid ~8.9%) vs. cons ~8.6% (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 CAG Dx recurring organic guide |
UNCHANGED |
guide ~8.7-10.7% (mid ~9.7%) vs. cons ~9.7% (FY2026) |
MEDIUM |
| IDXX |
Guide |
Q3'26 CAG instrument revenue commentary |
UNCHANGED |
guide instruments still down/flat ~ -2% vs. cons ~ -1% (Q3'26) |
LOW |
| IDXX |
Guide |
New CEO strategic/AI framing into Aug Investor Day |
UNKNOWN |
qualitative ~AI+growth-algo reaffirm vs. cons ~no reset (Aug'26 Investor Day) |
LOW |
| IDXX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| IDXX |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
A modest beat-and-raise plus double-digit international and CAG Dx recurring should support an initial pop, but the messaged y/y instrument-revenue decline and fewer-days drag cap upside and keep out-period estimate revisions roughly flat (implicit conservatism offsets the FY raise). With the bar already reset and the mid-August Investor Day as the next real catalyst, the day-1 gain largely holds rather than extending — net stabilize with slight give-back. |
LOW |