| IDXX |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$1.215B vs. cons $1.20B |
MEDIUM |
| IDXX |
Report |
Q2 2026 EPS |
BEAT |
pred ~$4.05 vs. cons $3.95 |
MEDIUM |
| IDXX |
Report |
CAG Diagnostics Recurring Organic Revenue Growth (Q2) |
BEAT |
pred ~10.5% vs. cons ~9.5% (implied guide midpoint) |
MEDIUM |
| IDXX |
Guide |
FY2026 EPS Guidance |
BETTER |
guide ~$14.80-$15.10 vs. cons ~$14.75 (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 Organic Revenue Growth Guidance |
BETTER |
guide ~8.7%-9.2% vs. cons ~8.7% midpoint (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 CAG Diagnostics Recurring Revenue Growth Guidance |
BETTER |
guide ~9.5%-10.2% vs. cons ~9.7% midpoint (FY2026) |
MEDIUM |
| IDXX |
Guide |
Q2 Operating Margin (comparable expansion) |
UNCHANGED |
guide ~33.9%-34.3% vs. cons ~34.1% (Q2 2026) |
LOW |
| IDXX |
Guide |
InVue Dx Full-Year Placement Target |
UNCHANGED |
guide ~5,500 units vs. cons ~5,500 units (FY2026) |
MEDIUM |
| IDXX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| IDXX |
Return |
5-day cumulative residual |
+2.0% (FADE) |
A likely Q2 beat-and-modest-raise triggers an initial relief pop given the stock's ~21% de-rating off highs and low Zacks ESP bar, but the implied H2 CAG Diagnostics recurring growth deceleration (H1 running ~10%+ vs. FY midpoint ~8.7-9.7%) and the flagged Q2 margin-expansion step-down (spend timing) give analysts room to trim out-quarter/FY27 estimates once they model the tougher comps, capping and partially fading the initial move over the following days. |
MEDIUM |