| IDXX |
Report |
Q2 revenue |
BEAT |
pred ~$1.216B vs. cons ~$1.202B |
MEDIUM |
| IDXX |
Report |
Q2 diluted EPS |
BEAT |
pred ~$3.28 vs. cons ~$3.21 |
MEDIUM |
| IDXX |
Report |
CAG Diagnostics recurring organic revenue growth |
IN-LINE |
pred ~10.2% vs. cons ~9.8% |
MEDIUM |
| IDXX |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$4.70B-$4.79B vs. cons ~$4.75B (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 EPS guidance |
BETTER |
guide ~$14.60-$15.05 vs. cons ~$14.88 (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 CAG Diagnostics recurring organic growth guidance |
BETTER |
guide ~9.0%-11.0% vs. cons ~9.8% (FY2026) |
MEDIUM |
| IDXX |
Guide |
FY2026 U.S. same-store clinical-visit assumption |
UNCHANGED |
guide ~-1.5% vs. cons ~-1.5% (FY2026) |
HIGH |
| IDXX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| IDXX |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
A ~$0.07 EPS beat versus ~$3.21 consensus alongside a FY2026 EPS midpoint of ~$14.83 versus ~$14.88 consensus initially supports upward revisions if recurring growth holds near ~10.2% versus ~9.8% consensus; the modest guide raise and durable volume/innovation mix should outweigh the instrument-revenue lap. |
MEDIUM |