| IDXX |
Report |
CAG Diagnostics Recurring Revenue (Q2 2026) |
BEAT |
pred ~$975M vs. cons $962.9M |
MEDIUM |
| IDXX |
Report |
Operating EPS Diluted (Q2 2026) |
BEAT |
pred ~$3.98 vs. cons $3.92 |
MEDIUM |
| IDXX |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,210M vs. cons $1,198.3M |
MEDIUM |
| IDXX |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide mid ~$4,745M vs. cons $4,705.5M |
MEDIUM |
| IDXX |
Guide |
FY 2026 Operating EPS (FY 2026) |
BETTER |
guide mid ~$14.83 vs. cons $14.66 |
MEDIUM |
| IDXX |
Guide |
FNA Ramp Commentary |
UNCHANGED |
on track / broadening vs. on track expected |
MEDIUM |
| IDXX |
Guide |
Clinical Visit Assumption (FY 2026) |
UNCHANGED |
maintain -1.5% vs. -1.5% expected |
HIGH |
| IDXX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.0% |
— |
MEDIUM |
| IDXX |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate revisions on genuine FY raise force upward drift; FNA ramp narrative sustains bid |
MEDIUM |