IDEXX Laboratories, Inc. (IDXX) Stock

IDEXX Laboratories, Inc. (IDXX) is a Healthcare stock trading at $529.17 (as of 2026-09-03), with a market capitalization of $41.69B and a trailing P/E of 36.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

IDEXX Laboratories, Inc. develops, manufactures, and distributes products and services primarily for the companion animal veterinary, livestock and poultry, dairy, and water testing markets worldwide. The company operates through CAG; Water Quality Products; LPD; and Other segments. It provides point-of-care veterinary diagnostic products, including instruments, consumables, and rapid assay test kits; veterinary reference laboratory diagnostic and consulting services; practice management and diagnostic imaging systems and services for veterinarians; and health monitoring, biological materials testing, and laboratory animal diagnostic instruments and services for biomedical research community. The company also offers diagnostic and health-monitoring products for livestock, poultry, and dairy; products that test water for various microbiological contaminants; and point-of-care electrolytes and blood gas analyzers and SARS-CoV-2 RT-PCR that are used in the human point-of-care medical diagnostics market; in-clinic chemistry, blood and urine chemistry, hematology, and SediVue Dx analyzers; SNAP rapid assays test kits. In addition, it provides Colilert, Colilert-18, and Colisure tests, which detect the presence of total coliforms and E. coli in water; Enterolert, Pseudalert, Filta-Max and Filta-Max xpress, Legiolert, and Quanti-Tray products; veterinary software and services for independent veterinary clinics and corporate groups. The company markets its products through marketing, customer service, sales, and technical service groups, as well as through independent distributors and other resellers. IDEXX Laboratories, Inc. was incorporated in 1983 and is headquartered in Westbrook, Maine.

Understand IDEXX Laboratories, Inc.: how it makes money

IDEXX makes diagnostic instruments, test kits, and reference lab services for veterinary clinics, livestock and poultry farms, and water-testing labs, selling through a razor-and-blade model where placed instruments drive recurring consumable revenue. The companion animal veterinary line dominates, and growth is fueled primarily by rising test utilization on installed equipment rather than new hardware sales.

Every instrument IDXX places in a clinic is a long-term annuity: the hardware is often sold at thin or negative margin, but each additional test run on that instrument (Catalyst, InViewDX) generates near-gross-margin consumable revenue, so the installed base count is the single most important number to watch.

Business quality (Exceptional): Exceptional quality (64% gross margin, 35% operating margin) trading at 37.7x earnings versus a 17x industry average, a 120% premium that prices in durable recurring growth with little room for stumble.

Valuation: At 38× earnings, IDXX trades 120% above the Pharmaceutical Products average (17×).

Bull case

  • Installed Base Drives Test Volume: Catalyst's installed base creates a broad runway for menu-driven utilization growth, meaning each existing instrument supports more tests per clinic without incremental hardware capex, compounding recurring revenue organically.
  • New Platform Adoption Outpaces Plan: InViewDX placements reached nearly 6,400, exceeding initial expectations, which expands the addressable instrument footprint beyond the Catalyst platform and opens a second growth engine for recurring consumables.
  • Consumable Pricing Power Intact: Gross margin of 64% and operating margin of 35% reflect the structural pricing power embedded in recurring test-kit revenue, where unit economics improve as utilization scales on existing instruments.

Bear case

  • U.S. Clinic Visits Falling: U.S. same-store clinical visits declined 1.7% in Q4 and 1.9% for full-year 2025, meaning the top-of-funnel for test utilization is contracting in the company's largest and most profitable market.
  • Valuation Prices in Perfection: At 37.7x earnings versus a 17x Pharmaceutical Products industry average (120% above), the stock embeds sustained double-digit growth and steady margins, leaving minimal cushion if visit demand or instrument placements slow.
  • Instrument Cycle Turning Down: CAG instrument revenue is expected to decline during 2026, which slows the pace at which the installed base expands and, by extension, the future compounder of recurring consumable revenue.
Valuation — source: SEC EDGAR (first-party)
Price$529.17
Market Cap$41.69B
P/E Ratio36.6
EV / EBITDA26.2
Price / Book25.85
Price / Sales9.16
FCF Yield2.5%
DCF Value (model)$262.39
DCF Upside vs Price-50.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.30B
Net Margin24.6%
Revenue Growth (YoY)9.7%
EPS Growth (YoY)17.2%
FCF Growth (YoY)267.2%
Financial Health — source: SEC EDGAR
Altman Z-Score19.87 (safe)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E36.6
Sector P/E (Healthcare)21.6
Industry P/E (Pharmaceutical Products)17.1
vs Sector69.4%
vs Industry113.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($6.73B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOJonathan J. Mazelsky
Employees11,000
CountryUS
IPO Date1991-06-21

IDEXX Laboratories, Inc. earnings call transcripts

  • IDXX Q4 FY25 earnings call transcript (reported 2026-02-02) · analysis
  • IDXX Q2 FY25 earnings call transcript (reported 2025-08-04) · analysis

All IDXX earnings calls

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IDXX earnings history · IDXX institutional & insider holders · IDXX KPIs & operating metrics · IDXX financials · IDXX investor presentations & press releases · IDXX SEC filings · IDXX peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-03.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.