Idexx Laboratories (IDXX)
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-14
$509.56+0.96%
Close 2026-09-14 · 1-day change
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-14
Research Workspace
Put IDXX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 11%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 32% growth a year, above the roughly 10% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskIDEXX Laboratories must continue to expand its diagnostics capabilities to justify its price. Revenue grew 10% year over year, and the latest quarter beat expectations. It trades at 35.5× P/E versus a peer median of 28. The market is pricing in more growth than forecasted, indicating expectations look full. A significant cut in guidance after a recent raise would damage credibility. Peer multiples imply a price about 31% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. IDXX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering IDXX (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare IDXX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IDXX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put IDXX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand CAG Diagnostics recurring revenue
Diagnostics growth aligns with expanding CAG Diagnostics revenue.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand CAG Diagnostics recurring revenue
AI and cancer tests enhance recurring revenue potential.
Strong Q2 results support revenue and EPS growth objectives.
Advances: Increase 2026 revenue guidance
Earnings beat supports increased revenue guidance.
Advances: Increase 2026 revenue guidance
Strong revenue growth supports increased 2026 revenue guidance.
Advances: Expand CAG Diagnostics recurring revenue
Recurring revenue and customer retention support growth objectives.
Threatens: Expand CAG Diagnostics recurring revenue
Need for more tests per visit indicates potential revenue growth issues.
Advances: Expand CAG Diagnostics recurring revenue
CAG Diagnostic sales gain aligns with recurring revenue expansion.