Shares of IDEXX Laboratories soared more than 10% in premarket trading Monday after the pet health care company reported better-than-expected second-quarter results and raised its 2025 profit and revenue forecasts. https://t.co/p54yMfscM9 ...

Idexx Laboratories (IDXX) came out with quarterly earnings of $3.63 per share, beating the Zacks Consensus Estimate of $3.31 per share. This compares to earnings of $2.44 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +9.67%. A quarter ago, it was expected that this Animal diagnostic and health care company would post earnings of $2.92 per share when it actually produced earnings of $2.96, delivering a surprise of +1.37%. Ov ...

Q2 2025 Financial Performance - Revenue reached $1,109 million, an 11% reported growth and 9% organic growth[1] - Operating profit was $373 million, representing 34% of revenue[1] - Diluted earnings per share (EPS) grew by 49% to $3.63, with a comparable growth of 17%[1] - CAG (Companion Animal Group) Diagnostics Recurring revenue reported growth of 9% and organic growth of 7%, with a 730 bps reported and 130 bps comparable year-over-year change in basis points[1] Segment Revenue Growth - CAG revenue was $1,022 million, with 11% reported growth and 10% organic growth[1] - Water revenue reached $51 million, showing 9% reported growth and 8% organic growth[1] - LPD (Livestock, Poultry and Dairy) revenue was $32 million, with 5% reported growth and 3% organic growth[1] 2025 Financial Outlook - Revenue is projected to be between $4,205 million and $4,280 million, representing 7.7% to 9.7% reported growth and 7.0% to 9.0% organic growth[6,7] - Operating margin is expected to be 31.3% to 31.6%, with a reported margin expansion of 240 to 270 bps and a comparable margin expansion of 50 to 80 bps[6,7] - EPS is forecasted to be $12.40 to $12.76, indicating 16% to 20% reported growth and 9% to 13% comparable growth[6,7] U S Companion Animal Practice Growth (As of June 30, 2025) - U S companion animal practices experienced a 6.1% year-over-year growth in total practice revenue[9] - Total visits to U S companion animal practices decreased by 3.4% year-over-year[9] - Clinical visits decreased by 2.5%, while non-wellness visits decreased by 2.7% year-over-year[9] - Diagnostic revenue per clinical visit increased by 4.5% year-over-year[14]

Exhibit 99.1 FOR IMMEDIATE RELEASE Contact: John Ravis, Investor Relations, 1-207-556-8155 IDEXX Laboratories Announces Second Quarter Results WESTBROOK, Maine, August 4, 2025— IDEXX Laboratories, Inc. (NASDAQ: IDXX), a global leader in pet healthcare innovation, today announced second quarter results. "Our innovation-driven strategy delivered robust global growth in the second quarter," said Jay Mazelsky, President and Chief Executive Officer. "We saw exceptional momentum with IDEXX InVue Dx™ placements, e ...

Core Insights - Idexx Laboratories (IDXX) is expected to report quarterly earnings of $3.31 per share, a 35.7% increase year-over-year, with revenues projected at $1.07 billion, reflecting a 6.3% year-over-year growth [1] Earnings Projections - The consensus EPS estimate for the quarter has been revised upward by 0.7% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Revenue from the Companion Animal Group (CAG) is forecasted to reach $978.21 million, a 6.1% increase from the previous year [5] - Revenue from Other segments is expected to be $4.41 million, up 3.9% year-over-year [5] - Livestock and poultry diagnostics (LPD) revenue is projected at $31.51 million, reflecting a 4% increase [5] - Water revenue is anticipated to be $50.79 million, indicating an 8.7% year-over-year growth [6] - Revenue from the Companion Animal Group in the United States is estimated at $663.10 million, a 5.5% increase [6] - International revenue from the Companion Animal Group is expected to be $312.95 million, up 6.6% year-over-year [7] - LPD International revenue is projected at $25.76 million, reflecting a 2.2% increase [7] - Water International revenue is expected to reach $24.16 million, indicating an 8.5% year-over-year growth [7] Gross Profit Estimates - Gross Profit for the Companion Animal Group (CAG) is expected to be 62.6%, compared to 61.7% in the same quarter last year [8] - Gross Profit for Other segments is estimated at 29.6%, down from 57.8% year-over-year [8] - Gross Profit for LPD is projected at 51.7%, slightly up from 51.3% in the previous year [8] - Gross Profit for Water is expected to be 69.6%, compared to 68.6% in the same quarter last year [9] Stock Performance - Over the past month, Idexx shares have returned +5.6%, outperforming the Zacks S&P 500 composite's +3.4% change [9] - Based on its Zacks Rank 3 (Hold), IDXX is expected to perform in line with the overall market in the upcoming period [10]

Core Insights - IDEXX Laboratories, Inc. released its 2024 Corporate Responsibility Report, emphasizing its commitment to enhancing the health and well-being of pets, people, and livestock, aligning with its business strategy [1][3] The Care We Advance - IDEXX advanced its innovation strategy in 2024, launching the IDEXX inVue Dx™ Cellular Analyzer and eight additional new products and services [4] - The company revolutionized cancer care with the launch of IDEXX Cancer Dx™ testing in North America, focusing on early detection of canine lymphoma and planning to expand testing for other canine cancers over the next three years [4] The People We Support - IDEXX enabled access to care for over 79,000 animals in 2024, contributing to a total of over 704,000 animals since 2022 through global social initiatives [4] - The company provided approximately $5.5 million in continuing education credits to veterinary professionals in 2024 [4] - IDEXX logged over 86,000 hours of learning and development, including 23,200 hours dedicated to STEM and AI learning [4] - The company achieved over 25,000 self-reported employee volunteer hours, surpassing its 2025 goal of 15,000 annual volunteer hours [4] - IDEXX reported an 80% engagement rate in its annual employee engagement survey [4] The Planet We Share - IDEXX signed three virtual power purchase agreements to add new clean electricity to the North American and European energy grids [4] - The company increased its commercial fleet's electric and hybrid vehicle composition to over 35% [4] - IDEXX advanced global product circularity by servicing over 34,000 instruments and completing over 90,000 point-of-service upgrades on select IDEXX instruments [4]

Core Viewpoint - The market anticipates Idexx Laboratories (IDXX) will report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Idexx is expected to report quarterly earnings of $3.31 per share, reflecting a year-over-year increase of +35.7% [3]. - Revenues are projected to reach $1.07 billion, which is a 6.3% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.74% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Idexx is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.34%, suggesting a bullish outlook on earnings prospects [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Idexx currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Idexx was expected to post earnings of $2.92 per share but actually delivered $2.96, resulting in a surprise of +1.37% [13]. - Over the past four quarters, Idexx has exceeded consensus EPS estimates three times [14]. Conclusion - Idexx is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance ahead of the earnings release [17].

Core Insights - IDEXX Laboratories, Inc. (IDXX) is scheduled to release its second-quarter 2025 results on August 4, before the market opens [1] - In the last reported quarter, the company achieved adjusted earnings per share (EPS) of $2.96, exceeding the Zacks Consensus Estimate by 1.37% [1] - The company has beaten earnings estimates in three of the last four quarters, with an average surprise of negative 0.09% [1] Revenue and EPS Estimates - The Zacks Consensus Estimate for Q2 revenues is $1.07 billion, reflecting a 6.3% increase from the previous year [2] - The Zacks Consensus Estimate for EPS is $3.31, indicating a rise of 35.7% year-over-year [2] - Earnings estimates have increased by 0.6% to $3.31 in the past 30 days [3] Performance Factors - The Companion Animal Group (CAG) is expected to show strong performance due to global net price improvements and higher volumes, particularly in diagnostics [4] - IDEXX VetLab consumables revenue growth is anticipated from higher price realization and volume increases, supported by an expanded active installed instrument base [4] - Reference laboratory diagnostic services are expected to see increased revenues from higher global price realization and testing volumes, although rapid assay revenues may be impacted by lower U.S. clinical visits [5] International and Innovation Impact - International CAG Diagnostic recurring revenues are likely to benefit from new business gains and an expanded premium instrument installed base [6] - IDEXX's recent innovations, such as the IDEXX Cancer Dx diagnostic panel, are expected to positively impact second-quarter revenues [7] - Growth in Veterinary Software, Services, and Diagnostic Imaging Systems is likely driven by higher subscription volumes and increased sales of diagnostic imaging systems [8] Segment Performance - The Water segment is projected to deliver solid revenues, benefiting from realized price increases and higher volumes, with an estimated 8.7% year-over-year improvement [10] - The Livestock, Poultry, and Dairy (LPD) division is expected to see a 3.9% year-over-year decrease in revenues for Q2 2025 [11] Earnings ESP and Zacks Rank - IDEXX Laboratories has an Earnings ESP of +0.34%, indicating a higher chance of beating estimates [12] - The company currently holds a Zacks Rank of 3 (Hold) [13]

My recommendation for IDEXX Laboratories, Inc. ( IDXX ) is a buy rating. My thesis is simple. The COVID surge in pet ownership has permanently raised the baseline for demand in veterinary diagnostics, and IDXX is best positioned toI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Idexx Laboratories (IDXX) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth seen as indicative of strong future prospects [4] - Idexx's historical EPS growth rate is 12.5%, with projected growth for the current year at 14.1%, surpassing the industry average of 13.6% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without external financing [6] - Idexx's year-over-year cash flow growth is currently 6%, significantly better than the industry average of -0.8% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 14.6%, compared to the industry average of 6.7% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Idexx's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [8] Group 5: Overall Assessment - Idexx holds a Zacks Rank of 2 and a Growth Score of B, indicating its potential as an outperformer and a solid choice for growth investors [10]