Here's How IDEXX Laboratories Is Placed Ahead of Q4 Earnings

Core Insights - IDEXX Laboratories, Inc. (IDXX) is scheduled to release its fourth-quarter 2025 results on February 2, before the market opens [1] - The company reported adjusted earnings per share (EPS) of $3.40 in the last quarter, exceeding the Zacks Consensus Estimate by 8.28%, and has consistently beaten estimates over the past four quarters with an average surprise of 7.12% [1] Q4 Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $1.07 billion, reflecting a 12.2% increase from the previous year [2] - The EPS estimate stands at $2.93, indicating an 11.8% rise year-over-year [2] - Earnings estimates have remained stable at $2.93 over the past 60 days [3] Key Drivers of Performance - The Companion Animal Group (CAG) is expected to maintain its momentum, driven by strong commercial execution and recurring revenues from diagnostics, particularly in the U.S. and international markets [4] - IDEXX VetLab consumables are anticipated to benefit from increased test volumes and higher realized prices [4] - Key innovations such as the IDEXX inVue Dx Analyzer and IDEXX Cancer Dx panel are likely to have seen strong adoption, contributing to increased recurring revenues in Veterinary Software and Services [5] Segment Performance - CAG revenues are projected to grow by 12.7% year-over-year in Q4 2025 [7] - The Water segment is expected to see revenues increase by 7.8% year-over-year, supported by higher prices and volumes [10] - The Livestock, Poultry and Dairy (LPD) division is also anticipated to experience a 7.8% year-over-year revenue increase, driven by higher test volumes and prices across various regions [11] Earnings Model Insights - IDEXX Laboratories has an Earnings ESP of 0.00%, indicating no expected surprise in earnings [12] - The company currently holds a Zacks Rank of 2 (Buy) [13]