Análisis opcionales del producto
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IDEXX Laboratories Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $44.6B | |
|---|---|---|
| Revenue (ttm) | 4.6B | |
| Net income (ttm) | 1.1B | |
| EPS (ttm) | $14.2 | |
| Shares out | 78.8M | |
| P/E (trailing) | 39.7x | |
| P/E (forward) | 31.4x | |
| Volume | 234,847 | |
| Beta | 1.55 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $3.22B | $3.37B | $3.66B | $3.90B | $4.30B | +7.6% |
| Gross profit | $1.89B | $2.00B | $2.19B | $2.38B | $2.66B | +8.9% |
| Operating income | $932.0M | $898.8M | $1.10B | $1.13B | $1.36B | +9.9% |
| Net income | $744.8M | $679.1M | $845.0M | $887.9M | $1.06B | +9.2% |
| EPS (diluted) | $8.60 | $8.03 | $10.06 | $10.67 | $13.08 | +11.1% |
| EBITDA | $1.04B | $1.01B | $1.10B | $1.28B | $1.51B | +9.8% |
| R&D | $161.0M | $254.8M | $191.0M | $219.8M | $251.2M | +11.8% |
| SG&A | $309.7M | $326.2M | $335.8M | $442.3M | $404.8M | +6.9% |
Recent company headlines from major financial publishers.
The modal path reflects steady execution of IDEXX's core strategy. Revenue expands at a 5-year CAGR of 8.25%, moving from $4,725.46 million in FY2026 to $6,398.72 million in FY2030. Operating margins widen from 31.60% in FY2025 to 32.40% in FY2026 and normalize at 34.00% by FY2030. Diluted shares decrease at 0.6%-1.2% annually, driving EPS from $14.84 in FY2026 to $22.59 in FY2030. Terminal multiple normalizes to 28.0x P/E with a 2.5% terminal growth rate discounted at 10.555% Ke, yielding the house fair value midpoint of $342.77.
Rapid international market penetration and widespread clinical adoption of inVue Dx and Cancer Dx screening panels accelerate organic revenue growth above 10.0%. Consumable volume expansion drives operating margins to 35.0% by FY2028, while premium multiple durability supports a 34.0x terminal P/E multiple, pushing equity fair value toward the upper band of $440.34.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 9.6% | $355 | $362 | $370 | $380 | $391 |
| 10.1% | $343 | $349 | $356 | $364 | $373 |
| 10.6% | $332 | $337 | $343 | $349 | $357 |
| 11.1% | $322 | $326 | $331 | $337 | $343 |
| 11.6% | $312 | $316 | $320 | $325 | $331 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
