Analisi facoltativa del prodotto
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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 | |
|---|---|---|
| P/E (forward) | 31.4x |
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.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
