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IDXX

IDEXX LABORATORIES INC /DE

At today's price, IDEXX LABORATORIES INC /DE (IDXX) is priced for +35.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+35.7% growth
Priced In
extreme

Key Takeaways

• IDEXX runs a razor-and-blade model in veterinary diagnostics: it places analyzers in animal clinics, then earns high-margin recurring revenue from the consumables, test kits, and reference-lab services those instruments pull through, a stream the company calls its recurring diagnostic revenue [Source: IDEXX FY2025 10-K, accession 0000874716-26-000038]. • The quality is exceptional: a roughly 32% operating margin, a return on equity above 70%, and a balance sheet with almost no net debt, which

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Institutional ownership

1,277 institutional managers reported holding IDXX in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 42%. 103 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

IDXX has cut its share count 6.7% over the past five years, spending $3.81B on repurchases. It pays no dividend. Cash returned over the past three years: $2.54B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at IDXX over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

IDXX's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02-6.4%-16.6%
2023-11-02+5.0%+28.4%
2024-02-23+7.6%-13.4%
2024-05-02-3.4%+0.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

IDXX's latest 8-K filings: 2026-05-15 (items 5.03, 5.07, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-03-26 (items 5.02, 9.01); 2026-02-13 (items 5.02); 2026-02-02 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.