Raised 2025 Guidance and Share Buyback Might Change The Case For Investing In IDEXX Laboratories (IDXX)

• IDEXX Laboratories recently updated its full-year 2025 outlook, raising revenue and earnings guidance, and disclosed the completion of another share repurchase tranche totaling 715,526 shares for US$328.53 million, as part of a long-running buyback program.
• Strong quarterly results, driven by increasing diagnostics recurring revenue and higher IDEXX inVue Dx instrument placements, highlight continued operational momentum and positive shifts in business performance.
• We'll review how stronger earnings guidance, supported by recurring diagnostics growth, recalibrates IDEXX Laboratories' investment outlook.

We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

IDEXX Laboratories Investment Narrative Recap

To be a shareholder in IDEXX Laboratories, you need to believe in the company’s ability to drive sustained recurring revenue growth through new diagnostic platforms and global expansion, despite moderate underlying U.S. veterinary visit pressures. The company’s latest earnings beat and raised guidance reinforce the short-term outlook, but ongoing clinical visit softness remains an important risk to watch as it could impact recurring revenue. The recent news modestly strengthens the bullish catalyst but does not meaningfully resolve visit-related concerns.

Of the recent announcements, the upward revision in full-year 2025 revenue and earnings per share guidance is most pertinent, supported by operational strength and favorable foreign currency movements. While this update highlights momentum in diagnostics and technology placements, it does not address longer-term risks related to U.S. clinical visit trends that could restrain top-line growth if not reversed. Yet, as revenue and profit forecasts increase, optimism around recurring diagnostics adoption stands in clear contrast to...

Read the full narrative on IDEXX Laboratories (it's free!)

IDEXX Laboratories' narrative projects $5.2 billion in revenue and $1.3 billion in earnings by 2028. This requires 8.8% yearly revenue growth and a $314 million earnings increase from the current earnings of $985.7 million.

Uncover how IDEXX Laboratories' forecasts yield a $691.18 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Three community fair value estimates for IDEXX Laboratories range from US$425 to US$691 per share. While views differ widely on future gains, U.S. clinical visit volatility continues to shape how investors assess long-term prospects.

Explore 3 other fair value estimates on IDEXX Laboratories - why the stock might be worth as much as $691.18!

Build Your Own IDEXX Laboratories Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your IDEXX Laboratories research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free IDEXX Laboratories research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IDEXX Laboratories' overall financial health at a glance.

Seeking Other Investments?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
• The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com