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IDEXX Posts Double-Digit Q4 Growth on Record Instrument Placements

Management issued a 2026 outlook calling for 7%–9% organic growth.

Overview

  • Fourth-quarter revenue rose 14% as reported, or 12% organically, with EPS of $3.08 up 17% on a comparable basis.
  • Premium instrument placements set a quarterly record, including more than 1,900 InVue DX units, driving a 69% organic increase in CAG instrument revenue and totaling 6,567 placements, up 42%.
  • CAG Diagnostics recurring revenue increased 10% organically in the quarter.
  • Guidance for 2026 targets 7%–9% organic revenue growth, roughly 32% operating margin, and EPS of $14.29–$14.80, with CAG instrument revenue expected to decline as the company laps prior InVue expansion.
  • Management advanced investment in commercial and innovation capabilities and reiterated forward-looking and non-GAAP disclosures in its earnings materials.