IDEXX Laboratories (IDXX) reported second-quarter 2026 revenue of $1,217 million, up 10% as reported and 9% organically. Diluted EPS was $4.27, up 18% as reported and 15% on a comparable basis.
The company narrowed its 2026 revenue guidance to $4,700 million to $4,745 million and raised its EPS outlook to $14.69 to $14.94.
- Second-quarter net income attributable to stockholders was $338.4 million.
- CAG Diagnostics recurring revenue grew 11% as reported and 10% organically.
- IDEXX inVue Dx installed base surpassed 9,000 instruments, with more than 1,600 placements in the quarter.
- Operating margin was 35.0%, up 140 basis points from the prior-year period.
- Water revenue grew 15% as reported and 13% organically, while LPD revenue rose 11% as reported and 9% organically.
$IDXX Insider Trading Activity
$IDXX insiders have traded $IDXX stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 have been sales.
Here’s a breakdown of recent trading of $IDXX stock by insiders over the last 6 months:
- JONATHAN JAY MAZELSKY (President and CEO) has made 0 purchases and 13 sales selling 23,326 shares for an estimated $15,338,080.
- GEORGE FENNELL (Executive Vice President) has made 0 purchases and 8 sales selling 11,345 shares for an estimated $7,336,993.
- MICHAEL G ERICKSON (Executive Vice President) has made 0 purchases and 6 sales selling 5,371 shares for an estimated $3,369,666.
- NIMRATA HUNT (Executive Vice President) has made 0 purchases and 2 sales selling 4,451 shares for an estimated $2,897,107.
- SOPHIE V. VANDEBROEK has made 0 purchases and 2 sales selling 1,464 shares for an estimated $920,293.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$IDXX Hedge Fund Activity
We have seen 520 institutional investors add shares of $IDXX stock to their portfolio, and 668 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 2,648,665 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $1,488,258,376
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,441,696 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $810,074,565
- CAPITAL WORLD INVESTORS added 497,851 shares (+inf%) to their portfolio in Q1 2026, for an estimated $279,737,498
- FUNDSMITH LLP removed 410,249 shares (-21.9%) from their portfolio in Q1 2026, for an estimated $230,514,810
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 336,986 shares (+inf%) to their portfolio in Q2 2026, for an estimated $177,402,909
- PRICE T ROWE ASSOCIATES INC /MD/ removed 314,160 shares (-33.0%) from their portfolio in Q1 2026, for an estimated $176,523,362
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 288,471 shares (+52.4%) to their portfolio in Q1 2026, for an estimated $162,088,970
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
