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IDEXX Laboratories (IDXX) investor relations material
IDEXX Laboratories Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025
Market positioning and industry trends
Diagnostics are foundational to veterinary medicine, driving about 80% of practice activity globally.
The company integrates point-of-care and reference lab solutions with software to optimize workflow and productivity.
Long-term industry tailwinds include aging pet populations and increased longevity, leading to higher healthcare and diagnostic demand.
Clinical visits have stabilized after a pandemic-driven decline, with expectations for a return to 2%-3% growth over time.
Growth strategy and financial targets
Targets 10%+ organic revenue growth and 15%+ EPS growth, driven by recurring diagnostic revenue and innovation.
Recurring revenue growth is supported by new customer acquisition, global expansion, and increased diagnostic utilization.
Even with flat clinical visits, execution and core strategy can deliver 8.5%-11% growth.
Operating margin expansion of 50-100 basis points annually is expected, led by high incremental growth margins.
Innovation and product pipeline
Innovation contributes about 2% to growth, with new platforms like Cancer Dx, inVue Dx, and future analyzers addressing unmet clinical and workflow needs.
Menu expansion, such as new specialty tests, drives higher test volumes and broader panel usage.
Cancer Dx expansion aims to cover over a third of common canine cancer cases by 2026, supporting wellness testing and reference lab growth.
MultiQ, a new non-cannibalizing platform, is progressing in development and expected to fit seamlessly into clinical workflows.
inVue Dx: What drives its strong adoption?
Aging pet population: Impact on future growth?
MultiQ: What unmet need does it address?
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Next IDEXX Laboratories earnings date
Q3 20253 Nov, 2025
Next IDEXX Laboratories earnings date
Q3 20253 Nov, 2025
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Frequently asked questions
IDEXX Laboratories, Inc. operates in four segments: Companion Animal Group, Water Quality Products, Livestock, Poultry and Dairy and Other. The CAG segment offers products and services primarily to veterinarians for the detection, diagnosis, treatment, monitoring and prevention of diseases and other conditions in dogs, cats, horses and other companion animals. The WQP segment offers on-site instruments, consumables, disinfectants, water quality testing services and related plate count products for the detection of total coliforms and Escherichia coli in drinking water.
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