Should Strong 2025 Results and 2026 Outlook for CAG Diagnostics Recurring Revenue Require Action From IDEXX Laboratories (IDXX) Investors?

Simply Wall St.02-13

IDEXX Laboratories recently reported past fourth-quarter 2025 results showing higher sales of US$1,090.58 million and increased net income of US$248.19 million, alongside initial 2026 guidance calling...

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Beyond the headline figures, management highlighted that growth is being led by CAG Diagnostics recurring revenue and supported by newer veterinary tests that have exceeded utilization expectations, underscoring the importance of consumables and innovation to the company’s business mix. We’ll now examine how the strong 2025 earnings and 2026 outlook for CAG Diagnostics recurring revenue shape IDEXX’s broader investment narrative. The future of work is here. Discover the 30 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.AdvertisementIDEXX Laboratories Investment Narrative RecapTo own IDEXX Laboratories, you need to believe that recurring CAG Diagnostics revenue and ongoing product innovation can justify a premium valuation even as vet visit growth stays soft. The 2025 results and 2026 guidance reinforce that recurring diagnostics remain the near term catalyst, while the key risk is whether volume and pricing can support those targets in the face of clinic visit and competitive pressures. The latest update does not materially change that risk balance. The most relevant update here is IDEXX’s 2026 guidance, which points to US$4.63–US$4.72 billion in revenue and CAG Diagnostics recurring growth of 8.0–10.0% organically. This frames how much headroom the company sees in its installed base and newer tests like CancerDx and InVue, but it also raises the bar: any slowdown in clinic volumes, instrument placements, or consumables pull through could make those targets harder to achieve in the near term. Yet investors should be aware that if vet visits weaken further or competitors push lower cost diagnostics, the premium multiple could... Read the full narrative on IDEXX Laboratories (it's free!)IDEXX Laboratories' narrative projects $5.2 billion revenue and $1.3 billion earnings by 2028. This requires 8.8% yearly revenue growth and about a $314.3 million earnings increase from $985.7 million today.Uncover how IDEXX Laboratories' forecasts yield a $754.83 fair value, a 22% upside to its current price.Exploring Other PerspectivesIDXX 1-Year Stock Price Chart The most bearish analysts were already assuming only about 7.9% annual revenue growth to roughly US$5.1 billion by 2028 and earnings of about US$1.3 billion, so this new guidance could either challenge that cautious view or reinforce it, depending on how you weigh the same concerns about clinic volumes and pricing power.Explore 5 other fair value estimates on IDEXX Laboratories - why the stock might be worth 45% less than the current price!Build Your Own IDEXX Laboratories NarrativeDisagree 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 3 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.Searching For A Fresh Perspective?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:We've uncovered the 16 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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