IDEXX Laboratories Inc
- Indústria
- Medical Devices
- Bolsa
- EUA
- País / Região
- USA
- Data do IPO
- 21 de junho de 1991
- Funcionários
- 11.000
- Site
- www.idexx.com
Faixa de valuation composta · conservador $240–$290 / justo $300–$380 / otimista $400–$480. A $556.2, Acima do teto otimista · crescimento futuro antecipado em excesso.
Na publicação $563 (22 de maio de 2026)
Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.
IDEXX Laboratories, Inc. develops, manufactures, and distributes products for the companion animal veterinary, livestock and poultry, dairy, and water testing industries in the United States and internationally. It operates through three segments: Companion Animal Group; Water Quality Products; and Livestock, Poultry and Dairy. The company offers point-of-care diagnostic solutions, blood and urine chemistry, hematology, immunoassay, urinalysis, cytology/morphology, and coagulation analyzers; and SNAP rapid assays test kits. It also provides commercial reference laboratory diagnostic and consulting services to veterinarians; veterinary consultation, telemedicine, and advisory services, including radiology, dental radiography, cardiology, internal medicine, and ultrasound consulting; Colilert, Colilert-18, and Colisure tests, which detect the presence of total coliforms and E. coli in water; Enterolert, Pseudalert, Filta-Max and Filta-Max xpress, Legiolert, Quanti-Tray products, and Tecta system instruments; UV Viewer Plus, a UV light cabinet which aids in the visual interpretation of fluorescent-based water tests; and veterinary software and services for independent veterinary clinics and corporate groups. In addition, the company offers diagnostic tests, services, and related instrumentation to manage the health status of livestock and poultry; human medical diagnostic products and services; and VetConnect PLUS, a cloud-based technology that enables veterinarians to access and analyze patients, as well as operates VetLab Station. It markets its products through marketing, customer service, sales, and technical service groups, as well as through independent distributors and other resellers. IDEXX Laboratories, Inc. was incorporated in 1983 and is headquartered in Westbrook, Maine.
História
IDEXX Laboratories, Inc. was incorporated in 1983 and is headquartered in Westbrook, Maine, with its IPO on June 21, 1991. The company develops, manufactures, and distributes diagnostic products and services across companion animal veterinary care, water quality testing, and livestock, poultry and dairy markets, organized into three segments: the Companion Animal Group (CAG), Water Quality Products, and Livestock, Poultry and Dairy (LPD). Its business has evolved into a recurring-revenue model built around in-clinic analyzers, consumables, reference laboratory services, rapid assays, and veterinary software. By 2025, total revenue reached $4.304 billion, of which CAG contributed $3.953 billion (about 91.9%), Water $201 million, LPD $132 million, and Other $17 million; within CAG, the largest lines were in-clinic diagnostic consumables ($1.497 billion), reference laboratory services ($1.424 billion), rapid assays ($349 million), software/services/imaging ($346 million), and instruments ($200 million). The company has continued to expand its platform, including a 2024 acquisition of a U.S. software and data platform business (about $81.1 million) to extend cloud-native workflows, alongside newer offerings such as IDEXX inVue Dx and IDEXX Cancer Dx. In May 2026, Jay Mazelsky stepped down as CEO to become Executive Chair, and Mike Erickson, a 14-year IDEXX veteran across diagnostics, software, strategy, and corporate accounts, succeeded him as CEO. The company employs approximately 11,000 people.
Posição no setor
IDEXX operates as a leading provider of companion animal diagnostics, with veterinarians as its primary customers for CAG products and services. In 2025, CAG Diagnostics recurring revenue alone reached $3.407 billion, about 79.2% of total revenue, reflecting a model centered on repeat consumable and service usage rather than one-time instrument sales. Among publicly listed peers its companion animal diagnostics platform is notably larger in scale: 2025 CAG revenue was $3.953 billion versus Zoetis's 2025 animal health diagnostics revenue of $434 million. The company's main North American competitors in pet diagnostics include Mars-owned Antech Diagnostics and Heska, as well as Zoetis, with international competitors including Fujifilm, Mindray, and BioNote; Antech states it operates the largest veterinary reference laboratory network in North America, and Zoetis offers a diagnostics portfolio spanning point-of-care analyzers and reference laboratories. IDEXX describes competition in the field as based on ease of use, speed, diagnostic accuracy, product quality, breadth of product line, integrated technology, information management capability, technical and customer service, and relative-value pricing. Its position rests on an integrated system combining product menu, instruments, reference laboratories, software, and services. Switching is reinforced by customer commitment arrangements that link instrument placements to future consumable and service revenue; in the first quarter of 2026, the global premium instrument installed base grew 12% year over year, with 1,100 new IDEXX inVue Dx placements. The company also notes customer concentration is limited, with no single customer contributing more than 10% of consolidated revenue in 2025, while client consolidation among large hospital groups and buying consortia, and reliance on sole- or single-source suppliers (including Catalyst chemistry slides supplied by Ortho), are disclosed dependencies.
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