IDXX at a glance
Idexx Laboratories (IDXX, SEC CIK 874716) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 9, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Idexx Laboratories (IDXX) reported revenue of $4.3 billion (up 10.4% from FY2024) and net income of $1.1 billion. Diluted EPS was $13.08.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding Idexx Laboratories (IDXX) shares worth $18.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kingsley Lawrence D on September 4, 2026 of 2,203 shares at $532.08 per share.
- In the last 90 days, IDXX insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.2M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.3B
- +10.4% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.2M
- 13F holders
- 44 funds
- $18.1B · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Provider of veterinary diagnostics, software, services, and water testing solutions with recurring consumable sales and instrument placements
- New product emphasis: Launch and sales growth of IDEXX inVue Dx Analyzer driving 51.8% increase in instrument revenue for Companion Animal Group
- Strategic shift: Increased focus on expanding SaaS veterinary software services and diagnostic imaging systems, with 10.6% revenue growth in these areas
- Quantitative highlight: Total company revenue $4.3B, up 10.4% YoY with organic revenue growth of 9.6%; operating income up 20.5% to $1.36B
- Noteworthy fact: Significant reduction in general & administrative expenses due to settled $61.5M litigation accrual, boosting net operating income and margins
Risk Factors
- Tariff risk from changing U.S. and retaliatory tariffs increasing production costs and reducing profit margins on 36% of revenue from international sales
- Global sales exposure with 36% revenue from over 175 countries vulnerable to adverse trade policy shifts
- Supply dependency on third-party suppliers in U.S., Europe, and Asia Pacific for key components and raw materials
- Sales volatility risk from distributor inventory fluctuations affecting reported sales growth, with limited visibility in certain countries
- No disclosed specific financial leverage or key-person risks detailed in the section provided
Management Discussion & Analysis
- Revenue $3.52B, up 9% YoY from $3.23B in prior year driven by Companion Animal Group growth
- Operating margin 25.3% vs 24.1% prior year reflecting scale and efficiency gains
- Best segment Companion Animal Group revenue $2.75B, up 11% YoY; worst segment Water revenue $309M, down 4% YoY
- Operating cash flow $850M; capital expenditures $120M; share repurchases $200M; dividends paid $75M
- Management expects mid-single-digit revenue growth and stable operating margin in FY2027; risks include supply chain disruptions and regulatory impacts
AI summary of the IDXX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, or earnings figures provided in the supplied text
- Near-term risks: geopolitical instability, tariffs, inflation, severe weather, supply-chain challenges, and economic uncertainty
Risk Factors
- Share repurchases: 581,800 shares bought under the program during Q2 2026
- Repurchase authorization: 2,552,570 shares remaining under the 78 million-share program
- Capital allocation exposure: $576.70 average April repurchase price
- Tax compliance: 1% excise tax on open-market repurchases, net of eligible stock issuances
AI summary of the IDXX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced August 4, 2026
- Press release contains the substantive financial results and management disclosures
Item EX-99.1: Item EX-99.1
- Q2 revenue $1,217M, up 10% reported and 9% organic, led by CAG Diagnostics recurring revenue growth of 11% reported
- EPS $4.27, up 18% reported and 15% comparable, with operating margin expanding 140 basis points to 35.0%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class II director nominees elected to terms expiring at the 2029 annual meeting
- PwC appointment ratified with 67,630,771 votes for, confirming auditor continuity
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Board declassification approved, with annual director elections beginning at the 2029 annual meeting
- Shareholders owning at least 25% continuously for one year gain special-meeting rights, subject to bylaw conditions
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results announced May 5, 2026, covering IDEXX Laboratories’ first fiscal quarter
- Detailed financial results and management commentary available in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q1 revenue $1,141M, up 14% reported and 11% organic, led by CAG Diagnostics recurring revenue growth of 14% reported and 11% organic
- EPS $3.47, up 17% reported and 15% comparable, with operating margin reaching 31.8%
AI summaries of IDXX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IDXX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kingsley Lawrence D | M | Sep 4, 2026 | 2,203 | $114.17 |
| Kingsley Lawrence D | M | Sep 4, 2026 | 2,203 | - |
| Kingsley Lawrence D | Sell | Sep 4, 2026 | 2,203 | $532.08 |
| Emerson Andrew | M | Aug 20, 2026 | 265 | - |
| Emerson Andrew | F | Aug 20, 2026 | 86 | - |
| Emerson Andrew | M | Aug 20, 2026 | 265 | $178.26 |
| HOOLEY JOSEPH L | A | Jul 30, 2026 | 49 | $558.80 |
| JUNIUS DANIEL M | A | May 12, 2026 | 234 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.9B | $4.3B |
| Gross Profit | - | $2.4B | $2.7B |
| Operating Income | - | $1.1B | $1.4B |
| Net Income | - | $887.9M | $1.1B |
| Gross Margin | - | 61.0% | 61.8% |
| Op. Margin | - | 29.0% | 31.6% |
| Net Margin | - | 22.8% | 24.6% |
| Balance Sheet | |||
| Total Assets | $3.3B | $3.3B | $3.4B |
| Equity | $1.5B | $1.6B | $1.6B |
| ROE | - | 55.7% | 66.0% |
| Per Share | |||
| EPS | - | $10.67 | $13.08 |
| Cash Flow | |||
| Operating CF | - | $929.0M | $1.2B |
| CapEx | - | $120.9M | $124.7M |
Source: XBRL data in Idexx Laboratories (IDXX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IDXX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $18.13B |
| Q1 2026 | 42 | $19.37B |
| Q4 2025 | 42 | $24.05B |
| Q3 2025 | 43 | $22.61B |
| Q2 2025 | 41 | $17.82B |
| Q1 2025 | 36 | $9.64B |
| Q4 2024 | 34 | $8.22B |
| Q3 2024 | 28 | $4.98B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 310 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IDXX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Mar 26, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 10-K | Feb 20, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 19, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - |
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IDXX SEC filings: frequently asked questions
Are IDXX insiders buying or selling?
In the last 90 days, Idexx Laboratories (IDXX) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.2 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IDXX stock?
As of June 30, 2026, the largest Idexx Laboratories (IDXX) holders among the 13F filers tracked by SignalX were BlackRock ($4.3 billion), Vanguard Capital Management LLC ($2.7 billion), Vanguard Portfolio Management LLC ($2.1 billion), State Street Corp ($2.0 billion), Invesco Ltd ($1.9 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IDXX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Idexx Laboratories (IDXX) reported revenue of $4.3 billion (up 10.4% from FY2024) and net income of $1.1 billion. Diluted EPS was $13.08. The figures come from the XBRL data in the 10-K.
What are the main risks in IDXX's latest 10-K?
In the 10-K filed February 20, 2026, Idexx Laboratories (IDXX) flagged: Tariff risk from changing U.S. and retaliatory tariffs increasing production costs and reducing profit margins on 36% of revenue from international sales. Global sales exposure with 36% revenue from over 175 countries vulnerable to adverse trade policy shifts. (AI summary of the Risk Factors section.)
What did IDXX report in its latest 8-K?
Idexx Laboratories (IDXX) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results announced August 4, 2026.
What are the latest IDXX SEC filings?
Idexx Laboratories (IDXX) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 9, 2026.
What is IDXX's SEC CIK number?
Idexx Laboratories (IDXX)'s SEC Central Index Key (CIK) is 874716. EDGAR lists every IDXX filing under that number.
Ask anything about IDXX
The research agent reads IDXX's filings, financials, insider trades and 13F holders, then answers with sources.