IDEXX dominates veterinary diagnostics with a recurring consumables model tied to companion animal health spending. US vet visit growth has slowed post-pandemic, but international expansion and new product innovation (Cancer Dx, Inflammation panel) support the long-term thesis. Pricing power remains durable. Re-rating awaits US vet visit reacceleration.
Thesis reviewed May 29, 2026
IDEXX Laboratories Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States50EARLYView United States risk detail →🏥Healthcare20NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HCA | HCA Healthcare Inc. | 26 | +9% | ↓3% | EARLY |
| CI | The Cigna Group | 26 | +9% | ↓3% | NEUTRAL |
| TMO | Thermo Fisher Scientific Inc. | 26 | +11% | ↓3% | EARLY |
| DHR | Danaher Corporation | 26 | +11% | ↓3% | EARLY |
| ELV | Elevance Health Inc. | 26 | +7% | ↓3% | NEUTRAL |
| UNH | UnitedHealth Group Inc. | 26 | +16% | ↓3% | AVOID |
| TEVA | Teva Pharmaceutical Industries Ltd. | 20 | +9% | ↓3% | NEUTRAL |
Investors who hold IDXX may also have indirect exposure through these country funds.
IDEXX Cancer Dx panel launches in US market
US vet visit volumes stabilize after multi-quarter declines
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| April McClain DelaneyMD | D | Buy | $1k–$15k | Jan 13, 26 | -11.9% |
| April McClain DelaneyMD | D | Buy | $1k–$15k | Dec 2, 25 | -17.4% |