IDXX
Market read
The latest filing evidence is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 12 of 35 members or fewer.
Research brief
The latest filing evidence is available. 5 of 35 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The increase in net cash used was primarily due to comparatively less cash provided by net borrowings under our Credit Facility, which were $121.0 million during the current period, compared to $329.0 million in the prior period.”10-Q · Aug 4, 2026 ↗
“The increase in revenue was primarily due to higher realized prices and higher volumes, particularly in the Americas and Europe.”10-Q · Aug 4, 2026 ↗
“The following table presents cash flow impacts from changes in operating assets and liabilities, excluding the effects of foreign exchange rate fluctuations: For the Six Months Ended June 30, (in thousands) 2026 2025 Change Accounts receivable $ (82,844) $ (7…”10-Q · Aug 4, 2026 ↗
“The decrease in cash used for other assets and liabilities was primarily due to a litigation settlement payment in the prior year for approximately $80 million and lower income tax payments in the current period, partially offset by higher annual employee inc…”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 9.5× · EV/sales 9.6×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for IDXX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-04 against the comparable filing from 2025-08-04.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The increase in the gross profit margin was primarily due to lower per-unit costs from higher sales volumes and higher realized prices, which offset inflationary costs.”
“Sales and marketing expense increased primarily due to higher personnel-related and travel costs, as well as higher costs related to commercial expansion.”
“The increase in gross profit was primarily due to higher revenue and a 600 basis point increase in the gross profit margin.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
IDXX is currently a Participant in the organic co-movement group Software Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.