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NASDAQ · Health Care

IDEXX LABS INC IDXX

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.

Sources StockAnalysis company profile stockanalysis.com
Diagnostics

Company profile

Business mix

  • 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.
  • 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.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within diagnostics & research?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 5 Current sample portfolio
Public mentions 1 Videos / interviews / letters
Valuation snapshot
PE 41.35 FCF 2.44% Buyback 2.6%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.8% $917.8M 2026-03-31
Fundsmith Terry Smith 6.4% $823.6M 2026-03-31
Polen Capital Management 2.7% $391.0M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $45.2M 2026-03-31
Weitz Investment Management Wallace Weitz 1.4% $19.8M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 4 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $25.7M Estimated from net added shares
Reduction amount $1.2B Estimated from net reduced shares
Net share change / base shares -34.4% -2,051,550 / 5,962,291
Fundsmith Terry Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -1.1% 13F value change +$252.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.1% 13F value change -$398.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -21.9% 13F value change -$445.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,639,289 Last 3 periods -1,173,503 (-44.5%) Total shares 1,465,786 Value $823.6M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 40.4% 13F value change +$12.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 22.8% 13F value change +$9.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 34.7% 13F value change +$4.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 34,657 Last 3 periods +45,820 (+132.2%) Total shares 80,477 Value $45.2M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -7.3% 13F value change +$113.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.6% 13F value change +$12.7M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.2% 13F value change -$298.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,032,620 Last 3 periods -399,253 (-19.6%) Total shares 1,633,367 Value $917.8M
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -5.7% 13F value change +$79.0M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -14.8% 13F value change -$70.3M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -27.6% 13F value change -$258.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,195,425 Last 3 periods -499,614 (-41.8%) Total shares 695,811 Value $391.0M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -5.8% 13F value change +$3.9M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -37.9% 13F value change -$12.4M
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 60,300 Last 3 periods -25,000 (-41.5%) Total shares 35,300 Value $19.8M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$153.2M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$153.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

Baron Funds Quarterly Reports and Shareholder Letters

Baron Capital · Ron Baron

The Baron Funds official quarterly report page provides Ron Baron team's shareholder letters, portfolio views and long-term growth company cases, and is the core entrance to track Baron's public materials.

Shareholder letter / fund letter

Mentioned by firms

Baron Capital Ron Baron