IDXX · Earnings call · 2026Q2T · Full report
Product Launch and Transition
IDEXX LABORATORIES INC /DE · 2026-08-04 · Importance 44 · Surprise 42 · In source text
IDEXX placed 2,700 inVue Dx instruments in the first half and 1,602 in Q2, with full-year placements expected to reach 5,500. The controlled rollout of inVue Dx FNA is expanding into Q3, with broad availability planned by year-end and early evidence that its slide-free workflow is increasing evaluation of masses. Cancer Dx surpassed 10,000 global ordering clinics and will add mast cell tumor detection in late Q3, while Catalyst SDMA CLIPs, Fecal Dx parasite testing, and the DR50 Plus imaging platform expand the company’s diagnostic offering.
Key facts
- IDEXX Cancer Dx surpassed 10,000 global clinics ordering since launch and is available in North America, Europe and Australia.
- FNA is progressing through a controlled launch process with planned broad availability by the end of the year.
- Cancer Dx will expand from a test to a panel in late Q3 with the addition of mast cell tumor detection.
- In Q2, inVue Dx menu additions included new pathologic red blood cell morphologies associated with diseases of the liver, spleen and kidneys that push automatically to every connected inVue Dx instrument worldwide.
- In June, Catalyst CLIPs were enhanced to include IDEXX SDMA for all customers in North America.
- IDEXX expanded Reference Laboratory Fecal Dx antigen testing platform by adding taeniid tapeworm detection in late June for U.S. and Canadian customers at no additional cost.
- DR50 Plus platform launched in January and combines AI-powered imaging quality with up to 60% lower radiation dose than premium competitors.
- IDEXX placed 2,700 inVue Dx instruments through the first half and stated they are on pace to achieve their full year placement goal.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | Cancer Dx will expand from a test to a panel in late Q3 with the addition of mast cell tumor detection. |
| revenue | positive | realized | — | IDEXX placed 2,700 inVue Dx instruments through the first half and stated they are on pace to achieve their full year placement goal. |
| revenue | positive | probable | — | Company is on pace for full year inVue Dx placement goal of 5,500 units. |