Subtext

IDEXX Laboratories, Inc. IDXX

SectorHealth Care
Transcripts33
Date range2017-04-28 – 2025-05-01
Calls charted33

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-31-16+0+16+312017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Overall: +25.42017 Q2 · Overall: +19.82017 Q3 · Overall: +15.92017 Q4 · Overall: +21.72018 Q1 · Overall: +20.82018 Q2 · Overall: +16.72018 Q3 · Overall: +16.02018 Q4 · Overall: +17.22019 Q1 · Overall: +19.02019 Q2 · Overall: +20.92019 Q3 · Overall: +20.12019 Q4 · Overall: +23.52020 Q1 · Overall: +7.12020 Q2 · Overall: +18.02020 Q3 · Overall: +16.52020 Q4 · Overall: +20.72021 Q1 · Overall: +24.12021 Q2 · Overall: +24.32021 Q3 · Overall: +27.02021 Q4 · Overall: +23.62022 Q1 · Overall: +17.52022 Q2 · Overall: +18.32022 Q3 · Overall: +21.52022 Q4 · Overall: +23.02023 Q1 · Overall: +22.42023 Q2 · Overall: +23.32023 Q3 · Overall: +20.82023 Q4 · Overall: +24.22024 Q1 · Overall: +15.82024 Q2 · Overall: +17.52024 Q3 · Overall: +16.42024 Q4 · Overall: +21.32025 Q1 · Overall: +12.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-45-23+0+23+452017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · CEO: +22.42017 Q2 · CEO: +13.12017 Q3 · CEO: +21.72017 Q4 · CEO: +23.52018 Q1 · CEO: +21.92018 Q2 · CEO: +19.62018 Q3 · CEO: +17.32018 Q4 · CEO: +16.32019 Q1 · CEO: +19.62019 Q2 · CEO: +25.02019 Q3 · CEO: +24.72019 Q4 · CEO: +27.92020 Q1 · CEO: +9.32020 Q2 · CEO: +19.82020 Q3 · CEO: +17.92020 Q4 · CEO: +21.72021 Q1 · CEO: +31.82021 Q2 · CEO: +32.02021 Q3 · CEO: +39.52021 Q4 · CEO: +36.62022 Q1 · CEO: +26.12022 Q2 · CEO: +26.42022 Q3 · CEO: +26.22022 Q4 · CEO: +27.32023 Q1 · CEO: +30.72023 Q2 · CEO: +26.22023 Q3 · CEO: +29.62023 Q4 · CEO: +29.42024 Q1 · CEO: +23.22024 Q2 · CEO: +23.12024 Q3 · CEO: +26.32024 Q4 · CEO: +29.12025 Q1 · CEO: +20.32017 Q1 · CFO: +34.92017 Q2 · CFO: +37.62017 Q3 · CFO: +19.72017 Q4 · CFO: +28.02018 Q1 · CFO: +27.22018 Q2 · CFO: +26.42018 Q3 · CFO: +22.72018 Q4 · CFO: +28.42019 Q1 · CFO: +31.22019 Q2 · CFO: +26.92019 Q3 · CFO: +25.62019 Q4 · CFO: +28.72020 Q1 · CFO: +14.92020 Q2 · CFO: +27.42020 Q3 · CFO: +23.82020 Q4 · CFO: +28.12021 Q1 · CFO: +27.72021 Q2 · CFO: +30.92021 Q4 · CFO: +26.22022 Q1 · CFO: +18.72022 Q2 · CFO: +19.32022 Q3 · CFO: +31.82022 Q4 · CFO: +27.02023 Q1 · CFO: +27.32023 Q2 · CFO: +33.32023 Q3 · CFO: +22.02023 Q4 · CFO: +29.92024 Q1 · CFO: +18.52024 Q2 · CFO: +20.62024 Q3 · CFO: +20.42024 Q4 · CFO: +38.72025 Q1 · CFO: +15.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-44-22+0+22+442017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Prepared remarks: +33.82017 Q2 · Prepared remarks: +34.92017 Q3 · Prepared remarks: +24.22017 Q4 · Prepared remarks: +24.42018 Q1 · Prepared remarks: +25.22018 Q2 · Prepared remarks: +26.62018 Q3 · Prepared remarks: +25.92018 Q4 · Prepared remarks: +30.22019 Q1 · Prepared remarks: +29.12019 Q2 · Prepared remarks: +30.02019 Q3 · Prepared remarks: +26.22019 Q4 · Prepared remarks: +34.52020 Q1 · Prepared remarks: +13.02020 Q2 · Prepared remarks: +26.62020 Q3 · Prepared remarks: +28.52020 Q4 · Prepared remarks: +23.12021 Q1 · Prepared remarks: +33.72021 Q2 · Prepared remarks: +33.62021 Q3 · Prepared remarks: +38.22021 Q4 · Prepared remarks: +37.42022 Q1 · Prepared remarks: +28.32022 Q2 · Prepared remarks: +29.82022 Q3 · Prepared remarks: +33.42022 Q4 · Prepared remarks: +34.42023 Q1 · Prepared remarks: +35.42023 Q2 · Prepared remarks: +36.02023 Q3 · Prepared remarks: +29.02023 Q4 · Prepared remarks: +35.42024 Q1 · Prepared remarks: +16.22024 Q2 · Prepared remarks: +30.02024 Q3 · Prepared remarks: +29.72024 Q4 · Prepared remarks: +31.52025 Q1 · Prepared remarks: +26.92017 Q1 · Q&A responses: +24.42017 Q2 · Q&A responses: +11.32017 Q3 · Q&A responses: +12.72017 Q4 · Q&A responses: +8.62018 Q1 · Q&A responses: +22.72018 Q2 · Q&A responses: +12.02018 Q3 · Q&A responses: +12.32018 Q4 · Q&A responses: +14.22019 Q1 · Q&A responses: +19.02019 Q2 · Q&A responses: +14.42019 Q3 · Q&A responses: +14.02019 Q4 · Q&A responses: +16.02020 Q1 · Q&A responses: +6.42020 Q2 · Q&A responses: +17.92020 Q3 · Q&A responses: +8.62020 Q4 · Q&A responses: +8.62021 Q1 · Q&A responses: +23.02021 Q2 · Q&A responses: +28.02021 Q3 · Q&A responses: +19.52021 Q4 · Q&A responses: +17.52022 Q1 · Q&A responses: +14.42022 Q2 · Q&A responses: +9.02022 Q3 · Q&A responses: +20.02022 Q4 · Q&A responses: +12.12023 Q1 · Q&A responses: +21.22023 Q2 · Q&A responses: +19.32023 Q3 · Q&A responses: +13.22023 Q4 · Q&A responses: +18.92024 Q2 · Q&A responses: +11.92024 Q3 · Q&A responses: +16.22024 Q4 · Q&A responses: +20.52025 Q1 · Q&A responses: +9.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.34$7.51$12.672017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: $3.052017 Q2: $3.272017 Q3: $3.452017 Q4: $3.562018 Q1: $4.292018 Q2: $4.502018 Q3: $4.672018 Q4: $4.682019 Q1: $4.922019 Q2: $5.172019 Q3: $5.392019 Q4: $5.412020 Q1: $5.702020 Q2: $5.402020 Q3: $6.122020 Q4: $6.732021 Q1: $7.872021 Q2: $8.612021 Q3: $9.112021 Q4: $9.412022 Q1: $9.822022 Q2: $9.322022 Q3: $9.232022 Q4: $9.402023 Q1: $9.922023 Q2: $10.382023 Q3: $10.822023 Q4: $10.962024 Q1: $11.542024 Q2: $11.812024 Q3: $11.792024 Q4: $11.96

Forward P/E

31.2753.5175.742017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: 50.352017 Q2: 49.122017 Q3: 46.092017 Q4: 44.442018 Q1: 47.512018 Q2: 49.412018 Q3: 51.642018 Q4: 39.292019 Q1: 42.682019 Q2: 53.052019 Q3: 50.622019 Q4: 46.782020 Q1: 36.022020 Q2: 58.562020 Q3: 59.212020 Q4: 69.482021 Q1: 64.202021 Q2: 68.932021 Q3: 72.672021 Q4: 64.992022 Q1: 52.992022 Q2: 35.812022 Q3: 37.972022 Q4: 45.752023 Q1: 46.882023 Q2: 44.992023 Q3: 42.352023 Q4: 50.872024 Q1: 46.802024 Q2: 42.622024 Q3: 43.372024 Q4: 34.34

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q2 tone ↓ -5.6 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -3.9 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -4.1 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -16.4 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +10.9 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↓ -3.4 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -6.1 fwd EPS ↑ +0.41 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +3.2 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -2.6 fwd EPS ↑ +0.44 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -8.4 fwd EPS ↑ +0.58 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+12.5——View →
2024 Q42025-02-03+21.3$11.9634.3View →
2024 Q32024-10-31+16.4$11.7943.4View →
2024 Q22024-08-06+17.5$11.8142.6View →
2024 Q12024-05-01+15.8$11.5446.8View →
2023 Q42024-02-05+24.2$10.9650.9View →
2023 Q32023-11-01+20.8$10.8242.4View →
2023 Q22023-08-01+23.3$10.3845.0View →