IDEXX Laboratories, Inc. (IDXX) Analyst/Investor Day Transcript

SA Transcripts 161.91K Followers Follow IDEXX Laboratories, Inc. ( IDXX ) Analyst/Investor Day August 13, 2026 8:00 AM EDT Company Participants Michael Erickson - CEO, President & Director Julie Godon - Senior VP & Global Marketing Officer George Fennell - Executive Vice President of Global CAG Commercial Michael Lane - Executive VP and GM Global Reference Laboratories, Diagnostic Solutions & Information Technology Pooja Pathak Tracy Byers Michael Schreck - Executive VP & GM of Veterinary Software and Services, Corporate Accounts and Customer Experience Andrew Emerson - Executive VP, CFO & Treasurer Conference Call Participants Joanna Malone - VetPartners UK Holdings Ltd. Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Erin Wilson Wright - Morgan Stanley, Research Division Michael Ryskin - BofA Securities, Research Division Navann Ty Dietschi - BNP Paribas, Research Division Presentation Michael Erickson CEO, President & Director Good morning. Good morning, everybody, and welcome to the 2026 IDEXX Investor Day. A very warm welcome to all of you who are here in the room with me at our global headquarters in Westbrook, Maine, and also to all of you who have joined virtually on the webcast. I'm Mike Erickson, President and CEO of IDEXX, and I'm delighted to be with you here along with members of the IDEXX management team. And we have a very full agenda for you today, and so let me just walk through what we have planned. I'm going to get us started with an overview of our innovation-driven growth strategy and the very compelling opportunity that we see ahead of us. And then following me, Julie Godon will come on stage and she'll share an update on veterinary sector trends and some of our latest insights across pets, practices and owners. After Julie, George Fennell will come on stage and George will bring to life how our commercial team partners with customers and how we're executing on our global commercial expansion playbook. We'll then