IDEXX LABORATORIES INC /DE — Form 10-Q
Filed August 4, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 18/100
What the filing says
IDEXX amended two long-standing supply agreements with Ortho-Clinical Diagnostics, Inc. (Amendments 10 and 8, effective May 19, 2026). The amendments add a new packaging service whereby Ortho will package IDEXX-manufactured SDMA slides into SDMA Clips; IDEXX bears all development, fabrication, transportation, and shipping costs for cartridges and trays. Specific pricing, volumes, and financial terms are redacted as confidential. Dispute resolution and schedule updates were also formalized.
Why this rating
Routine supplier agreement amendment; no dollar amounts disclosed; incremental operational change to existing relationship since 2003. Immaterial relative to $42.9B market cap.
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