Baillie GiffordⓘNew$186M0.17%Long-term growth / Global allocation
What managers sayⓘ
2025-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2025Detail →
2025-06-30FundsmithBullFundsmith Semi-Annual Letter to Shareholders 2025Detail →
2024-12-31FundsmithBullFundsmith Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithNeutralFundsmith Semi-Annual Letter to Shareholders 2024Detail →
2024-06-30FundsmithBullFundsmith Equity Fund Interim Report 2024Detail →
2023-12-31FundsmithNeutralFundsmith Equity Fund Annual Report 2023Detail →
2023-06-30FundsmithNeutralFundsmith Equity Fund Interim Report 2023Detail →
2022-12-31FundsmithBullFundsmith Equity Fund Annual Report 2022Detail →
Earnings Callsⓘ
Q2 2026August 11, 2026
›
This quarter’s results beat expectations, driven primarily by strong growth in CAG Diagnostics recurring revenue and continued ramp-up of innovative products.
Revenue grew approximately 10% year-over-year (9% organic), with CAG Diagnostics recurring revenue growing 10.3% organically and EPS of $4.27 (+15% YoY).
inVue Dx quarterly installations reached 1,602 units, bringing the first-half total to 2,700; Cancer Dx has been ordered by over 10,000 clinics globally; FNA promotion is expanding; Catalyst added SDMA.
Raised full-year revenue guidance to $4.7–4.745 billion and EPS to $14.69–14.94, with organic growth of 8.5%–9.7%.
US same-store visits declined 1.3%, with wellness under pressure; however, pets over 5 years old are seeing positive growth, and long-term demand trends remain favorable.