IDEXX Jumps About 20% on a Beat-and-Raise Morning

A pet-diagnostics stock jumped about 20% in a morning, a hotel giant hit an all-time high on a raised outlook, and a beauty turnaround kept its momentum — all before the two biggest reports of the week land tonight. Monday's before-open slate was a beat-and-raise morning, top to bottom. Tonight, the market's attention turns to after the close.

Already in: IDEXX steals the morning

IDEXX Laboratories (IDXX) — BEAT AND RAISE, UP ABOUT 20%. Diluted EPS came in at $4.01 vs $3.71 expected (Zacks), up 18% year over year, and revenue rose 10% to $1.214 billion, beating the Zacks consensus by 2.21%. The engine was companion-animal diagnostics: recurring diagnostics revenue grew 11% organically to $967 million, and vet-lab consumables jumped 14.3% to $443 million.

Management raised the full-year outlook — revenue to $4.741–$4.767 billion (from $4.70–$4.75 billion) and EPS to $14.96–$15.16 (from $14.69–$14.94). One footnote worth keeping: the company trimmed its operating-margin outlook to 32.1%–32.3%, so part of the EPS raise leans on taxes, interest costs, and buybacks rather than margin expansion. The market did not care this morning. The stock was up 5.2% premarket, then ran to about $660 — up about 19.8% from Friday's $551.21 close — as investors paid up for volume-led diagnostics growth even as same-store vet visits fell an estimated 1.8%. Official earnings release

IDEXX daily closes, last ~90 days — up 17.4% over the window; the spike at the right edge is today's reaction, with the last bar today's partial session. Data: Yahoo Finance, checked November 2, 2026.

Then the other two beats

Marriott International (MAR) — BEAT AND RAISE, UP ABOUT 7%. Adjusted EPS was $3.02 vs $2.84 expected (LSEG), and total revenue rose 8% to $7.005 billion vs about $6.92 billion expected. Worldwide revenue per available room (RevPAR) rose 6.5% — 7.4% in the U.S. and Canada — and gross fee revenue grew 14% to $1.522 billion. That fee line is the story: Marriott mostly franchises hotels rather than owning them, so rising room rates flow through with less capital at risk.

The guidance did the real work. Marriott raised its 2026 RevPAR growth outlook from 3%–3.5% to 4.5%–5.0%, set full-year adjusted EPS guidance at $12.07–$12.14 (above the prior $11.73 consensus), and guided fourth-quarter adjusted EPS to $3.14–$3.21. Shares rose about 7% in morning trading and hit an all-time high of $423.53. Official earnings page

Estée Lauder (EL) — BEAT AND RAISE, UP BEFORE THE OPEN. Adjusted EPS more than doubled to $0.72 vs $0.52 expected (Zacks), and net sales rose 7% to $3.715 billion vs $3.647 billion expected. Fragrance did the heavy lifting — up 19% to $861 million — while skin care grew 5% to $1.651 billion, gross margin expanded to 75.7%, and operating income more than doubled to $408 million.

Management raised fiscal 2027 guidance across the board: adjusted EPS to $3.20–$3.45 (from $3.10–$3.35) and organic sales growth to 4%–5.5% (from 3%–5%). Shares rose about 3.5% before the open to around $113, on track for their highest close since February. The recovery story here is margin, not just sales — and the test from here is whether fragrance keeps carrying it. Official earnings page

On deck

Apple (AAPL) — Monday, November 2, after the close

Apple reports fiscal fourth-quarter results after the close, with consensus at EPS $1.99, revenue $113.39B (estimates, MarketBeat), against Apple's own guide of 9–11% revenue growth and a 47–48% gross margin. The September quarter is mostly spoken for; the print will be judged on the December-quarter outlook — the first guide from new CEO John Ternus, on his first earnings call — and on how hard rising memory prices squeeze that margin. Official earnings page

Apple daily closes, last ~90 days — up 11.4% over the window ahead of tonight's print; the last bar is today's partial session. Data: Yahoo Finance, checked November 2, 2026.

Palantir (PLTR) — Monday, November 2, after the close

Consensus: EPS $0.41, revenue $2.18B (estimates, MarketBeat), about 85% revenue growth year over year. Note the bar: Palantir itself guided revenue to $2.160–$2.164 billion, so consensus already sits above the company's own range. The print will be judged on whether U.S. commercial growth — up 149% to $764 million last quarter — keeps carrying the story, whether commercial revenue passes government revenue for the first time, and whether full-year guidance (currently $8.150–$8.158 billion) gets raised. Official earnings release

Palantir daily closes, last ~90 days — up 46.7% over the window ahead of tonight's print; the last bar is today's partial session. Data: Yahoo Finance, checked November 2, 2026.

Shopify (SHOP) — Tuesday, November 3, before the open

Consensus: EPS $0.45, revenue $3.74B (estimates, Zacks), up about 31% year over year. Management guided to low-30s percent revenue growth, with operating expenses at 33%–34% of revenue and a free-cash-flow margin in the high teens to low 20s. The print will be judged on gross merchandise volume and whether that low-30s growth pace holds heading into the holiday quarter. Official earnings page

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Sources: company earnings releases and investor-relations pages linked above (IDEXX via Business Wire, Marriott, Estée Lauder, Apple, Palantir via Business Wire, Shopify); consensus estimates per Zacks, LSEG, and MarketBeat as reported by Zacks, Reuters, and MarketBeat; stock reactions per Zacks, Reuters, The Motley Fool, and Dow Jones Market Data as reported November 2, 2026. Consensus figures are estimates. Checked November 2, 2026. Not financial advice.