Inside the research

IDEX Corporation

IEX Research profile · latest available data

Price overview

$230.08

▲ +1.58 (+0.7%)

52w hi$240.52
52w lo$156.95
Vol464.20K
As of25 Sep 2026

The Verdict

Hold

Our score -0.00

Short+0.08
Medium-0.04
Long-0.09

computed 2026-09-27

Key fundamentals

IDEX Corporation

Industrials · Specialty Industrial Machinery

Market cap$16.96B
Enterprise value$18.22B
Trailing P/E33.11x
Forward P/E23.90x
EV / EBITDA18.83x
P / S (ttm)4.73x
Profit margin14.5%
Return on equity13.0%
Revenue growth+6.4%
Earnings growth+10.9%
Debt / equity47.06

Layer Breakdown

LayerRawContribution
Fundamental+0.20
Sector-0.01
Technical+0.01
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP). The HST segment designs, produces, and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, high performance molded and extruded sealing components, and custom mechanical and shaft seals. This segment also offers engineered hygienic mixers and valves, biocompatible medical devices and implantable products, air compressors and blowers, optical components and coatings, ultra-precision diamond tools, and laboratory and commercial equipment, as well as precision photonic solutions, technical ceramics, hermetic sealing products, porous material structures, and flow control solutions. The FMT segment designs, produces, and distributes positive displacement pumps, valves, small volume provers, flow meters, injectors, other fluid-handling pump modules, and systems; and provides flow monitoring and other services. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, and rescue tools; lifting bags and other components and systems; engineered stainless steel banding and clamping devices; and precision equipment for dispensing, metering, and mixing colorants and paints. The company was incorporated in 1987 and is headquartered in Northbrook, Illinois.

United States · www.idexcorp.com

Risk Metrics

Beta vs SPX0.84
Corr SPX0.51
Annual vol26.3%
Annual ret+8.4%
Sharpe0.32
Max DD-33.3%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$236.64
High / Low$260.00 / $210.00
Median$236.00
Analysts14
Strong Buy1
Buy7
Hold7
Sell0
Strong Sell0

Recent rating actions

2026-04-30TD Cowen→ Buy
2026-04-30RBC Capital→ Outperform
2026-04-30Citigroup→ Buy
2026-04-14Stifel→ Buy
2026-03-27BMO Capital→ Market Perform
2026-02-06Argus Research→ Buy

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-05-08Shareholder Vote, Exhibitsread
2026-04-29Earnings Release, Exhibitsread
2026-02-09Officer / Director Changeread
2026-02-04Earnings Release, Exhibitsread
2025-12-04Officer / Director Change, Reg FD Disclosure…read
2025-10-29Earnings Release, Exhibitsread
2025-09-18Reg FD Disclosure, Other Material Event…read
2025-07-30Earnings Release, Exhibitsread
2025-05-21Officer / Director Changeread
2025-05-12Shareholder Vote, Exhibitsread
2025-05-01Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders8
Top-5 share94.6%
HHI2,804 (concentrated)

Top Holders

HolderValueShares
State Street Corp$752.88M3.32M
Millennium Management$554.86M2.44M
Capital Research / Capital World$190.06M837.44K
Citadel Advisors$170.11M749.57K
Fidelity / FMR LLC$72.64M320.09K
AQR Capital Management$58.17M257.29K
Renaissance Technologies$42.06M185.32K
T. Rowe Price Group$47.08K207.43K

As of 2026-06-30

Dividends

Yield (TTM)0.62%
$ / share (TTM)$1.42
5y CAGR+7.1%

Annual dividend per share

2021$2.12
2022$2.34
2023$2.52
2024$2.71
2025$2.82
2026$0.71

SEC Filings

DateFormDoc
2026-08-134view
2026-07-2910-Qview
2026-07-298-Kview
2026-05-134view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-084view
2026-05-088-Kview
2026-05-084view
2026-04-2910-Qview

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$3.46B+5.8%
Gross profit$1.45B+5.8%
Operating income$732.50M+7.5%
Net income$505.00M+9.6%
Cash from ops$716.70M+9.5%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$228.72$231.79$228.72$230.08464.20K
Sep 24$229.07$230.67$227.66$228.50825.70K
Sep 23$224.50$230.61$222.80$229.67593.20K
Sep 22$224.76$227.77$223.92$225.69561.90K
Sep 21$224.20$225.24$220.77$222.53708.10K

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