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 |
| Vol | 464.20K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 33.11x |
| Forward P/E | 23.90x |
| EV / EBITDA | 18.83x |
| P / S (ttm) | 4.73x |
| Profit margin | 14.5% |
| Return on equity | 13.0% |
| Revenue growth | +6.4% |
| Earnings growth | +10.9% |
| Debt / equity | 47.06 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 0.84 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 26.3% |
| Annual ret | +8.4% |
| Sharpe | 0.32 |
| 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 |
| Analysts | 14 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 7 | |
| Hold | 7 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-30 | TD Cowen | → Buy |
| 2026-04-30 | RBC Capital | → Outperform |
| 2026-04-30 | Citigroup | → Buy |
| 2026-04-14 | Stifel | → Buy |
| 2026-03-27 | BMO Capital | → Market Perform |
| 2026-02-06 | Argus Research | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-05-08 | Shareholder Vote, Exhibits | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-02-09 | Officer / Director Change | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-12-04 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-10-29 | Earnings Release, Exhibits | read |
| 2025-09-18 | Reg FD Disclosure, Other Material Event… | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-05-21 | Officer / Director Change | read |
| 2025-05-12 | Shareholder Vote, Exhibits | read |
| 2025-05-01 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 94.6% |
| HHI | 2,804 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $752.88M | 3.32M |
| Millennium Management | $554.86M | 2.44M |
| Capital Research / Capital World | $190.06M | 837.44K |
| Citadel Advisors | $170.11M | 749.57K |
| Fidelity / FMR LLC | $72.64M | 320.09K |
| AQR Capital Management | $58.17M | 257.29K |
| Renaissance Technologies | $42.06M | 185.32K |
| T. Rowe Price Group | $47.08K | 207.43K |
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
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $228.72 | $231.79 | $228.72 | $230.08 | 464.20K |
| Sep 24 | $229.07 | $230.67 | $227.66 | $228.50 | 825.70K |
| Sep 23 | $224.50 | $230.61 | $222.80 | $229.67 | 593.20K |
| Sep 22 | $224.76 | $227.77 | $223.92 | $225.69 | 561.90K |
| Sep 21 | $224.20 | $225.24 | $220.77 | $222.53 | 708.10K |
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