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IDEX Corporation IEX SPXR3K

Industrials · Specialty Industrial Machinery · United States
https://www.idexcorp.com
Company Profile ↓
$223.74
+33.96% 1Y
Mkt Cap$16.49B
P/E32.24
P/B4.33
Div. Yield1.25%
52W High$240.52
52W Low$156.95
Book Value$54.16
EPS (TTM)$6.94

Company 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.

Why Investors Should Care

Healthy Margins

Operating margin of 22.2% supports profitability.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $3.46B (+5.8% YoY); net profit $483.20M.
  • Trailing 12 Months Year-on-year growth — revenue +6.4%, earnings +10.9%.
  • 5-Year Trend Long-term compounding — revenue CAGR 5.1%, profit CAGR 8.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:5.08%
1 Year:6.40%

Compounded Profit Growth

5 Years:8.18%
1 Year:10.90%

Stock Price Performance

1 Year:+33.96%
6 Months:+13.83%
3 Months:+4.24%
1 Month:-4.27%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 80% of range
$156.95 $240.52
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)39.56 · Neutral
Price Performance
1M-4.27%
3M+4.24%
6M+13.83%
1Y+33.96%
Valuation vs Sector

P/E of 32.24 is above the sector median of 27.38 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
32.24
Industry PE
27.38
Forward P/E
23.52
PEG Ratio
2.00
Book Value
$54.16
Price to Book
4.33
P/S
4.82
EV/EBITDA
19.17
Dividend Yield
1.25%

Growth (CAGR)

Revenue 5Y
5.08%
Profit 5Y
8.18%
Revenue (YoY)
6.40%
Earnings (YoY)
10.90%

Profitability & Returns

ROCE
11.34%
ROE
12.96%
ROA
6.84%
Profit Margin
14.49%
Op Margin
22.17%
Gross Margin
44.73%
EPS (Latest Qtr)
$1.93
EPS (TTM)
$6.94

Balance Sheet & Liquidity

Debt/Equity
0.47
Quick Ratio
2.01
Current Ratio
3.05
Debt
$1.89B
Total Assets
$6.93B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
0.22%
Chg in Prom Hold
0.00%
FII / Inst Holding
105.69%
Chg in FII Hold
0.04%

Financial Snapshot

Enterprise Value
$16.49B
Total Revenue (TTM)
$3.59B
EBITDA
$967.70M
Free Cash Flow
$555.61M
Operating Cash Flow
$716.70M
Shares Outstanding
73.72M
Gross Margin
44.73%
Payout Ratio
51.65%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IEX IDEX Corporation SPXR3K 223.74 32.24 $16.49B 1.25% 11.34% 12.96% 5.08% 8.18%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.95 -134.50 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 813.94 35.05 $374.15B 0.76% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 337.12 39.85 $349.78B 0.50% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 200.79 35.41 $270.62B 1.31% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 941.95 26.98 $250.87B 0.20% 6.30% 82.58% 8.68% -
7 DE Deere & Company SPXR3K 693.53 39.29 $187.33B 1.05% 12.53% 18.35% 3.43% 5.10%
8 UNP Union Pacific Corporation SPXR3K 291.88 23.83 $173.40B 1.92% 15.22% 39.70% 2.30% 7.77%
9 BA The Boeing Company SPXR3KDEFENCE 212.25 76.08 $167.63B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue -----------612.32M634.36M622.89M-622.23M642.10M624.25M-594.46M561.25M581.11M-652.00M686.00M712.00M751.10M796.10M824.00M845.40M846.20M793.40M800.50M807.20M798.20M814.30M865.40M878.70M886.90M920.60M
Gross Profit 231.62M223.26M223.40M223.34M244.06M230.89M232.49M250.94M256.93M257.93M260.88M276.65M287.37M280.23M273.64M283.83M292.34M281.98M266.88M271.96M234.80M251.50M269.17M292.60M306.10M311.60M342.50M356.90M381.80M382.50M378.00M349.60M357.40M366.80M353.90M368.90M392.20M390.60M398.10M426.80M
Operating Income 109.91M121.81M98.26M103.34M113.82M109.71M85.52M115.67M125.13M126.50M135.25M136.68M147.83M145.13M139.44M147.78M155.28M141.76M134.17M139.94M110.59M131.21M138.97M155.50M158.30M161.20M187.60M186.60M202.20M192.30M200.10M179.60M161.20M182.70M168.00M142.00M187.90M185.80M172.40M199.90M
Net Income 69.58M79.50M67.76M68.13M75.76M69.87M57.35M75.90M83.84M83.77M93.75M98.96M107.13M106.35M98.14M110.27M113.21M105.19M96.85M102.00M70.86M103.85M101.07M112.70M102.20M115.70M140.00M138.20M178.70M139.80M138.60M209.10M121.40M141.30M119.10M95.50M131.60M127.80M120.00M143.40M
Diluted EPS 0.891.020.880.890.990.910.750.991.081.081.211.271.381.371.271.441.481.371.261.330.931.371.321.481.341.511.831.812.361.841.822.751.601.861.571.261.741.701.611.93

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 1.49B1.33B1.51B1.84B1.95B2.02B2.15B2.02B2.11B2.29B2.48B2.49B2.35B2.76B3.18B3.27B3.27B3.46B
Cost of Revenue --------------1.75B1.83B1.82B1.92B
Gross Profit 597.43M522.39M618.48M738.67M803.70M873.36M949.32M904.32M930.77M1.03B1.12B1.12B1.03B1.22B1.43B1.45B1.45B1.54B
Operating Expenses --------------652.70M703.50M758.70M818.80M
Operating Income 205.96M184.85M249.12M304.66M128.22M395.51M431.22M436.99M412.40M502.56M569.09M579.00M520.70M637.00M774.20M743.40M686.50M720.00M
EBITDA --------------909.80M964.10M859.40M903.50M
Interest Expense --------------40.70M51.70M44.50M64.40M
Pretax Income --------------749.40M760.30M639.30M632.60M
Tax Provision --------------162.70M164.70M134.70M150.10M
Net Income 127.03M113.39M157.10M193.86M37.63M255.22M279.39M282.81M271.11M337.26M410.57M425.50M377.80M449.40M586.90M596.10M505.00M483.20M
Diluted EPS 1.531.401.902.320.453.093.453.623.534.365.295.564.945.887.717.856.646.41
R&D Expense -29.60M31.80M36.00M36.40M33.00M36.80M33.60M39.40M42.40M48.00M56.40M48.20M50.10M61.40M68.40M67.40M70.00M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --2.10B2.38B2.84B2.79B2.88B2.90B2.81B3.15B3.40B3.47B3.81B4.41B4.92B5.51B5.87B6.75B6.93B
Total Equity 1.14B1.14B1.27B1.38B1.51B1.46B1.57B1.49B1.44B1.54B1.89B1.99B2.26B2.54B2.80B3.04B3.54B3.79B4.03B
Cash & Equivalents 102.76M61.35M73.53M235.14M230.26M318.86M439.63M509.14M328.02M235.96M375.95M466.41M632.58M1.03B855.40M430.20M534.30M620.80M580.00M
Long Term Debt --391.75M408.45M806.37M779.24M772.00M760.40M839.71M1.01B858.79M848.34M848.86M1.04B1.19B1.47B1.33B1.86B1.82B
Total Liabilities --830.05M1.01B1.32B1.32B1.31B1.42B1.36B1.61B1.51B1.48B1.55B1.87B2.11B2.47B2.32B2.95B2.90B
Current Liabilities --189.68M353.67M258.28M291.43M304.61M411.97M309.60M309.16M360.98M364.66M357.88M399.00M480.00M543.60M500.30M629.70M575.40M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 223.06M212.53M184.48M217.24M326.18M401.52M367.96M360.32M399.92M432.75M479.35M528.10M569.30M-557.40M716.70M668.10M680.40M
Investing Cash Flow -280.66M-19.62M-122.31M-469.54M-105.27M-68.16M-72.26M-210.49M-509.20M-54.75M-81.43M-137.00M-172.60M--917.20M-283.80M-1.01B-137.60M
Financing Cash Flow 22.68M-184.98M95.52M253.41M-136.49M-219.04M-184.07M-295.53M46.55M-277.42M-290.01M-227.60M-42.60M--37.80M-344.70M465.90M-632.60M
Capital Expenditure -27.84M-25.06M-31.74M-35.17M-35.81M-31.54M-48.00M-43.78M-38.24M-43.86M-56.09M-50.90M-51.60M--68.00M-89.90M-65.10M-63.60M
Free Cash Flow 195.22M187.47M152.74M182.07M290.37M369.99M319.96M316.55M361.68M388.89M423.26M477.20M517.70M-489.40M626.80M603.00M616.80M
Net Change in Cash ---------------397.60M88.20M127.50M-89.80M
Share Buybacks 50.00M--089.56M167.50M219.89M210.82M57.27M29.07M173.93M54.70M110.30M0148.10M24.20M0247.80M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 40.1%39.3%40.9%40.2%41.1%43.1%44.2%44.8%44.0%44.9%45.0%45.1%43.7%44.3%44.8%44.2%44.2%44.5%
Operating Margin % 13.8%13.9%16.5%16.6%6.6%19.5%20.1%21.6%19.5%22.0%22.9%23.2%22.1%23.0%24.3%22.7%21.0%20.8%
Net Margin % 8.5%8.5%10.4%10.5%1.9%12.6%13.0%14.0%12.8%14.7%16.5%17.1%16.1%16.3%18.4%18.2%15.4%14.0%
ROE % 11.1%8.9%11.4%12.8%2.6%16.2%18.8%19.6%17.6%17.9%20.6%18.8%14.9%16.0%19.3%16.8%13.3%12.0%
ROCE % -9.7%12.3%11.8%5.1%15.4%17.3%17.5%14.5%16.5%18.3%16.8%13.0%14.4%15.6%13.9%11.2%11.3%

Shareholding Pattern

Insiders
0.22%
Institutions
105.69%
Public Float
105.93%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.78% 5.73M $1.32B
2 Vanguard Capital Management LLC 6.57% 4.84M $1.12B
3 Vanguard Portfolio Management LLC 5.07% 3.73M $859.92M
4 State Street Corporation 4.50% 3.32M $763.93M
5 Primecap Management Company 4.48% 3.30M $759.94M
6 Morgan Stanley 3.82% 2.82M $649.27M
7 Millennium Management Llc 3.21% 2.37M $545.73M
8 Geode Capital Management, LLC 2.85% 2.10M $483.09M
9 Nordea Investment Management AB 2.50% 1.84M $424.21M
10 Victory Capital Management Inc. 2.07% 1.53M $351.49M

Analyst View

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Latest News

Recent headlines for IEX

Google News Mon, 07 Sep 2026

IDEX (IEX) Just Gave Investors Something To Think About - simplywall.st

<a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxOWXYxMnFxNU1EMlRBaDlIek9HQTg4QmZWN3htUkVwYUdYNHhuRzlwZ01lZURIWjNQWXdVUFJDQUNQZjM4Zkh0X0N2elhRMDJVRVd6UmtHYVpVN184V05jNGtnemg3UGgxN1FmbGdWN01HUDRNTGgzai12dlRSeFZtMERnTjdVblM2dGRKUl…

Google News Mon, 31 Aug 2026

3 Reasons to Avoid IEX and 1 Stock to Buy Instead - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMijwFBVV95cUxNeXkyUUU1c1pybUFwdm9iUmdmVzlXOTNNdTJlV0FwZEJNSEVKbHl4eU00Tl9oOEdfYThmU1Z1ekVCemp6OGZMZmlnTUItcWVBbTU5NW1xSHpxRldyYllTQS0tLU5pNThMaUo0cGplY0JocUJvWkIzZkVWU3Rnem9kdUVUNG9fWW5iT2xDYV…

Google News hu, 03 Sep 2026

Here's Why You Should Consider Investing in IDEX Stock Now - TradingView

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Google News ue, 01 Sep 2026

IDEX (NYSE: IEX) insider now holds 3,302 shares after tax withholding - Stock Titan

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Google News Mon, 24 Aug 2026

Q2 Rundown: IDEX (NYSE:IEX) Vs Other Gas and Liquid Handling Stocks - StockStory

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Google News ue, 18 Aug 2026

$IEX stock is down 3% today. Here's what we see in our data. - quiverquant.com

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IEX — Frequently Asked Questions

What is the current share price of IDEX Corporation (IEX)?

As of 2026-09-07 16:24 PDT, IDEX Corporation (IEX) trades at $223.74 on NYSE. Its 52-week range is $156.95 to $240.52.

What is the market capitalisation of IEX?

IDEX Corporation (IEX) has a market capitalisation of $16.49B on NYSE.

What is the P/E ratio of IEX?

IEX trades at a trailing price-to-earnings (P/E) ratio of 32.24. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is 4.33.

Does IEX pay a dividend?

IDEX Corporation (IEX) currently offers a dividend yield of 1.25%.

What is the return on equity (ROE) of IEX?

IEX has a return on equity (ROE) of 12.96%. Its return on capital employed (ROCE) is 11.34%.

Is IEX a good stock to buy?

This page provides a data-driven analysis of IDEX Corporation (IEX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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