IDEX Corporation IEX SPX
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
Operating margin of 19.9% supports profitability.
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 +8.9%, earnings +27.8%.
- 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: | 8.90% |
Compounded Profit Growth
| 5 Years: | 8.18% |
| 1 Year: | 27.80% |
Stock Price Performance
| 1 Year: | +24.98% |
| 6 Months: | +21.86% |
| 3 Months: | +9.33% |
| 1 Month: | +3.03% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- RSI (14)54.75 · Neutral
P/E of 33.00 is above the sector median of 30.17 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
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.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IEX IDEX Corporation SPX | 222.74 | 33.00 | $16.49B | 1.34% | 11.01% | 12.75% | 5.08% | 8.18% |
| 2 | CAT Caterpillar Inc. SPX | 933.34 | 46.39 | $429.89B | 0.72% | 17.98% | 51.33% | 2.29% | 5.24% |
| 3 | GE GE Aerospace SPX | 353.73 | 43.94 | $369.06B | 0.56% | 11.89% | 45.43% | 16.32% | 195.89% |
| 4 | GEV GE Vernova Inc. SPXAI | 1,066.01 | 31.13 | $286.46B | 0.21% | 6.30% | 75.71% | 8.68% | - |
| 5 | RTX RTX Corporation SPX | 193.39 | 36.35 | $260.44B | 1.51% | 8.28% | 11.57% | 2.61% | 2.62% |
| 6 | UNP Union Pacific Corporation SPX | 288.30 | 23.71 | $171.17B | 2.02% | 15.22% | 40.69% | 2.30% | 7.77% |
| 7 | BA The Boeing Company SPX | 217.11 | 86.15 | $171.15B | 0.00% | -9.01% | - | 1.67% | -3.28% |
| 8 | ETN Eaton Corporation plc SPXAI | 415.52 | 40.66 | $161.35B | 1.12% | 11.53% | 20.84% | 4.73% | 10.38% |
| 9 | DE Deere & Company SPX | 584.40 | 33.07 | $157.85B | 1.12% | - | 18.35% | 3.43% | 5.10% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Dec 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Dec 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | 612.32M | 634.36M | 622.89M | - | 622.23M | 642.10M | 624.25M | - | 594.46M | 561.25M | 581.11M | - | 652.00M | 686.00M | 712.00M | 751.10M | 796.10M | 824.00M | 845.40M | 846.20M | 793.40M | 800.50M | 807.20M | 798.20M | 814.30M | 865.40M | 878.70M | 886.90M |
| Gross Profit | 226.04M | 231.62M | 223.26M | 223.40M | 223.34M | 244.06M | 230.89M | 232.49M | 250.94M | 256.93M | 257.93M | 260.88M | 276.65M | 287.37M | 280.23M | 273.64M | 283.83M | 292.34M | 281.98M | 266.88M | 271.96M | 234.80M | 251.50M | 269.17M | 292.60M | 306.10M | 311.60M | 342.50M | 356.90M | 381.80M | 382.50M | 378.00M | 349.60M | 357.40M | 366.80M | 353.90M | 368.90M | 392.20M | 390.60M | 398.10M |
| Operating Income | 101.76M | 109.91M | 121.81M | 98.26M | 103.34M | 113.82M | 109.71M | 85.52M | 115.67M | 125.13M | 126.50M | 135.25M | 136.68M | 147.83M | 145.13M | 139.44M | 147.78M | 155.28M | 141.76M | 134.17M | 139.94M | 110.59M | 131.21M | 138.97M | 155.50M | 158.30M | 161.20M | 187.60M | 186.60M | 202.20M | 192.30M | 200.10M | 179.60M | 161.20M | 182.70M | 168.00M | 142.00M | 187.90M | 185.80M | 172.40M |
| Net Income | 65.95M | 69.58M | 79.50M | 67.76M | 68.13M | 75.76M | 69.87M | 57.35M | 75.90M | 83.84M | 83.77M | 93.75M | 98.96M | 107.13M | 106.35M | 98.14M | 110.27M | 113.21M | 105.19M | 96.85M | 102.00M | 70.86M | 103.85M | 101.07M | 112.70M | 102.20M | 115.70M | 140.00M | 138.20M | 178.70M | 139.80M | 138.60M | 209.10M | 121.40M | 141.30M | 119.10M | 95.50M | 131.60M | 127.80M | 120.00M |
| Diluted EPS | 0.84 | 0.89 | 1.02 | 0.88 | 0.89 | 0.99 | 0.91 | 0.75 | 0.99 | 1.08 | 1.08 | 1.21 | 1.27 | 1.38 | 1.37 | 1.27 | 1.44 | 1.48 | 1.37 | 1.26 | 1.33 | 0.93 | 1.37 | 1.32 | 1.48 | 1.34 | 1.51 | 1.83 | 1.81 | 2.36 | 1.84 | 1.82 | 2.75 | 1.60 | 1.86 | 1.57 | 1.26 | 1.74 | 1.70 | 1.61 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.49B | 1.33B | 1.51B | 1.84B | 1.95B | 2.02B | 2.15B | 2.02B | 2.11B | 2.29B | 2.48B | 2.49B | 2.35B | 2.76B | 3.18B | 3.27B | 3.27B | 3.46B |
| Gross Profit | 597.43M | 522.39M | 618.48M | 738.67M | 803.70M | 873.36M | 949.32M | 904.32M | 930.77M | 1.03B | 1.12B | 1.12B | 1.03B | 1.22B | 1.43B | 1.45B | 1.45B | 1.54B |
| Operating Income | 205.96M | 184.85M | 249.12M | 304.66M | 128.22M | 395.51M | 431.22M | 436.99M | 412.40M | 502.56M | 569.09M | 579.00M | 520.70M | 637.00M | 751.40M | 732.50M | 677.20M | 699.30M |
| Net Income | 127.03M | 113.39M | 157.10M | 193.86M | 37.63M | 255.22M | 279.39M | 282.81M | 271.11M | 337.26M | 410.57M | 425.50M | 377.80M | 449.40M | 586.90M | 596.10M | 505.00M | 483.20M |
| Diluted EPS | 1.53 | 1.40 | 1.90 | 2.32 | 0.45 | 3.09 | 3.45 | 3.62 | 3.53 | 4.36 | 5.29 | 5.56 | 4.94 | 5.88 | 7.71 | 7.85 | 6.64 | 6.41 |
| R&D Expense | - | 29.60M | 31.80M | 36.00M | 36.40M | 33.00M | 36.80M | 33.60M | 39.40M | 42.40M | 48.00M | 56.40M | 48.20M | 50.10M | 61.40M | 68.40M | 67.40M | 70.00M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2007 | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 2.10B | 2.38B | 2.84B | 2.79B | 2.88B | 2.90B | 2.81B | 3.15B | 3.40B | 3.47B | 3.81B | 4.41B | 4.92B | 5.51B | 5.87B | 6.75B | 6.93B |
| Total Equity | 1.14B | 1.14B | 1.27B | 1.38B | 1.51B | 1.46B | 1.57B | 1.49B | 1.44B | 1.54B | 1.89B | 1.99B | 2.26B | 2.54B | 2.80B | 3.04B | 3.54B | 3.79B | 4.03B |
| Cash & Equivalents | 102.76M | 61.35M | 73.53M | 235.14M | 230.26M | 318.86M | 439.63M | 509.14M | 328.02M | 235.96M | 375.95M | 466.41M | 632.58M | 1.03B | 855.40M | 430.20M | 534.30M | 620.80M | 580.00M |
| Long Term Debt | - | - | 391.75M | 408.45M | 806.37M | 779.24M | 772.00M | 760.40M | 839.71M | 1.01B | 858.79M | 848.34M | 848.86M | 1.04B | 1.19B | 1.47B | 1.33B | 1.86B | 1.82B |
| Total Liabilities | - | - | 830.05M | 1.01B | 1.32B | 1.32B | 1.31B | 1.42B | 1.36B | 1.61B | 1.51B | 1.48B | 1.55B | 1.87B | 2.11B | 2.47B | 2.32B | 2.95B | 2.90B |
| Current Liabilities | - | - | 189.68M | 353.67M | 258.28M | 291.43M | 304.61M | 411.97M | 309.60M | 309.16M | 360.98M | 364.66M | 357.88M | 399.00M | 480.00M | 543.60M | 500.30M | 629.70M | 575.40M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 223.06M | 212.53M | 184.48M | 217.24M | 326.18M | 401.52M | 367.96M | 360.32M | 399.92M | 432.75M | 479.35M | 528.10M | 569.30M | 565.30M | 557.40M | 716.70M | 668.10M | 680.40M |
| 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 | -698.10M | -917.20M | -283.80M | -1.01B | -137.60M |
| Financing Cash Flow | 22.68M | -184.98M | 95.52M | 253.41M | -136.49M | -219.04M | -184.07M | -295.53M | 46.55M | -277.42M | -290.01M | -227.60M | -42.60M | -9.50M | -37.80M | -344.70M | 465.90M | -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 | -72.70M | -68.00M | -89.90M | -65.10M | -63.60M |
| Free Cash Flow | 195.22M | 187.47M | 152.74M | 182.07M | 290.37M | 369.99M | 319.96M | 316.55M | 361.68M | 388.89M | 423.26M | 477.20M | 517.70M | 492.60M | 489.40M | 626.80M | 603.00M | 616.80M |
| Share Buybacks | 50.00M | - | - | 0 | 89.56M | 167.50M | 219.89M | 210.82M | 57.27M | 29.07M | 173.93M | 54.70M | 110.30M | 0 | 148.10M | 24.20M | 0 | 247.80M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 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% | 23.6% | 22.4% | 20.7% | 20.2% |
| 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% | 15.1% | 13.7% | 11.1% | 11.0% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 7.67% | 5.68M | $1.26B |
| 2 | Vanguard Capital Management LLC | 6.56% | 4.85M | $1.08B |
| 3 | Vanguard Portfolio Management LLC | 5.09% | 3.77M | $839.85M |
| 4 | Primecap Management Company | 4.46% | 3.30M | $736.06M |
| 5 | State Street Corporation | 4.33% | 3.21M | $714.32M |
| 6 | Morgan Stanley | 4.19% | 3.10M | $690.64M |
| 7 | Geode Capital Management, LLC | 2.82% | 2.09M | $465.93M |
| 8 | Millennium Management Llc | 2.70% | 2.00M | $444.80M |
| 9 | Nordea Investment Management AB | 2.53% | 1.87M | $417.50M |
| 10 | Wellington Management Group, LLP | 2.35% | 1.74M | $387.43M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for IEX
Indian Gas Exchange files for IPO as parent IEX looks to pare stake - Reuters
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IDEX Corporation $IEX Shares Sold by Sumitomo Mitsui Trust Group Inc. - MarketBeat
<a href="https://news.google.com/rss/articles/CBMixwFBVV95cUxONFdKMUdQOGdfZUNCOXdFd2pxTWdJQmNoaldNaXFLTzZrX1RkN0hWSndNd3pTekhObGFXaWpWZ3hid2NhbUw3UUNPUmxKdGFhYXppVmJwd1JiUmc5Z1FrUk11QlhkTHZ3MGRnUzBLS0ZaTHB0cmNyZm16RENPaXFGN3BjMGk4dXdHcVJ5aU…
IDEX (IEX) Stock After 31% Year Return Is Growth Already Priced In? - Yahoo Finance
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IEX-promoted Indian Gas Exchange files IPO papers; no fresh capital to be raised - Moneycontrol.com
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IDEX (IEX) Stock May Be 22% Undervalued On Cash Flow Strength - simplywall.st
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IDEX to detail second-quarter results July 29 on webcast - Stock Titan
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IEX — Frequently Asked Questions
What is the current share price of IDEX Corporation (IEX)?
As of 2026-07-14 21:23 PDT, IDEX Corporation (IEX) trades at $222.74 on NYSE. Its 52-week range is $155.22 to $227.33.
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 33.00. The industry average P/E is 30.17. Its price-to-book (P/B) ratio is 4.01.
Does IEX pay a dividend?
IDEX Corporation (IEX) currently offers a dividend yield of 1.34%.
What is the return on equity (ROE) of IEX?
IEX has a return on equity (ROE) of 12.75%. Its return on capital employed (ROCE) is 11.01%.
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.