IDEX Corporation (IEX) Stock: Price, Forecast & Analyst Target
IDEX Corporation (IEX) — MoonshotScore 78/100 (Strong band), calculated Oct 4, 2026. Price $233.07 (+1.40%), as of the Oct 2, 2026 trading session; market cap $17.2B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 27.68× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
IDEX Corporation · IEX · NYSE · Industrials · Industrial - Machinery
Research dated 2026-09-12: IDEX sells specialized pumps, meters, fluidic devices, optical components, rescue equipment and dispensing systems across industrial, scientific and emergency-service markets. The case now depends on whether broadening demand can sustain the latest profit and cash-flow improvement while the company carries materially more debt than cash.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · IDEX (IEX)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and a strong balance sheet, though growth is only decent; the market is already moving on it. Business Quality: Solid; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Growing; Momentum: Surging.
- quarterly revenue $921M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- expected results Oct 28, 2026
Helping: business quality, balance-sheet strength, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 78 | Strong | |
| 78 | Strong | |
| 78 | Strong | |
| 78 | Strong | |
| 79 | Strong | |
| 79 | Strong |
The score was 78 in the stored Oct 3, 2026 snapshot and remains 78 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $233.07 |
| Change on the day | +1.40% |
| 52-week range | $157.25–$243.80 |
| Market capitalisation | $17.2B |
| Price / earnings (trailing) | 33.44 |
| Shares traded on the day | 617.6K |
| Beta (volatility vs the S&P 500) | 0.97 |
| Dividends per share (last 12 months) | $3.61 |
| Dividend yield (last 12 months) | 1.55% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Now I'd like to discuss our updated guidance for 2026.
Sean Gillen · Statement from
For the third quarter of 2026, we expect 5% to 7% organic growth, adjusted EBITDA margin in the 27% to 27.5% range and adjusted EPS of $2.20 to $2.25.
Sean Gillen · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for IDEX (IEX): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 25, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the IEX film — every key number, told as a short cinematic story
~2 min · open the film
What is IDEX (IEX), and what does it report?
Short answer · as of
IDEX is not simply a machinery producer. Its products control, move, measure, seal, mix or dispense fluids and materials, support precision optical and medical applications, and equip firefighters and rescue teams; customer activity in those applications is the underlying unit of demand.
Research dated 2026-09-12.
IDEX is not simply a machinery producer. Its products control, move, measure, seal, mix or dispense fluids and materials, support precision optical and medical applications, and equip firefighters and rescue teams; customer activity in those applications is the underlying unit of demand.
Reporting divides that portfolio among Fluid and Metering Technologies, Health and Science Technologies, and Fire and Safety Diversified Products. Health and Science Technologies is the largest revenue contributor, Fluid and Metering Technologies follows, and Fire and Safety Diversified Products remains meaningful but smaller.
What do the latest results show for IDEX (IEX)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $921M.
Research dated 2026-09-12.
Revenue, gross profit, operating profit, net income and diluted earnings all rose from the preceding period. Operating cash flow also rebounded sharply, while capital spending remained modest beside the cash produced.
Management said performance meaningfully exceeded its guidance and raised its organic-growth outlook. Reported revenue and adjusted earnings also cleared market estimates in the latest release, extending a generally favorable run against expectations; the guidance change is management's expectation, not evidence that the expansion has already been delivered.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $920.60M Jun 30, 2026
- Latest quarter · SG&A
- $224.10M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $199.90M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $920.60M | Not available | $224.10M | $199.90M |
| Mar 31, 2026 | $886.90M | Not available | $218.30M | $172.40M |
| Dec 31, 2025 | $899.10M | Not available | $201.10M | $186.00M |
| Sep 30, 2025 | $878.70M | Not available | $204.70M | $185.80M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $920.60M Jul 29, 2026
- Latest report · revenue estimate
- $905.37M Jul 29, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 29, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 29, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 29, 2026 | $920.60M | $905.37M | $2.3200 | $2.1100 |
| Apr 29, 2026 | $886.90M | $845.58M | $2.0000 | $1.7700 |
| Feb 4, 2026 | $899.10M | $882.27M | $2.1000 | $2.0400 |
| Oct 29, 2025 | $878.70M | $861.44M | $2.0300 | $1.9300 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $921M | $143M | $1.93 (diluted) |
| Q1 FY2026 | $887M | $120M | $1.61 (diluted) |
| Q4 FY2025 | $899M | $128M | $1.71 (diluted) |
| Q3 FY2025 | $879M | $128M | $1.70 (diluted) |
What are the financial strengths and risks for IDEX (IEX)?
Short answer
Cash and short-term investments were $621.30M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $200.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
IDEX combines healthy operating margins, recurring positive cash generation and limited capital spending with strong short-term liquidity measures. Cash and short-term investments have risen from their recent low and remain close to the level at the beginning of the displayed history, while quality and distress screens are favorable.
Debt nevertheless stands well above cash and investments, leaving the company in a net-debt position. A synchronized slowdown across life-science systems, industrial fluid handling and emergency or dispensing equipment would pressure several revenue streams at once and make cash conversion more important to balance-sheet flexibility.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $200.00M Jun 30, 2026
- Previous quarter · operating cash flow
- $103.70M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $200.00M | −$23.00M |
| Mar 31, 2026 | $103.70M | −$17.70M |
| Dec 31, 2025 | $209.50M | −$19.70M |
| Sep 30, 2025 | $203.50M | −$14.80M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at IDEX (IEX)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-12.
Organic growth is the immediate operating test: reported results need to support management's raised outlook without sacrificing the margin level it outlined. Revenue and adjusted earnings should also be compared with market expectations, but the more useful confirmation would be simultaneous growth in gross profit, operating profit and operating cash flow.
Cash conversion deserves particular attention after the latest rebound, especially while debt remains above cash. Investors should also watch how the newly disclosed material agreement affects financing obligations or capital allocation once its economic consequences appear in subsequent reporting.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Now I'd like to discuss our updated guidance for 2026.
Sean Gillen ·
For the third quarter of 2026, we expect 5% to 7% organic growth, adjusted EBITDA margin in the 27% to 27.5% range and adjusted EPS of $2.20 to $2.25.
Sean Gillen ·
In the second quarter of 2026, IDEX delivered strong results, which meaningfully exceeded our guidance for the quarter.
Sean Gillen ·
For the full year 2026, we now expect organic growth in the 5% to 6% range, an increase over our previous guidance of 3% to 4% organic growth.
Sean Gillen ·
How does IDEX compare with its peers?
Short answer
IDEX's score ranks 5th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
IDEX differs from a focused pump manufacturer because fluid handling is only part of the portfolio. Precision photonics, biocompatible medical components, fire and rescue tools, industrial clamping systems and colorant-dispensing equipment expose it to distinct customer workflows under the same corporate structure.
The revenue mix is correspondingly distributed rather than dependent on a single product family, with Health and Science Technologies contributing the most. That breadth can soften a localized market decline, but it also requires investors to judge several end-market cycles rather than treating IDEX as a uniform industrial-volume business.
| Company | Price | Market value | Score |
|---|---|---|---|
| $78.00 Oct 2, 2026 | $12.6B | 91 5-pillar Oct 4, 2026 | |
| $363.07 Oct 2, 2026 | $12.1B | 90 5-pillar Oct 4, 2026 | |
| $274.38 Oct 2, 2026 | $15.0B | 86 5-pillar Oct 4, 2026 | |
| $333.54 Oct 2, 2026 | $18.6B | 83 5-pillar Oct 4, 2026 | |
| IDEX (IEX) — this page | $233.07 | $17.2B | 78 |
| $88.65 Oct 2, 2026 | $10.3B | 77 5-pillar Oct 4, 2026 | |
| $208.20 Oct 2, 2026 | $12.0B | 69 5-pillar Oct 4, 2026 | |
| $189.69 Oct 2, 2026 | $25.6B | 69 5-pillar Oct 4, 2026 | |
| $76.09 Oct 2, 2026 | $29.8B | 66 5-pillar Oct 4, 2026 | |
| $101.84 Oct 2, 2026 | $23.8B | 65 5-pillar Oct 4, 2026 | |
| $64.05 Oct 2, 2026 | $24.4B | 65 5-pillar Oct 4, 2026 | |
| $206.17 Oct 2, 2026 | $18.4B | 62 5-pillar Oct 4, 2026 | |
| $216.80 Oct 2, 2026 | $12.8B | 60 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $240.00 – $280.00
- Consensus target
- $259.50
- Median target
- $259.00
Consensus record · Captured .
Measured against a quoted price of $233.07 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 16, 2026
- Transactions
- 20
- Identified insiders
- 14
- Purchases
- 0
- Sales
- 3
- Other transactions
- 17
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 706 Period end Jun 30, 2026
- Previous quarter · holders
- 687 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 5,734,272 |
| Vanguard Capital Management LLC | 4,844,404 |
| Vanguard Portfolio Management LLC | 3,734,233 |
| State Street Corp | 3,317,393 |
| Primecap Management Co/Ca/ | 3,300,072 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about IDEX (IEX)?
IEX Industrials Stock FAQ
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does IDEX Fluid and Metering Technologies sell?
The segment makes pumps, flow meters, injectors and monitoring equipment used to move and measure fluids in food, chemical, water, agricultural, energy and general industrial applications. Demand therefore reflects customer activity across several process markets rather than purchases of a single machinery category.
Why is Health and Science Technologies important to IDEX?
It is IDEX's largest revenue segment and spans precision fluidics, pumps, drying and compaction technologies, sealing products, medical devices, optics and photonics. Its exposure reaches life sciences, pharmaceuticals, food, wastewater, marine and defense applications.
How do fire pumps and colorant dispensers fit inside IDEX?
Both sit within Fire and Safety Diversified Products alongside rescue tools, lifting equipment and engineered banding and clamping products. The segment joins emergency-service equipment with specialized systems that meter and mix paints and colorants for commercial customers.
Can IDEX cash generation absorb its debt burden?
Operating cash flow has remained positive and strengthened in the latest period, with capital spending consuming a relatively small share. Debt still materially exceeds cash and investments, so sustained cash conversion matters more than the headline cash balance alone.
What is the IEX stock price today?
The last price recorded on this page for IDEX Corporation (IEX) is $233.07, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the IEX price target?
The analyst consensus price target for IDEX Corporation (IEX) is $259.50 (range $240.00 to $280.00, median $259.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are IEX's next earnings?
The next earnings date listed on this page for IDEX Corporation (IEX) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (78 figures)
The 78 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Sean Gillen (Jul 29, 2026): Now I'd like to discuss our updated guidance for 2026. Sean Gillen (Jul 29, 2026): For the third quarter of 2026, we expect 5% to 7% organic growth, adjusted EBITDA margin in the 27% to 27.5% range and adjusted EPS of $2.20 to $2.25. Sean Gillen (Jul 29, 2026): In the second quarter of 2026, IDEX delivered strong results, which meaningfully exceeded our guidance for the quarter. Sean Gillen (Jul 29, 2026): For the full year 2026, we now expect organic growth in the 5% to 6% range, an increase over our previous guidance of 3% to 4% organic growth. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 3100 Sanders Road, Suite 301, Northbrook, IL, 60062 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "3100 Sanders Road, Northbrook, IL, 60062, US". |
FMP — 67 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $233.07 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:31.026Z. | |
px.change | Change on the day | +1.40% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $17.2B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T21:14:29.891Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$3.22 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $921M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $157.25–$243.80 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 33.44 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 617.6K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.97 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Eric D. Ashleman | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 8,700 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $2.76B, net result $449.40M; FY2022 revenue $3.18B, net result $586.90M; FY2023 revenue $3.27B, net result $596.10M; FY2024 revenue $3.27B, net result $505.00M; FY2025 revenue $3.46B, net result $483.20M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Fluid And Metering Technologies $1.22B · Health And Science Technologies $1.50B · Fire And Safety Diversified Products $745.30M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 44.7% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $920.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $224.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $199.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $886.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $218.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $172.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $899.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $201.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $186.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $878.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $204.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $185.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-29.revenue_actual | Revenue · reported — report date 2026-07-29 | $920.60M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.revenue_estimated | Revenue · estimate — report date 2026-07-29 | $905.37M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_actual | EPS · reported — report date 2026-07-29 | $2.3200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_estimated | EPS · estimate — report date 2026-07-29 | $2.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $886.90M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $845.58M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $2.0000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | $1.7700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $899.10M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $882.27M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $2.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $2.0400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $878.70M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $861.44M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $2.0300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $1.9300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $621.30M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $200.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $14.20M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $1.89B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 4.30× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $200.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $103.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$23.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$17.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $209.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$19.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $203.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$14.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $240.00 – $280.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $259.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $259.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 20 transactions · 0 purchases, 3 sales, 17 other transactions · 14 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 16, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 706 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 687 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 5,734,272 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 4,844,404 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 3,734,233 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | State Street Corp — shares in provider snapshot | 3,317,393 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Primecap Management Co/Ca/ — shares in provider snapshot | 3,300,072 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-14 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 27.68× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $621.30M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $3.61 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 5 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.55% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-29.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($920.60M) with the recorded estimate ($905.37M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-29.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($2.3200) with the recorded estimate ($2.1100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 78 of 100 · Strong · pillars 77 / 82 / 36 / 66 / 82 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 78 (stored snapshot Oct 3, 2026) → 78 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-29.revenue_actual,earn.history.depth.2026-07-29.revenue_estimated,earn.history.depth.2026-07-29.revenue_actual.comparison,earn.history.depth.2026-07-29.eps_actual.comparison,earn.history.depth.2026-07-29.eps_actual,earn.history.depth.2026-07-29.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | IDEX Corporation is an international enterprise specializing in engineered solutions across diverse sectors. The company operates through three primary business units: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT division is responsible for the design, production, and distribution of a range of fluid-handling equipment, including positive displacement pumps, flow meters, and injectors, alongside offering flow monitoring and related services. Its applications span the food, chemical, general industrial, water management, agricultural, and energy industries. Under the HST umbrella, IDEX develops and supplies precision components and systems for health and scientific applications. This includes advanced fluidic devices, various types of pumps (rotary lobe, centrifugal, positive displacement), roll compaction and drying technologies, pneumatic components, and sealing solutions, as well as biocompatible medical devices, optical components, and precision photonic solutions. Key markets for this segment encompass food and beverage, pharmaceutical, cosmetics, marine, chemical, wastewater treatment, life sciences, research, and defense. Finally, the FSDP segment delivers critical equipment for emergency services, such as firefighting pumps, valves, rescue tools, and lifting bags. It also provides engineered stainless steel banding and clamping devices for industrial and commercial use, alongside specialized precision equipment for dispensing, metering, and mixing colorants and paints for retail and commercial clients. IDEX Corporation was founded in 1987 and maintains its headquarters in Northbrook, Illinois. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Fluid And Metering Technologies: $1.22B; Health And Science Technologies: $1.50B; Fire And Safety Diversified Products: $745.30M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $1.89B; Liquidity basis: cash and short-term investments; Total liabilities: $2.92B; Cash and short-term investments: $621.30M; Cash and investments: $635.50M; Long-term investments: $14.20M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Sector / industry (provider taxonomy) | Industrials / Industrial - Machinery The company's SEC filings classify it under SIC 3561 — Pumps & Pumping Equipment. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-29 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-29 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Trailing twelve-month ratio set | Quick ratio: 2.15; Current ratio: 3.05; Debt to equity: 0.47; Net margin: 14.5%; Gross margin: 44.7%; Operating margin: 20.8%; Return on assets: 7.5%; Return on equity: 12.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $635.50M; Cash and short-term investments: $621.30M; Long-term investments: $14.20M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $621.30M; Decline: $11.90M; Opening balance: $633.20M; Average change per period: $1.70M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$1.26B; Total debt: $1.89B; Cash and investments: $621.30M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 5.41; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-28; EPS estimate: $2.23 per share; Revenue estimate: $932.69M The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Recent SEC filings |
| 2026-09-03 | OFFICIAL | SEC EDGAR filer submissions |
| Most recent periodic reports | Annual: Document: https://www.sec.gov/Archives/edgar/data/832101/000083210126000003/iex-20251231.htm, Filed: 2026-02-19, Period end: 2025-12-31; Quarterly: Document: https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm, Filed: 2026-07-29, Period end: 2026-06-30 | 2026-07-29 | OFFICIAL | SEC EDGAR filer submissions |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
Data provided for informational purposes only.