IDEX (IEX)
Market Price (7/14/2026): $221.43 | Market Cap: $16.5 BilInvestor Relations Sector: Industrials | Industry: Industrial Machinery & Supplies & Components
IDEX (IEX)
Market Price (7/14/2026): $221.43Market Cap: $16.5 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% Low stock price volatilityVol 12M is 26% Megatrend and thematic driversMegatrends include Water Infrastructure, and Biotechnology & Genomics. Themes include Water Treatment & Delivery, Wastewater Management, Show more. | Trading close to highsDist 52W High is -2.6% Weak multi-year price returns2Y Excs Rtn is -18%, 3Y Excs Rtn is -60% | Key risksIEX key risks include [1] sensitivity to cyclical downturns in its diverse end markets, Show more. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Biotechnology & Genomics. Themes include Water Treatment & Delivery, Wastewater Management, Show more. |
| Trading close to highsDist 52W High is -2.6% |
| Weak multi-year price returns2Y Excs Rtn is -18%, 3Y Excs Rtn is -60% |
| Key risksIEX key risks include [1] sensitivity to cyclical downturns in its diverse end markets, Show more. |
Qualitative Assessment
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Updated on 7/1/2026
IDEX (IEX) stock has gained about 20% since 3/31/2026 because of the following key factors:
1. Strong Q1 2026 Financial Performance and Raised Full-Year Guidance.
IDEX Corporation reported robust results for fiscal Q1 2026 (ended March 31, 2026), with adjusted earnings per share (EPS) of $2.00, surpassing consensus estimates of $1.79 by 11.7%. The company also exceeded revenue expectations, reporting $886.9 million against an estimated $854.029 million. Following this strong performance, IDEX raised its full-year 2026 organic sales growth projection from 1-2% to 3-4% and its adjusted EPS guidance from a range of $8.15-$8.35 to $8.35-$8.55, signaling management's confidence in continued growth.
2. Exceptional Growth in Health & Science Technologies Segment Driven by AI Demand.
The Health & Science Technologies (HST) segment was a primary driver of IDEX's Q1 2026 success, with net sales increasing 17% and organic growth reaching 11%. This strong performance was significantly bolstered by increasing demand related to AI-driven data centers, semiconductor manufacturing, and the space and defense markets, aligning IDEX with high-growth technological trends.
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IDEX (IEX) stock has gained about 20% since 3/31/2026 because of the following key factors:
1. Strong Q1 2026 Financial Performance and Raised Full-Year Guidance.
IDEX Corporation reported robust results for fiscal Q1 2026 (ended March 31, 2026), with adjusted earnings per share (EPS) of $2.00, surpassing consensus estimates of $1.79 by 11.7%. The company also exceeded revenue expectations, reporting $886.9 million against an estimated $854.029 million. Following this strong performance, IDEX raised its full-year 2026 organic sales growth projection from 1-2% to 3-4% and its adjusted EPS guidance from a range of $8.15-$8.35 to $8.35-$8.55, signaling management's confidence in continued growth.
2. Exceptional Growth in Health & Science Technologies Segment Driven by AI Demand.
The Health & Science Technologies (HST) segment was a primary driver of IDEX's Q1 2026 success, with net sales increasing 17% and organic growth reaching 11%. This strong performance was significantly bolstered by increasing demand related to AI-driven data centers, semiconductor manufacturing, and the space and defense markets, aligning IDEX with high-growth technological trends.
Show more
Updated on 7/1/2026
IDEX (IEX) stock has gained about 20% since 3/31/2026 because of the following key factors:
1. Strong Q1 2026 Financial Performance and Raised Full-Year Guidance.
IDEX Corporation reported robust results for fiscal Q1 2026 (ended March 31, 2026), with adjusted earnings per share (EPS) of $2.00, surpassing consensus estimates of $1.79 by 11.7%. The company also exceeded revenue expectations, reporting $886.9 million against an estimated $854.029 million. Following this strong performance, IDEX raised its full-year 2026 organic sales growth projection from 1-2% to 3-4% and its adjusted EPS guidance from a range of $8.15-$8.35 to $8.35-$8.55, signaling management's confidence in continued growth.
2. Exceptional Growth in Health & Science Technologies Segment Driven by AI Demand.
The Health & Science Technologies (HST) segment was a primary driver of IDEX's Q1 2026 success, with net sales increasing 17% and organic growth reaching 11%. This strong performance was significantly bolstered by increasing demand related to AI-driven data centers, semiconductor manufacturing, and the space and defense markets, aligning IDEX with high-growth technological trends.
3. Favorable Macroeconomic Tailwinds for the Industrial Sector.
The broader industrial sector, in which IDEX operates, is experiencing significant tailwinds. These include accelerating capital expenditure in AI infrastructure, ongoing grid modernization efforts, and rising global defense spending. As a provider of diversified industrial technologies, IDEX is positioned to benefit from these structural themes, which are driving sustained demand for essential components and solutions.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Following the strong Q1 results and positive outlook, multiple equity research firms reaffirmed or upgraded their ratings and price targets for IDEX. The stock maintains a consensus "Moderate Buy" rating from analysts, with several firms, including TD Cowen and Oppenheimer, increasing their price targets in April and June 2026. The average 1-year price objective among brokerages is approximately $241.11.
5. Increased Institutional Investor Confidence.
Institutional investors demonstrated growing confidence in IDEX during the period. Notably, Interval Partners LP acquired a new stake of 333,774 shares valued at approximately $59.39 million, and Concentric Capital Strategies LP purchased 82,400 shares worth approximately $14.7 million in fiscal Q4 2025. These significant acquisitions by institutional funds highlight increasing investor belief in IDEX's future prospects.
Show less
IDEX (IEX) stock has gained about 20% since 3/31/2026 because of the following key factors:
1. Strong Q1 2026 Financial Performance and Raised Full-Year Guidance.
IDEX Corporation reported robust results for fiscal Q1 2026 (ended March 31, 2026), with adjusted earnings per share (EPS) of $2.00, surpassing consensus estimates of $1.79 by 11.7%. The company also exceeded revenue expectations, reporting $886.9 million against an estimated $854.029 million. Following this strong performance, IDEX raised its full-year 2026 organic sales growth projection from 1-2% to 3-4% and its adjusted EPS guidance from a range of $8.15-$8.35 to $8.35-$8.55, signaling management's confidence in continued growth.
2. Exceptional Growth in Health & Science Technologies Segment Driven by AI Demand.
The Health & Science Technologies (HST) segment was a primary driver of IDEX's Q1 2026 success, with net sales increasing 17% and organic growth reaching 11%. This strong performance was significantly bolstered by increasing demand related to AI-driven data centers, semiconductor manufacturing, and the space and defense markets, aligning IDEX with high-growth technological trends.
3. Favorable Macroeconomic Tailwinds for the Industrial Sector.
The broader industrial sector, in which IDEX operates, is experiencing significant tailwinds. These include accelerating capital expenditure in AI infrastructure, ongoing grid modernization efforts, and rising global defense spending. As a provider of diversified industrial technologies, IDEX is positioned to benefit from these structural themes, which are driving sustained demand for essential components and solutions.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Following the strong Q1 results and positive outlook, multiple equity research firms reaffirmed or upgraded their ratings and price targets for IDEX. The stock maintains a consensus "Moderate Buy" rating from analysts, with several firms, including TD Cowen and Oppenheimer, increasing their price targets in April and June 2026. The average 1-year price objective among brokerages is approximately $241.11.
5. Increased Institutional Investor Confidence.
Institutional investors demonstrated growing confidence in IDEX during the period. Notably, Interval Partners LP acquired a new stake of 333,774 shares valued at approximately $59.39 million, and Concentric Capital Strategies LP purchased 82,400 shares worth approximately $14.7 million in fiscal Q4 2025. These significant acquisitions by institutional funds highlight increasing investor belief in IDEX's future prospects.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 17.6% change in IEX stock from 3/31/2026 to 7/13/2026 was primarily driven by a 10.9% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 188.26 | 221.48 | 17.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,458 | 3,530 | 2.1% |
| Net Income Margin (%) | 14.0% | 14.4% | 2.9% |
| P/E Multiple | 29.2 | 32.4 | 10.9% |
| Shares Outstanding (Mil) | 75 | 74 | 0.9% |
| Cumulative Contribution | 17.6% |
Market Drivers
3/31/2026 to 7/13/2026| Return | Correlation | |
|---|---|---|
| IEX | 17.6% | |
| Market (SPY) | 15.2% | 38.8% |
| Sector (XLI) | 11.5% | 63.3% |
Fundamental Drivers
The 25.8% change in IEX stock from 12/31/2025 to 7/13/2026 was primarily driven by a 17.2% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 176.09 | 221.48 | 25.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,421 | 3,530 | 3.2% |
| Net Income Margin (%) | 14.0% | 14.4% | 2.9% |
| P/E Multiple | 27.7 | 32.4 | 17.2% |
| Shares Outstanding (Mil) | 75 | 74 | 1.1% |
| Cumulative Contribution | 25.8% |
Market Drivers
12/31/2025 to 7/13/2026| Return | Correlation | |
|---|---|---|
| IEX | 25.8% | |
| Market (SPY) | 10.2% | 40.7% |
| Sector (XLI) | 16.6% | 65.0% |
Fundamental Drivers
The 28.5% change in IEX stock from 6/30/2025 to 7/13/2026 was primarily driven by a 19.0% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 172.34 | 221.48 | 28.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,283 | 3,530 | 7.5% |
| Net Income Margin (%) | 14.6% | 14.4% | -1.5% |
| P/E Multiple | 27.2 | 32.4 | 19.0% |
| Shares Outstanding (Mil) | 76 | 74 | 1.9% |
| Cumulative Contribution | 28.5% |
Market Drivers
6/30/2025 to 7/13/2026| Return | Correlation | |
|---|---|---|
| IEX | 28.5% | |
| Market (SPY) | 22.3% | 37.9% |
| Sector (XLI) | 23.5% | 57.2% |
Fundamental Drivers
The 7.6% change in IEX stock from 6/30/2023 to 7/13/2026 was primarily driven by a 22.2% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7132026 | Change |
|---|---|---|---|
| Stock Price ($) | 205.91 | 221.48 | 7.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,276 | 3,530 | 7.7% |
| Net Income Margin (%) | 17.9% | 14.4% | -19.7% |
| P/E Multiple | 26.5 | 32.4 | 22.2% |
| Shares Outstanding (Mil) | 76 | 74 | 1.7% |
| Cumulative Contribution | 7.6% |
Market Drivers
6/30/2023 to 7/13/2026| Return | Correlation | |
|---|---|---|
| IEX | 7.6% | |
| Market (SPY) | 75.0% | 52.4% |
| Sector (XLI) | 75.1% | 66.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IEX Return | 20% | -2% | -4% | -2% | -14% | 26% | 20% |
| Peers Return | 27% | -8% | 28% | 16% | 8% | 6% | 99% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| IEX Win Rate | 58% | 33% | 58% | 50% | 50% | 57% | |
| Peers Win Rate | 60% | 40% | 52% | 52% | 54% | 43% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 57% | |
Max Drawdowns [4] | |||||||
| IEX Max Drawdown | -11% | -26% | -21% | -22% | -29% | -14% | |
| Peers Max Drawdown | -15% | -31% | -20% | -14% | -27% | -19% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PH, IR, DOV, TTC, CEPL. See IEX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/13/2026 (YTD)
How Low Can It Go
| Event | IEX | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -19.1% | -18.8% |
| % Gain to Breakeven | 23.6% | 23.1% |
| Time to Breakeven | 270 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.9% | -9.5% |
| % Gain to Breakeven | 12.2% | 10.5% |
| Time to Breakeven | 50 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -12.1% | -6.7% |
| % Gain to Breakeven | 13.8% | 7.1% |
| Time to Breakeven | 61 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.6% | -24.5% |
| % Gain to Breakeven | 32.6% | 32.4% |
| Time to Breakeven | 146 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -34.3% | -33.7% |
| % Gain to Breakeven | 52.2% | 50.9% |
| Time to Breakeven | 146 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.2% | -19.2% |
| % Gain to Breakeven | 26.8% | 23.8% |
| Time to Breakeven | 87 days | 105 days |
In The Past
IDEX's stock fell -19.1% during the 2025 US Tariff Shock. Such a loss loss requires a 23.6% gain to breakeven.
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| Event | IEX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -24.6% | -24.5% |
| % Gain to Breakeven | 32.6% | 32.4% |
| Time to Breakeven | 146 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -34.3% | -33.7% |
| % Gain to Breakeven | 52.2% | 50.9% |
| Time to Breakeven | 146 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.2% | -19.2% |
| % Gain to Breakeven | 26.8% | 23.8% |
| Time to Breakeven | 87 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -33.3% | -17.9% |
| % Gain to Breakeven | 50.0% | 21.8% |
| Time to Breakeven | 395 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -20.5% | -15.4% |
| % Gain to Breakeven | 25.7% | 18.2% |
| Time to Breakeven | 80 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -53.2% | -53.4% |
| % Gain to Breakeven | 113.5% | 114.4% |
| Time to Breakeven | 409 days | 1085 days |
In The Past
IDEX's stock fell -19.1% during the 2025 US Tariff Shock. Such a loss loss requires a 23.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About IDEX (IEX)
IDEX Corporation (IEX) is a global industrial technology company that provides highly engineered applied solutions across a diverse range of critical applications. The company’s business model is centered on precision manufacturing and technical expertise, serving various essential industries worldwide through its three main operating segments.
A significant portion of IDEX's offerings falls under its Fluid & Metering Technologies (FMT) and Health & Science Technologies (HST) segments. Here, the company designs and produces positive displacement pumps, flow meters, injectors, and comprehensive fluid-handling systems crucial for industries such as food, chemical, water and wastewater, agriculture, and energy. The HST segment specializes further, providing precision fluidics, a wide array of high-performance pumps (including rotary lobe, centrifugal, and peristaltic), advanced sealing solutions, biocompatible medical devices, optical components, and specialized laboratory equipment. These precision products are vital for demanding markets like pharmaceuticals, biopharmaceuticals, life sciences, research, and defense.
Complementing its fluidics and scientific solutions, IDEX’s Fire & Safety/Diversified Products (FSDP) segment supplies critical equipment for public safety and industrial needs. This includes firefighting pumps, valves, controls, and rescue tools for the fire and rescue industry. Additionally, this segment manufactures engineered stainless steel banding and clamping devices for various industrial and commercial uses, as well as precision equipment for dispensing, metering, and mixing colorants and paints for retail and commercial businesses. Overall, IDEX’s diverse portfolio addresses essential infrastructure, public safety, industrial process, and advanced technological requirements globally.
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IDEX is like a smaller, more specialized **Dover Corporation**, providing precision fluid handling, advanced pumping systems, and critical safety solutions for a wide range of industrial, scientific, and safety markets.
IDEX is like the **Parker Hannifin** of precision pumps, fluid systems, and specialized industrial components, serving businesses in industrial, scientific, and safety sectors.
IDEX is like a **Danaher Corporation** focused heavily on precision fluidics, advanced pumping technologies, and scientific components for medical, life sciences, and industrial applications.
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- Fluid Handling Systems: Designs and distributes positive displacement pumps, flow meters, injectors, and other fluid-handling pump modules and systems for various industries.
- Flow Monitoring & Related Services: Offers flow monitoring and other specialized services for fluid management.
- Precision Fluidics & Pumps: Provides precision fluidics, rotary lobe, centrifugal, positive displacement, gear, and peristaltic pumps for health, science, and industrial markets.
- Sealing & Pneumatic Solutions: Develops pneumatic components, high-performance molded and extruded sealing components, and custom mechanical and shaft seals.
- Biopharmaceutical & Medical Devices: Produces roll compaction and drying systems, engineered hygienic mixers and valves, and biocompatible medical devices and implantables.
- Optical & Laboratory Equipment: Supplies optical components and coatings, laboratory and commercial equipment, and precision photonic solutions.
- Air Compressors & Blowers: Manufactures air compressors and blowers for various applications.
- Fire & Rescue Equipment: Designs and distributes firefighting pumps, valves, controls, rescue tools, lifting bags, and other components for the fire and rescue industry.
- Engineered Banding & Clamping Devices: Provides engineered stainless steel banding and clamping devices for diverse industrial and commercial applications.
- Paint & Colorant Dispensing Equipment: Produces precision equipment for dispensing, metering, and mixing colorants and paints in retail and commercial businesses.
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IDEX Corporation (IEX) sells primarily to other companies (B2B).
Due to the diversified nature of its business across numerous industries and a lack of significant customer concentration (no single customer accounts for 10% or more of its consolidated net sales), IDEX does not publicly disclose a list of specific major customer companies.
Instead, IDEX serves a broad base of industrial and commercial customers within the following categories:
- Industrial and Manufacturing Companies: These customers are found in sectors such as food and beverage, chemical, general industrial, agricultural, energy, and marine. They utilize IDEX's positive displacement pumps, flow meters, fluid-handling systems, and various industrial components and applications like engineered banding and clamping devices.
- Health, Science, and Life Sciences Organizations: This category includes pharmaceutical and biopharmaceutical companies, medical device manufacturers, research institutions, and entities in the cosmetics and defense markets. They rely on IDEX's precision fluidics, specialty pumps, sealing solutions, biocompatible medical devices, optical components, and laboratory equipment.
- Public Safety and Infrastructure Providers: This segment includes fire and rescue departments (for firefighting pumps, valves, and rescue tools), as well as water and wastewater treatment facilities. Additionally, commercial businesses that require precision equipment for dispensing, metering, and mixing colorants and paints for retail and industrial use are also customers.
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Eric Ashleman, Chief Executive Officer and President
Eric Ashleman became Chief Executive Officer of IDEX Corporation in December 2020 after serving as President since February 2020 and Chief Operating Officer beginning in 2015. He joined IDEX in 2008 as the president of Gast Manufacturing. Prior to IDEX, he was the president of Schutt Sports, a leading company in protective equipment for American football. Before Schutt, he held operational and general management roles at three Danaher Corporation business units, where he gained experience in turnaround situations. He also worked at AlliedSignal/Honeywell and began his career at Lincoln Brass Works. Ashleman serves as a director of Modine Manufacturing Co.
Sean M. Gillen, Senior Vice President and Chief Financial Officer
Sean M. Gillen assumed the role of Senior Vice President and Chief Financial Officer of IDEX Corporation on January 5, 2026. He joined IDEX from AAR Corp. (NYSE: AIR), where he served as Senior Vice President and Chief Financial Officer since January 2019. During his tenure at AAR, the company's earnings per share grew at an estimated 9% compound annual rate, and adjusted EBITDA margins expanded. He also played a key role in several acquisitions, including HAECO's parts unit, ADI American Distributors, and Trax. Before AAR, Gillen was Vice President and Treasurer at USG Corporation, a building materials manufacturer, starting in 2017. His career also includes nine years in investment banking at Goldman Sachs, where he was a Vice President in the Global Industrial Investment Banking Division, focusing on mergers and acquisitions, corporate spin-offs, and capital return programs. His experience in portfolio management and M&A aligns with IDEX's strategic priorities.
Lisa M Anderson, Senior Vice President, General Counsel and Corporate Secretary
Lisa M Anderson serves as Senior Vice President, General Counsel, and Corporate Secretary at IDEX Corporation.
Daniel J. Salliotte, Senior Vice President, Corporate Development
Daniel J. Salliotte holds the position of Senior Vice President, Corporate Development at IDEX Corporation.
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The key risks to IDEX Corporation (IEX) include:
- Cyclical Downturns in End Markets: IDEX's financial performance is significantly influenced by industrial activity and overall economic conditions. A slowdown in the global economy or specific industries that IDEX serves, such as semiconductors, energy, agriculture, automotive, or general industrial and chemical segments, can lead to reduced capital spending, lower order rates, and decreased revenues.
- Supply Chain Vulnerabilities and Input Cost Pressures: The company faces risks associated with global supply chain disruptions, which can lead to extended lead times and challenges in delivering products efficiently. Additionally, volatility in raw material and component costs, alongside the impact of trade tariffs, can increase operating expenses and put pressure on profit margins.
- Foreign Currency Fluctuations: With substantial international operations, IDEX is exposed to the risk of adverse currency movements. A strengthening U.S. dollar, in particular, can necessitate higher prices or result in contracted profit margins in regions outside the United States, thereby impacting sales and overall financial results.
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IDEX Corporation (IEX) participates in diverse global markets through its three operating segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP).
Fluid & Metering Technologies (FMT)
- Positive Displacement Pumps: The global positive displacement pumps market was valued at an estimated USD 20.72 billion in 2025 and is projected to reach USD 31.30 billion by 2033. Another estimate places the global market at USD 29.38 billion in 2025, forecast to reach USD 37.53 billion by 2031.
- Fluid Handling Systems (including flow meters, injectors, and pump modules): The global fluid handling systems market was valued at USD 71.35 billion in 2024 and is predicted to increase to approximately USD 113.59 billion by 2034.
Health & Science Technologies (HST)
- Precision Fluidics (Liquid Handling Systems): The global liquid handling system market size is estimated at USD 5.9 billion in 2026 and is projected to reach USD 8.68 billion by 2031.
- Rotary Lobe Pumps: The global rotary lobe pump market was valued at USD 0.89 billion in 2025 and is estimated to increase to USD 1.40 billion by 2034.
- Air Compressors and Blowers: The global air compressor market size was valued at USD 18.96 billion in 2025 and is projected to grow to USD 33.82 billion by 2034. Separately, the global blowers market is expected to grow from USD 9.09 billion in 2026 to USD 11.39 billion by 2031. The industrial fans and blowers market was valued at USD 10.6 billion in 2024, expected to grow to USD 16.4 billion in 2034.
- Optical Components and Coatings: The global optical coating market size was valued at USD 18.01 billion in 2025 and is projected to grow to USD 38.61 billion by 2034. The precision optics market size is valued at USD 29.0 billion in 2024 and is predicted to reach USD 92.9 billion by 2034.
- Laboratory and Commercial Equipment: The global laboratory equipment market size was estimated at USD 35.90 billion in 2025 and is predicted to increase to approximately USD 74.22 billion by 2035.
- Precision Photonic Solutions (Photonics Market): The global photonics market size was valued at USD 1,049.50 billion in 2025 and is projected to grow to USD 1,870.10 billion by 2034.
Fire & Safety/Diversified Products (FSDP)
- Fire & Rescue Industry Equipment (Fire Protection Systems): The global fire protection system market size was valued at USD 71.97 billion in 2025 and is projected to grow to USD 131.97 billion by 2034. Separately, the global firefighting equipment market size is estimated at USD 2.90 billion in 2026 and is expected to reach USD 3.51 billion by 2035. The global fire safety equipment market size was estimated at USD 60.48 billion in 2025, and is projected to reach USD 96.82 billion by 2033.
- Engineered Stainless Steel Banding and Clamping Devices: The global stainless steel clamps market size was approximately USD 4.7 billion in 2023, projected to reach USD 7.2 billion by 2032.
- Precision Equipment for Dispensing, Metering, and Mixing Colorants and Paints: The global paint dispenser market size will be USD 654.96 million by 2028. The global paint spraying equipment market size was valued at USD 12.8 billion in 2025 and is projected to reach USD 20.9 billion by 2033.
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Here are 3-5 expected drivers of future revenue growth for IDEX (symbol: IEX) over the next 2-3 years:
- Strategic Acquisitions: IDEX actively uses mergers and acquisitions (M&A) to expand its operations and enhance organic growth. Notably, the company acquired Micro-LAM, Inc. in July 2025 to expand its optics technologies offerings, and Mott Corp. in September 2024 to bolster its applied materials science technology capabilities across key markets like semiconductor fabrication, medical technologies, and water purification. IDEX has also allocated a significant acquisition budget of $1.5 billion to $2.0 billion to further strengthen its Health & Science segment.
- Growth in Health & Science Technologies (HST) Segment: The HST segment is consistently identified as a primary driver of organic revenue growth for IDEX. This segment is experiencing strong momentum across various markets, including pharma, life science, semiconductor consumables, and data centers, as well as in the space and defense sectors. Management anticipates mid-single-digit organic growth for the HST segment in 2026, supported by a robust order book and broad-based demand.
- New Product Innovation and Research & Development: IDEX is committed to driving growth through innovation, allocating approximately 4.5% of its annual revenue to research and development (R&D). The company plans to launch over 75 new products in 2025, including IIoT-enabled equipment and hydrogen technologies, across all its business segments. This continuous pipeline of high-value solutions is expected to address complex customer challenges and fuel future revenue.
- Expansion into High-Growth Asia-Pacific Markets: IDEX is strategically expanding its manufacturing and commercial presence in the Asia-Pacific region, aiming to increase sales from this area from 22% to 30% by 2027. This expansion includes establishing regional engineering centers to develop tailored solutions, such as water treatment pumps, for local markets.
- Increasing Recurring Revenue from Consumables and Services: A strategic focus for IDEX is to grow its recurring revenue streams from proprietary consumables and services. This initiative aims to enhance revenue stability and predictability by building deeper relationships with customers through ongoing product and service needs.
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Share Repurchases
- In September 2025, IDEX's Board of Directors increased the share repurchase authorization to $1 billion, up from approximately $440 million remaining as of June 30, 2025.
- For the full year 2025, IDEX utilized $248 million for share repurchases.
- During the first half of 2025, the company repurchased over $100 million in shares.
Share Issuance
- No significant share issuances have been identified for IDEX (IEX) over the last 3-5 years.
Inbound Investments
- No large inbound investments from third parties (e.g., strategic partners or private equity firms) have been identified for IDEX (IEX) over the last 3-5 years.
Outbound Investments
- In September 2024, IDEX acquired Mott Corp. and its subsidiaries for a cash consideration of $1 billion, expanding the company's applied materials science technology capabilities.
- IDEX acquired Micro-LAM, Inc. in July 2025 to expand its optics technologies offerings, integrating it into the Health & Science Technologies (HST) segment.
- The company is allocating up to $2.0 billion for acquisitions from 2024 to 2026, with a focus on the high-growth Health & Science Technologies segment.
Capital Expenditures
- Capital expenditures for the fourth quarter of 2025 were $63.6 million, compared to $65.1 million in the fourth quarter of 2024.
- IDEX made a $160 million investment in research and development in 2024 to drive its innovation pipeline.
- Near-term capital allocation is expected to involve reinvestment into businesses to drive organic growth and continued execution to improve operational performance.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 153.81 |
| Mkt Cap | 28.9 |
| Rev LTM | 6,220 |
| Op Inc LTM | 1,062 |
| FCF LTM | 947 |
| FCF 3Y Avg | 928 |
| CFO LTM | 1,066 |
| CFO 3Y Avg | 1,123 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.0% |
| Rev Chg 3Y Avg | 3.8% |
| Rev Chg Q | 8.5% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Inc Chg LTM | 9.3% |
| Op Inc Chg 3Y Avg | 9.3% |
| Op Mgn LTM | 18.0% |
| Op Mgn 3Y Avg | 17.8% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 17.3% |
| CFO/Rev 3Y Avg | 18.1% |
| FCF/Rev LTM | 15.6% |
| FCF/Rev 3Y Avg | 16.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 28.9 |
| P/S | 4.0 |
| P/Op Inc | 20.9 |
| P/EBIT | 22.6 |
| P/E | 32.4 |
| P/CFO | 23.7 |
| Total Yield | 4.4% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 3.8% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.5% |
| 3M Rtn | -3.9% |
| 6M Rtn | 4.2% |
| 12M Rtn | 19.2% |
| 3Y Rtn | 14.7% |
| 1M Excs Rtn | -0.2% |
| 3M Excs Rtn | -13.4% |
| 6M Excs Rtn | -2.6% |
| 12M Excs Rtn | -2.0% |
| 3Y Excs Rtn | -53.3% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Health & Science Technologies (HST) | 1,496 | 1,298 | 1,316 | 1,339 | 1,122 |
| Fluid & Metering Technologies (FMT) | 1,224 | 1,233 | 1,247 | 1,167 | 999 |
| Fire & Safety/Diversified Products (FSDP) | 745 | 744 | 719 | 679 | 648 |
| Eliminations | -7 | -7 | -8 | -4 | -4 |
| Total | 3,458 | 3,269 | 3,274 | 3,182 | 2,765 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Fluid & Metering Technologies (FMT) | 367 | 389 | 379 | 337 | 259 |
| Health & Science Technologies (HST) | 246 | 306 | 260 | 344 | 289 |
| Fire & Safety/Diversified Products (FSDP) | 199 | 205 | 193 | 169 | 169 |
| Fair value inventory step-up charges | -1 | -10 | -2 | -8 | |
| Restructuring expenses and asset impairments | -21 | -9 | -11 | -4 | |
| Corporate and Other | -93 | -94 | -86 | -86 | -80 |
| Amortization of intangible assets | -107 | ||||
| Corporate transaction indemnity | 0 | 0 | |||
| Total | 698 | 680 | 735 | 752 | 637 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Health & Science Technologies (HST) | 4,301 | 4,143 | 3,262 | 2,931 | 2,138 |
| Fluid & Metering Technologies (FMT) | 1,694 | 1,609 | 1,675 | 1,677 | 1,459 |
| Fire & Safety/Diversified Products (FSDP) | 825 | 794 | 793 | 772 | 892 |
| Corporate and Other | 106 | 199 | 136 | 132 | 428 |
| Total | 6,927 | 6,745 | 5,865 | 5,512 | 4,917 |
Price Behavior
Price Behavior
| Market Price | $221.48 | |
| Market Cap ($ Bil) | 16.5 | |
| First Trading Date | 06/30/1989 | |
| Distance from 52W High | -2.6% | |
| 50 Days | 200 Days | |
| DMA Price | $216.27 | $191.93 |
| DMA Trend | up | up |
| Distance from DMA | 2.4% | 15.4% |
| 3M | 1YR | |
| Volatility | 23.0% | 25.8% |
| Downside Capture | 32.23 | 77.95 |
| Upside Capture | 54.40 | 85.47 |
| Correlation (SPY) | 33.3% | 38.3% |
IEX Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.55 | 0.62 | 0.69 | 0.70 | 0.77 | 0.83 |
| Up Beta | -0.28 | 0.39 | 0.87 | 0.67 | 0.63 | 0.80 |
| Down Beta | 1.13 | 0.90 | 1.34 | 1.36 | 0.92 | 0.90 |
| Up Capture | 110% | 64% | 67% | 66% | 78% | 45% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 14 | 23 | 38 | 63 | 124 | 362 |
| Down Capture | 18% | 52% | 0% | 27% | 76% | 96% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 7 | 18 | 25 | 62 | 127 | 387 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IEX | |
|---|---|---|---|---|
| IEX | 21.8% | 25.8% | 0.73 | - |
| Sector ETF (XLI) | 21.0% | 16.7% | 0.97 | 57.6% |
| Equity (SPY) | 20.8% | 12.6% | 1.23 | 38.2% |
| Gold (GLD) | 20.0% | 27.9% | 0.64 | 16.5% |
| Commodities (DBC) | 27.6% | 18.9% | 1.16 | -9.3% |
| Real Estate (VNQ) | 13.3% | 13.9% | 0.66 | 38.4% |
| Bitcoin (BTCUSD) | -44.8% | 42.7% | -1.28 | 10.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IEX | |
|---|---|---|---|---|
| IEX | 1.4% | 24.1% | 0.03 | - |
| Sector ETF (XLI) | 13.5% | 17.6% | 0.60 | 71.3% |
| Equity (SPY) | 13.0% | 17.1% | 0.59 | 59.9% |
| Gold (GLD) | 17.0% | 18.3% | 0.75 | 7.6% |
| Commodities (DBC) | 7.8% | 19.5% | 0.29 | 10.5% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 52.9% |
| Bitcoin (BTCUSD) | 13.6% | 53.5% | 0.44 | 19.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IEX | |
|---|---|---|---|---|
| IEX | 11.9% | 24.2% | 0.47 | - |
| Sector ETF (XLI) | 14.3% | 20.0% | 0.63 | 74.2% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 66.3% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 4.5% |
| Commodities (DBC) | 6.3% | 18.0% | 0.28 | 22.4% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | 55.2% |
| Bitcoin (BTCUSD) | 57.7% | 66.2% | 0.98 | 15.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | 5.8% | 5.1% | 2.6% |
| 2/4/2026 | 5.3% | 6.4% | 0.9% |
| 10/29/2025 | 3.9% | 0.5% | 4.1% |
| 7/30/2025 | -11.3% | -12.6% | -10.3% |
| 5/1/2025 | 0.7% | 3.5% | 4.4% |
| 2/4/2025 | -9.6% | -10.9% | -14.3% |
| 10/30/2024 | 7.2% | 10.2% | 13.4% |
| 8/1/2024 | -5.8% | -8.6% | -1.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 16 | 15 |
| # Negative | 12 | 8 | 9 |
| Median Positive | 3.3% | 3.0% | 4.6% |
| Median Negative | -3.9% | -7.4% | -5.9% |
| Max Positive | 7.2% | 10.2% | 13.4% |
| Max Negative | -11.3% | -12.6% | -14.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/29/2026 | 5.8% | 5.1% | 2.6% |
| 2/4/2026 | 5.3% | 6.4% | 0.9% |
| 10/29/2025 | 3.9% | 0.5% | 4.1% |
| 7/30/2025 | -11.3% | -12.6% | -10.3% |
| 5/1/2025 | 0.7% | 3.5% | 4.4% |
| 2/4/2025 | -9.6% | -10.9% | -14.3% |
| 10/30/2024 | 7.2% | 10.2% | 13.4% |
| 8/1/2024 | -5.8% | -8.6% | -1.6% |
| 4/24/2024 | -3.3% | -5.1% | -5.9% |
| 2/7/2024 | 1.6% | 2.5% | 9.1% |
| 10/26/2023 | 3.3% | 0.7% | 6.5% |
| 7/27/2023 | 3.2% | 3.5% | 5.1% |
| 4/27/2023 | -0.9% | 0.2% | -3.8% |
| 2/1/2023 | -5.0% | -6.2% | -6.4% |
| 10/26/2022 | 3.5% | 5.2% | 10.9% |
| 7/27/2022 | 2.6% | 6.2% | 8.6% |
| 4/27/2022 | 2.8% | 2.3% | -0.5% |
| 2/2/2022 | -4.5% | -8.6% | -10.0% |
| 10/27/2021 | 1.0% | 5.4% | 7.3% |
| 7/28/2021 | -2.9% | 1.1% | 0.1% |
| 4/28/2021 | -0.5% | 0.5% | -1.9% |
| 2/4/2021 | -2.7% | 2.3% | 1.6% |
| 10/28/2020 | -7.2% | -3.0% | 3.0% |
| 7/24/2020 | -1.9% | -3.7% | 4.6% |
| SUMMARY STATS | |||
| # Positive | 12 | 16 | 15 |
| # Negative | 12 | 8 | 9 |
| Median Positive | 3.3% | 3.0% | 4.6% |
| Median Negative | -3.9% | -7.4% | -5.9% |
| Max Positive | 7.2% | 10.2% | 13.4% |
| Max Negative | -11.3% | -12.6% | -14.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/29/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/29/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| 06/30/2022 | 07/27/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/29/2026 | 10-Q |
| 12/31/2025 | 02/19/2026 | 10-K |
| 09/30/2025 | 10/29/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 04/24/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 04/27/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 10/26/2022 | 10-Q |
| 06/30/2022 | 07/27/2022 | 10-Q |
| 03/31/2022 | 04/27/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 10/27/2021 | 10-Q |
| 06/30/2021 | 07/28/2021 | 10-Q |
| 03/31/2021 | 04/28/2021 | 10-Q |
| 12/31/2020 | 02/25/2021 | 10-K |
| 09/30/2020 | 10/28/2020 | 10-Q |
| 06/30/2020 | 07/24/2020 | 10-Q |
| 03/31/2020 | 04/24/2020 | 10-Q |
| 12/31/2019 | 02/21/2020 | 10-K |
| 09/30/2019 | 10/30/2019 | 10-Q |
| 06/30/2019 | 07/26/2019 | 10-Q |
Recent Forward Guidance
Updated 7/8/2026Latest: Q1 2026 Earnings Reported 4/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Second quarter 2026 organic sales growth | 3.0% | 3.5% | 4.0% | ||||
| Q2 2026 Second quarter 2026 adjusted diluted EPS | 2.07 | 2.1 | 2.12 | ||||
| 2026 Full year organic sales growth | 3.0% | 3.5% | 4.0% | 2.0% | Raised | Guidance: 1.5% for 2026 | |
| 2026 Full year adjusted diluted EPS | 8.35 | 8.45 | 8.55 | 2.4% | Raised | Guidance: 8.25 for 2026 | |
Prior: Q4 2025 Earnings Reported 2/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Organic Sales Growth | 1.0% | ||||||
| Q1 2026 Adjusted Diluted EPS | 1.73 | 1.75 | 1.78 | ||||
| 2026 Organic Sales Growth | 1.0% | 1.5% | 2.0% | 50.0% | 0.5% | Higher New | Actual: 1.0% for 2025 |
| 2026 Adjusted Diluted EPS | 8.15 | 8.25 | 8.35 | 4.6% | Higher New | Actual: 7.88 for 2025 | |
Q3 2025 Earnings Reported 10/29/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 GAAP Diluted EPS | 6.35 | 6.38 | 6.4 | 0.1% | Raised | Guidance: 6.37 for 2025 | |
| 2025 Adjusted Diluted EPS | 7.86 | 7.88 | 7.91 | ||||
| 2025 Organic Sales Growth | 1.0% | 0.0% | Affirmed | Guidance: 1.0% for 2025 | |||
| 2025 Free Cash Flow Conversion | 1 | ||||||
| 2025 Net Sales | 3.45 Bil | 3.45 Bil | 3.46 Bil | 0.4% | Raised | Guidance: 3.44 Bil for 2025 | |
| 2025 Adjusted EBITDA | 921.20 Mil | 923.65 Mil | 926.10 Mil | ||||
Insider Activity
Updated 5/13/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ashleman, Eric D | CEO and President | Direct | Sell | 5132026 | 215.22 | 15,385 | 3,311,195 | 14,346,288 | Form |
| 2 | Christenson, Carl R | Direct | Buy | 11072025 | 169.41 | 600 | 101,647 | 1,075,931 | Form | |
| 3 | Helmkamp, Katrina L | Direct | Buy | 8112025 | 159.61 | 2,500 | 399,026 | 2,106,857 | Form | |
| 4 | Mahendra, Akhil | Interim CFO | Direct | Sell | 6092025 | 180.89 | 250 | 45,222 | 910,781 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ashleman, Eric D | CEO and President | Direct | Sell | 5132026 | 215.22 | 15,385 | 3,311,195 | 14,346,288 | Form |
| 2 | Christenson, Carl R | Direct | Buy | 11072025 | 169.41 | 600 | 101,647 | 1,075,931 | Form | |
| 3 | Helmkamp, Katrina L | Direct | Buy | 8112025 | 159.61 | 2,500 | 399,026 | 2,106,857 | Form | |
| 4 | Mahendra, Akhil | Interim CFO | Direct | Sell | 6092025 | 180.89 | 250 | 45,222 | 910,781 | Form |
Investor Activity (13F)
Updated Jul 14, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank and community-bank filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Redwood Grove Capital, LLC | $17.5 Mil | 5.6% | 22 | Hold | 13F |
| Regents Gate Capital LLP | $24.7 Mil | 5.3% | 36 | ADD +59.9% | 13F |
| Weitz Investment Management, Inc. | $50.1 Mil | 3.5% | 49 | TRIM -32.5% | 13F |
| St. James Investment Company, LLC | $16.7 Mil | 2.6% | 22 | ADD +53.4% | 13F |
| Nuance Investments, LLC | $8.5 Mil | 1.2% | 43 | TRIM -61.8% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | As Of | Filing |
|---|---|---|---|---|---|---|
| Maren Capital LLC | $38.3 Mil | 2.1% | 21 | Exited | Dec 31, 2025 | 13F |
| Medina Value Partners, LLC | $11.3 Mil | 2.6% | 24 | Exited | Dec 31, 2025 | 13F |
| Nuance Investments, LLC | $8.5 Mil | 1.2% | 43 | TRIM -61.8% | Mar 31, 2026 | 13F |
| Weitz Investment Management, Inc. | $50.1 Mil | 3.5% | 49 | TRIM -32.5% | Mar 31, 2026 | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Weitz Investment Management, Inc. | $50.1 Mil | 3.5% | 49 | TRIM -32.5% | 13F |
| Regents Gate Capital LLP | $24.7 Mil | 5.3% | 36 | ADD +59.9% | 13F |
| Redwood Grove Capital, LLC | $17.5 Mil | 5.6% | 22 | Hold | 13F |
| St. James Investment Company, LLC | $16.7 Mil | 2.6% | 22 | ADD +53.4% | 13F |
| Nuance Investments, LLC | $8.5 Mil | 1.2% | 43 | TRIM -61.8% | 13F |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Industrial Machinery & Supplies & Components Resources |
| Machine Design |
| Modern Machine Shop |
| Industrial Equipment News (IEN) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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