Tearsheet

IDEX (IEX)


Market Price (12/28/2025): $180.38 | Market Cap: $13.5 Bil
Sector: Industrials | Industry: Industrial Machinery & Supplies & Components

IDEX (IEX)


Market Price (12/28/2025): $180.38
Market Cap: $13.5 Bil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.1%
Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -99%
Key risks
IEX key risks include [1] sensitivity to cyclical downturns in its diverse end markets, Show more.
1 Attractive cash flow generation
CFO/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%
  
2 Low stock price volatility
Vol 12M is 29%
  
3 Megatrend and thematic drivers
Megatrends include Water Infrastructure, and Biotechnology & Genomics. Themes include Water Treatment & Delivery, Wastewater Management, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.1%
1 Attractive cash flow generation
CFO/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%
2 Low stock price volatility
Vol 12M is 29%
3 Megatrend and thematic drivers
Megatrends include Water Infrastructure, and Biotechnology & Genomics. Themes include Water Treatment & Delivery, Wastewater Management, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -99%
5 Key risks
IEX key risks include [1] sensitivity to cyclical downturns in its diverse end markets, Show more.

Valuation, Metrics & Events

IEX Stock


Why The Stock Moved


Qualitative Assessment

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Here are the key points for why IDEX (IEX) stock moved by 10.1% during the approximate time period from August 31, 2025, to December 28, 2025:

<b>1. Strong Third Quarter 2025 Financial Results.</b>

IDEX reported robust financial performance for the third quarter of 2025, with record sales of $879 million, marking a 10% reported increase and a 5% organic increase compared to the prior year period. The company's adjusted diluted EPS also increased by 7% to $2.03, surpassing analyst estimates. These positive earnings significantly contributed to investor confidence and upward stock momentum.

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<b>2. Increased Share Repurchase Authorization.</b>

On September 18, 2025, IDEX Corporation announced that its Board of Directors had increased the company's share repurchase authorization. This boosted the total repurchase capacity to $1 billion, up from approximately $440 million remaining as of June 30, 2025. Such a move often signals management's belief in the company's undervaluation and can enhance shareholder value.

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<b>3. Positive Analyst Sentiment and Price Targets.</b>

Throughout the specified period, Wall Street analysts largely maintained a "Strong Buy" or "Buy" consensus rating for IDEX stock. Average analyst price targets consistently suggested a potential upside for the stock. For instance, as of December 8, 2025, Citigroup maintained a "Strong Buy" rating and raised its price target from $197 to $202.

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<b>4. Strategic Leadership Appointment.</b>

IDEX announced on December 4, 2025, the appointment of Sean M. Gillen as Senior Vice President and Chief Financial Officer, effective January 5, 2026. The strategic addition of a new CFO can be perceived positively by the market, indicating a focus on strengthening financial leadership and future strategic direction.

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<b>5. Consistent Quarterly Cash Dividends.</b>

IDEX continued to demonstrate financial stability through its declaration of regular quarterly cash dividends. The company announced a dividend of $0.71 per common share on both September 18, 2025, and November 13, 2025. Consistent dividend payments often attract investors seeking reliable returns and can underpin stock price stability and growth.

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Stock Movement Drivers

Fundamental Drivers

The 12.2% change in IEX stock from 9/27/2025 to 12/27/2025 was primarily driven by a 9.6% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)160.66180.3212.24%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)3340.803421.302.41%
Net Income Margin (%)14.05%13.97%-0.54%
P/E Multiple25.8428.329.61%
Shares Outstanding (Mil)75.5075.100.53%
Cumulative Contribution12.23%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
IEX12.2% 
Market (SPY)4.3%44.3%
Sector (XLI)3.0%61.0%

Fundamental Drivers

The 3.1% change in IEX stock from 6/28/2025 to 12/27/2025 was primarily driven by a 4.2% change in the company's Total Revenues ($ Mil).
628202512272025Change
Stock Price ($)174.89180.323.10%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)3282.603421.304.23%
Net Income Margin (%)14.60%13.97%-4.25%
P/E Multiple27.6328.322.50%
Shares Outstanding (Mil)75.7075.100.79%
Cumulative Contribution3.10%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
IEX3.1% 
Market (SPY)12.6%36.5%
Sector (XLI)7.5%51.3%

Fundamental Drivers

The -13.3% change in IEX stock from 12/27/2024 to 12/27/2025 was primarily driven by a -11.8% change in the company's P/E Multiple.
1227202412272025Change
Stock Price ($)207.96180.32-13.29%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)3194.803421.307.09%
Net Income Margin (%)15.35%13.97%-8.96%
P/E Multiple32.1028.32-11.77%
Shares Outstanding (Mil)75.7075.100.79%
Cumulative Contribution-13.30%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
IEX-13.3% 
Market (SPY)17.0%58.3%
Sector (XLI)19.2%65.7%

Fundamental Drivers

The -17.4% change in IEX stock from 12/28/2022 to 12/27/2025 was primarily driven by a -25.1% change in the company's Net Income Margin (%).
1228202212272025Change
Stock Price ($)218.35180.32-17.42%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)3086.003421.3010.87%
Net Income Margin (%)18.66%13.97%-25.09%
P/E Multiple28.6028.32-0.95%
Shares Outstanding (Mil)75.4075.100.40%
Cumulative Contribution-17.42%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
IEX-14.6% 
Market (SPY)48.0%56.5%
Sector (XLI)41.2%67.5%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
IEX Return17%20%-2%-4%-2%-13%13%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
IEX Win Rate58%58%33%58%50%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
IEX Max Drawdown-34%-6%-26%-17%-11%-24% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. 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] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventIEXS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-27.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven38.4%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven167 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-35.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven55.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven147 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-24.3%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven32.1%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven105 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-59.7%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven147.9%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven703 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

IDEX's stock fell -27.7% during the 2022 Inflation Shock from a high on 12/16/2021. A -27.7% loss requires a 38.4% gain to breakeven.

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About IDEX (IEX)

IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as offers flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The HST segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction and drying systems, pneumatic components and sealing solutions, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, precision photonic solutions, and precision gear and peristaltic pump technologies. This segment serves food and beverage, pharmaceutical and biopharmaceutical, cosmetics, marine, chemical, wastewater and water treatment, life sciences, research, and defense markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for various industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants and paints used in retail and commercial businesses. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois.

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Here are 1-3 brief analogies for IDEX (IEX):

  • Cummins for precision pumps and fluid control systems.

  • Bosch for specialized industrial fluidic components and critical equipment.

  • A 3M for industrial pumps, valves, and dispensing technologies.

AI Analysis | Feedback

  • Fluid & Metering Technologies: Designs and manufactures positive displacement pumps, flow meters, and other fluid handling components for chemical processing, food and beverage, water treatment, and general industrial markets.
  • Health & Science Technologies: Provides precision fluidic components, optical filters, and micro-components used in analytical instrumentation, life sciences, medical diagnostics, and semiconductor manufacturing.
  • Fire & Safety / Diversified Products: Produces specialized hydraulic rescue tools, fire suppression equipment (pumps and valves for fire trucks), and other mission-critical components for various industrial applications.

AI Analysis | Feedback

IDEX (symbol: IEX) is a global diversified manufacturer that primarily sells its products and solutions to other companies (B2B) across a wide range of industries.

Due to the highly diversified nature of its business and an extensive customer base, IDEX does not disclose specific major customers (i.e., those accounting for 10% or more of consolidated net sales) by name in its public filings, such as its annual 10-K report. Therefore, instead of listing individual company names, we can describe the primary categories of companies and organizations that constitute IDEX's major customers, based on the end markets it serves:

  • Industrial and Manufacturing Companies: This broad category encompasses a diverse range of businesses involved in sectors such as water and wastewater treatment, chemical processing, agriculture, food and beverage production, general industrial applications, and energy. These customers often integrate IDEX's specialized pumps, flow meters, valves, and other fluidic and metering technologies into their own manufacturing processes, systems, or equipment.
  • Life Sciences, Medical, and Analytical Instrumentation Companies: IDEX serves original equipment manufacturers (OEMs) and end-users within the biotechnology, pharmaceutical, medical diagnostics, and analytical instrumentation industries. Customers in this area utilize IDEX's precision fluidic components, optical filters, and specialty valves for critical applications in drug discovery, patient care, laboratory analysis, and scientific research.
  • Public Safety and Specialized Equipment Manufacturers: This segment's customers primarily include fire and rescue departments (who often purchase through OEM partners and distributors), as well as companies operating in the automotive aftermarket and those producing specialized dispensing equipment (e.g., for paints, coatings, and chemicals). IDEX provides essential products such as hydraulic rescue tools, fire suppression equipment, and sophisticated paint mixing and dispensing systems.

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Eric D. Ashleman, Chief Executive Officer and President

Eric Ashleman became CEO of IDEX Corporation in December 2020, after serving as President since February 2020. He was previously Chief Operating Officer starting in 2015. He joined IDEX in 2008 as the president of Gast Manufacturing, an operating unit producing niche pneumatics. Prior to IDEX, he was president of Schutt Sports, and before that, he led teams in operations and general management at three business units of Danaher Corporation. He also worked in scalable operations roles at AlliedSignal/Honeywell and began his career at Lincoln Brass Works.

Akhil Mahendra, Vice President, Interim Chief Financial Officer

Akhil Mahendra was appointed interim Chief Financial Officer of IDEX Corporation, effective May 30, 2025. He joined IDEX in June 2023 as Vice President of Corporate Development. Prior to joining IDEX, he held the role of Vice President, Corporate Development at Rivian Automotive, Inc. He also has a background in investment banking, having held leadership roles at Morgan Stanley and Barclays Capital, where he managed M&A and capital market transactions.

Lisa Anderson, Senior Vice President, General Counsel and Corporate Secretary

Lisa Anderson serves as Senior Vice President, General Counsel, and Corporate Secretary at IDEX Corporation.

Melissa Flores, Senior Vice President and Chief Human Resources Officer

Melissa Flores has been the Senior Vice President and Chief Human Resources Officer of IDEX Corporation since February 2021. She previously served as the Vice President of Global Talent from May 2019 to February 2021, and Group Vice President Human Resources for the company's dosing & water businesses, Global Dispensing business, and Micropump business from February 2018 to May 2019. Prior to these roles, she was Vice President of Talent Management and Development and Director of Talent Development at IDEX.

Roopa Unnikrishnan, Senior Vice President and Chief Strategy & Innovation Officer

Roopa Unnikrishnan is the Senior Vice President and Chief Strategy & Innovation Officer at IDEX Corporation.

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The key risks to IDEX (IEX) are primarily related to macroeconomic conditions, competitive pressures, and rising operating costs.

  1. Macroeconomic Sensitivity and Cyclical Downturns: IDEX's performance is significantly influenced by global industrial activity, overall economic conditions, and currency exchange rates. The company faces risks from cyclical downturns in its diverse end markets, such as semiconductors, energy, industrial segments, agriculture, and automotive sectors. Such downturns can lead to reduced order rates and lower revenues.
  2. Competitive Pressures and Operational Challenges: IDEX operates in a highly competitive industry where continuous innovation and price competitiveness are crucial. The company is exposed to risks associated with intense pricing pressures and potential disruptions within its supply chain. A failure to innovate or effectively match competitors' pricing strategies could result in a loss of market share and reduced profitability. Furthermore, any significant disruptions in its supply chain or an inability to adapt to market changes could adversely affect operational efficiency and cost structure.
  3. Rising Operating Costs and Foreign Currency Fluctuations: The business is threatened by escalating selling, general, and administrative expenses, which can negatively impact its profitability. Additionally, IDEX's substantial international presence exposes it to the risk of adverse currency fluctuations. A strengthening U.S. dollar, for instance, may necessitate the company to either increase prices or accept reduced profit margins in its non-U.S. operations. Tariffs and other input cost pressures also contribute to this risk.

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The addressable markets for IDEX Corporation's main products and services span several global industrial sectors. IDEX operates through three primary segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP).

Fluid & Metering Technologies (FMT)

  • Industrial and Fluid Dispensing Systems: The global industrial dispensing system and equipment market was estimated at USD 21.00 billion in 2024 and is projected to grow to approximately USD 36.60 billion by 2034, expanding at a CAGR of 5.71% from 2025 to 2034. The broader global fluid dispensing systems market was valued at USD 42.32 billion in 2024 and is predicted to increase to approximately USD 73.46 billion by 2034, with a CAGR of 5.67% from 2025 to 2034. Asia Pacific held the largest revenue share in 2024 for both industrial dispensing systems (40%) and fluid dispensing systems (46%).
  • Water Technology Solutions: The global water and wastewater treatment technologies market is estimated at USD 65.15 billion in 2025 and is expected to reach USD 87.60 billion by 2030, with a CAGR of 6.10%. Another report indicates the global water treatment technology market was valued at USD 168.0 billion in 2020 and is projected to reach USD 265.9 billion by 2030, growing at a CAGR of 4.8% from 2021 to 2030. The global water treatment systems market is expected to reach US$ 85.8 billion by 2032 from USD 44 billion in 2023, at a CAGR of 8.9%. Asia-Pacific accounted for 34.87% of the revenue in 2024 for water and wastewater treatment technologies and is projected to have the fastest growth.

Health & Science Technologies (HST)

  • Precision Fluidics and Liquid Handling Systems: The global Precision Fluidics market size is USD 7159.2 million (approximately USD 7.16 billion) in 2024, with expectations to grow to USD 12672.80 million (approximately USD 12.67 billion) by 2031, at a CAGR of 8.50% from 2024 to 2031. North America held the largest market share for precision fluidics in 2024, exceeding 40% of the global revenue, with a market size of approximately USD 2.86 billion. The global liquid handling systems market size is expected to reach approximately USD 6.94 billion by 2034, increasing from USD 4.22 billion in 2025, at a CAGR of 5.69%. North America dominated the liquid handling market with a 44% market share in 2024.

Fire & Safety/Diversified Products (FSDP)

  • Fire and Safety Equipment: The global fire safety equipment market size was valued at USD 57.82 billion in 2024 and is estimated to reach USD 94.10 billion by 2033, exhibiting a CAGR of 5.28% during 2025-2033. Another estimate indicates the global market size was USD 49.82 billion in 2022 and is projected to reach USD 82.02 billion by 2030, growing at a CAGR of 6.4% from 2023 to 2030. Furthermore, the market is expected to reach USD 133.4 billion by 2035, growing from USD 55.6 billion in 2024 at a CAGR of 8.5%. North America accounted for the largest market share of 38.9% in 2024.

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IDEX (IEX) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
  • Strategic Acquisitions and Portfolio Expansion: IDEX is actively pursuing targeted acquisitions that complement its existing business segments and expand into new, high-growth markets. The acquisition of Mott Corporation, for example, is highlighted for significantly enhancing capabilities in advanced water filtration and positioning the company for growth in energy transition markets, as well as strengthening its presence in health and science technologies. These strategic moves diversify IDEX's product portfolio and open new market opportunities.
  • Focus on High-Growth Platforms and End Markets: The company is emphasizing high-growth, technology-driven end markets and has grouped its businesses into several "growth platforms," including advanced water filtration, space/defense optics, pneumatic power solutions, analytical instruments, and fire/rescue systems. Robust demand from sectors such as data centers, municipal water, and pharmaceuticals, particularly within its Health & Science Technologies division and the Intelligent Water platform, are expected to be key drivers.
  • New Product Development and Innovation: Future organic sales growth is anticipated to be fueled by new product launches and ramps in areas like semiconductor capital projects, medical diagnostics, and energy infrastructure. IDEX plans to leverage technological advancements and its expertise in fluid and metering technologies to meet evolving customer needs, thereby capturing additional market share.
  • Strategic Pricing and Operational Efficiency: The company's ability to implement planned price increases is a significant factor in offsetting cost inflation, such as tariff-related costs. Furthermore, IDEX's "8020 philosophy" is enabling operational improvements, platform optimization, and the rapid integration of acquisitions, which contribute to a leaner cost structure and support sustained profitability, indirectly contributing to revenue growth by maintaining competitive pricing and healthy margins.

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Share Repurchases

  • IDEX increased its share repurchase authorization to a total of $1 billion, with approximately $440 million remaining from the existing program as of June 30, 2025.
  • The company repurchased over $100 million in shares during the first half of 2025.
  • IDEX repurchased 461,500 shares for $75 million in the third quarter of 2025.

Share Issuance

No significant dollar amount of share issuances was identified within the last 3-5 years.

Inbound Investments

No large investments made in IDEX by third-parties were identified within the last 3-5 years.

Outbound Investments

  • IDEX acquired Micro-LAM, Inc. in July 2025 for $90 million in cash, plus up to $12 million in potential earn-out payments, expanding its materials science expertise within the Health & Science Technologies segment.
  • Mott Corporation was acquired in September 2024 for $1 billion in cash (net transaction value of approximately $900 million after expected tax benefits), expanding applied material science technology capabilities.
  • STC Material Solutions was acquired in late 2023 for $206 million, specializing in technical ceramics and hermetic sealing products, further enhancing IDEX's material science expertise.

Capital Expenditures

  • Expected capital expenditures for the full year 2025 are approximately $90 million.
  • Capital expenditures decreased by $5.7 million during the nine months ended September 30, 2025, compared to the prior year period.
  • Organic investments are a primary focus, aiming to drive innovation across IDEX's platforms.

Better Bets than IDEX (IEX)

Trade Ideas

Select ideas related to IEX. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
18.3%18.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.5%5.5%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
7.1%7.1%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.9%2.9%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
5.7%5.7%-0.4%
IEX_3312025_Monopoly_xInd_xCD_Getting_Cheaper03312025IEXIDEXMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-9.7%0.8%-12.3%
IEX_3312022_Monopoly_xInd_xCD_Getting_Cheaper03312022IEXIDEXMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
5.1%22.0%-9.4%

Recent Active Movers

More From Trefis

Peer Comparisons for IDEX

Peers to compare with:

Financials

IEXHPQHPEIBMCSCOAAPLMedian
NameIDEX HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price180.3223.2624.49305.0978.16273.40129.24
Mkt Cap13.521.932.6284.9309.24,074.4158.8
Rev LTM3,42155,29534,29665,40257,696408,62556,496
Op Inc LTM7033,6241,64411,54412,991130,2147,584
FCF LTM5842,80062711,85412,73396,1847,327
FCF 3Y Avg6012,9781,40011,75313,879100,5037,366
CFO LTM6443,6972,91913,48313,744108,5658,590
CFO 3Y Avg6743,6723,89613,49814,736111,5598,697

Growth & Margins

IEXHPQHPEIBMCSCOAAPLMedian
NameIDEX HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM7.1%3.2%13.8%4.5%8.9%6.0%6.5%
Rev Chg 3Y Avg3.6%-3.9%6.5%2.6%3.7%1.8%3.1%
Rev Chg Q10.1%4.2%14.4%9.1%7.5%9.6%9.4%
QoQ Delta Rev Chg LTM2.4%1.1%3.7%2.1%1.8%2.1%2.1%
Op Mgn LTM20.6%6.6%4.8%17.7%22.5%31.9%19.1%
Op Mgn 3Y Avg21.6%7.4%7.2%16.4%24.2%30.8%19.0%
QoQ Delta Op Mgn LTM-0.0%-0.2%-1.4%0.6%0.4%0.1%0.0%
CFO/Rev LTM18.8%6.7%8.5%20.6%23.8%26.6%19.7%
CFO/Rev 3Y Avg20.4%6.8%12.7%21.4%26.1%28.4%20.9%
FCF/Rev LTM17.1%5.1%1.8%18.1%22.1%23.5%17.6%
FCF/Rev 3Y Avg18.2%5.5%4.6%18.6%24.6%25.6%18.4%

Valuation

IEXHPQHPEIBMCSCOAAPLMedian
NameIDEX HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap13.521.932.6284.9309.24,074.4158.8
P/S4.00.41.04.45.410.04.2
P/EBIT19.96.819.925.122.531.321.2
P/E28.38.6572.736.029.941.033.0
P/CFO21.05.911.221.122.537.521.1
Total Yield5.1%14.1%2.3%5.0%5.4%2.8%5.0%
Dividend Yield1.6%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg4.1%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.10.50.70.20.10.00.2
Net D/E0.10.30.60.20.00.00.1

Returns

IEXHPQHPEIBMCSCOAAPLMedian
NameIDEX HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn3.8%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn12.2%-11.9%2.7%7.9%17.0%7.1%7.5%
6M Rtn3.1%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn-13.3%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn-17.4%-1.9%71.1%143.1%81.3%120.2%76.2%
1M Excs Rtn1.4%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn7.9%-16.2%-1.7%3.6%12.7%2.8%3.2%
6M Excs Rtn-9.2%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-29.1%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-99.1%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Assets by Segment
$ Mil20242023202220212020
Health & Science Technologies (HST)3,2622,9312,1381,5761,507
Fluid & Metering Technologies (FMT)1,6751,6771,4591,3871,151
Fire & Safety/Diversified Products (FSDP)793772892892825
Corporate and Other136132428559331
Total5,8655,5124,9174,4143,814


Price Behavior

Price Behavior
Market Price$180.32 
Market Cap ($ Bil)13.5 
First Trading Date06/30/1989 
Distance from 52W High-18.7% 
   50 Days200 Days
DMA Price$171.76$171.94
DMA Trenddownup
Distance from DMA5.0%4.9%
 3M1YR
Volatility20.6%29.1%
Downside Capture69.13112.97
Upside Capture110.6181.28
Correlation (SPY)45.1%58.3%
IEX Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.660.660.760.980.880.85
Up Beta0.89-0.040.450.790.800.81
Down Beta-0.691.050.790.670.870.86
Up Capture97%91%86%87%64%42%
Bmk +ve Days12253873141426
Stock +ve Days10223255112357
Down Capture70%54%81%141%109%101%
Bmk -ve Days7162452107323
Stock -ve Days8182969135391

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of IEX With Other Asset Classes (Last 1Y)
 IEXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-13.8%19.3%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility28.9%18.8%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio-0.510.800.722.700.340.09-0.08
Correlation With Other Assets 65.8%58.3%-3.7%16.9%49.0%23.9%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of IEX With Other Asset Classes (Last 5Y)
 IEXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-0.6%13.8%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility23.6%17.2%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio-0.050.650.700.970.500.160.57
Correlation With Other Assets 71.8%61.2%5.3%13.7%53.3%23.5%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of IEX With Other Asset Classes (Last 10Y)
 IEXSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return10.4%13.5%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility24.0%19.9%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.420.600.710.860.320.220.90
Correlation With Other Assets 75.0%68.0%0.3%26.2%55.8%16.7%

ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity2,587,579
Short Interest: % Change Since 11302025-0.8%
Average Daily Volume640,643
Days-to-Cover Short Interest4.04
Basic Shares Quantity75,100,000
Short % of Basic Shares3.4%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/29/20253.9%0.5%4.1%
7/30/2025-11.3%-12.6%-10.3%
5/1/20250.7%3.5%4.4%
2/4/2025-9.6%-10.9%-14.3%
10/30/20247.2%10.2%13.4%
8/1/2024-5.8%-8.6%-1.6%
4/24/2024-3.3%-5.1%-5.9%
2/7/20241.6%2.5%9.1%
...
SUMMARY STATS   
# Positive111513
# Negative13911
Median Positive2.8%2.3%5.1%
Median Negative-3.6%-6.2%-5.9%
Max Positive7.2%10.2%13.4%
Max Negative-11.3%-12.6%-14.3%

SEC Filings

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Report DateFiling DateFiling
93020251029202510-Q 9/30/2025
6302025730202510-Q 6/30/2025
3312025501202510-Q 3/31/2025
12312024220202510-K 12/31/2024
93020241030202410-Q 9/30/2024
6302024801202410-Q 6/30/2024
3312024424202410-Q 3/31/2024
12312023222202410-K 12/31/2023
93020231026202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022223202310-K 12/31/2022
93020221026202210-Q 9/30/2022
6302022727202210-Q 6/30/2022
3312022427202210-Q 3/31/2022
12312021224202210-K 12/31/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Helmkamp Katrina L 8112025Buy159.612,500399,0262,106,857Form
1Mahendra AkhilInterim CFO6092025Sell180.8925045,222910,781Form