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Company Profile: IDEX Corporation (IEX)

IEX insider trades (13 months) →

$237.36 +0.36% vs. previous close · Market cap $17.43B

Today's multi-factor rank: 108 of 461 · see the ranking

Quant500 Scores
Momentum
7.4/10
Value
4.3/10
Growth
4.7/10
Quality
5.0/10
Multifactor
5.3/10

Market and Valuation

Price & Market

Prev Close Price:$236.52
Open:$237.70
Day's Low:$236.31
Day's High:$240.32
Bid / Ask:-
Market Cap:17.43B
Enterprise Value:18.55B

52-Week Range

52-Week Low:$160.60
52-Week High:$243.80
Current position in 52-week range
52w Low-52w High
50-Day Avg:$230.17
200-Day Avg:$216.43

Volume

Volume Today:867,807
Avg Volume (3m):644,773
Avg Volume (10d):913,630
52-Week Change:+40.90%
vs S&P 500, 52 weeks:-
Beta:0.95

Valuation Multiples

P/E (trailing):32.97

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 28, 2026. The P/E is the price divided by that EPS.

P/E (forward):24.14
PEG Ratio:1.69
Price / Book:4.36
Price / Sales (TTM):4.77
EV / Revenue:5.07
EV / EBITDA:18.63

Dividends

Current yield:1.23%
Annual Dividend Rate:$2.92
Dividend Trailing:$2.90
Yield Trailing:1.23%
5-Year Avg Yield:1.23%
Payout Ratio:50.14%
Last Ex-Dividend Date:-

Valuation Context

P/E vs sector (indicative)

Most Recent Quarter:-
Fiscal Year (Next):-

Loading historical OHLCV database...

Financial Statements TTM (Trailing 12 Months)

Income Statement

Total Revenue (TTM):3.66B
Gross Profit:1.64B
EBITDA:995.40M
Net Income (TTM):535.80M
Rev Growth (YoY):+8.30%
Earnings Growth (YoY):+14.70%
Quarterly earnings growth (YoY):+12.80%

Margins

Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-

Per Share

EPS Trailing (TTM):$7.20

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 28, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$9.83
Revenue Per Share:$49.27
Cash Per Share:-
Book Value:$54.50
Last Dividend:-
Ex-Dividend Date:-
Last Split:-

Balance Sheet & Liquidity

Total cash:602.10M
Total Debt:1.78B
Net Debt (Debt - Cash):1.18B
Debt / Equity:44.30%
Current Ratio:2.78
Quick Ratio:1.81

Cash Flows

Operating Cash Flow:752.70M
Free Cash Flow (FCF):584.34M
FCF Yield (FCF / Market Cap):-
Enterprise Value:18.55B
EV / Revenue:5.07
EV / EBITDA:18.63

Profitability

ROE (Return on Equity):13.35%
ROA (Return on Assets):7.06%
P/E (trailing):32.97
P/E (forward):24.14
Price / Book:4.36
PEG Ratio:1.69
52-Week Change:+40.90%
S&P 500 change, 52 weeks:+11.37%

Historical Evolution (Last 4 Years)

Income Statement

Balance Sheet

Cash Flow

EPS and Earnings Per Share

Key EPS Metrics

EPS Trailing (TTM):$7.20

Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 28, 2026. The P/E is the price divided by that EPS.

EPS Forward (Est.):$9.83
P/E (forward):24.14
PEG Ratio:1.69

Growth and Margins

Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-

Per Share

Revenue Per Share:$49.27
Cash Per Share:-
Book Value:$54.50

Cash Flows (TTM)

Free Cash Flow:584.34M
Operating Cash Flow:752.70M
EBITDA:995.40M
Total Revenue (TTM):3.66B
Net Income (TTM):535.80M
Fiscal Year (Last):-

EPS Surprise History - Last 4 Quarters

Actual vs. Analyst Estimates · Green = beat expectations · Red = missed

Quarter Period Actual EPS Estimated EPS Difference Surprise % Currency

Ownership Structure

Ownership Distribution

% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float

Shares & Short Interest

Shares Outstanding:73,452,801
Float (free shares):73,239,053
Short interest (shares):2,484,682
Short % of float:-
Short Ratio (days to cover):3.72
Short interest, prior month:-
Short Interest Date:-

Governance Score (1=Best, 10=Worst)

Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-

Top Institutional Holders

Position Change: ▲ Increased · ▼ Reduced · = Unchanged

Organization Report Date % Shares No. Shares Value (USD) Change %

Top Mutual Funds

Position Change: ▲ Increased ▼ Decreased = Unchanged

Fund Report Date % Shares No. Shares Value (USD) Change %

Recent Insider Trades

Executive / Insider Title Date Action Shares

Options Chain

CALLS

StrikeLastBidAskVol.O.I.IV

PUTS

StrikeLastBidAskVol.O.I.IV

IDEX Corporation (IEX) SEC filings: 10-K, 10-Q and 8-K

Direct links to financial reports filed with the SEC.

Type Date Official link
10-Q2026-10-28View filing ↗
8-K2026-09-03View filing ↗
8-K2026-08-17View filing ↗
10-Q2026-07-29View filing ↗
SD2026-05-28View filing ↗
8-K2026-05-08View filing ↗
10-Q2026-04-29View filing ↗
ARS2026-03-26View filing ↗
10-K2026-02-19View filing ↗
8-K2026-02-09View filing ↗

Company and Executive Profile

IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP). The HST segment designs, produces, and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, high performance molded and extruded sealing components, and custom mechanical and shaft seals. This segment also offers engineered hygienic mixers and valves, biocompatible medical devices and implantable products, air compressors and blowers, optical components and coatings, ultra-precision diamond tools, and laboratory and commercial equipment, as well as precision photonic solutions, technical ceramics, hermetic sealing products, porous material structures, and flow control solutions. The FMT segment designs, produces, and distributes positive displacement pumps, valves, small volume provers, flow meters, injectors, other fluid-handling pump modules, and systems; and provides flow monitoring and other services. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, and rescue tools; lifting bags and other components and systems; engineered stainless steel banding and clamping devices; and precision equipment for dispensing, metering, and mixing colorants and paints. The company was incorporated in 1987 and is headquartered in Northbrook, Illinois.

General Information

Headquarters:United States
City:Northbrook
Employees:8,700
Sector:Industrials
Industry:Specialty Industrial Machinery
Website:-

Key Executives

NameTitleAgeTotal pay
Mr. Eric D. AshlemanCEO, President & Director582.66M
Ms. Lisa M. AndersonSenior VP, General Counsel, Chief Administrative Officer & Corporate Secretary48960,012
Mr. Akhil MahendraVice President of Corporate Development44940,514
Mr. Sean M. GillenSenior VP & CFO39-
Ms. Allison S. LausasVP & Chief Accounting Officer45606,105
Mr. James Giannakouros C.F.A.Vice President of Investor Relations--
Mr. Eric BergVP, Associate General Counsel & Chief Compliance Officer--
Ms. Abigail RocheVP, Chief Sustainability Officer & Associate General Counsel--

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IDEX Corporation (IEX): Quantitative Analysis

IDEX Corporation (IEX) — Industrials — Specialty Industrial Machinery. IEX is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.

So far in 2026, IEX has returned +35.0% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.

IEX ranks 108 of 461 on today's multifactor score, and 12 of the 69 Industrials companies that score. Its strongest factor is momentum (Z 1.42, ranked 37 of 494); its weakest is value (Z -0.41, ranked 336 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.

Factor scores

The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.

FactorZ-ScoreRank
Multifactor0.206108 of 461
Momentum1.42237 of 494 ↑3
Value-0.410336 of 489 ↓2
Quality0.006206 of 468
Growth-0.192267 of 489

Market data

MetricValue
Price$237.36
Market Cap17.43B
P/E32.97
Revenue (last 12 months)3.66B
Price / book4.36
Book value per share$54.50
52-week range$160.60 – $243.80
Dividend yield1.23%
Beta0.95
Average volume644,773
Shares outstanding73.45M
Short interest (% of float)3.86% (as of Oct 15, 2026)

When does IEX report earnings? 7 of its last 8, before the open →

What are IEX insiders doing? 27 transactions filed with the SEC, of them 1 buy and 2 sells, the last one on Sep 16, 2026 →

IEX latest SEC filings

Filing dates on EDGAR, the SEC's public registry. All IEX filings on EDGAR.

Guides: How to read a Quant500 company page · What the S&P 500 is · P/E ratio explained · 10-K, 10-Q and 8-K · all guides

Frequently asked questions about IDEX (IEX)

When does IDEX report earnings?

IDEX has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 1 after the close and 7 before the open (and 4 with no time on the filing) (SEC filings through Oct 28, 2026). IEX earnings dates and times, quarter by quarter →

What is IDEX's P/E ratio?

IDEX's P/E (price over earnings per share for the last twelve months) is 33.0 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 74 Industrials companies with a P/E is 26.4, and the S&P 500's, 23.5: IDEX is above its sector median. Industrials stocks, company by company →

Where does IDEX rank on Quant500?

In the Nov 3, 2026 multi-factor ranking, IDEX ranks 108 of 461, and 12 of the 69 Industrials companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking → How it is calculated →

Have IDEX insiders bought or sold shares?

The latest open-market purchase of IDEX shares filed with the SEC (Form 4) was on Nov 5, 2025, by a director, for $102k. The latest sale was on Aug 12, 2026, by an officer, for $92k. In total, from August 2025 through Nov 3, 2026: 1 purchase and 2 sales by directors, officers and large shareholders. All IEX insider trades →

Does IDEX pay a dividend?

Yes. Its dividend yield is 1.23% at the Nov 3, 2026 close (annual dividend of $2.92 per share). The latest recorded ex-dividend date is Oct 2, 2026.

What sector is IDEX in, and which index?

IDEX is classified in the Industrials sector (industry: Specialty Industrial Machinery), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →

What is behind these numbers

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Data as of Nov 3, 2026. Source: point-in-time SEC fundamentals and closing prices. Method and formulas are on the home page.

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