IEX · Idex Corp /De/

Track IEX — free

$223.10 -1.51 (-0.67%) At close · Sep 3

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$16.47B

73.72M

Up next

Next earnings call

Oct 28, 2026 Est · unconfirmed · in 8 wks

Latest filing: 10-Q

filed Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 114 metrics

Revenue (TTM)

$3.59B

Trailing 12 months

Net income (TTM)

$519.50M

Trailing 12 months

Revenue growth YoY

+6.4%

Year over year

Operating margin

20.7%

Trailing 12 months

P / E (TTM)

32.3

Trailing earnings · reciprocal yield 3.1%

FCF yield

3.9%

TTM · current market cap

Return on invested capital

10.8%

Trailing 12 months

Net cash

−$1.24B

Latest balance sheet

Dividend yield

1.3%

Trailing 12 months

Shares change YoY

-1.7%

Year over year · fewer shares

Price change (1Y)

+38.5%

Trailing year

Short interest

2.4%

Latest settlement · 3.3 days to cover

View all 114 metrics

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Neutral Momentum Strong Sentiment Bullish Fundamentals Fair Quant / Vol Very Low

Market backdrop VIX 14.3 · calm Equity put/call 0.47

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg +9%

above

Price vs 50-day avg −2%

below

RSI (14) 40

neutral

MACD trend Negative

52-week position 80%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Strong

1-month return −5%

trailing

6-month return +19%

trailing

YTD return +26%

this year

Relative strength +5%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $229 › 200d $205 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +91 funds added

Insider flow Distributing

Net -$91.9K over 90 days · 100% sells

Short interest Falling

2.37% of float · ▼ -7.8% MoM · 3.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

683 holders — near 3-yr high, broad support

Squeeze score 51

elevated · 0–100

Fundamentals

Fair

Revenue growth +6%

Y/Y

Gross margin 45%

expanding

EPS growth −3%

Y/Y

Free cash flow $616.8M

Valuation P/E 32.2

in line

Buyback $774.7M

remaining

Balance sheet $578.6M

net debt

Quant / Vol

risk profile

Very Low

Volatility 23%

annualized · 1-yr

Max drawdown −14%

past year

ATR 2.3%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Neutral

1 · 5 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+9% Bullish

Price vs 50-day avg

−2% Neutral

RSI (14)

40 Neutral

MACD trend

Negative Bearish

52-week position

80% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $229 › 200d $205 — 50d above 200d

Institutional flow Accumulating

+1% holders QoQ · +91 funds added

Insider flow Distributing

Net -$91.9K over 90 days · 100% sells

Short interest Falling

2.37% of float · ▼ -7.8% MoM · 3.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

683 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $159 Now $225 · 80% Range high $241

vs 200-day avg +9% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Specialty Industrial Machinery — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
IEX Idex Corp /De/ this stock	$16.47B	+26.2%	+5.8%	32.2	2.4%
GEV GE Vernova Inc.	$247.88B	+41.1%	+9.0%	26.7	3.0%
ETN Eaton Corp plc	$151.81B	+22.7%	+10.3%	39.8	1.6%
SMERY Siemens Energy AG/ADR	$139.84B	—	—	—	0.0%
PH Parker-Hannifin Corp	$120.01B	+8.0%	+18.9%	33.4	1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

683

% held: 102.0%
Net QoQ: +188.3K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

672

View

Short & Settlement

Short Interest Falling

Shares short

1.7M

Days to cover: 3.3d
Change: -148.6K sh

View

Short Volume

Short vol %

50%

As of: Sep 3, 2026

Short Total

View

Fails to Deliver

FTD shares

2.2K

Value: $523.9K
As of: Aug 13, 2026

View

Off-Exchange

Off-exchange %

44.8%

Week of: Jul 27, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$91.9K

Buyers / Sellers: 0 / 1

Buyers Sellers

View

Congressional Trades Sell

Member

Lisa McClain

Amount: $1.0K–$15.0K
Traded: Oct 31, 2025

View

Financials

Revenue (FY)

$3.5B

Net income (FY): $483.2M
EPS diluted: $6.41

View

Buybacks

Remaining

$774.7M

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 17, 2026
This year: 11

View

Proposed Sales

Value

$91.8K

Shares: 385
Filed: Aug 12, 2026

View

Earnings & Events

Earnings Calls Upcoming

Next call

Sep 10, 2026

Last call: Jul 29, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
IEX	-4.4%	-5.2%	+19.4%	-1.8%	+26.2%
SPY	-0.1%	-0.6%	+14.9%	-0.3%	+12.2%
vs SPY	-4.3%	-4.6%	+4.5%	-1.5%	+14.0%

Capital returns

Latest dividend

$0.73 / share · ex Jul 6, 2026

Raised 2.8%

Paid (TTM)

$2.88 / share · 4 payouts

Dividend yield (TTM, derived)

1.28%

Buyback program · as of Jun 30, 2026

Authorized

—

Spent (derived)

—

Remaining

$774.70M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 832101 CUSIP 45167R104 13F (30d) 461 filings 435 filers Visit website Investor relations

IEX · Idex Corp /De/

Price & Indicators

Up next

Metrics snapshot

Equibles Rating

Technicals

Versus peers

At a glance

Performance

Capital returns