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IEX · Idex Corp /De/

$224.94 -4.02 (-1.76%) At close · Jul 17
Market Cap
$16.65B
Shares
74,015,052

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$224.94 Open$226.31 Day$224.71–231.70 52W$156.01–231.70 Avg vol 30d646K Short int2.3M · 3.2% float · 2.8d Short vol53% Last earningsJul 29, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 29
Up next
Next earnings call
Jul 29, 2026 Scheduled · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 29, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 18.8 · elevated Equity put/call 0.73
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +16%
      above
      Price vs 50-day avg +3%
      above
      RSI (14) 55
      neutral
      MACD trend Negative
      52-week position 91%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +1%
      trailing
      6-month return +15%
      trailing
      YTD return +27%
      this year
      Relative strength +7%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $218 › 200d $195 — 50d above 200d
      Institutional flow Distributing
      80 of 671 funds reported for Jun 30 · net -78.5K sh shares · +8 new
      Insider flow Distributing
      Net -$3.3M over 90 days · 100% sells
      Short interest Falling
      3.17% of float · ▼ -6.2% MoM · 2.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      671 holders — near 3-yr high, broad support
      Squeeze score 48
      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 33.3
      in line
      Buyback $849.7M
      remaining
      Balance sheet $1.2B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 26%
      annualized · 1-yr
      Max drawdown −15%
      past year
      ATR 2.2%
      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.

      Guidance & track record
      Latest guidance · from the 8-K filed Apr 29, 2026
      Full year 2026
      Organic sales Initiated 3% – 4%
      Adjusted diluted EPS Non-GAAP Initiated $8.35 – $8.55
      Second quarter 2026
      Organic sales Initiated 3% – 4%
      Adjusted diluted EPS Non-GAAP Initiated $2.07 – $2.12

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +16% Bullish
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      55 Neutral
      MACD trend
      Negative Bearish
      52-week position
      91% Bullish
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $218 › 200d $195 — 50d above 200d
      Institutional flow Distributing
      80 of 671 funds reported for Jun 30 · net -78.5K sh shares · +8 new
      Insider flow Distributing
      Net -$3.3M over 90 days · 100% sells
      Short interest Falling
      3.17% of float · ▼ -6.2% MoM · 2.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      671 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $156 Now $225 · 91% 52-wk high $232
      vs 200-day avg +16% vs 50-day avg +3%

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

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $230.4M Three Months Ended March 31, 2026
      Free cash flow conversion non-GAAP 58% Three Months Ended March 31, 2026
      Orders $988.3M Three Months Ended March 31, 2026
      adjusted EBITDA margin non-GAAP 26% Q1 2026 call
      adjusted gross margin non-GAAP 44.9% Q1 2026 call
      dividends paid $53M Q1 2026 call
      free cash flow non-GAAP $86M Q1 2026 call
      gross leverage 2 Q1 2026 call
      liquidity $1.1B Q1 2026 call
      orders growth (organic) non-GAAP 10% Q1 2026 call
      orders growth (organic, FMT) non-GAAP 9% Q1 2026 call
      orders growth (organic, FSDP) non-GAAP -4% Q1 2026 call
      orders growth (organic, HST) non-GAAP 17% Q1 2026 call
      organic revenue growth (HST) non-GAAP 11% Q1 2026 call
      organic sales growth non-GAAP 5% Q1 2026 call
      organic sales growth (FMT) non-GAAP 2% Q1 2026 call
      organic sales growth (FSDP) non-GAAP -1% Q1 2026 call
      share repurchases $76M Q1 2026 call
      Change in reported orders 20% Q4 2025
      Operating cash flow as a percent of net income 163% Q4 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      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
      $16.65B +26.9% +5.8% 33.3 3.2%
      GEV
      GE Vernova Inc.
      $284.26B +62.1% +12.1% 30.9 4.3%
      ETN
      Eaton Corp plc
      $155.32B +26.0% +11.8% 39.1 2.4%
      SMERY
      Siemens Energy AG/ADR
      $143.54B +20.9% 0.0%
      PH
      Parker-Hannifin Corp
      $120.19B +8.6% +18.9% 35.2 1.3%

      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 Reducing
      Holders
      670
      % held
      96.1%
      Reported
      80 of 671
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      613
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      2.3M
      Days to cover
      2.8d
      Change
      -155.5K sh
      View
      Short Volume
      Short vol %
      53%
      As of
      Jul 17, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      174
      Value
      $39.7K
      As of
      Jun 26, 2026
      View
      Off-Exchange
      Off-exchange %
      47.1%
      Week of
      Jun 22, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$3.3M
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Lisa McClain
      Amount
      $1.0K–$15.0K
      Traded
      Oct 31, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $3.5B
      Net income (FY)
      $483.2M
      EPS diluted
      $6.41
      View
      Buybacks
      Authorized
      $400.0M
      Remaining
      $849.7M
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      8
      View
      Proposed Sales
      Value
      $3.3M
      Shares
      15.4K
      Filed
      May 11, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Jul 29, 2026
      Last call
      Jun 2, 2026
      View
      Investor Relations
      Latest news
      IDEX Corporation to Webcast Secon…
      Published
      Jun 29, 2026
      Upcoming events
      3
      View

      Performance

      5D 20D 120D MTD YTD
      IEX +1.3% +0.6% +15.2% -0.9% +26.9%
      SPY -1.5% +0.3% +7.8% -0.5% +9.0%
      vs SPY +2.8% +0.3% +7.4% -0.4% +17.9%

      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 Mar 31, 2026
      Authorized
      $400.00M
      Spent (derived)
      Remaining
      $849.70M

      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) 76 filings 73 filers Visit website Investor relations