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IEX · Idex Corp /De/

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$229.15 +1.17 (+0.51%)
Market Cap
$16.96B
Shares
73.72M
Volume · Oct 1 88.99K Avg daily vol (3M) 636.66K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$227.98 Open$230.69 Day$227.91–231.07 52W close$160.84–240.52 Avg vol 30d593K Short int2.1M · 2.8% float · 4.1d Short vol49% Last earningsOct 28, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 29

Up next

Next earnings release
Oct 28, 2026 Announced · in 4 wks
Next earnings call
Oct 28, 2026 Scheduled · in 4 wks
filed Jul 29, 2026
call held Jul 29, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

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)
33.2
Trailing earnings · reciprocal yield 3.0%
FCF yield
3.8%
TTM · current market cap
Return on invested capital
10.8%
Trailing 12 months
Net cash
−$1.24B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-1.7%
Year over year · fewer shares
Price change (1Y)
+42.1%
Trailing year
Short interest
2.8%
Latest settlement · 4.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Very Low
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +8%
above
Price vs 50-day avg −1%
below
RSI (14) 51
neutral
MACD trend Positive
52-week position 84%
mid-range
Momentum
relative strength
Very Strong
1-month return +2%
trailing
6-month return +14%
trailing
YTD return +28%
this year
Relative strength +2%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $229 › 200d $210 — 50d above 200d
Institutional flow Accumulating
+2% holders QoQ · +94 funds added
Insider flow Distributing
Net -$91.9K over 90 days · 100% sells
Short interest Rising
2.84% of float · ▲ +10.7% MoM · 4.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
693 holders — near 3-yr high, broad support
Squeeze score 62
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 33.1
in line
Buyback $774.7M
remaining
Balance sheet $578.6M
net debt
Quant / Vol
risk profile
Very Low
Volatility 22%
annualized · 1-yr
Max drawdown −14%
past year
ATR 2.0%
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

Beat or met 3 of last 7
Latest guidance · from the 8-K filed Jul 29, 2026
Full year 2026
Organic sales Non-GAAP Initiated 5% – 6%
Adjusted diluted EPS Non-GAAP Initiated $8.70 – $8.85
Third quarter 2026
Adjusted diluted EPS Non-GAAP Initiated $2.20 – $2.25
Organic sales Non-GAAP Initiated 5% – 7%
Guided vs delivered · last 7 settled
GAAP diluted EPS Full Year 2024
guided $6.85 – $6.95
$6.64 Miss −3.8%
GAAP diluted EPS Third Quarter 2024
guided $1.61 – $1.66
$1.57 Miss −4.0%
GAAP diluted EPS Second Quarter 2024
guided $1.75 – $1.80
$1.86 Beat +4.8%
GAAP diluted EPS First quarter 2024
guided $1.45 – $1.50
$1.60 Beat +8.5%

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

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+8% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
51 Neutral
MACD trend
Positive Bullish
52-week position
84% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $229 › 200d $210 — 50d above 200d
Institutional flow Accumulating
+2% holders QoQ · +94 funds added
Insider flow Distributing
Net -$91.9K over 90 days · 100% sells
Short interest Rising
2.84% of float · ▲ +10.7% MoM · 4.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
693 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $161 Now $228 · 84% Range high $241
vs 200-day avg +8% vs 50-day avg -1%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$16.96B +28.1% +5.8% 33.1 2.8%
GEV
GE Vernova Inc.
$255.05B +45.4% +9.0% 27.5 3.3%
ETN
Eaton Corp plc
$170.89B +34.9% +10.3% 44.8 2.0%
SMERY
Siemens Energy AG/ADR
$139.03B — — — 0.0%
PH
Parker-Hannifin Corp
$123.32B +8.7% +18.9% 34.4 1.2%

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
693
% held
102.1%
Net QoQ
+244.1K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
672
View
Short & Settlement
Short Interest Rising
Shares short
2.1M
Days to cover
4.1d
Change
+201.7K sh
View
Short Volume
Short vol %
49%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
1.9K
Value
$449.9K
As of
Aug 28, 2026
View
Off-Exchange
Off-exchange %
41.4%
Week of
Aug 24, 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
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
Sep 3, 2026
This year
12
View
Proposed Sales
Value
$91.8K
Shares
385
Filed
Aug 12, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Oct 28, 2026
Last call
Sep 24, 2026
View
Investor Relations
Latest news
IDEX Corporation to Webcast Third…
Published
Sep 28, 2026
Upcoming events
2
View

Performance

5D 20D 120D MTD YTD
IEX -0.7% +2.3% +14.1% -0.3% +28.1%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -0.1% +2.2% +2.0% +0.3% +16.3%

Capital returns

Declared · upcoming
$0.73 / share · ex Oct 2, 2026
Paid (TTM)
$0.00 / share · 0 payouts
Dividend yield (TTM, derived)
— · no payout in the trailing year
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) 19 filings 15 filers Visit website Investor relations