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IEX · Idex Corp /De/

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$238.94 -0.19 (-0.08%) At close · Aug 14
Market Cap
$17.63B
Shares
73.72M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$238.94 Open$238.52 Day$236.99–241.52 52W close$159.28–240.52 Avg vol 30d692K Short int1.9M · 2.6% float · 2.1d Short vol35% Last earningsJul 29, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 29

Up next

Next earnings call
Oct 28, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 29, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Fair Quant / Vol Very Low
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +19%
      above
      Price vs 50-day avg +6%
      above
      RSI (14) 64
      neutral
      MACD trend Positive
      52-week position 98%
      near high
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +6%
      trailing
      6-month return +16%
      trailing
      YTD return +34%
      this year
      Relative strength +2%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $226 › 200d $201 — 50d above 200d
      Institutional flow Distributing
      -1% holders QoQ · +87 funds added
      Insider flow Distributing
      Net -$91.9K over 90 days · 100% sells
      Short interest Falling
      2.57% of float · ▼ -19.6% MoM · 2.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      667 holders — near 3-yr high, broad support
      Squeeze score 42
      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 34.4
      in line
      Buyback $774.7M
      remaining
      Balance sheet $1.2B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 23%
      annualized · 1-yr
      Max drawdown −14%
      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

      Beat or met 1 of last 2
      Latest guidance · from the 8-K filed Jul 29, 2026
      Full year 2026
      Organic sales 5% – 6%
      Adjusted diluted EPS Non-GAAP $8.70 – $8.85
      Third quarter 2026
      Adjusted diluted EPS Non-GAAP $2.20 – $2.25
      Organic sales 5% – 7%
      Prior guidance period ended · from the 8-K filed Apr 29, 2026
      Organic sales · Second quarter 2026 3% – 4%
      Adjusted diluted EPS · Second quarter 2026 $2.07 – $2.12
      Guided vs delivered · last 2 settled
      GAAP EPS Q1 2024
      guided $1.45 – $1.50
      $1.60 Beat +8.5%
      GAAP EPS full-year 2024
      guided $7.15 – $7.45
      $6.64 Miss −9.0%

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

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 3 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +19% Bullish
      Price vs 50-day avg
      +6% Bullish
      RSI (14)
      64 Neutral
      MACD trend
      Positive Bullish
      52-week position
      98% Bullish
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $226 › 200d $201 — 50d above 200d
      Institutional flow Distributing
      -1% holders QoQ · +87 funds added
      Insider flow Distributing
      Net -$91.9K over 90 days · 100% sells
      Short interest Falling
      2.57% of float · ▼ -19.6% MoM · 2.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      667 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $159 Now $239 · 98% Range high $241
      vs 200-day avg +19% vs 50-day avg +6%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted diluted EPS attributable to IDEX non-GAAP $2.32 Three Months Ended June 30, 2026
      Adjusted EBITDA margin non-GAAP 28.1% Three Months Ended June 30, 2026
      Operating cash flow as a percent of net income 141% Full Year FY2025

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      $17.63B +34.3% +5.8% 34.4 2.6%
      GEV
      GE Vernova Inc.
      $279.50B +62.7% +9.0% 30.1 3.2%
      ETN
      Eaton Corp plc
      $175.30B +41.8% +10.3% 46.0 1.8%
      SMERY
      Siemens Energy AG/ADR
      $158.90B 0.0%
      PH
      Parker-Hannifin Corp
      $134.85B +20.1% +18.9% 39.5 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 Reducing
      Holders
      667
      % held
      101.4%
      Net QoQ
      -309.9K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      884
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.9M
      Days to cover
      2.1d
      Change
      -462.0K sh
      View
      Short Volume
      Short vol %
      35%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      174
      Value
      $39.7K
      As of
      Jun 26, 2026
      View
      Off-Exchange
      Off-exchange %
      45.0%
      Week of
      Jul 6, 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
      Jul 29, 2026
      This year
      10
      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
      Aug 12, 2026
      View
      Investor Relations
      Latest news
      IDEX Reports Second Quarter Resul…
      Published
      Jul 29, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      IEX +1.9% +6.2% +15.6% +3.7% +34.3%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +1.5% +1.8% +1.9% -0.2% +20.4%

      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)
      1.21%
      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) 649 filings 620 filers Visit website Investor relations