IEX
IDEX CorporationNYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-05-08
As of May 8, 2026, IEX has a composite score of 29.5, categorized as "mild favorable." The score is driven by high confidence in guidance credibility at 100.0, but it faces challenges from macroeconomic factors, with a macro score of 30.0 and sector score of 16.7. The overall risk is labeled as low, while valuation is considered fair at 62.6.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.03
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.09 → $2.11 (+0.7% / 30d). 9 raised, 1 cut, 12 covering analysts.
0 upgrades, 0 downgrades / 30d, 4 maintained. 56% of analysts rate Buy.
6 PT revisions / 30d. Avg target 15.6% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
3 material events in the last 24 months — top 3 listed below.
Stated priorities
2 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase organic sales growthgrowthbehind0% progress
4/29: “Full year organic sales projected to increase 3% to 4% over the prior year.”
Why this status
Stated in 2 of last 2 quarters. Revenue was $878.7M in 2025-Q3 and decreased to $724.2M in 2025-Q4. Despite the stated goal of increasing organic sales by 3% to 4%, the revenue trajectory shows a decline, indicating limited progress.
- 2.Raise full-year EPS guidancegrowthbehind0% progress
4/29: “We are raising our full-year guidance and are encouraged by how our strategies are translating into higher-quality growth.”
Why this status
Stated in 2 of last 2 quarters. EPS guidance was raised to $8.35-$8.55 for 2026, reflecting an increase from the previous range of $8.15-$8.35. This indicates a positive trajectory in line with management's stated priority.
Guidance track record
Last 8 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2023-12-31 | $1.50 – $1.55 | $1.83 | beat |
| 2024-03-31 | $1.70 – $1.75 | $1.88 | beat |
| 2024-06-30 | $1.75 – $1.80 | $2.06 | beat |
| 2024-09-30 | $1.61 – $1.66 | $1.90 | beat |
| 2025-03-31 | $1.18 – $1.24 | $1.75 | beat |
| 2025-06-30 | $1.60 – $1.72 | $2.07 | beat |
| 2025-09-30 | $1.54 – $1.61 | $2.03 | beat |
| 2026-03-31 | $1.73 – $1.78 | $2.00 | beat |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 27%; 252d 26%.
Drawdown — Max 1y −17%. Bad day move −2%.
Beta to sector ETF (XLI) — 0.98 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 56/100, drawdown 66/100, beta 98/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 8 guided quarters · 21.5% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase organic sales growth
GrowthNew since 2026-05-04Focus on increasing organic sales growth by 3% to 4% over the prior year.
BehindStated in 2 of last 2 quarters. Revenue was $878.7M in 2025-Q3 and decreased to $724.2M in 2025-Q4. Despite the stated goal of increasing organic sales by 3% to 4%, the revenue trajectory shows a decline, indicating limited progress.
Revenue was $724.2M in 2025-Q4Revenue was $878.7M in 2025-Q30%CEO/CFO:“Full year organic sales projected to increase 3% to 4% over the prior year.”Multiple sourcesSource dated 2026-04-29Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“Full year organic sales projected to increase 3% to 4% over the prior year.”
- 2025-Q4Multiple sources
“Full year organic sales projected to increase 1% to 2% over the prior year.”
- #2
Raise full-year EPS guidance
GrowthNew since 2026-05-04Raise the full-year EPS guidance to reflect improved financial performance.
BehindStated in 2 of last 2 quarters. EPS guidance was raised to $8.35-$8.55 for 2026, reflecting an increase from the previous range of $8.15-$8.35. This indicates a positive trajectory in line with management's stated priority.
0%CEO/CFO:“We are raising our full-year guidance and are encouraged by how our strategies are translating into higher-quality growth.”Multiple sourcesSource dated 2026-04-29Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“We are raising our full-year guidance and are encouraged by how our strategies are translating into higher-quality growth.”
- 2025-Q4Multiple sources
“Full year adjusted diluted EPS of $8.15 to $8.35”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
IEX IDEX Corporation | +30 | fair | low |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-29)-16 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-3.7 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-299d agoItem 2.02
Results of Operations and Financial Condition. On April 29, 2026, IDEX Corporation (the “Company”) issued a press release announcing financial results for the period ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchan…
earnings preannouncementneutralscore 53 - 2026-02-043mo agoItem 2.02
Results of Operations and Financial Condition. On February 4, 2026 , IDEX Corporation (the “Company”) issued a press release announcing financial results for the period ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “…
earnings preannouncementneutralscore 8 - 2026-02-092mo agoItem 5.02
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers; Compensatory Arrangements of Certain Officers. On February 4, 2026, IDEX Corporation (the “Company”), notified Roopa Unnikrishnan, Senior Vice President, Chief Strategy and Innovation Officer, and a current named executive officer of the Company, of the elimination of her position effective February 28, 2026. In connection with Ms. Unnikrishnan’s separation of employment, the Company expect…
executive changeneutralscore 7 - 2025-12-045mo agoItem 5.02
Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers; Compensatory Arrangements of Certain Officers. Appointment of Chief Financial Officer On December 4, 2025, IDEX Corporation (the “Company”) announced the appointment of Sean M. Gillen as Senior Vice President and Chief Financial Officer of the Company, effective January 5, 2026. In connection with his appointment, on January 5, 2026, Akhil Mahendra, will cease serving as Interim Chief Finan…
executive changeneutralscore 2 - 2025-05-2111mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 19, 2025, Abhishek Khandelwal, Senior Vice President and Chief Financial Officer of IDEX Corporation (the “Company”), notified the Company of his decision to resign from his position, effective May 30, 2025, to pursue a new professional opportunity. His departure is not a result of any disagreement with the Company’s independent auditors or…
executive changeneutralscore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.