IDEX Corporation (IEX)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
$223.74+0.29%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · IEX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-09-04.
The screen ranks IEX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 20.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on driving organic sales growth through targeted growth initiatives, price capture, and leveraging advantaged markets.
Stated as a priority in 6 of last 6 quarters. Organic sales growth guidance increased from 1%-3% in 2025 to 5%-6% for full year 2026, with Q3 2026 organic sales projected to grow 5%-7%. Actual reported organic sales growth was 5% in 2026-Q2 and 5% in 2026-Q1, showing delivery on growth targets with an improving trajectory.
“Full year organic sales projected to increase 5% to 6% over prior year, up from previous guidance of 3% to 4%”
“Full year organic sales projected to increase 3% to 4% over prior year, up from previous guidance of 1% to 2%”
“Full year organic sales projected to increase 1% to 2% over prior year”
“Full year 2025 organic sales growth of approximately 1% remains unchanged”
“Full year organic sales growth of approximately 1%”
“Full year organic sales growth of 1% to 3%”
Increase full-year adjusted diluted EPS guidance reflecting improved operational results and margin expansion.
Stated as a priority in 6 of last 6 quarters. Adjusted diluted EPS guidance increased from $8.15-$8.35 in early 2026 to $8.70-$8.85 by 2026-Q2, representing about 10% growth year-over-year at midpoint. Actual adjusted EPS grew from $7.95 in 2025 to $8.70-$8.85 guidance in 2026, indicating delivery on EPS growth targets.
“Full year adjusted diluted EPS of $8.70 to $8.85, up approximately 10% year-over-year at midpoint”
Maintain balanced capital deployment strategy prioritizing returning capital to shareholders through share repurchases and dividends.
Stated as a priority in 6 of last 6 quarters. Share repurchases totaled $248 million in 2025 with continued repurchases of $76 million and $77 million in 2026-Q1 and Q2 respectively, alongside dividends of $53 million and $54 million. The company is delivering consistent capital return aligned with stated priorities.
“Returned capital to shareholders via $77 million of share repurchases and $54 million of dividends”
Focus on improving gross and adjusted gross margins via productivity improvements, price realization, and cost management.
Stated as a priority in 6 of last 6 quarters. Adjusted gross margin improved by 110 basis points in 2026-Q2 to 46.4% from 44.9% in 2026-Q1, driven by productivity improvements and positive price/cost. Prior quarters showed mixed margin trends but recent quarters demonstrate delivery on margin expansion.
Over the trailing year it converted 1.27x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 53% for the rest of the cohort, n=6654).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity, the US dollar (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.
“Full year adjusted diluted EPS of $8.35 to $8.55, up from previous guidance of $8.15 to $8.35”
“Adjusted diluted EPS narrowed to $7.86 - $7.91”
“Adjusted diluted EPS narrowed to $7.86 - $7.91”
“Adjusted diluted EPS of $7.85 - $7.95”
“Adjusted diluted EPS of $8.10 - $8.45”
“Returned capital to shareholders via $76 million of share repurchases and $53 million of dividends”
“Utilized $73 million for share repurchases”
“Utilized $75 million for share repurchases in Q3 2025 and $175 million year-to-date”
“In May 2025, repurchased 268,586 shares at a cost of $50.0 million”
“In February 2025, repurchased 256,159 shares at a cost of $50.0 million”
“Gross margin and Adjusted gross margin increased due to net productivity improvements, volume leverage and positive price/cost”
“Adjusted gross margin decreased 40 bps due to unfavorable mix and price/cost, partially offset by productivity improvements”
“Gross margin increased primarily due to operational productivity improvements and price/cost”
“Gross margin was relatively flat due to operational productivity improvements and price/cost offset by unfavorable mix”
“Gross margin and adjusted gross margin decreased primarily due to acquisition impact, unfavorable mix and volume deleverage, partially offset by productivity improvements and price/cost”
“Gross margin and adjusted gross margin increased primarily due to favorable operational productivity and price/cost”