IDEX Corporation (IEX)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$233.69-1.55%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · IEX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 15.8% |
| Our one-year growth estimate | diamond | 6.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 9.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 39 industry peers · Company calendar date is not available
IEX — credit agreement
Dated 2026-09-03
Entry into a Material Definitive Agreement On September 3, 2026, IDEX Corporation (the “ Company ”) amended and restated that certain Amended and Restated Credit Agreement, dated as of November 1, 2022 (the “ Original Credit Agreement ” and, as amended and restated, the “ Credit Agreement ”), along with certain of its subsidiaries, as borrowers (the “ Borrowers ”); Bank of America, N.A., as administrative agent, swingline lender and an issuer of letters of credit; JPMorgan Chase Bank, N.A., P…
Why it matters: FMT grew 4% organically in Q3. Higher volumes in some markets were offset by lower volumes in chemical, agriculture, and energy. A decline would show that weakness has spread.
Worry ifFMT organic sales fall below 0% year over year in the next reported quarter.
Less concerning ifFMT organic sales are still up year over year, with volume growth across the markets it serves.
Why it matters: IDEX raised its adjusted EPS range after three quarters of higher sales and earnings. Meeting the low end would confirm delivery on that guide.
Supportive if2026 adjusted diluted EPS is at least $8.91, the low end of the latest range.
Worry if2026 adjusted diluted EPS is below $8.91, or the company cuts its range before year-end.
Why it matters: HST grew 13% organically in Q3, led in part by data center power and semiconductor demand. A sharp slowdown would weaken this growth driver.
Watch forHST organic sales grow at least 10% year over year in the next reported quarter.
Also watch forHST organic sales growth falls below 5% year over year in the next reported quarter.
Why it matters: The sector signal says industrial growth is slowing, with three-year revenue growth near 4%. Faster growth would ease that sector headwind for IDEX.
Watch forThe sector's three-year revenue growth rises above 4% in a later update.
Also watch forThe sector's three-year revenue growth falls below 4% in a later update.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$78 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $186 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,449 loss on $10,000 · 14.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Q3 gross margin rose to 45.1% on volume, productivity, and mix. Price and cost pressures partly offset those gains.
Worry ifReported gross margin falls below 45% in a later quarter.
Less concerning ifReported gross margin stays at or above 45% while price and cost pressures remain.
Why it matters: IDEX raised its 2026 sales growth range to 6.5%–6.8%. Results at or above the low end would meet its latest guide.
Supportive if2026 organic sales growth is at least 6.5%, the low end of the latest range.
Worry if2026 organic sales growth is below 6.5%, or the company cuts its range before year-end.