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
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 | 11.2% |
| 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 2026-09-04.
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 4.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 63 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: Orders above this level show strong demand and good operations. It means growth in key markets.
Supportive ifQ3 orders reported above $1 billion.
Worry ifQ3 orders reported below $1 billion.
Why it matters: The new CFO's plans may change how money is spent and how the company grows. This could impact future earnings and efficiency.
Watch forThe new CFO shared good news about money management and plans.
Also watch forThere are no big changes in money plans. Performance is still weak.
Why it matters: Better cash flow means the company is more efficient. It also shows stronger financial health.
Supportive ifCash flow from operations improves above 86% of net income.
Worry ifCash flow from operations drops below 86% of net income.
Why it matters: Raising EPS guidance would signal confidence in future earnings. It shows management's optimism.
Supportive ifManagement raised its full-year EPS guidance. It is now higher than current estimates.
Worry ifManagement keeps or lowers full-year EPS guidance.
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 | $188 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: More share repurchases show confidence in the company's finances. It also shows a commitment to returning cash.
Supportive ifShare repurchases were above $80 million in Q3.
Worry ifShare repurchases were below $70 million in Q3.
Why it matters: This will indicate if demand is weakening. Orders growth is a leading indicator of future sales.
Worry ifQ2 2026 orders growth reported below 10%.
Less concerning ifQ2 2026 orders growth reported at 10% or higher.
Why it matters: This guidance shows how well the company controls costs and grows profits. Strong EPS growth means operational success.
Supportive ifAdjusted diluted EPS reported at $2.25 or higher for Q3.
Worry ifAdjusted diluted EPS was below $2.20 for Q3.
Why it matters: His leadership may change how money is spent and growth plans. This could impact long-term results.
Watch forAfter he was appointed, there were good changes in financial performance. New strategies were also announced.
Also watch forAfter he was appointed, no clear changes in financial performance were seen. No new strategy was noticed.
Why it matters: This will indicate if the company can sustain its earnings growth. A miss could signal operational challenges.
Worry ifAdjusted diluted EPS for 2026 was below $8.35.
Less concerning ifAdjusted diluted EPS for 2026 reported at $8.55 or higher.
Why it matters: More orders in this segment show strong demand, especially in AI markets. This helps overall growth.
Supportive ifOrders from Health & Science Technologies increase by more than 10% year over year.
Worry ifOrders from Health & Science Technologies decrease or grow less than 5% year over year.
Why it matters: Higher margins mean better cost control and pricing power. This helps with profits and growth.
Supportive ifAdjusted gross margin was above 46.4%.
Worry ifAdjusted gross margin was below 46.4%.
Why it matters: Strong growth in this area is key for the company and shows market demand.
Supportive ifOrganic sales growth in Health & Science Technologies was over 11%.
Worry ifOrganic sales growth in Health & Science Technologies was under 11%.
Why it matters: Strong cash flow indicates good financial health and ability to fund growth. It supports the company's capital return strategy.
Supportive ifCash flow from operations reported above $200 million for Q3.
Worry ifCash flow from operations reported below $180 million for Q3.
Why it matters: Changes may signal shifts in focus on growth or cost management in a challenging market.
Watch forManagement shares new plans for spending money on growth areas.
Also watch forManagement says they will cut costs or spend less money.
Why it matters: Better gross margins show improved cost management and pricing power. This helps overall profits.
Supportive ifQ3 gross margin reported above 46.4%.
Worry ifQ3 gross margin reported below 46.4%.
Why it matters: This range shows if the company maintains its growth momentum. Strong growth supports management's positive outlook.
Supportive ifQ3 organic sales growth reported within the range of 5% to 7%.
Worry ifQ3 organic sales growth was less than 5%.
Why it matters: This guidance reflects management's confidence in earnings growth. Meeting or exceeding this range would be a positive signal.
Supportive ifAdjusted diluted EPS reported within the range of $8.70 to $8.85.
Worry ifAdjusted diluted EPS was less than $8.70.