IDEX Corporation (IEX)
NYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-07-09
$219.72+0.61%
Close 2026-07-09 · 1-day change
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Track IEX free→Warn: Management is running behind on a stated commitment.
IDEX grows revenue about 3% to 4% yearly. It raised full-year EPS guidance to $8.35-$8.55. The company has beaten EPS estimates recently by 13% and 3%. It buys back shares, supporting shareholder returns.
Revenue growth is soft and volatile, with recent declines in some quarters. Net income fell slightly in late 2025. The sector faces headwinds that could pressure margins and growth.
The price is about 11% above our fair value near $201, reflecting roughly 5% revenue growth. Our fair value is 20% below the Street median, so the market partly prices in stronger growth than we expect.
Breaks if: EPS misses in more than 1 quarter out of 4
Breaks if: EPS guidance falls below $8.35 for FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Raise the full-year EPS guidance to reflect higher expected earnings.
Stated in 2 of last 2 quarters. The company raised its full-year EPS guidance from $8.15-$8.35 to $8.35-$8.55. Despite this, net income decreased from $127.8M in 2025-Q3 to $124.2M in 2025-Q4, indicating limited progress in achieving higher earnings.
“We are raising our full-year guidance and are encouraged by how our strategies are translating into higher-quality growth.”
“Full year adjusted diluted EPS of $8.15 to $8.35.”
Breaks if: Organic sales growth falls below 3% YoY in FY26
Focus on increasing organic sales growth by 3% to 4% over the prior year.
Stated in 2 of last 2 quarters. Management raised full-year organic sales growth guidance from 1%-2% to 3%-4% as of 2026-Q2. Revenue was $724.2M in 2025-Q4, down from $878.7M in 2025-Q3, indicating limited progress in achieving the growth target.
“Full year organic sales projected to increase 3% to 4% over the prior year.”
“Full year organic sales projected to increase 1% to 2% over the prior year.”
Breaks if: No buyback authorization or buyback program halted