IEX · Industrials

IDEX CORP /DE/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-12

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  IDEX’s board approved a regular quarterly cash dividend of $0.73 per common share, equivalent to $2.92 annually per share. The dividend is payable January 27, 2027, to shareholders of record January 13, 2027. IDEX said…

News · 2026-11-11

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  IDEX’s board approved a regular quarterly cash dividend of $0.73 per common share, equivalent to $2.92 annually per share. The dividend is payable January 27, 2027, to shareholders of record January 13, 2027. IDEX said…

News · 2026-11-04

• Revenue Performance and MixImportance 43 · Surprise 32
  IDEX reported Q3 2026 revenue of $951.7 million, up 8.3% year over year and 1.8% above analysts’ $934.5 million estimate. The digest attributes growth to strength in data centers, semiconductors, space and defense, and…

News · 2026-11-03

• Guidance / OutlookImportance 56 · Surprise 68
  IDEX raised its full-year 2026 adjusted EPS guidance to a midpoint of $8.94. The revised midpoint was 1.8% higher than the prior guidance midpoint. Q3 adjusted EPS was $2.33, 4% above analysts’ $2.24 consensus estimate.
• Revenue Performance and MixImportance 43 · Surprise 32
  IDEX reported Q3 2026 revenue of $951.7 million, up 8.3% year over year and 1.8% above analysts’ $934.5 million estimate. The digest attributes growth to strength in data centers, semiconductors, space and defense, and…
• Margin DriversImportance 14 · Surprise 6
  Q3 2026 operating margin was 21.9%, unchanged from the same quarter a year earlier. Adjusted EBITDA was $264.8 million, equal to a 27.8% margin and 3.2% above analyst estimates of $256.6 million. The digest reports…

News · 2026-11-02

• Revolving Credit FacilityImportance 40 · Surprise 42
  IDEX extended its $800 million credit facility to September 2031. The digest did not report facility usage, outstanding debt, cash balances, or other liquidity terms.

News · 2026-10-31

• End-Market Demand TrendsImportance 17 · Surprise 24
  IDEX reported continued strength in data centers, semiconductors, space and defense, and municipal water markets during Q3 2026. Management characterized these as “advantaged markets” and said increased orders across…
• Margin DriversImportance 14 · Surprise 6
  Q3 2026 operating margin was 21.9%, unchanged from the same quarter a year earlier. Adjusted EBITDA was $264.8 million, equal to a 27.8% margin and 3.2% above analyst estimates of $256.6 million. The digest reports…

News · 2026-10-30

• Guidance and OutlookImportance 62 · Surprise 68
  IDEX raised its full-year 2026 organic sales growth outlook to 6.5%–6.8%, from its prior range of 5%–6%. It also raised adjusted diluted EPS guidance to $8.91–$8.96, up from $8.70–$8.85. The updated outlook followed…
• End-Market Demand TrendsImportance 17 · Surprise 24
  Third-quarter demand was strong in Health & Science Technologies, particularly in data center power, semiconductor, and space and defense markets. A separate report described growth as broadening, with improving…

News · 2026-10-29

• Revenue Performance and MixImportance 42 · Surprise 32
  IDEX reported third-quarter 2026 revenue of $951.7 million, up 8.3% year over year and 8% organically, compared with $878.7 million a year earlier. Revenue exceeded the $934.5 million analyst consensus by 1.8%. Health…
• Order Backlog and Book-to-BillImportance 30 · Surprise 40
  Third-quarter orders totaled $991.2 million, up 13% year over year. The order total was close to $1 billion and exceeded the quarter's $951.7 million in revenue. IDEX cited order growth as part of its strong quarterly…
• Net Income and EPS PerformanceImportance 29 · Surprise 22
  Third-quarter 2026 net income attributable to IDEX was $144.1 million, compared with $127.8 million a year earlier, an increase of about 12.8%. Reported diluted EPS was $1.95, while adjusted diluted EPS reached a…
• End-Market Demand TrendsImportance 17 · Surprise 24
  Third-quarter demand was strong in Health & Science Technologies, particularly in data center power, semiconductor, and space and defense markets. A separate report described growth as broadening, with improving…

10-Q · 2026-10-28

• Restructuring ChargesImportance 59 · Surprise 82
  Restructuring expenses and asset impairments were $3.4 million in the third quarter of 2026, compared with $0.1 million in the prior-year quarter, and $13.6 million for nine months, compared with $18.3 million. The…
• End-Market Demand TrendsImportance 54 · Surprise 40
  IDEX reported higher HST volumes tied primarily to AI-driven demand for data center power and semiconductor markets, alongside strength in space and defense. HST net sales increased 14% to $433.5 million in the third…
• Segment Revenue PerformanceImportance 48 · Surprise 40
  HST third-quarter sales increased 14% to $433.5 million and nine-month sales increased 15% to $1,246.9 million; organic growth was 13% and 12%, respectively. FMT sales rose 3% in both periods, to $327.9 million for the…
• Operating Cash Flow and CapexImportance 48 · Surprise 40
  Operating cash flow increased $72.3 million to $543.2 million in the first nine months of 2026 from $470.9 million, reflecting improved operating results and cash received from IEEPA tariff refunds, partly offset by…
• Revenue Performance and MixImportance 43 · Surprise 32
  Third-quarter 2026 net sales increased 8% to $951.7 million from $878.7 million, while nine-month sales rose 8% to $2,759.2 million from $2,558.4 million. Organic sales grew 8% in the quarter and 6% in the nine-month…
• Trade Policy and TariffsImportance 41 · Surprise 60
  On February 20, 2026, the U.S. Supreme Court invalidated broad-based tariffs imposed under the International Emergency Economic Powers Act (IEEPA). IDEX collected substantially all anticipated refunds during the second…
• Gross Margin DriversImportance 40 · Surprise 40
  Third-quarter gross margin increased 60 basis points to 45.1% from 44.5%, and nine-month gross margin increased 50 basis points to 45.5% from 45.0%. Gross profit rose $38.9 million to $429.5 million for the quarter and…
• Capital Return ProgramImportance 38 · Surprise 24
  IDEX repurchased $228.0 million of shares during the nine months ended September 30, 2026, including $223.5 million for repurchases settled during the period. The remaining repurchase authorization was $699.7 million…
• Balance Sheet and LiquidityImportance 36 · Surprise 14
  At September 30, 2026, IDEX reported $602.1 million of cash and cash equivalents, including $541.9 million held outside the United States, and $637.7 million of availability under its $800.0 million Revolving Facility.…
• Operating Expense TrendsImportance 24 · Surprise 14
  Selling, general and administrative expense increased $13.4 million to $218.1 million in the third quarter and $42.8 million to $660.5 million over nine months. Acquisitions, including amortization, contributed $1.9…
• Supply Chain And InventoryImportance 24 · Surprise 14
  Inventories increased by $49.7 million, or about 10%, from December 31, 2025 to September 30, 2026. Excluding acquisition and foreign currency effects, inventory increased by $55.7 million. IDEX attributed higher…

Earnings call · 2026-10-28

• Liquidity and Capital PositionImportance 76 · Surprise 40
  IDEX ended Q3 2026 with liquidity of more than $1.2 billion. Gross leverage improved to 1.8 times from 2.1 times a year earlier, supported by strong cash flow and earnings growth. Q3 free cash flow was $214 million, up…
• Revenue Guidance and OutlookImportance 74 · Surprise 68
  IDEX raised its 2026 organic growth outlook to 6.5%–6.8%, from 5%–6%. The company narrowed its full-year adjusted EBITDA margin outlook to 27.1%–27.3%. Adjusted EPS guidance increased by $0.16 at the midpoint to…
• Guidance / OutlookImportance 74 · Surprise 68
  On October 28, 2026, IDEX raised its full-year organic growth outlook to 6.5%–6.8%, from 5%–6%, and adjusted EPS guidance to $8.91–$8.96, from $8.70–$8.85. It tightened its full-year adjusted EBITDA margin outlook to…
• Advantaged Market Revenue GrowthImportance 69 · Surprise 64
  Data center, semiconductor, and space and defense businesses together represented more than a third of the portfolio and grew approximately 50% year over year year to date. These areas drove substantial HST growth,…
• Order Backlog and Book-to-BillImportance 60 · Surprise 40
  Third-quarter orders grew 13% organically to nearly $1 billion, with organic growth in all three segments; HST orders rose 21% and FMT orders 11%. Book-to-bill was above 1, and order activity remained strong in…
• Capital Return ProgramImportance 46 · Surprise 24
  IDEX paid $54 million in dividends and repurchased $75 million of shares during Q3 2026. Management plans to maintain share repurchases at approximately $75 million per quarter through the remainder of 2026.…
• Revenue Performance and MixImportance 43 · Surprise 32
  Third-quarter organic sales grew 8% year over year, with HST up 13%, FMT up 4%, and FSDP up 6%. Growth was driven primarily by volume, with a positive contribution from price. Within FMT, semiconductor, municipal…
• Products and TechnologyImportance 34 · Surprise 42
  IDEX is applying existing technical capabilities to new applications within integrated platforms, which management described as a competitive advantage that expands its addressable opportunities. Mott redirected…
• Manufacturing CapacityImportance 34 · Surprise 42
  Management said Mott shifted resources and incremental capital toward growing semiconductor applications, meeting customer requirements within its existing Connecticut facility. Muon dedicated talent and capacity to…
• Advantaged Market DemandImportance 32 · Surprise 24
  Management identified data centers, semiconductor, space and defense, and water as leading growth markets, with demand and orders inflecting noticeably in 2026. Data-center solutions address thermal management for…
• Industrial Market DemandImportance 31 · Surprise 32
  FMT’s organic sales grew 4% in the third quarter, ahead of the segment’s initially planned relatively flat year, as demand broadened across industrial businesses. Management reported stabilization and indicators of…
• Intelligent Water PlatformImportance 31 · Surprise 32
  IDEX’s intelligent water platform grew at a high-single-digit rate in the third quarter. The offering combines flow monitoring, robotic pipe inspection, AI-enabled software, and rehabilitation tools through iDx, a…
• Strategic InitiativesImportance 26 · Surprise 30
  IDEX described its integrated platforms and 80/20 playbook as a way to shift technical resources and capital toward faster-growing advantaged markets. Examples include applying Mott’s porous-metal filtration…
• Pricing and Input CostsImportance 19 · Surprise 6
  Pricing contributed approximately 2% of IDEX’s overall top line in 2026, and pricing was also around 2% in Q3. Management expects that level to remain a reasonable company-wide reference, with relatively more pricing…
• Inflationary Cost PressuresImportance 19 · Surprise 6
  Management said inflation remained stubborn and elevated energy prices continued to push input costs higher in the third quarter of 2026. IDEX uses measured, condition-driven pricing rather than large calendar-based…
• Gross Margin DriversImportance 18 · Surprise 14
  Adjusted gross margin expanded 70 basis points year over year to 45.2%, driven mostly by volume leverage and productivity. Adjusted EBITDA margin rose 50 basis points to 27.8%, with targeted pricing and productivity…

8-K · 2026-10-28

• Liquidity and Debt PositionImportance 63 · Surprise 50
  At September 30, 2026, IDEX reported $602.1 million of cash and cash equivalents and $1,751.1 million of long-term borrowings, net. Long-term borrowings declined from $1,820.1 million at December 31, 2025, while cash…
• Guidance / OutlookImportance 61 · Surprise 76
  IDEX raised its full-year 2026 organic sales growth projection to 6.5%–6.8%, from prior guidance of 5%–6%. It increased its adjusted diluted EPS outlook to $8.91–$8.96, from $8.70–$8.85. The revised EPS range…
• Guidance and OutlookImportance 61 · Surprise 76
  IDEX raised its full-year 2026 organic sales growth projection to 6.5%–6.8%, from prior guidance of 5%–6%. It also increased its adjusted diluted EPS range to $8.91–$8.96, from $8.70–$8.85. At the midpoint, the revised…
• Order Backlog and Book-to-BillImportance 54 · Surprise 40
  Third-quarter orders were $991 million, up 13% year over year on both a reported and organic basis. Orders exceeded net sales of $951.7 million for the quarter. The release does not provide a backlog or book-to-bill…
• Segment Revenue PerformanceImportance 48 · Surprise 40
  Health & Science Technologies third-quarter sales increased $52.5 million, or 14%, to $433.5 million; organic sales grew 13%. Higher volumes, primarily from AI-driven demand in data center power and semiconductor…
• End-Market Demand TrendsImportance 48 · Surprise 40
  Health & Science Technologies (HST) third-quarter net sales increased 14%, with organic sales up 13%. Higher volumes were driven primarily by AI-related demand for data center power and semiconductor markets, alongside…
• Operating Cash Flow and CapexImportance 47 · Surprise 22
  Third-quarter operating cash flow increased 18% to $239.5 million from $203.5 million, a $36.0 million increase; free cash flow rose to $214.3 million from $188.7 million. Capital expenditures were $25.2 million, up…
• Capital Return ProgramImportance 37 · Surprise 6
  IDEX returned $129 million to shareholders in the third quarter of 2026 through dividends and share repurchases. The cash flow statement reports $74.6 million of common-stock repurchases and $54.0 million of cash…
• Revenue Performance and MixImportance 36 · Surprise 14
  Third-quarter 2026 net sales increased 8% to $951.7 million from $878.7 million, with organic sales also up 8%. Higher volumes, primarily in Health & Science Technologies, and positive price across segments drove the…
• Gross Margin DriversImportance 18 · Surprise 14
  Third-quarter GAAP gross margin rose 60 basis points to 45.1% from 44.5%, while adjusted gross margin increased 70 basis points to 45.2%. Volume leverage, net productivity improvements, and favorable mix drove the…

News · 2026-10-28

• Guidance and OutlookImportance 62 · Surprise 68
  IDEX raised its full-year 2026 organic sales growth outlook to 6.5%–6.8%, from its prior range of 5%–6%. It also raised adjusted diluted EPS guidance to $8.91–$8.96, up from $8.70–$8.85. The updated outlook followed…
• Capital Return ProgramImportance 50 · Surprise 24
  IDEX returned $129 million to shareholders through dividends and share repurchases during the third quarter of 2026. A third-party report said the company planned quarterly share repurchases of $75 million. The…
• Revenue Performance and MixImportance 42 · Surprise 32
  IDEX reported third-quarter 2026 revenue of $951.7 million, up 8.3% year over year and 8% organically, compared with $878.7 million a year earlier. Revenue exceeded the $934.5 million analyst consensus by 1.8%. Health…
• Order Backlog and Book-to-BillImportance 30 · Surprise 40
  Third-quarter orders totaled $991.2 million, up 13% year over year. The order total was close to $1 billion and exceeded the quarter's $951.7 million in revenue. IDEX cited order growth as part of its strong quarterly…
• Operating Margin DriversImportance 29 · Surprise 22
  IDEX's adjusted EBITDA increased to $264.8 million in the third quarter of 2026 from $239.8 million a year earlier, an increase of about 10.4%. Adjusted EBITDA margin expanded to 27.8% from 27.3%, a…
• Net Income and EPS PerformanceImportance 29 · Surprise 22
  Third-quarter 2026 net income attributable to IDEX was $144.1 million, compared with $127.8 million a year earlier, an increase of about 12.8%. Reported diluted EPS was $1.95, while adjusted diluted EPS reached a…
• End-Market Demand TrendsImportance 17 · Surprise 24
  Third-quarter demand was strong in Health & Science Technologies, particularly in data center power, semiconductor, and space and defense markets. A separate report described growth as broadening, with improving…

News · 2026-10-23

• Quarterly Dividend DeclarationImportance 10 · Surprise 6
  IDEX paid a quarterly dividend of $0.73 per share. The reported annual dividend yield was 1.3%. The digest did not state the aggregate cash cost of the dividend or a change to the dividend rate.