IEX · Earnings call · 2026Q3T · Full report

Manufacturing Capacity

IDEX CORP /DE/ · 2026-10-28 · Importance 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 data-center optical circuit-switching applications after identifying the opportunity. IDEX said it was increasing capital investment in parts of the business experiencing strong growth to ensure capacity and talent support continued demand. Management also monitors aggregate capacity across fast-growing end markets, but said it did not currently see a constraint that would distort growth.