What IDEX CORP /DE/'s SEC filings said

10-Q for 2026Q3, filed 28 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Liquidity and Debt Position63 · importance in its document · 8-K exhibit · 28 Oct 2026
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 increased from $580.0…
Guidance / Outlook61 · importance in its document · 8-K exhibit · 28 Oct 2026
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 represents approximately 12%…
Guidance raised60 · rule score among filings · 8-K Item 2.02 · 28 Oct 2026
“We are again increasing our full-year financial guidance due to our strong performance year-to-date, with improved visibility and momentum as we close out 2026.
Restructuring Charges59 · importance in its document · 10-Q · 2026Q3
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 2026 quarterly charges…
End-Market Demand Trends54 · importance in its document · 10-Q · 2026Q3
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 quarter, with organic…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 28 Oct 2026

Full report · Filing on EDGAR

Restructuring ChargesImportance 59
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
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 · +1 more on this subject
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
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…
Trade Policy and TariffsImportance 41
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
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
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
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
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
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…

8-K filings last 12 months

Guidance raised28 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
““We are again increasing our full-year financial guidance due to our strong performance year-to-date, with improved visibility and momentum as we close out 2026.”
Read from the attached exhibit: Liquidity and Debt Position · Guidance / Outlook · Order Backlog and Book-to-Bill
New debt3 Sept 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
Management change (filing not read)17 Aug 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)9 Feb 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)4 Dec 2025 · 8-K Item 5.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.