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NYSE · Industrials

IDEX CORP /DE/ (IEX)

As-reported financials and SEC filings for IDEX CORP /DE/. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About IDEX CORP /DE/

IDEX Corporation is a global provider of specialized components and applied solutions serving niche markets. The company operates through three main segments: Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety/Diversified Products. Its products include precision fluidics, pumps, sealing solutions, air-moving technologies, and process equipment, serving industries such as life sciences, pharmaceuticals, food processing, energy, and industrial manufacturing.

Snapshot

Revenue
$3.46B
Revenue growth (YoY)
5.8%
Net income
$483.2M
Diluted EPS
$6.41
Gross margin
44.5%
Operating margin
20.2%
Net margin
14.0%
FCF margin
17.8%
ROE
12.0%
net income / fiscal-year-end equity
P/E
33.1×
trailing when available, otherwise FY EPS
Market cap
$17.32B
Long-term debt / equity
0.45×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Idex Corp /de/

  • Revenue grew 5.8% to $3.5B in FY2025, after a 0.2% decline the year before.
  • Operating margin is 20.2% in FY2025, -2.8 pp against 23.0% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $921M, up 6.4% from Q2 FY2025.
  • Free cash flow was $617M in FY2025, 17.8% of revenue.
  • Net income fell 4.3% to $483M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Idex Corp /de/’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin44.5%
82nd percentile of 466
Operating margin20.2%
89th percentile of 605
Net margin14.0%
84th percentile of 645
FCF margin17.8%
90th percentile of 562
Revenue growth (YoY)+5.8%
55th percentile of 668
ROE12.0%
66th percentile of 600
P/E33.1×
69th percentile of 434
Long-term debt / equity0.45×
46th percentile of 409
Short interest3.31d
51st percentile of 676

Idex Corp /de/’s FCF margin of 17.8% ranks in the 90th percentile of the 562 Industrials companies reporting it. Idex Corp /de/’s operating margin of 20.2% ranks in the 89th percentile of the 605 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $91,859. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+7 quant / multi-strat
Initiated / added
5
0 new, 5 added
Reduced / exited
3
3 trimmed, 0 exited
Combined position
$1.13B
reported long value
InvestorAs ofPosition valueSharesChange
Millennium ManagementquantQ2 2026$537.8M2.4MAdded
Point72 Asset ManagementquantQ2 2026$205.6M905.9KAdded
Citadel AdvisorsquantQ2 2026$160.3M706.4KReduced
Two Sigma InvestmentsquantQ2 2026$111.5M491.2KReduced
AQR Capital ManagementquantQ2 2026$58.2M257.3KAdded
Renaissance TechnologiesquantQ2 2026$42.1M185.3KAdded
Gotham Asset ManagementQ2 2026$13.8M61.0KAdded
D. E. ShawquantQ2 2026$741,9003.3KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
1
$92K
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-12
filed 2026-08-13
Anderson Lisa MSVP, GC, CAO & Corp SecSell385$238.59$92K
2026-05-11
filed 2026-05-13
ASHLEMAN ERIC DCEO and PresidentSell10.5K$214.95$2.3M
2026-05-11
filed 2026-05-13
ASHLEMAN ERIC DCEO and PresidentSell4.9K$215.81$1.1M

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.7M
settled 2026-08-14
Change vs prior
-7.8%
vs previous settlement
Days to cover
3.31
at avg daily volume
Avg daily volume
527.3K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-141.7M-7.8%3.31
2026-07-311.9M-19.6%2.05
2026-07-152.4M+0.4%4.12
2026-06-302.3M-6.2%2.75
2026-06-152.5M+11.4%4.22
2026-05-292.2M+9.2%3.18
2026-05-152.1M+4.8%3.14
2026-04-302.0M-5.9%2.60

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$3.46B$3.27B$3.27B$3.18B$2.76B
Gross profit$1.54B$1.45B$1.45B$1.43B$1.22B
Operating income$699.3M$677.2M$732.5M$751.4M$637.0M
Net income$483.2M$505.0M$596.1M$586.9M$449.4M
Diluted EPS$6.41$6.64$7.85$7.71$5.88

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$680.4M$668.1M$716.7M$557.4M$565.3M
Capital expenditure$63.6M$65.1M$89.9M$68.0M$72.7M
Free cash flow$616.8M$603.0M$626.8M$489.4M$492.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$920.6M6.4%$143.4M$1.93
Q1 FY2026$886.9M8.9%$120.0M$1.61
Q4 FY2025$899.1M4.2%$128.3M$1.72
Q3 FY2025$878.7M10.1%$127.8M$1.70
Q2 FY2025$865.4M7.2%$131.6M$1.74
Q1 FY2025$814.3M1.7%$95.5M$1.26
Q4 FY2024$862.9M9.4%$123.2M$1.62
Q3 FY2024$798.2M0.6%$119.1M$1.57

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryPumps & Pumping Equipment
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2010
SEC CIK832101

Selected SEC filings

10-K2026-02-19
View on EDGAR →
10-Q2026-07-29
View on EDGAR →
10-Q2026-04-29
View on EDGAR →
10-Q2025-10-29
View on EDGAR →
8-K2026-08-17
View on EDGAR →
8-K2026-07-29
View on EDGAR →
8-K2026-05-08
View on EDGAR →
8-K2026-04-29
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.