Stocks · Industrials · Industrial - Machinery
IDEX Corporation IEX
$235.29 +0.99% Close, Oct 5, 2026 · NYSE · Market cap $17.18B
High qualityStrong trendLow risk
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Earnings beat analyst estimates in each of the last 14 quarters (average surprise over the last four: +7.8%).
- The shares trade at 33.9× trailing earnings, higher than 90% of the company's own readings over the past five years.
- The stock is in an uptrend: above its 200-day average for 205 trading days, with the 50-day average above the 200-day.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 6, 2026.
Growth37Weak
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 48%
- EPS growth (TTM, YoY)Top 46%
- FCF growth (TTM, YoY)Bottom 50%
- Revenue growth, 3-year CAGRBottom 41%
- Revenue growth accelerationBottom 30%
Quality84Strong
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 31%
- Gross marginTop 17%
- Operating marginTop 10%
- Cash conversion (OCF / net income)Bottom 42%
- Accruals (lower is better)Bottom 37%
- Net debt / EBITDA (lower is better)Top 40%
- Interest coverTop 22%
Value29Very weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 45%
- Free-cash-flow yieldTop 44%
- EBITDA / enterprise valueBottom 42%
- Sales / enterprise valueBottom 18%
- P/E vs own 5-year history (lower is better)Bottom 14%
Momentum89Strong
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 27%
- 6-month returnTop 24%
- 1-year return vs S&P 500Top 24%
- Distance from 52-week highTop 5%
- Trend checklist (0–4)Top 11%
Revisions55Neutral
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 43%
- Consecutive EPS beatsTop 5%
- Share of analysts rating BuyBottom 40%
- Upside to consensus price targetBottom 17%
Stability87Strong
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 2%
- Maximum drawdown, 3 yearsTop 23%
- Beta vs S&P 500 (lower is better)Top 38%
- Net debt / EBITDA (lower is better)Top 40%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 7.5% | 7.3% | ↓ |
| EPS growth (YoY) | 7.1% | 12.3% | ↑ |
| Gross margin | 43.4% | 44.7% | ↑ |
| Operating margin | 20.9% | 20.8% | ↓ |
| FCF margin | 17.6% | 17.9% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 7.3% | 7.5% | ↓ | Bottom 48% |
| EPS growth (TTM, YoY) | 12.3% | 7.1% | ↑ | Top 46% |
| Gross margin | 44.7% | 43.4% | ↑ | Top 17% |
| Operating margin | 20.8% | 20.9% | ↓ | Top 10% |
| Net margin | 14.5% | 14.1% | ↑ | — |
| Free-cash-flow margin | 17.9% | 17.6% | ↑ | — |
| Return on invested capital | 8.9% | — | Top 31% | |
| Revenue growth, 3-year CAGR | 2.8% | — | Bottom 41% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.38×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -2.8%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.8%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +7.7 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.40×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 11.7×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.24%
- Net buyback yield (TTM)
- 1.73%
- Shareholder yield
- 2.97%
- Share count change, 1 year
- -2.0%
- Share count change, 3-year CAGR
- -0.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 29, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 14
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +7.8%
- Average 2-day reaction, last 8
- +0.8%
- Positive 20 days after report
- 6 of 8
Analysts
- Consensus price target
- $259.50
- Target vs current price
- +10.3%
- Analysts with a rating
- 29
- Share rating Buy or Strong Buy
- 52%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 29, 2026 | +10.0% | +2.2% | +5.9% | +2.5% | — |
| Apr 29, 2026 | +13.0% | +5.8% | +5.1% | +3.1% | +8.7% |
| Feb 4, 2026 | +2.9% | +5.3% | +6.4% | +3.5% | +8.1% |
| Oct 29, 2025 | +5.2% | +3.9% | +0.5% | +4.0% | +16.9% |
| Jul 30, 2025 | +3.5% | -11.3% | -12.6% | -10.4% | -10.2% |
| May 1, 2025 | +6.7% | +0.7% | +3.5% | +4.7% | +6.0% |
| Feb 4, 2025 | +0.5% | -0.1% | -10.2% | -15.1% | -20.5% |
| Oct 29, 2024 | +0.5% | -0.5% | +6.9% | +15.2% | +8.1% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 29, 2026 | $2.32 | $2.11 | +10.0% | $920.6M |
| Apr 29, 2026 | $2.00 | $1.77 | +13.0% | $886.9M |
| Feb 4, 2026 | $2.10 | $2.04 | +2.9% | $899.1M |
| Oct 29, 2025 | $2.03 | $1.93 | +5.2% | $878.7M |
| Jul 30, 2025 | $2.07 | $2.00 | +3.5% | $865.4M |
| May 1, 2025 | $1.75 | $1.64 | +6.7% | $814.3M |
| Feb 4, 2025 | $2.04 | $2.03 | +0.5% | $862.9M |
| Oct 29, 2024 | $1.90 | $1.89 | +0.5% | $798.2M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 33.9× | 29.5× | 90th | Top 45% |
| P/E (forward) | 26.6× | — | — | — |
| EV / EBITDA | 20.4× | — | — | Bottom 42% |
| EV / Sales | 5.14× | — | — | Bottom 18% |
| Free-cash-flow yield | 3.73% | — | — | Top 44% |
| Earnings yield | 2.95% | — | — | Top 45% |
P/E over the past five years
Range 23.8× – 39.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +42.4%
- Earnings per share growth (TTM)
- +12.3%
- Change in P/E multiple
- +24.4%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 3
- Days above the 200-day average
- 205
- 50-day average slope (20 days)
- +0.6%
- 200-day average slope (20 days)
- +2.6%
- Distance from 50-day average
- +2.3%
- Distance from 200-day average
- +11.4%
- RSI (14)
- 63.0
- Relative volume
- 1.14×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 18.4%
- Volatility vs own 5-year history
- 13th percentile · Low for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.94
- Correlation with S&P 500
- 0.56
- Current drawdown from 1-year high
- -2.2%
- Maximum drawdown, 3 years
- -35.9%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Mar 21, 2024 | Aug 11, 2025 | -35.9% | 347 days | Not yet recovered |
| Dec 16, 2021 | Jun 17, 2022 | -27.7% | 126 days | 115 days (Dec 1, 2022) |
| Dec 13, 2022 | Oct 25, 2023 | -22.7% | 217 days | 101 days (Mar 21, 2024) |
| Oct 16, 2020 | Oct 29, 2020 | -12.4% | 9 days | 8 days (Nov 10, 2020) |
| Jan 11, 2021 | Jan 29, 2021 | -10.7% | 13 days | 41 days (Mar 30, 2021) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $17.18B
- P/E (TTM)
- 33.9
- EPS, diluted (TTM)
- $6.95
- Revenue (TTM)
- $3.59B
- Dividend yield
- 1.53%
- 52-week range
- $159.27 – $243.80
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $2.76B | $3.18B | $3.27B | $3.27B | $3.46B |
| Gross profit | $1.36B | $1.59B | $1.62B | $1.52B | $1.54B |
| Operating income | $654.0M | $789.5M | $750.7M | $696.9M | $720.0M |
| Net income | $449.4M | $586.9M | $596.1M | $505.0M | $483.2M |
| EPS (diluted) | $5.88 | $7.72 | $7.85 | $6.64 | $6.41 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $798.2M | $862.9M | $814.3M | $865.4M | $878.7M | $899.1M | $886.9M | $920.6M |
| Net income | $119.1M | $123.2M | $95.5M | $131.6M | $127.8M | $128.3M | $120.0M | $143.4M |
| EPS (diluted) | $1.57 | $1.62 | $1.26 | $1.74 | $1.70 | $1.71 | $1.61 | $1.93 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $565.3M | $557.4M | $716.7M | $668.1M | $680.4M |
| Capital expenditure | -$72.7M | -$68.0M | -$89.9M | -$65.1M | -$63.6M |
| Free cash flow | $492.6M | $489.4M | $626.8M | $603.0M | $616.8M |
| Dividends paid | -$161.1M | -$177.4M | -$190.7M | -$205.3M | -$212.6M |
| Net share buybacks | $13.6M | -$134.0M | -$2.7M | $16.7M | -$247.8M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $621.3M
- Total assets
- $6.93B
- Total liabilities
- $2.92B
- Total debt
- $1.89B
- Net debt
- $1.26B
- Shareholders’ equity
- $4.01B
As of Jun 30, 2026 (filed Jul 29, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Oct 2, 2026 | $0.73 | Oct 16, 2026 |
| Jul 6, 2026 | $0.73 | Jul 24, 2026 |
| May 22, 2026 | $0.73 | Jun 5, 2026 |
| Jan 16, 2026 | $0.71 | Jan 30, 2026 |
| Oct 10, 2025 | $0.71 | Oct 24, 2025 |
| Jul 11, 2025 | $0.71 | Jul 25, 2025 |
| May 19, 2025 | $0.71 | May 30, 2025 |
| Jan 17, 2025 | $0.69 | Jan 31, 2025 |
Short interest
- Shares sold short
- 2,094,342
- Days to cover
- 4.10
- Change vs previous report
- +10.7%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- May 22, 2007
- 3-for-2
- Jun 1, 2004
- 3-for-2
- Feb 3, 1997
- 3-for-2
- Feb 1, 1995
- 3-for-2