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IEIEX

IDEX Corporation

$IEX·$17B·Industrial - Machinery·Industrials
$236.97+0.2%YTD+33.2%1Y+44.9%
Price updated 11m ago·X counts updated 5d ago
IEIEX
$IEXIDEX Corporation
$236.97+0.23%27 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IEX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

27X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IEX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IEX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Diversified fluid-and-pump manufacturer with Q2 revenue +6% YoY, 22% operating margin, 29% YTD gain and new $800M revolving credit facility.

IDEX makes pumps, flow-measurement and specialty fluidics across industrial, healthcare/science, and fire/safety end markets, so revenue scales with industrial-capex and specialized-fluidics demand against GDP.

  • Q2 FY26 revenue $920.6M, +6.4% YoY with 21.7% operating margin; four consecutive quarters of 4.2-10.1% revenue growth, operating margin 19.4-21.7%
  • TTM: 34x earnings, 4.9x sales, 13% ROE, 45% gross margin, 21% operating margin, FCF yield 3.6%, debt-to-equity 0.47 — scaled-industrial-machinery economics
  • 2026 estimates: $3.69B revenue, $8.83 EPS; 2027 $3.92B, $9.68 EPS — modeling 6% revenue growth and 10% EPS growth
  • YTD +29%, trailing-12m +40% at $229.85 against a $17B market cap
  • Sep 3: amended-and-restated $800M revolving credit facility maturing Sep 3 2031 — refinancing on favorable terms
  • Aug 13: executive-officer change filed

The operating line is a textbook scaled-industrial compounder (4-10% revenue growth every quarter, 20%+ operating margin, 10%+ EPS growth modeled). The multiple at 34x TTM is extended but matches the stability.

What to watch: Oct 28 Q3 earnings — whether revenue growth sustains above 6% or decelerates as the industrial-capex comp lap tightens.

On the calendar: 2026-10-28 Q3 earnings

Read the AI verdict on $IEX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Engineered fluid-handling and specialty products maker serving pharmaceutical, food processing, water, and fire-suppression markets globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $IEX.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $IEX

Neutral — Engineered fluid-handling and specialty products maker serving pharmaceutical, food processing, water, and fire-suppression markets globally.

Industry benchmark

32-name peer basket
+16.0%YTD
-13.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.32$2.11+10.0%
Q1 2026Apr 29, 2026$2.00$1.77+13.0%
Q4 2025Feb 4, 2026$2.10$2.04+2.9%
Q3 2025Oct 29, 2025$2.03$1.93+5.2%
Next earningsWed, Oct 28·consensus EPS $2.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$920.6M+6.4%46.4%21.7%$1.94$177.0M
Q1 FY26$886.9M+8.9%44.9%19.4%$1.61$86.0M
Q4 FY25$899.1M+4.2%43.1%20.7%$1.72$189.8M
Q3 FY25$878.7M+10.1%44.5%21.1%$1.70$188.7M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.6B – $3.7B$8.83$8.71 – $8.9210
FY27$3.9B$3.8B – $4.0B$9.68$9.29 – $10.1910
FY28$4.1B$3.9B – $4.3B$10.32$9.32 – $11.357
FY29$4.4B$4.4B – $4.5B$12.04$11.76 – $12.343
FY30$4.7B$4.6B – $4.8B$13.40$13.09 – $13.735

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 12Lisa M AndersonSVP, GC, CAO & Corp Sec385 sh$92KSellMay 11Eric D AshlemanCEO15.4K sh$3.3M
+ 15 other (9 awards · 4 inkinds · 2 exempts) in window

See when $IEX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 38-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

IDEX Corporation amended and restated its credit agreement on September 3, 2026, establishing a new revolving credit facility of $800 million maturing September 3, 2031 (extended from the prior November 2027 maturity). The facility includes up to $100 million for letters of credit and $50 million for swingline loans; borrowing commitments can be increased by up to $400 million. Bank of America serves as administrative agent, with JPMorgan, PNC, and Wells Fargo as co-syndication agents. This is a credit-positive refinancing that extends IDEX's liquidity runway by four years at a larger facility size, providing significant balance sheet flexibility.

8-KOfficer or director changeAug 178-K — Item 5.02: Officer or director change
AI summary

IDEX Corporation (IEX) filed an 8-K under Item 5.02, disclosing a change in executive officers or directors effective August 13, 2026. IDEX is a Northbrook, IL-based manufacturer of pumps, flow measurement equipment, and related technologies. No specific names or roles were available in the excerpt.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Contrasting Blue Bird (NASDAQ:BLBD) and IDEX (NYSE:IEX)defenseworld.net·5d agoFederal Signal (NYSE:FSS) and IDEX (NYSE:IEX) Financial Reviewdefenseworld.net·16d agoAre Industrial Products Stocks Lagging IDEX (IEX) This Year?zacks.com·18d agoIDEX Corporation to Webcast Third Quarter 2026 Earnings Callbusinesswire.com·18d agoIDEX Corporation Declares Regular Quarterly Cash Dividendgurufocus.com·30d ago

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Voices on X · last 7 days

No standout posts about $IEX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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