IDEX Corporation (IEX)

From the record

IDEX Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

IDEX Corporation's 10 filed years say what it did: revenue went from $2.1 billion in fiscal 2016 to $3.5 billion in fiscal 2025, up 5.6% a year; it rose in 7 of 9 years; the deepest fall was 6% from fiscal 2019 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, IDEX Corporation's diluted share count shrank about 0.3% a year, and dividends and buybacks returned about 43% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 1 purchase of their own stock on the open market in the year to 2026-09-30, buying about $102 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, IDEX Corporation earned about 12 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns. Leverage: it owed about 42 cents per dollar of assets, and net share issuance: its share count shrank 0.8% over the year (the filed statements).

From the record

IDEX Corporation's standing among 63 graded names in its industry family: revenue of $3.5 billion in fiscal 2025 ranks in the top 48% by size; a net margin of 14% ranks in the top 20%; revenue growth of 2.8% a year over the last 3 filed years ranks in the bottom 45% (its annual reports).

From the record

IDEX Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Ashleman, Eric D (CEO and President, as filed), filing under that title since 2021-02-17, 5.7 years (top 49% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 4.7 years (bottom 36%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

IDEX Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $580 million against debt of $1.8 billion leaves -17.9% of its assets as net cash, bottom 39% of its family; cash from operations less capital spending is 17.8% of revenue (top 15%); a gross margin of 44.5% (top 19%); research spending of 2% of revenue (bottom 30%) (its annual report).

From the record

IDEX Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 2.8% a year over the last three filed years against 5.6% over all 10, slowing (bottom 36% of its family); the newest year grew 5.8% (top 44%); research spending grew 4.5% a year (bottom 44%); capital spending grew -2.2% a year (bottom 45%) (its annual reports). IDEX Corporation reported 3 lines of business in fiscal 2025: Health and Science Technologies at $1.5 billion (43%), Fluid and Metering Technologies at $1.2 billion (35%), Fire and Safety Diversified Products at $744 million (22%); 2 of 3 grew against the year before (its annual report).

From the record

IDEX Corporation's newest year against its own record: revenue of $3.5 billion in fiscal 2025 came in 4.4% above the $3.3 billion its prior three years' pace pointed to (bottom 48% of its family); net income of $483 million against a prior three-year average of $563 million (bottom 39%); a net margin of 14% against 17.4% before (bottom 28%) (its annual reports).