IDEX CORP /DE/(IEX)Stock Analysis
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Rank #844 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IEX Stock Analysis & AI Quality Score
AI stock analysis and institutional research for IDEX CORP /DE/ (IEX), a Industrials sector company. 13F Pro's AI-powered ranking engine scores IEX at 60.6/100 on a 32-signal composite quality model, placing it at rank #844 of 2,879 stocks — the top half of the AI-ranked universe. IEX scores in the top quartile across balance sheet strength (78.3). Areas of concern include earnings quality (25.3) and institutional flow (27.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), IDEX CORP /DE/ reports quarterly revenue of $886.9M, net income of $120.0M, an operating margin of 19.4%. Top institutional holders of IEX by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. IEX trades on the NYSE exchange and files with the SEC under CIK 832101. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IEX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IDEX CORP /DE/ directly from SEC EDGAR. IDEX CORP /DE/'s 13F Pro composite quality score has ranged between 8 and 75 since 2021, currently 60.6 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$886.9M
Net Income
Q1 2026
$120.0M
Free Cash Flow
Q1 2026
$86.0M
Operating Margin
Q1 2026
19.4%
D/E Ratio
Q1 2026
0.46
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.8% YoYNet Income
-4.3% YoYOperating Income
+3.3% YoYEPS (Diluted)
-3.5% YoYTotal Assets
+2.7% YoYTotal Debt
-11.7% YoYOp. Cash Flow
+1.8% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $3.46B +5.8% | $3.27B +2.7% | $3.18B +15.1% | $2.76B +17.6% | $2.35B -5.7% | $2.49B |
| Net Income | $483.2M -4.3% | $505.0M -14.0% | $586.9M +30.6% | $449.4M +19.0% | $377.8M -11.2% | $425.5M |
| Operating Income | $699.3M +3.3% | $677.2M -9.9% | $751.4M +18.0% | $637.0M +22.3% | $520.7M -10.1% | $579.0M |
| EPS (Diluted) | $6.41 -3.5% | $6.64 -13.9% | $7.71 +31.1% | $5.88 +19.0% | $4.94 -11.2% | $5.56 |
| Total Assets | $6.93B +2.7% | $6.75B +22.4% | $5.51B +12.1% | $4.92B +11.4% | $4.41B +15.7% | $3.81B |
| Total Debt | $1.83B -11.7% | $2.07B +40.2% | $1.48B +23.1% | $1.20B +14.2% | $1.05B +23.3% | $851.8M |
| Operating Cash Flow | $680.4M +1.8% | $668.1M +19.9% | $557.4M -1.4% | $565.3M -0.7% | $569.3M +7.8% | $528.1M |
AI Insight: IEX Financial Trends
Revenue growth steady at 10% YoY, but operating margin compressed 100bps in Q1 2026 amid seasonal cash flow weakness.
• Revenue expanded from $807M (Q2 2024) to $887M (Q1 2026), +10% over 22 months, with Q4 2025 and Q1 2026 sustaining $880M+ run rate.
• Operating margin contracted to 19.4% in Q1 2026 from 21.1% in Q4 2025; full-year 2025 averaged 21.0% vs. 22.7% in 2024.
• Total debt declined 35% from $2,088M (Q3 2024) to $1,881M (Q1 2026), strengthening balance sheet despite equity growth to $4,050M.
⚠ Operating cash flow fell 50% YoY in Q1 2026 to $104M from $106M; seasonal Q1 pattern but margin pressure warrants monitoring.
⚠ Net income declined 17% in Q1 2026 vs. Q1 2025 despite flat-to-up revenue; operating leverage deteriorating.
AI Insight: IEX Ratio Trends
IDEX's profitability metrics have deteriorated consistently through Q1 2026, with operating margin down 330bp and ROIC down 310bp from Q2 2024 peaks.
• Operating margin compressed from 22.6% (Q2 2024) to 19.4% (Q1 2026), marking a sustained downtrend across nine quarters.
• ROIC fell from 14.7% (Q2 2024) to 11.6% (Q1 2026), indicating declining capital efficiency over the period.
• Debt-to-equity improved to 0.46 (Q1 2026) from peak 0.55 in late 2024, reducing financial leverage.
⚠ Q1 2026 ROE fell to 11.8%, lowest in the dataset; NPM at 13.5% suggests underlying margin pressure persists.
⚠ Q1 2025 was a trough quarter (OpMargin 17.4%, ROIC 9.5%); recovery since then has stalled near lower 2024 levels.
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Available Research
13F Pro tracks comprehensive data for IDEX CORP /DE/ including:
Top Institutional Holders of IEX
BlackRock, Inc.
$1.1B5,676,192 shVANGUARD CAPITAL MANAGEMENT LLC
$920.2M4,854,696 shVANGUARD PORTFOLIO MANAGEMENT LLC
$714.4M3,768,696 shPRIMECAP MANAGEMENT CO/CA/
$626.1M3,302,937 shSTATE STREET CORP
$607.6M3,205,396 shMORGAN STANLEY
$587.4M3,099,129 shGEODE CAPITAL MANAGEMENT, LLC
$394.9M2,090,784 shMILLENNIUM MANAGEMENT LLC
$378.3M1,995,944 shNORDEA INVESTMENT MANAGEMENT AB
$349.0M1,873,464 shWELLINGTON MANAGEMENT GROUP LLP
$329.5M1,738,531 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 5,676,192 |
| VANGUARD CAPITAL MANAGEMENT LLC | $920.2M | 4,854,696 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $714.4M | 3,768,696 |
| PRIMECAP MANAGEMENT CO/CA/ | $626.1M | 3,302,937 |
| STATE STREET CORP | $607.6M | 3,205,396 |
| MORGAN STANLEY | $587.4M | 3,099,129 |
| GEODE CAPITAL MANAGEMENT, LLC | $394.9M | 2,090,784 |
| MILLENNIUM MANAGEMENT LLC | $378.3M | 1,995,944 |
| NORDEA INVESTMENT MANAGEMENT AB | $349.0M | 1,873,464 |
| WELLINGTON MANAGEMENT GROUP LLP | $329.5M | 1,738,531 |
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Popular Research
Is IEX a good stock to buy?
13F Pro's AI-powered analysis of IDEX CORP /DE/ (IEX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IEX are available on the IEX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IEX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IEX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IDEX CORP /DE/'s investment landscape.