Company Dossier · Industrials
IDEX Corporation
- S&P 500
- Russell 1000
What IDEX Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.59 billion, up 7.5% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.64 billion, up 8.5% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.08 billion, up 33% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.25 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.1 million on the open market.SEC Form 4
- 692 institutional managers reported a position at June 30, 2026 (+15 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 7 (1 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What IDEX Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-23. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending83rd pct
- Debt raised—
- Buybacks vs capex22nd pct
- Hiring filings90th pct
- Deals and private raises48th pct
- Patent publications8th pct
Confident ↔ Hedging
Confident
- Call sentiment66th pct
- Call confidence68th pct
- Guidance changes78th pct
- Risk factors added72nd pct
- Insider open-market trades30th pct
- + Guidance changes
- + Call sentiment
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver49th pct
- Stress filings50th pct
Credit
How these are built →IDEX Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.9B
- Due within a year $0.0B
- Longer term $1.9B
- Default point $0.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 7, 2024 | $500M | 4.950% | 2029 (5y) | +118bp | 4.963% |
From the pricing term sheets IDEX Corporation filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Layoffs
0 actions in the last 12 months · 0 workers in WARN notices · latest Oct 10, 2008
- Oct 10, 2008SEC filing
- Jul 22, 2008SEC filing
WARN notices cover layoffs above the federal size thresholds in the states Palanor reads; they are not every layoff. A WARN notice filed near an 8-K Item 2.05 of IDEX Corporation is linked to it and counted once. Methodology and coverage
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 20, 2026PatentPatent granted: UNIVERSAL PUMP BRACKETUS 12768350
- Oct 6, 2026Patent
- Oct 6, 2026PatentPatent granted: FIRE-FIGHTING SYSTEMUS 12752142
- Sep 29, 2026Patent
- Sep 3, 20268-KMaterial agreement signedItem 1.01
- Aug 17, 20268-KDirector or officer changeItem 5.02
- Aug 17, 2026Trademark
- Aug 4, 2026Patent
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- May 8, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)first_quarter 2026 · $0.1 million
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 9, 20268-KDirector or officer changeItem 5.02
- Jan 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)fourth_quarter 2025 · $0.0 million
- Dec 17, 2025LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)fourth_quarter 2025
- Dec 4, 20258-KDirector or officer changeItem 5.02
- Oct 1, 2025Trademark
- May 21, 20258-KDirector or officer changeItem 5.02
- May 12, 20258-KShareholder vote resultsItem 5.07
- May 2, 2025Trademark
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Feb 20, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Jan 6, 2025Trademark
- Feb 22, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Middleby MIDD | $3.4B | $0.6B | Jul 4, 2026 |
| Donaldson Company DCI | $3.9B | $0.4B | Jul 31, 2026 |
| Pentair PNR | $4.2B | $0.7B | Mar 31, 2026 |
| Valmont Industries VMI | $4.2B | $0.3B | Jun 27, 2026 |
| Fortive FTV | $4.2B | $1.0B | Apr 3, 2026 |
| ESAB Corp ESAB | $3.0B | $0.2B | Jul 3, 2026 |
| Nordson Corporation NDSN | $3.0B | $0.7B | Jul 31, 2026 |
| Lincoln Electric LECO | $4.5B | $0.5B | Jun 30, 2026 |