Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
IEX 
IDEX Corporation (IEX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: IEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $194.74
1 Year Target Price $194.74
| 6 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.5% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.32B USD | Price to earnings Ratio 26.44 | 1Y Target Price 194.74 |
Price to earnings Ratio 26.44 | 1Y Target Price 194.74 | ||
Volume (30-day avg) 15 | Beta 1.04 | 52 Weeks Range 151.55 - 234.67 | Updated Date 10/14/2025 |
52 Weeks Range 151.55 - 234.67 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 1.74% | Basic EPS (TTM) 6.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.05% | Operating Margin (TTM) 21.96% |
Management Effectiveness
Return on Assets (TTM) 6.88% | Return on Equity (TTM) 12.23% |
Valuation
Trailing PE 26.44 | Forward PE 19.08 | Enterprise Value 13743353571 | Price to Sales(TTM) 3.69 |
Enterprise Value 13743353571 | Price to Sales(TTM) 3.69 | ||
Enterprise Value to Revenue 4.11 | Enterprise Value to EBITDA 16.09 | Shares Outstanding 75287284 | Shares Floating 75079491 |
Shares Outstanding 75287284 | Shares Floating 75079491 | ||
Percent Insiders 0.21 | Percent Institutions 105.73 |
Upturn AI SWOT
IDEX Corporation
Company Overview
History and Background
IDEX Corporation was founded in 1987 through a spin-off from Houdaille Industries. It has grown through strategic acquisitions and organic growth, becoming a diversified global manufacturer of fluid and metering technologies, health and science technologies, and fire, safety and other diversified products.
Core Business Areas
- Fluid & Metering Technologies (FMT): FMT specializes in precision fluidics, metering, and dispensing technologies. Products include pumps, flow meters, injectors, and related systems used in various industries like chemical processing, food & beverage, and water treatment.
- Health & Science Technologies (HST): HST focuses on highly engineered products and solutions for life science, analytical instrumentation, and optical technologies. Key products include pumps, valves, optical components, and complete subsystems for medical devices, diagnostics, and research applications.
- Fire & Safety/Diversified Products (FSDP): FSDP offers a range of products and solutions for firefighting, rescue, and industrial safety applications. This segment includes hydraulic rescue tools, fire suppression systems, and other safety-related equipment.
Leadership and Structure
IDEX is led by a CEO and executive leadership team, with a decentralized organizational structure allowing for autonomy within its business segments. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Metering Technologies: Precision gear pumps and flow meters for accurate fluid control in various industries. Market share is estimated at 20-25% in specific niche applications. Competitors include Viking Pump (part of Dover), and various smaller specialized manufacturers. Revenue contribution estimated at 25% of FMT revenue.
- Peristaltic Pumps: Used extensively in life science and analytical instrumentation, providing contamination-free fluid transfer. Market share is around 15-20% within the peristaltic pump niche. Competitors include Watson-Marlow Fluid Technology Group (part of Spirax-Sarco Engineering), and Cole-Parmer. Revenue contribution estimated at 30% of HST revenue.
- Lukas Hydraulic Rescue Tools: Hydraulic rescue tools used by firefighters and emergency responders. Market share is significant in Europe, competing with Holmatro and Weber Rescue Systems. Revenue contribution estimated at 40% of FSDP revenue.
Market Dynamics
Industry Overview
IDEX operates in several fragmented industries with varying growth rates. Key drivers include increasing demand for precision fluid handling, advancements in life sciences, and growing investments in safety and infrastructure.
Positioning
IDEX holds a leading position in several niche markets, driven by its diverse portfolio, strong brand reputation, and focus on innovation. Its competitive advantage lies in its ability to provide highly engineered solutions and leverage its global distribution network.
Total Addressable Market (TAM)
The combined TAM for IDEX's segments is estimated to be $30-40 billion. IDEX is well-positioned to capture a larger share of this market through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across multiple industries
- Strong brand reputation and customer relationships
- Proven acquisition strategy
- Global distribution network
- Focus on innovation and R&D
Weaknesses
- Exposure to cyclical industries
- Integration risks associated with acquisitions
- Potential for supply chain disruptions
- Dependence on key suppliers
- Susceptibility to currency fluctuations
Opportunities
- Expanding into new geographies
- Developing new products and applications
- Acquiring complementary businesses
- Leveraging digital technologies
- Benefiting from government regulations and infrastructure investments
Threats
- Intense competition
- Economic downturns
- Technological disruptions
- Changing customer preferences
- Geopolitical risks
Competitors and Market Share
Key Competitors
- DOV
- ROP
- SPXC
Competitive Landscape
IDEX has a strong competitive position due to its diversified portfolio, strong brand reputation, and focus on innovation. However, it faces competition from larger, more established players.
Major Acquisitions
Airtech Group
- Year: 2022
- Acquisition Price (USD millions): 470
- Strategic Rationale: Expanded FMT segment capabilities in pneumatic technology, enhancing the offering in high-growth markets.
Muon Group
- Year: 2021
- Acquisition Price (USD millions): 220
- Strategic Rationale: Further expands precision fluidics solutions for Life Science and analytical instrument markets.
Growth Trajectory and Initiatives
Historical Growth: IDEX has achieved consistent growth over the past decade, driven by strategic acquisitions and organic growth initiatives.
Future Projections: Analysts expect IDEX to continue to grow at a moderate pace, driven by favorable industry trends and the company's strong market position. Revenue is projected to grow at 5-7% annually.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new products, and implementing digital transformation initiatives.
Summary
IDEX is a fundamentally strong company with a diversified portfolio and proven acquisition strategy. It benefits from secular growth trends in life sciences and industrial automation. Challenges include integration risks and exposure to cyclical industries. Overall, IDEX demonstrates resilience and a solid growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Investor Presentations, Analyst Reports, Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About IDEX Corporation
Exchange NYSE | Headquaters Northbrook, IL, United States | ||
IPO Launch date 1991-06-21 | CEO, President & Director Mr. Eric D. Ashleman | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 9000 | Website https://www.idexcorp.com |
Full time employees 9000 | Website https://www.idexcorp.com | ||
IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, rest of North America, Europe, Asia, and internationally. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, valves, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as flow monitoring and other services for the general industrial, water and wastewater, energy, chemical, agriculture, semiconductor, and food and pharmaceutical industries. The HST segment designs, produces, and distributes precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, moulded and extruded sealing components, shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantable, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, technical ceramics and hermetic sealing products, porous material structures, flow control solutions, and precision photonic solutions. This segment serves life sciences, general industrial, analytical instruments, semiconductor, food and pharmaceutical, energy, automotive, aerospace/defense, and medical/dental markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, engineered stainless steel banding and clamping devices, lifting bags, other components and systems, and precision equipment for dispensing, metering, and mixing colorants and paints. This segment serves fire suppression, paint dispensing, rescue tools, automotive, general industrial, aerospace/defense, and energy markets. The company was incorporated in 1987 and is headquartered in Northbrook, Illinois.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.