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Upturn AI SWOT - About
IEX 
IDEX Corporation (IEX)
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Upturn Advisory Summary
06/04/2025: IEX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $208.96
1 Year Target Price $208.96
| 6 | Strong Buy |
| 3 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.45% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.32B USD | Price to earnings Ratio 28 | 1Y Target Price 208.96 |
Price to earnings Ratio 28 | 1Y Target Price 208.96 | ||
Volume (30-day avg) 15 | Beta 1.06 | 52 Weeks Range 152.79 - 236.58 | Updated Date 07/1/2025 |
52 Weeks Range 152.79 - 236.58 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 1.61% | Basic EPS (TTM) 6.27 |
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 14.6% | Operating Margin (TTM) 19.65% |
Management Effectiveness
Return on Assets (TTM) 6.9% | Return on Equity (TTM) 12.72% |
Valuation
Trailing PE 28 | Forward PE 21.64 | Enterprise Value 14635666475 | Price to Sales(TTM) 4.06 |
Enterprise Value 14635666475 | Price to Sales(TTM) 4.06 | ||
Enterprise Value to Revenue 4.46 | Enterprise Value to EBITDA 17.32 | Shares Outstanding 75544600 | Shares Floating 75341391 |
Shares Outstanding 75544600 | Shares Floating 75341391 | ||
Percent Insiders 0.21 | Percent Institutions 102.55 |
Analyst Ratings
Rating 4 | Target Price 208.96 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 6 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
IDEX Corporation
Company Overview
History and Background
IDEX Corporation was founded in 1988 as a spin-off from Houdaille Industries. It has grown through strategic acquisitions and organic expansion, becoming a global leader in applied solutions.
Core Business Areas
- Fluid & Metering Technologies: Designs, produces, and markets a wide range of pumps, flow meters, and related equipment for various applications including chemical processing, food and beverage, and water treatment.
- Health & Science Technologies: Provides precision fluidics, optics, and microfluidic subsystems for life science, diagnostics, and analytical instrumentation.
- Fire & Safety/Diversified Products: Offers firefighting pumps and controls, rescue tools, and other safety equipment, as well as banding and clamping solutions.
Leadership and Structure
IDEX Corporation is led by its CEO, Katrina Helmkamp. The organizational structure includes executive leadership teams for each business segment and functional areas.
Top Products and Market Share
Key Offerings
- Positive Displacement Pumps: Used in various industries. Market share varies by application, but IDEX is a significant player. Competitors include Viking Pump (part of IDEX), Colfax Corporation, and ITT Corporation. Revenue from this product is estimated to be a sizable proportion of the Fluid & Metering Technologies segment.
- Peristaltic Pumps: Used extensively in biotech and pharmaceutical applications. IDEX Health & Science has a strong position in this market. Competitors include Watson-Marlow Fluid Technology Group, Cole-Parmer. Revenue generation represents a key aspect of the Health & Science Technologies segment.
- Lukas Hydraulic Rescue Tools: A leading brand of rescue tools used by fire and rescue services. Market share is substantial in key regions. Competitors include Holmatro and Hurst Jaws of Life. These are a significant part of the Fire & Safety segment revenue.
Market Dynamics
Industry Overview
The industries IDEX serves are diverse, including industrial, life sciences, and fire & safety. These sectors are driven by factors like economic growth, technological advancements, and regulatory requirements.
Positioning
IDEX is positioned as a premium provider of specialized, highly engineered solutions. Its competitive advantages include a strong brand reputation, proprietary technologies, and a diversified customer base.
Total Addressable Market (TAM)
TAM for IDEX's served markets is estimated to be in the tens of billions of dollars. IDEX captures a significant portion but has room to grow in its diverse segments.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong brand reputation
- Proprietary technologies
- Extensive distribution network
- History of strategic acquisitions
Weaknesses
- Exposure to cyclical industries
- Potential for integration challenges with acquisitions
- Reliance on key suppliers
Opportunities
- Expanding into emerging markets
- Developing new innovative products
- Leveraging digital technologies
- Growing through strategic acquisitions
Threats
- Economic downturns
- Increased competition
- Fluctuations in raw material costs
- Changes in regulatory requirements
Competitors and Market Share
Key Competitors
- ITT (ITT)
- Roper Technologies (ROP)
- Fortive (FTV)
Competitive Landscape
IDEX competes effectively by offering specialized solutions and maintaining strong customer relationships. However, larger, more diversified competitors present challenges.
Major Acquisitions
IRST GmbH
- Year: 2022
- Acquisition Price (USD millions): 135
- Strategic Rationale: Expanded IDEX's optical sensing capabilities in the health and science technologies segment.
Growth Trajectory and Initiatives
Historical Growth: IDEX has demonstrated consistent growth over the past decade through organic initiatives and strategic acquisitions.
Future Projections: Analyst estimates project continued growth for IDEX, driven by its diversified business model and expanding markets.
Recent Initiatives: Recent initiatives include expanding its presence in high-growth markets and launching new innovative products.
Summary
IDEX Corporation is a well-managed, diversified industrial company with a strong track record of growth and profitability. Its diversified business model helps mitigate risks, and strategic acquisitions have fueled expansion. The company faces challenges from larger competitors and economic cycles, but its strong brand and proprietary technologies position it for continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on available information and general market knowledge. It is not financial advice.
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 worldwide. 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, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, 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 the fire suppression, paint dispensing, rescue tools, automotive, general industrial, aerospace/defense, and the energy markets. The company was incorporated in 1987 and is headquartered in Northbrook, Illinois.
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