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IDEX Corporation (IEX)



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Upturn Advisory Summary
08/28/2025: IEX (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $194.62
1 Year Target Price $194.62
6 | Strong Buy |
3 | Buy |
6 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.12% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.44B USD | Price to earnings Ratio 26.73 | 1Y Target Price 194.62 |
Price to earnings Ratio 26.73 | 1Y Target Price 194.62 | ||
Volume (30-day avg) 15 | Beta 1.03 | 52 Weeks Range 152.20 - 235.67 | Updated Date 08/28/2025 |
52 Weeks Range 152.20 - 235.67 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 1.69% | Basic EPS (TTM) 6.18 |
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 26.73 | Forward PE 20.92 | Enterprise Value 13746365062 | Price to Sales(TTM) 3.72 |
Enterprise Value 13746365062 | Price to Sales(TTM) 3.72 | ||
Enterprise Value to Revenue 4.11 | Enterprise Value to EBITDA 16.09 | Shares Outstanding 75287296 | Shares Floating 75080244 |
Shares Outstanding 75287296 | Shares Floating 75080244 | ||
Percent Insiders 0.21 | Percent Institutions 105.46 |
Upturn AI SWOT
IDEX Corporation

Company Overview
History and Background
IDEX Corporation was founded in 1988. It grew through acquisitions, becoming a global leader in applied solutions for various industries. It focuses on highly engineered products and solutions.
Core Business Areas
- Fluid & Metering Technologies (FMT): Designs, produces, and markets positive displacement pumps, flow meters, injectors, and other fluid handling equipment. Serves chemical, food, energy, and water industries.
- Health & Science Technologies (HST): Develops and manufactures precision fluidics, optical components, and advanced material solutions. Caters to life science, diagnostics, and analytical instrumentation markets.
- Industrial Technologies & Solutions (ITS): Provides a range of highly engineered products including band clamps, fire suppression systems, and other industrial components. Serves automotive, infrastructure, and general industrial sectors.
Leadership and Structure
IDEX is led by a CEO and a senior management team. The company is structured into business segments to promote focus and accountability.
Top Products and Market Share
Key Offerings
- Positive Displacement Pumps (FMT): Used for precise fluid transfer in chemical processing, food & beverage production, and other applications. IDEX has a significant share of the positive displacement pump market. Competitors include Viking Pump (IDEX), Blackmer (PSG Dover), and Milton Roy.
- Precision Fluidics (HST): Critical components in analytical instruments and diagnostic devices. IDEX is a key supplier to major life science companies. Competitors include Hamilton Company, Thermo Fisher Scientific, and Parker Hannifin.
- Banding Solutions (ITS): Band clamps used across a wide range of general purpose applications. IDEX is the market leader. Competitors include Norma Group, Oetiker, and Mubea.
Market Dynamics
Industry Overview
The industries served by IDEX are characterized by steady growth driven by technological advancements, increasing demand for precision and reliability, and stringent regulatory requirements.
Positioning
IDEX is positioned as a provider of highly engineered solutions, with a focus on niche markets where performance and reliability are critical. It competes based on product quality, innovation, and customer service.
Total Addressable Market (TAM)
The estimated TAM for IDEX's segments is in the tens of billions USD. IDEX has a good position to grow its market share through acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong brand reputation
- History of successful acquisitions
- Global presence
- Recurring revenue streams
Weaknesses
- Exposure to cyclical industries
- Dependence on acquisitions for growth
- Integration risks associated with acquisitions
- High valuation
Opportunities
- Expanding into new geographic markets
- Developing innovative products and solutions
- Acquiring complementary businesses
- Capitalizing on industry trends such as automation and digitization
Threats
- Economic downturns
- Increased competition
- Raw material price fluctuations
- Changes in regulations
Competitors and Market Share
Key Competitors
- ROK
- IR
- ITT
- HON
Competitive Landscape
IDEX has advantages such as diversification, strong brand, and acquisition strategy, while competitors may have advantages in specific product areas or geographic regions.
Major Acquisitions
Watson-Marlow Fluid Technology Group
- Year: 2009
- Acquisition Price (USD millions): 568
- Strategic Rationale: Expanded IDEX's presence in the high-growth biopharmaceutical market.
Growth Trajectory and Initiatives
Historical Growth: IDEX has grown organically and through strategic acquisitions.
Future Projections: Analysts project continued growth for IDEX, driven by its diversified portfolio and strong market positions.
Recent Initiatives: Recent initiatives include acquisitions, product development, and investments in digital technologies.
Summary
IDEX Corporation is a well-diversified industrial company with a strong track record of growth and profitability. Its diversified portfolio and history of acquisitions allows for consistent expansion, yet it depends on these acquisitions for growth, and potential cyclical downturns could pose risks. The company has many opportunities for future growth, especially as the company invests in digital technologies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- IDEX Corporation Investor Relations
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Please consult with a qualified financial advisor before making any investment decisions.
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.

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