Reading IEX? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track IEX free→Reading IEX? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track IEX free→NYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral. Earnings quality is also neutral. Management's recent track record has been fairly steady. Risk is moderate, and the sector backdrop is a headwind. Compared with sector peers, IEX is above typical. Peer multiples imply a price about 9% below where it trades (it looks expensive on this basis); the read is fair. If IEX cuts guidance on the next call, that could be negative.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 8 valuation methods, at three horizons. Current price $218.49. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $218 IEX trades at 27× p/e, in line with its 24× p/e peer median. Our $201 fair value reflects that, medium confidence. Analysts: $214–$257. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 9% near-term growth, in line with our forecast of about 5%. This describes what's priced in, not a forecast of the move.
Only weak execution quality — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
Over the trailing year it converted 1.34x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 60% for the rest of the cohort, n=4440).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to Fed net liquidity, the US dollar, real (inflation-adjusted) rates, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $2.11 → $2.11 (+0.0% / 30d). 9 raised, 2 cut, 13 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 53% of analysts rate Buy.
1 PT revisions / 30d. Avg target 20.4% above current price.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$98.
How much price usually moves either way.
On a bad day, this stock has moved -$216.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $1,517.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: GDP growth impacts industrial demand. Strong GDP can boost IDEX's sales outlook.
Confirms one read:GDP growth is reported above 2% for Q1 2026.
Confirms the other:GDP growth is reported below 1% for Q1 2026.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for IEX yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On April 29, 2026, IDEX Corporation (the “Company”) issued a press release announcing financial results for the period ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchan…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
$214.00 – $257.00 (median $250.00) · 8 analysts · as of 2026-06-02
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Industrial Machinery & Supplies & Components.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
IEX IDEX Corporation | Above typical Show detailsSector percentile: 84 of 100 | full | moderate |
PH Parker Hannifin | Above typical Show detailsSector percentile: 76 of 100 | full | moderate |
ITW Illinois Tool Works | Above typical Show detailsSector percentile: 92 of 100 | fair | moderate |
GWW W. W. Grainger | Above typical Show detailsSector percentile: 73 of 100 | full | moderate |
DOV Dover Corporation | Typical Show detailsSector percentile: 66 of 100 | fair | low |
3 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 60% for the rest of the cohort, n=1113).
Not investment advice. As of 2026-06-12.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Met or beat guidance 100% of the last 8 guided quarters · 21.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing organic sales growth by 3% to 4% over the prior year.
Raise the full-year EPS guidance to reflect higher expected earnings.
Why it matters: This range confirms management's confidence in growth. It shows the effectiveness of their strategies.
Confirms:Q2 organic sales growth reported between 3% and 4% year over year.
Disproves:Q2 organic sales growth reported below 3% year over year.
Why it matters: This guidance shows that management believes earnings will grow. It shows strong performance.
Confirms:Full-year adjusted EPS guidance confirmed at $8.35 to $8.55.
Disproves:Full-year adjusted EPS guidance revised down from $8.35.
Why it matters: Better cash flow means the company is more efficient. It also shows stronger financial health.
Confirms:Cash flow from operations improves above 86% of net income.
Disproves:Cash flow from operations drops below 86% of net income.
Why it matters: Raising EPS guidance would signal confidence in future earnings. It shows management's optimism.
Confirms:Management raised its full-year EPS guidance. It is now higher than current estimates.
Disproves:Management keeps or lowers full-year EPS guidance.
Why it matters: Strong growth in this segment shows a good strategy and high market demand, especially in AI.
Confirms:Organic sales growth in Health & Science Technologies was above 10%.
Disproves:Organic sales growth in Health & Science Technologies was below 10%.
Results of Operations and Financial Condition. On February 4, 2026 , IDEX Corporation (the “Company”) issued a press release announcing financial results for the period ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. The information contained in this Item 2.02 (including Exhibit 99.1 attached hereto) is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “…
Senior Vice President, Chief Strategy and Innovation Officer — Roopa Unnikrishnan: Position eliminated without cause.
Chief Financial Officer — Sean M. Gillen: The company hired a new CFO from an external source.