Core Viewpoint - IDEX Corporation will release its fourth quarter 2026 results on February 4, 2026, prior to market opening, followed by an investor conference call at 8:00 a.m. (CT) [1] Group 1: Earnings Release Information - The earnings presentation will be available via webcast in listen-only mode on the Company's Investor Relations site [2] - Telephone participants can join the conference call by dialing 888-596-4144 with a confirmation code of 2518354, and are advised to connect five minutes early [2] - A replay of the earnings call will be accessible via webcast on the Company's website [2] Group 2: Company Overview - IDEX Corporation is a global engineered products company with three primary business segments: Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety / Diversified Products [3] - The company employs thousands worldwide to design and manufacture engineered components and solutions that are essential for modern advancements [3] - Founded in 1988, IDEX operates over 50 businesses globally and has manufacturing facilities in more than 20 countries [3]

Company Overview - IDEX Corporation (IEX) is a global leader in applied solutions, engineering and manufacturing critical components for essential industrial functions, with a market capitalization of approximately $13.4 billion [1] Earnings Expectations - The upcoming fiscal 2025 fourth-quarter earnings release is scheduled for February 3, with Wall Street expecting diluted EPS of $2.04, unchanged from the previous year [2] - Analysts project fiscal 2025 diluted EPS to remain at $7.89, with a forecasted increase of 5.3% for fiscal year 2026, raising EPS to $8.31 [2] Stock Performance - IEX stock has underperformed compared to broader benchmarks, declining 12.7% over the past 52 weeks, while showing a slight increase of 1.6% year-to-date [3] - In contrast, the S&P 500 Index rose by 16.2% over the same period, and the State Street Industrial Select Sector SPDR ETF (XLI) increased by 20.4% in the last year [3] Recent Financial Results - IDEX reported a significant positive catalyst on October 29, 2025, with a 3.9% intraday stock jump following its fiscal Q3 2025 earnings release [4] - Revenue for the quarter increased by 10.1% year-over-year to $878.7 million, surpassing analyst estimates of $861.1 million [4] - Adjusted EPS rose by 6.8% from the previous year to $2.03, exceeding expectations of $1.93 [4] Management Insights - Management attributed the strong performance to momentum in Health & Science Technologies and solid demand from data centers, municipal water projects, and pharmaceutical customers [5] - CEO Eric Ashleman highlighted the "8020 philosophy," which has sharpened operational focus, accelerated acquisition integration, and enhanced contributions from material science and intelligent water platforms [5]

Core Insights - IDEX Corporation (IEX) specializes in technologies that enhance safety, cleanliness, and connectivity in daily life, with applications in microchip production, water treatment, and satellite communications [1] - The company is currently valued at approximately $13.4 billion, categorizing it as a large-cap entity, and has expanded from three small manufacturing businesses in 1988 to over 50 global operations [2] Financial Performance - IDEX's stock has recently increased by 8.8%, outperforming the Dow Jones Industrial Average's 5.5% return, although it is currently 21.1% below its 52-week high of $226.04 [3] - Over the past 52 weeks, the stock has declined by about 20%, with an additional projected decline of 14.8% in 2025, contrasting with a broader market gain of 10.4% over the past year and 13.5% in 2025 [4] - A positive technical trend is noted, with the stock trading above its 50-day and 200-day moving averages since late November, indicating improved momentum [5] Recent Developments - On October 29, IDEX reported strong Q3 2025 earnings, with adjusted EPS of $2.03, surpassing estimates of $1.93 and reflecting a 7% year-over-year increase, while revenue rose by 10% to $879 million, exceeding the consensus of $861.1 million [6]

Group 1 - IDEX has appointed Sean Gillen as Senior Vice President and Chief Financial Officer, addressing a significant concern for investors as the company fills a vacancy from earlier this year [1] - Gillen will join IDEX on January 5, following a seven-year tenure as CFO at AAR Corp, where he oversaw a compound annual growth rate of approximately 9% in earnings per share and expanded adjusted EBITDA margins from 8% to about 12% [1] - The previous CFO left in May, leading to a prolonged recruitment process that negatively impacted investor sentiment [1] Group 2 - Gillen's experience in portfolio management, mergers and acquisitions, and capital allocation aligns well with IDEX's current focus, particularly as capital allocation remains a key concern [2] - During his time at AAR, Gillen led significant acquisitions, including a $780 million purchase of Triumph Product Support, which required careful debt financing to maintain a robust balance sheet [2] - Prior to AAR, Gillen served as Vice President and Financial Officer at USG Corporation and was a Vice President in Goldman Sachs' Global Industrial Investment Banking division, focusing on mergers, corporate spin-offs, shareholder activism, and capital return programs [2]

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Core Viewpoint - IDEX Corporation has appointed Sean M. Gillen as Senior Vice President and Chief Financial Officer, effective January 5, 2026, succeeding Akhil Mahendra, who will return to his previous role as Vice President, Corporate Development [1][3]. Group 1: Leadership Changes - Sean M. Gillen brings extensive experience in financial performance, operational efficiency, and strategic growth from his previous role as CFO of AAR CORP, where he focused on portfolio management and M&A [2]. - Akhil Mahendra served as interim CFO since May 2025 and will resume his role in corporate development [1][3]. Group 2: Strategic Focus - IDEX's CEO, Eric Ashleman, expressed confidence in Gillen's ability to drive profitable growth and operational execution, emphasizing the importance of disciplined capital allocation and M&A experience [3]. - Gillen highlighted IDEX's differentiated strategy and the potential for margin improvement while building on growth markets [3]. Group 3: Human Resources Update - Melissa S. Flores, Senior Vice President and Chief Human Resources Officer, will leave IDEX for another opportunity effective December 19, 2025, with plans to fill her role externally [3]. Group 4: Company Overview - IDEX Corporation operates in three primary business segments: Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety/Diversified Products, employing around 8,800 people globally [4][6]. - The company reported revenues of $3.3 billion and a net income of $505 million for 2024 [6].

Core Insights - IDEX Corporation is valued at a market capitalization of $12.8 billion and operates in diversified industrial technology, focusing on fluid and metering technologies, health and science technologies, and fire, safety, and rescue equipment [1] Stock Performance - IDEX has experienced significant challenges in the stock market, with a decline of 25% over the past year and an 18.5% drop year-to-date, underperforming the S&P 500 Index, which gained 11% and 12.3% during the same periods [2] - The stock has also lagged behind the Industrial Select Sector SPDR Fund's 6.4% rally over the past 52 weeks and 13.6% return this year [3] Earnings Report - On October 29, IDEX shares increased by 3.9% following the release of third-quarter earnings, which showed net sales rising by 10% to approximately $879 million, with 5% organic growth and record quarterly orders [4] - The adjusted EBITDA margin expanded to roughly 27%, contributing to a 7% year-over-year increase in adjusted EPS to $2.03, while record orders of $880 million increased by 13% on a reported basis and 7% organically [4] - Management reaffirmed its full-year outlook and continued capital returns through steady share repurchases, which bolstered investor confidence [4] Analyst Expectations - For fiscal year 2025, analysts expect IDEX's EPS to remain flat at $7.89 on a diluted basis, with a solid history of surpassing consensus estimates in the trailing four quarters [5] - Among 12 Wall Street analysts covering IDEX, the consensus rating is a "Moderate Buy," consisting of six "Strong Buy" ratings, one "Moderate Buy," and five "Hold" ratings [5] Price Target Adjustments - On October 30, 2025, RBC Capital's Deane Dray maintained an "Outperform" rating on IDEX but reduced the price target from $200 to $195, indicating tempered expectations despite ongoing confidence in the stock [6]

Core Points - IDEX Corporation announced a regular quarterly cash dividend of $0.71 per common share, to be paid on January 30, 2026, to shareholders of record as of January 16, 2026, marking the company's 125 consecutive quarterly cash dividend payments [1][4][6] Company Overview - IDEX Corporation is a global engineered products company with three primary business segments: Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety/Diversified Products [2][3] - The company employs approximately 8,800 people and reported revenues of $3.3 billion and net income of $505 million for the year 2024 [4][6] - Founded in 1988, IDEX operates more than 50 businesses worldwide and has manufacturing operations in over 20 countries [2][3]

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