IDEX Gears Up to Post Q3 Earnings: What's in the Offing?

Core Insights - IDEX Corporation (IEX) is set to announce its third-quarter 2025 results on October 29, with a consensus estimate for earnings showing a 1% decrease over the past month [1][10] - The revenue consensus estimate stands at $858.4 million, reflecting a 7.5% increase year-over-year, while adjusted earnings are expected to be $1.93 per share, indicating a 1.6% rise from the previous year [2] Revenue Performance by Segment - The Health & Science Technologies (HST) segment is projected to generate revenues of $363.9 million, marking a 17% year-over-year increase, driven by strong performance in pharma and data center businesses, as well as growth in aerospace/defense markets [3] - The Fire & Safety/Diversified Products (FSDP) segment is expected to report revenues of $195.1 million, up 3.8% year-over-year, benefiting from solid momentum in the energy market and strong demand for OEM solutions [4] - Conversely, the Fluid & Metering Technologies (FMT) segment is anticipated to see revenues of $297.3 million, reflecting a 1.2% decline year-over-year, impacted by softness in agriculture, energy, and chemical markets [6] Acquisitions and Integration Costs - Recent acquisitions, including Mott Corp. and STC Material Solutions, are expected to enhance IDEX's capabilities in applied materials science, potentially boosting overall performance [5] - However, escalating costs and operating expenses related to business integration and amortization are likely to pressure the company's margins in the upcoming quarter [7] Earnings Prediction - The current model indicates a low probability of an earnings beat for IEX, with an Earnings ESP of -0.09% and a Zacks Rank of 4 (Sell) [8]