IDEX Corporation (IEX) Q3 2026 Earnings Call Transcript

IDEX's gross margin recovered from 38.8% in 2024Q4 to 45.1% in 2026Q3 while revenue grew 8.3% year over year to $951.7M, suggesting improved pricing and mix are flowing through to earnings with diluted EPS up 14.7% to $1.95.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rose 8.3% year over year to $951.7M in 2026Q3 while operating margin reached 21.9% and gross margin recovered to 45.1%, though gains may partly reflect favorable timing.
IDEX delivers essential engineered products in high-growth, specialized markets, supporting modern everyday life and industrial applications.
The company operates through three primary segments, offering precision components and systems to OEMs and end-use customers across various industries.
IDEX Health & Science is a global authority in advanced optofluidic technologies, leveraging its engineering expertise and product portfolio.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $2.33+4.0% vs $2.24 | $952M+1.9% vs $934M |
Q3 2026 Jul 29, 2026 | $2.32+10.0% vs $2.11 | $921M+1.7% vs $905M |
Q2 2026 Apr 29, 2026 | $2.00+13.0% vs $1.77 | $887M+4.9% vs $846M |
Q1 2026 Feb 4, 2026 | $2.10+2.9% vs $2.04 | $899M+1.9% vs $882M |
IDEX Corporation (IEX) Q3 2026 Earnings Call Transcript

IEX beats Q3 estimates as strong demand lifts sales 8.3%, prompting higher 2026 earnings and growth guidance.

The headline numbers for Idex (IEX) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Idex (IEX) came out with quarterly earnings of $2.33 per share, beating the Zacks Consensus Estimate of $2.23 per share. This compares to earnings of $2.03 per share a year ago.
Benchmark IEX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for IDEX Corporation (IEX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $226.99 | $16.73B | 31.35 | 5.77% | 14.65% | 13.31% | 1.24% | |
| $476.60 | $48.1B | 18.29 | 12.26% | 30.71% | 13.53% | 0.69% | |
| $65.37 | $19.74B | 30.47 | -17.48% | 14.83% | 10.61% | 0.44% | |
| $68.12 | $11.01B | 17.84 | 2.28% | 15.44% | 16.02% | 1.46% | |
| $97.83 | $22.84B | 21.23 | 5.52% | 11.86% | 9.78% | 1.64% | |
| $94.17 | $4.16B | 21.16 | 5.44% | 8.83% | 14.46% | 1.17% |
IDEX Corporation (IEX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
IDEX Corporation (IEX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Aug 17, 2026·SEC
Jul 29, 2026·SEC
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IDEX Corporation (IEX) stock FAQ — growth, dividends, profitability & financials explained
IDEX Corporation (IEX) reported $3.66B in revenue over the trailing twelve months. Revenue was $3.46B in fiscal year 2025. That is 515% more than the $562.6M of fiscal year 1996.
IDEX Corporation (IEX) grew revenue by 6.9% over the trailing twelve months, compared with the twelve months before.
Yes. IDEX Corporation (IEX) earned $535.8M in net income over the trailing twelve months (a 14.6% net margin).
Yes. IDEX Corporation (IEX) pays a dividend that yields 1.24% at the current price, a moderate yield.
IDEX Corporation (IEX) had a return on equity (ROE) of 13.3% over the trailing twelve months. That is in line with the market's typical 10-15%.
IDEX Corporation (IEX) generated $667.1M in free cash flow over the trailing twelve months.