IDEX Corporation Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy IEX?
Source: seekingalpha
- Performance Growth: IDEX achieved a 34% organic sales growth in Q4 2025, with the HST segment reaching a record $493 million in orders, indicating strong demand in data center and defense markets, thereby enhancing the company's market position in these rapidly growing sectors.
- Margin Improvement: The HST segment saw a 34% increase in organic orders and a 5% rise in sales, while achieving a 60 basis point year-over-year margin improvement, demonstrating effective strategies in cost control and price enhancement.
- Future Outlook: IDEX projects organic growth of 1% to 2% for 2026, with adjusted EPS guidance set at $8.15 to $8.35, reflecting moderate growth expectations for HST alongside flat to slightly declining outlooks for FMT and FSDP.
- Cash Flow and Buybacks: Free cash flow for 2025 was $617 million, with a conversion rate of 103% of adjusted net income, while the company repurchased nearly $250 million in stock during the year, showcasing strong financial health and commitment to shareholder returns.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy IEX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on IEX
Wall Street analysts forecast IEX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for IEX is 191.17 USD with a low forecast of 170.00 USD and a high forecast of 202.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 212.940
Low
170.00
Averages
191.17
High
202.00
Current: 212.940
Low
170.00
Averages
191.17
High
202.00
About IEX
IDEX Corporation is a global applied solutions provider. The Company designs and builds engineered products and mission-critical components. Its segments include 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 and provides flow monitoring and other services. The HST segment designs, produces and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions, and others. The FSDP segment designs, produces and distributes firefighting pumps, valves and controls, rescue tools, lifting bags and other components and systems; engineered stainless steel banding and clamping devices, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Wall Street Analysts Adjust ROKU Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their outlook on ROKU stock, reflecting varying market perceptions that could influence investor decisions and market sentiment.
- Overview of Ratings Update: While specific upgrades or downgrades are not detailed, such changes in analyst ratings typically have a direct impact on stock prices, prompting investors to stay alert for further developments.
- Expected Market Reaction: The adjustments in analyst ratings may lead to short-term volatility in ROKU stock, and investors should consider the significance of these changes in their investment strategies to make informed decisions.
- Source Information: This rating change information is provided by Benzinga, highlighting the critical role analysts play in the market and their potential impact on investor decision-making.
See More
IDEX Corporation Q4 2025 Earnings Call Highlights
- Performance Growth: IDEX achieved a 34% organic sales growth in Q4 2025, with the HST segment reaching a record $493 million in orders, indicating strong demand in data center and defense markets, thereby enhancing the company's market position in these rapidly growing sectors.
- Margin Improvement: The HST segment saw a 34% increase in organic orders and a 5% rise in sales, while achieving a 60 basis point year-over-year margin improvement, demonstrating effective strategies in cost control and price enhancement.
- Future Outlook: IDEX projects organic growth of 1% to 2% for 2026, with adjusted EPS guidance set at $8.15 to $8.35, reflecting moderate growth expectations for HST alongside flat to slightly declining outlooks for FMT and FSDP.
- Cash Flow and Buybacks: Free cash flow for 2025 was $617 million, with a conversion rate of 103% of adjusted net income, while the company repurchased nearly $250 million in stock during the year, showcasing strong financial health and commitment to shareholder returns.
See More
IDEX Corp. Reports Significant Q4 Earnings Growth
- Earnings Growth: IDEX Corp. reported a net income of $128.3 million for Q4, translating to an EPS of $1.71, which marks an increase from last year's $123.2 million and $1.62 per share, indicating sustained profitability improvements.
- Adjusted Earnings: Excluding non-recurring items, the adjusted earnings stood at $157.2 million, or $2.10 per share, showcasing strong performance in the company's core operations.
- Revenue Increase: The company's revenue rose by 4.2% year-over-year to $899.1 million, up from $862.9 million last year, reflecting a stable recovery in market demand.
- Future Guidance: IDEX provided Q1 EPS guidance in the range of $1.73 to $1.78, with an expected revenue growth of about 1%, demonstrating management's confidence in future performance.
See More
IDEX Reports Q4 Earnings with Strong Performance Metrics
- Earnings Beat: IDEX's Q4 Non-GAAP EPS of $2.10 exceeded expectations by $0.06, indicating sustained profitability and reinforcing the company's competitive position in the market.
- Revenue Growth: The company reported Q4 revenue of $899 million, a 4.2% year-over-year increase, surpassing market expectations by $16.61 million, reflecting robust product demand, particularly in the HST sector.
- Record Orders: IDEX achieved record orders of $979 million, a 20% increase year-over-year with 16% organic growth, highlighting the company's enhanced market appeal and customer trust.
- Strong Cash Flow: Operating cash flow reached $680 million, up 2%, representing 141% of net income, showcasing effective cash management and further strengthening shareholder return capabilities.
See More
IDEX Corporation Set to Announce Q4 Earnings on February 4th
- Earnings Announcement Schedule: IDEX Corporation is set to release its Q4 earnings on February 4th before market open, with consensus EPS estimates at $2.04, flat year-over-year, and revenue estimates at $882.39 million, reflecting a 2.2% year-over-year growth potential for the company.
- Historical Performance Review: Over the past two years, IDEX has beaten EPS estimates 100% of the time, although it has only surpassed revenue estimates 50% of the time, indicating strong profitability but a need for improvement in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and seven downward revisions, while revenue estimates experienced three upward and six downward revisions, reflecting a cautious market sentiment regarding the company's future performance, which may impact investor confidence.
- Management Change Impact: The appointment of IDEX's new CFO is viewed as a key catalyst for investors, with analysts highlighting the potential strategic adjustments and value creation capabilities that could positively influence the company's financial performance moving forward.
See More
IDEX Corporation to Release Q4 2026 Results on February 4, 2026
- Earnings Release Schedule: IDEX Corporation is set to announce its fourth quarter 2026 financial results on February 4, 2026, prior to market open, reflecting its ongoing performance in the global engineered products sector.
- Investor Conference Call: An investor conference call will take place at 8:00 a.m. (CT) on the same day, hosted by CEO Eric Ashleman and CFO Sean Gillen, aimed at updating investors on the company's latest developments.
- Webcast Availability: The event and associated earnings presentation will be available via webcast in listen-only mode on the company's Investor Relations site, ensuring investors can access real-time information.
- Replay Feature: A replay of the earnings call will be available on the company's website after the call concludes, allowing investors who could not participate live to review the meeting content.
See More
Wall Street Analysts Adjust ROKU Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their outlook on ROKU stock, reflecting varying market perceptions that could influence investor decisions and market sentiment.
- Overview of Ratings Update: While specific upgrades or downgrades are not detailed, such changes in analyst ratings typically have a direct impact on stock prices, prompting investors to stay alert for further developments.
- Expected Market Reaction: The adjustments in analyst ratings may lead to short-term volatility in ROKU stock, and investors should consider the significance of these changes in their investment strategies to make informed decisions.
- Source Information: This rating change information is provided by Benzinga, highlighting the critical role analysts play in the market and their potential impact on investor decision-making.
See More
IDEX Corporation Q4 2025 Earnings Call Highlights
- Performance Growth: IDEX achieved a 34% organic sales growth in Q4 2025, with the HST segment reaching a record $493 million in orders, indicating strong demand in data center and defense markets, thereby enhancing the company's market position in these rapidly growing sectors.
- Margin Improvement: The HST segment saw a 34% increase in organic orders and a 5% rise in sales, while achieving a 60 basis point year-over-year margin improvement, demonstrating effective strategies in cost control and price enhancement.
- Future Outlook: IDEX projects organic growth of 1% to 2% for 2026, with adjusted EPS guidance set at $8.15 to $8.35, reflecting moderate growth expectations for HST alongside flat to slightly declining outlooks for FMT and FSDP.
- Cash Flow and Buybacks: Free cash flow for 2025 was $617 million, with a conversion rate of 103% of adjusted net income, while the company repurchased nearly $250 million in stock during the year, showcasing strong financial health and commitment to shareholder returns.
See More
IDEX Corp. Reports Significant Q4 Earnings Growth
- Earnings Growth: IDEX Corp. reported a net income of $128.3 million for Q4, translating to an EPS of $1.71, which marks an increase from last year's $123.2 million and $1.62 per share, indicating sustained profitability improvements.
- Adjusted Earnings: Excluding non-recurring items, the adjusted earnings stood at $157.2 million, or $2.10 per share, showcasing strong performance in the company's core operations.
- Revenue Increase: The company's revenue rose by 4.2% year-over-year to $899.1 million, up from $862.9 million last year, reflecting a stable recovery in market demand.
- Future Guidance: IDEX provided Q1 EPS guidance in the range of $1.73 to $1.78, with an expected revenue growth of about 1%, demonstrating management's confidence in future performance.
See More
IDEX Reports Q4 Earnings with Strong Performance Metrics
- Earnings Beat: IDEX's Q4 Non-GAAP EPS of $2.10 exceeded expectations by $0.06, indicating sustained profitability and reinforcing the company's competitive position in the market.
- Revenue Growth: The company reported Q4 revenue of $899 million, a 4.2% year-over-year increase, surpassing market expectations by $16.61 million, reflecting robust product demand, particularly in the HST sector.
- Record Orders: IDEX achieved record orders of $979 million, a 20% increase year-over-year with 16% organic growth, highlighting the company's enhanced market appeal and customer trust.
- Strong Cash Flow: Operating cash flow reached $680 million, up 2%, representing 141% of net income, showcasing effective cash management and further strengthening shareholder return capabilities.
See More
IDEX Corporation Set to Announce Q4 Earnings on February 4th
- Earnings Announcement Schedule: IDEX Corporation is set to release its Q4 earnings on February 4th before market open, with consensus EPS estimates at $2.04, flat year-over-year, and revenue estimates at $882.39 million, reflecting a 2.2% year-over-year growth potential for the company.
- Historical Performance Review: Over the past two years, IDEX has beaten EPS estimates 100% of the time, although it has only surpassed revenue estimates 50% of the time, indicating strong profitability but a need for improvement in revenue growth.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and seven downward revisions, while revenue estimates experienced three upward and six downward revisions, reflecting a cautious market sentiment regarding the company's future performance, which may impact investor confidence.
- Management Change Impact: The appointment of IDEX's new CFO is viewed as a key catalyst for investors, with analysts highlighting the potential strategic adjustments and value creation capabilities that could positively influence the company's financial performance moving forward.
See More
IDEX Corporation to Release Q4 2026 Results on February 4, 2026
- Earnings Release Schedule: IDEX Corporation is set to announce its fourth quarter 2026 financial results on February 4, 2026, prior to market open, reflecting its ongoing performance in the global engineered products sector.
- Investor Conference Call: An investor conference call will take place at 8:00 a.m. (CT) on the same day, hosted by CEO Eric Ashleman and CFO Sean Gillen, aimed at updating investors on the company's latest developments.
- Webcast Availability: The event and associated earnings presentation will be available via webcast in listen-only mode on the company's Investor Relations site, ensuring investors can access real-time information.
- Replay Feature: A replay of the earnings call will be available on the company's website after the call concludes, allowing investors who could not participate live to review the meeting content.
See More
