InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$235.55

2026-10-16

Market Cap

$17.4B

Volume

0.7M

52-Wk High

$243.80

52-Wk Low

$160.60

Trailing PE

33.8

P/S

4.84

Gross Margin

44.7%

Net Margin

14.5%

ROE

13%

ROIC

9%

Piotroski

7/9

Altman Z

5.6

1-Yr Return

+44.7%

5-Yr Return

+56.5%

IDEX Corporation is an international enterprise specializing in engineered solutions across diverse sectors. The company operates through three primary business units: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT division is responsible for the design, production, and distribution of a range of fluid-handling equipment, including positive displacement pumps, flow meters, and injectors, alongside offering flow monitoring and related services. Its applications span the food, chemical, general industrial, water management, agricultural, and energy industries. Under the HST umbrella, IDEX develops and supplies precision components and systems for health and scientific applications. This includes advanced fluidic devices, various types of pumps (rotary lobe, centrifugal, positive displacement), roll compaction and drying technologies, pneumatic components, and sealing solutions, as well as biocompatible medical devices, optical components, and precision photonic solutions. Key markets for this segment encompass food and beverage, pharmaceutical, cosmetics, marine, chemical, wastewater treatment, life sciences, research, and defense. Finally, the FSDP segment delivers critical equipment for emergency services, such as firefighting pumps, valves, rescue tools, and lifting bags. It also provides engineered stainless steel banding and clamping devices for industrial and commercial use, alongside specialized precision equipment for dispensing, metering, and mixing colorants and paints for retail and commercial clients. IDEX Corporation was founded in 1987 and maintains its headquarters in Northbrook, Illinois.

SectorIndustrialsIndustryIndustrial - MachineryExchangeNYSEMarket Cap$17.4BEmployees8,700 (SEC-filed)CEOEric D. AshlemanIPO1989-06-02CountryUS

3100 Sanders Road, Northbrook, IL 60062 · Tel 847 498 7070 · idexcorp.com

INSIDERSTREET SCORE67 / 100Street mean $261.43 (7 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$3M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · IEX +44.7% · S&P 500 +15.9% · spread +28.8pp

7 Years vs S&P 500 · IEX +56.5% · S&P 500 +189.9% · spread -133.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE67of 100

Score Breakdown

Profitability	57/100
Growth	52/100
Momentum	81/100
Quality	81/100
Earnings Quality	79/100
Balance Sheet	75/100
Value	54/100
Risk (safety)	100/100
Overall	67.0/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
ITT	50
NDSN	75
GGG	76
XYL	60
LII	58
WTS	73
IEX	67

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 70 in 23 Q1, latest 67 — -3 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY67 / 100IS Score 67.0 / 100 · -2.8 from peak of 70

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 86 / 100 · Power +73 · 20 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 67 and price structure at 86 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 67.0	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 62 → 63 → 65 → 67	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 689 → now 689	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)897 up / 817 downnet +80 funds

Institutions Added (13F)15managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 689 · latest 689 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	689	75.7M	$16.9B	102.2%	ex-outlier 94.5%
2026 Q1	674	74.9M	$13.9B	101.2%	ex-outlier 93.5%
2025 Q4	626	77.1M	$13.3B	104.2%
2025 Q3	632	75.5M	$11.9B	102.1%
2025 Q2	641	77.1M	$12.6B	104.2%
2025 Q1	636	75.2M	$12.7B	101.6%
2024 Q4	625	74.9M	$14.3B	101.3%
2024 Q3	609	74.0M	$14.5B	100.0%
2024 Q2	629	73.8M	$13.3B	99.7%
2024 Q1	623	73.0M	$15.4B	98.7%
2023 Q4	618	74.0M	$14.1B	100.0%
2023 Q3	612	73.9M	$13.6B	99.9%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2026-06 reads 102.24%. Institutions cannot hold more of a company than exists. The reported 75.7M shares exceed the 74.0M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 5,734,272 shares against 5,676,192 the prior quarter, a 1x jump, which alone would be 7.7% of the company. Excluding that filing, ownership is 94.5%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2026-03 reads 101.17%. Institutions cannot hold more of a company than exists. The reported 74.9M shares exceed the 74.0M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 5,676,192 shares against 5,686,058 the prior quarter, a 1x jump, which alone would be 7.7% of the company. Excluding that filing, ownership is 93.5%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Tereso Tara M.	Group Executive, HST	2026-09-16	TAX W/H	290	$0.06M	5,408
Simmons William L.	Group Executive, FMT & FSDP	2026-09-16	TAX W/H	218	$0.05M	2,674
Tereso Tara M.	Group Executive, HST	2026-09-11	TAX W/H	138	$0.03M	5,698
Lausas Allison S	VP, Chief Accounting Officer	2026-08-29	TAX W/H	645	$0.15M	3,302
Anderson Lisa M	SVP, GC, CAO & Corp Sec	2026-08-12	EXERCISE	385	$0.04M	4,712
Anderson Lisa M	SVP, GC, CAO & Corp Sec	2026-08-12	SELL	385	$0.09M	4,327
Anderson Lisa M	SVP, GC, CAO & Corp Sec	2026-08-12	EXERCISE	385	$0.04M	0
Ashleman Eric D	director, CEO and President	2026-05-11	EXERCISE	15,385	$1.43M	82,043

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	3	15,770	$3.4M	Counted
M — Exercises (paired A/D)	2	15,770	$1.5M	None — mechanics
F — Tax withholding	4	1,291	$0.3M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$3.4M3 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-08-12	Lisa Anderson	385	$0.1M
2026-03-04	Roopa Unnikrishnan	4,309	$0.9M
2026-02-06	Melissa Flores	14,150	$0.7M
Trailing 12 mo	3 filings	18,844	$2M

Filed	Form	Reporting person	% of class	Shares
2026-05-15	SCHEDULE 13G/A	Wellington Investment Advisors Holdings LLP	2.30%	1.7M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.53%	5.6M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2025-08-12	SCHEDULE 13G/A	Wellington Management Company LLP	8.00%	6.3M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Lisa C. McClain	House	SELL	$1,001 - $15,000	2025-10-30	2025-11-24
Lisa McClain	House	BUY	$1,001 - $15,000	2025-08-04	2025-09-15
Lisa C. McClain	House	BUY	$1,001 - $15,000	2025-08-03	2025-09-15
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-03	2024-05-15
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-03	2024-05-14
Thomas Hawley Tuberville	Senate	SELL	$1,001 - $15,000	2024-04-03	2024-05-14

House 12-Mo1 trades0 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)674

13F Shares75M101.2% of shares out

New / Closed113 / 53positions, QoQ

Increased / Reduced230 / 208positions, QoQ

Put/Call (13F)0.57option positions

Free Float99.7%74M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Fenimore Asset Management Inc	772,862	$176M
Deprince Race & Zollo Inc	272,218	$62M
Asr Vermogensbeheer N.V.	170,156	$39M
Fjarde Ap-Fonden /Fourth Swedish N	50,430	$11M
Wealth Enhancement Advisory Servic	22,130	$5M
Vontobel Holding Ltd.	21,984	$5M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$532M
VSMPX	0.0%	$532M
VTSAX	0.0%	$532M
VTI	0.0%	$532M
VFINX	0.0%	$441M
VFIAX	0.0%	$441M

13F Filers Holding IEX — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session51.7%2026-10-15

20-Day Avg45.3%50-day 43.6%

TrendRising20d vs 50d

By Market CenterQ: 52% · N: 60% · B: 26%latest session

Weekly Notional ($B)

Where IEX Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Ubsa Ubs Ats	1.3M	50 sh
Sgmt Sigma X2	1.1M	35 sh
Ebxl Level Ats	0.8M	21 sh
Mlix Instinct X	0.7M	55 sh
Cgxs Onechronos	0.6M	60 sh
Bids Bids Ats	0.6M	438 sh

Where a dollar of IDEX Corporation revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$1.8B	53%
Europe	$846M	26%
Asia	$563M	17%
North America, Excluding United States	$130M	4%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

IEX (live moat model)Peer median: ITT · NDSN · GGG · XYL · LII

Component scores from the live moat model. Peer median illustrative.

Moat score 55/100 — Weak; primary source Intangible Assets.

3.8 · Employees (SEC filings)

Officer	Title
Eric D. Ashleman	Chief Executive Officer, President & Director
Lisa Anderson	Senior VP, General Counsel, Chief Administrative Officer & Corporate Secretary
Akhil Mahendra	Vice President of Corporate Development
Sean Gillen	Senior Vice President & Chief Financial Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)6 of 6recent quarters

Avg Surprise+6.9%

Next Report2026-10-28

Income Quality1.38OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+17.6%	+15.1%	+2.9%	-0.2%	+5.8%
Gross profit	+17.6%	+17.1%	+1.8%	-6.5%	+1.5%
Operating income	+21.8%	+20.7%	-4.9%	-7.2%	+3.3%
Net income	+19.0%	+30.6%	+1.6%	-15.3%	-4.3%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	2.8	3.2	3.3	3.3	3.5
Cost of revenue	1.4	1.6	1.7	1.8	1.9
Gross profit	1.4	1.6	1.6	1.5	1.5
R&D expense	0.1	0.2	0.2	0.2	0.0
SG&A expense	0.6	0.6	0.7	0.7	0.8
Operating income	0.7	0.8	0.8	0.7	0.7
EBITDA	0.7	0.9	1.0	0.9	0.9
D&A	0.1	0.1	0.2	0.2	0.2
Pretax income	0.6	0.7	0.8	0.6	0.6
Income tax	0.1	0.2	0.2	0.1	0.2
Net income	0.4	0.6	0.6	0.5	0.5
Diluted EPS ($)	5.88	7.72	7.85	6.64	6.41
Diluted shares (M)	76	76	76	76	75

Operating CF$1B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$0B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.4	0.5	0.6	0.6
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.4	0.4	0.5	0.5
Total current assets	1.4	1.4	1.6	1.6
PP&E (net)	0.4	0.5	0.5	0.5
Goodwill + intangibles	3.6	3.9	4.5	4.7
Total assets	5.5	5.9	6.7	6.9
Accounts payable	0.2	0.2	0.2	0.2
Short-term debt	0.0	0.0	0.1	0.0
Deferred revenue	0.0	0.1	0.0	0.0
Total current liabilities	0.5	0.5	0.6	0.6
Long-term debt	1.5	1.3	1.9	1.8
Total liabilities	2.5	2.3	3.0	2.9
Shareholders' equity	3.0	3.5	3.8	4.0

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.6	0.6	0.5	0.5
D&A	0.1	0.2	0.2	0.2
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	(0.1)	0.0	(0.0)	(0.0)
Operating cash flow	0.6	0.7	0.7	0.7
Capital expenditures	(0.1)	(0.1)	(0.1)	(0.1)
Investing cash flow	(0.9)	(0.3)	(1.0)	(0.1)
Buybacks	(0.1)	(0.0)	0.0	(0.2)
Dividends paid	(0.2)	(0.2)	(0.2)	(0.2)
Debt issuance / (repay)	0.3	(0.2)	0.7	(0.2)
Financing cash flow	(0.0)	(0.3)	0.5	(0.6)
Free cash flow	0.5	0.6	0.6	0.6

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	16.8%	20.1%	18.1%	13.8%	12.4%	13%
ROA	9.6%	11.3%	10.5%	8.0%	7.1%	7.5%
ROIC	16.0%	14.7%	13.2%	10.7%	10.5%	8.9%
Gross margin	49.2%	50.1%	49.6%	46.4%	44.5%	44.7%
Operating margin	23.7%	24.8%	22.9%	21.3%	20.8%	20.8%
Net margin	16.3%	18.4%	18.2%	15.4%	14.0%	14.5%
EBITDA margin	26.1%	28.6%	29.4%	26.3%	26.1%	26.7%
FCF margin	17.8%	15.4%	19.1%	18.4%	17.8%	—
VALUATION
P/E	38.21	28.38	26.85	30.99	27.55	33.8
P/B	6.13	5.48	4.52	4.12	3.30	4.3
P/S	6.21	5.24	4.89	4.79	3.85	4.84
P/FCF	34.86	34.04	25.53	25.95	21.58	27.1
EV/EBITDA	24.39	19.58	17.55	19.80	16.10	19.4
EV/Revenue	6.36	5.60	5.17	5.20	4.21	5.2
Earnings yield	2.6%	3.5%	3.7%	3.2%	3.6%	2.98%
FCF yield	2.9%	2.9%	3.9%	3.9%	4.6%	3.69%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	3.50	2.57	2.89	2.53	2.86	3.05
Quick ratio	2.72	1.71	2.05	1.85	2.02	2.15
Debt / equity	0.46	0.52	0.41	0.52	0.45	0.47
Debt / assets	26.5%	28.8%	24.7%	29.4%	26.3%	27.2%
Net debt / EBITDA	0.56	1.27	0.95	1.59	1.37	1.32
Interest coverage	16.35	19.41	15.71	15.37	10.82	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.59	0.61	0.58	0.52	0.51	0.52
Receivables turnover	8.78	8.25	7.84	7.58	7.11	6.5
DSO (days)	42	44	47	48	51	56
DPO (days)	39	41	39	37	40	43
Cash conversion cycle	81	92	97	95	98	109
GROWTH (YoY)
Revenue growth	17.6%	15.1%	2.9%	-0.2%	5.8%	—
Net income growth	19.0%	30.6%	1.6%	-15.3%	-4.3%	—
EPS growth	18.8%	31.6%	1.7%	-15.4%	-2.9%	—
FCF growth	-4.9%	-0.6%	28.1%	-3.8%	2.3%	—
PER SHARE ($)
EPS (diluted, TTM)	5.88	7.73	7.86	6.65	6.46	7.02
Book value / share	36.64	40.04	46.72	50.00	53.84	54.14
Revenue / share	36.14	41.92	43.19	43.07	46.22	48.45
FCF / share	6.44	6.45	8.27	7.94	8.25	8.67
Cash / share	11.77	5.67	7.05	8.18	7.75	8.40
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.9%	0.2%	0.0%	1.9%	1.80%
Altman Z-Score	7.03	6.18	6.28	5.05	4.68	5.6
Piotroski F-Score	6	5	6	3	8	7/9
Beneish M-Score	-2.35	-2.15	-2.59	-2.38	-2.58	-2.51

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	5.6	Safe (>2.99)	Safe
Income quality	1.38	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.51	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.76
Interest burden	0.91
Operating margin	20.8%
Asset turnover	0.52×
Financial leverage	1.72×
= ROE	13%

Growth Quality (live)	Value
Revenue stability	0.83
Earnings stability	0.09
Earnings persistence	0.96
Revenue CAGR 3y	2.5%
EPS CAGR 3y	-3.3%
FCF CAGR 3y	4.0%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield1.80%

Dividend Yield1.23%

Total Shareholder Return3.04%cash yield

SBC / Revenue0.8%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
ITT	$17.7B	38.8	11%	5.8%	+28.1%	3/9	+16.3%
NDSN	$18.0B	32.5	18%	18.7%	+7.0%	9/9	+39.4%
GGG	$13.3B	25.4	21%	24.5%	+4.6%	8/9	+1.9%
XYL	$24.3B	24.8	9%	11.3%	+4.5%	7/9	-27.9%
LII	$12.4B	16.1	70%	17.4%	-2.1%	6/9	—
WTS	$11.9B	31.1	19%	15.5%	+17.1%	8/9	—
CR	$11.9B	35.5	17%	13.2%	+13.8%	3/9	—
DOV	$26.4B	23.4	15%	14.3%	+7.6%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

29 Analysts

Str Sell (0)Sell (0)Hold (14)Buy (15)Str Buy (0)

Mean Target (qtr)$261.437 targets

Target vs. Price+11.0%last-quarter mean

Next Report2026-10-28street $2.24

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$3.69B	$3.71B / $3.64B	$8.84	$8.93 / $8.72	9
FY2027	$3.92B	$4.01B / $3.85B	$9.69	$10.21 / $9.30	9
FY2028	$4.08B	$4.27B / $3.87B	$10.39	$11.43 / $9.39	3

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Quarter	$261.43	+11.0%	7
Last Year	$242.60	+3.0%	25
All Time	$233.64	-0.8%	42

Rolling mean of published targets vs. last close $235.55. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

B+

DCF

3/5

ROE

4/5

ROA

4/5

Debt/Eq

3/5

P/E

2/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

IEX +44.7% vs S&P 500 +15.9% — spread +28.8pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$231.82	+3.73	+1.61%	Above
SMA 50	$230.20	+5.35	+2.32%	Above
SMA 200	$212.29	+23.26	+10.96%	Above
EMA 9	$235.16	+0.39	+0.17%	Above
EMA 21	$232.47	+3.08	+1.32%	Above
EMA 50	$229.47	+6.08	+2.65%	Above
EMA 200	$213.66	+21.89	+10.25%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

TECHNICAL VERDICTBULLISHPower Score +7320 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%80

Volume 20%94

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago27%+73 pts since

12 Weeks Ago45%+55 pts since

ReadImprovingweek-over-week trajectory

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Price vs SMA 20$231.82

Price vs SMA 50$230.20

Price vs SMA 200$212.29

EMA 9/21 Cross235.2/232.5

SMA 50/200Golden

ADX DirectionADX 16

Supertrend$224

Parabolic SAR$229

SMA Slope0.630

RSI58.0

Stochastic K/D76/81

StochRSI K/D70/80

Williams %R-35

CCI78

TSI vs Signal18.8

CMO16.0

ROC1.10%

OBV SignalAccum

Chaikin MF0.030

MFI53

Force Index0M

Elder Ray Bull6.66

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 81

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$237.19 / $240.53 / $244.65	S1 / S2	$233.07 / $229.73
Bollinger (20,2)	$223.12 – $240.52	Squeeze	Off
52-wk range	$158.42 – $243.02	Off 52-wk high	-3.1%
ATR (14)	$4.76 (2.0%)	Historical vol	14.7%

+0.2%Jan45%

-0.5%Feb60%

+2.2%Mar67%

+2.4%Apr60%

-0.0%May55%

+0.5%Jun45%

+2.8%Jul60%

-0.4%Aug50%

-0.6%Sep60%

+0.9%Oct65%

+4.0%Nov95%

+1.4%Dec65%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	IEX	S&P 500
Weekly volatility (σ, 1y)	2.92%	1.83%
Best / worst week (1y)	+8.1% / -7.5%	—
Max drawdown (5y, monthly)	-33.4%	—
1-week VaR (95%)	-4.3%	—
Beta (5y)	0.97	1.00

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IEX EQUITY WEATHER (LIVE)CLOUDY · +14

Trend+44

Momentum+25

Volume+34

Volatility-60

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 152 stories, weekly buckets, −1 to +1.

Overall+14.0+40.7 vs industry

Trend+44.0+75.5 vs industry

Momentum+25.0+56.2 vs industry

Volume+34.0+51.4 vs industry

Reading	IEX	Industrial - Machinery n=1,754	Industrials n=9,922	All US symbols n=70,435
Overall	+14.0	-26.7	-24.1	-20.5
Trend	+44.0	-31.6	-26.2	-21.3
Momentum	+25.0	-31.2	-24.5	-15.8
Volume	+34.0	-17.4	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Eric D. Ashleman, Chief Executive Officer an	$9.1M	69% equity+incentive
Lisa M. Anderson, Senior Vice President, Gen	$1.8M	56% equity+incentive
Abhishek Khandelwal, Former Senior Vice Pres	$1.8M	62% equity+incentive
Roopa Unnikrishnan, Former Senior Vice Presi	$1.5M	53% equity+incentive
Akhil Mahendra, Interim Chief Financial Offi	$1.5M	64% equity+incentive

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Pillar (live disclosure scores)	Score
Environmental	64
Social	53
Governance	73
Composite ESG	63

Composite ESG Trend

Filed	8-K contents	Items
2026-09-03	Material Agreement; Financial Obligation; Exhibits	1.01,2.03,9.01
2026-08-17	Officer/Director Change	5.02
2026-07-29	Earnings Release; Exhibits	2.02,9.01
2026-05-08	Shareholder Vote; Exhibits	5.07,9.01
2026-04-29	Earnings Release; Exhibits	2.02,9.01
2026-02-09	Departure/Election of Directors; Appointment of Officers	5.02
2026-02-04	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-12-04	Departure/Election of Directors; Appointment of Officers; Regulation F	5.02,7.01,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-27 to 2026-07-29
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	113 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-06 to 2026-09-16
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-08-12 to 2026-05-15
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

IDEX Corporation (IEX)

IDEX Corporation (IEX)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

IDEX Corporation (IEX)

Institutions holding — 12 quarters

IDEX Corporation (IEX)

Monthly Net Insider Flow (000 shares)

Signal Summary

IDEX Corporation (IEX)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding IEX — quarterly

Institutional Put/Call — quarterly

IDEX Corporation (IEX)

Where IEX Trades in the Dark

IDEX Corporation (IEX)

3.8 · Employees (SEC filings)

IDEX Corporation (IEX)

IDEX Corporation (IEX)

IDEX Corporation (IEX)

Balance Sheet — Full

Cash Flow Statement — Full

IDEX Corporation (IEX)

IDEX Corporation (IEX)

IDEX Corporation (IEX)

Street Price Target — Trajectory

Third-Party Composite Rating

IDEX Corporation (IEX)

IDEX Corporation (IEX)

Family Scores (site weights)

IDEX Corporation (IEX)

IDEX Corporation (IEX)

IDEX Corporation (IEX)

IDEX Corporation (IEX)