IDEX (IEX) Financial History
Review IDEX annual and quarterly financial results, key ratios, insider transactions and SEC filing history in one chronological view. Data available from FY2008 through FY2025.
Financials
18 fiscal years, FY2008 to FY2025
Insider trades
416 trades
Risk factor changes
12 changes in the latest 10-K
Filings
Annual and quarterly reports
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IDEX Financial Statements
History since FY2008. Annual, in US dollars. Source: 10-K XBRL data.
IDEX Revenue and Growth
Compare reported revenue and year-over-year revenue growth across available fiscal years.
IDEX Income Statements
Review revenue, gross profit, operating income, net income and earnings per share.
IDEX Balance Sheets
Review reported debt and book-value-based ratios where company data is available.
IDEX Cash Flow Statements
Compare reported free cash flow across the available fiscal history.
IDEX Financial Ratios
Compare net margin, price-to-earnings and price-to-book ratios by fiscal year.
| Fiscal year | FY2008 🔒 | FY2009 🔒 | FY2010 🔒 | FY2011 🔒 | FY2012 🔒 | FY2013 🔒 | FY2014 🔒 | FY2015 🔒 | FY2016 🔒 | FY2017 🔒 | FY2018 🔒 | FY2019 🔒 | FY2020 🔒 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $2.8B | $3.2B | $3.3B | $3.3B | $3.5B |
| Revenue growth | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | — | +15.1% | +2.9% | -0.2% | +5.8% |
| Gross profit | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $1.2B | $1.4B | $1.4B | $1.4B | $1.5B |
| Operating income | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $0.6B | $0.8B | $0.7B | $0.7B | $0.7B |
| Net income | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $0.4B | $0.6B | $0.6B | $0.5B | $0.5B |
| Debt | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $1.2B | $1.5B | $1.3B | $2.0B | $1.8B |
| Free cash flow | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $0.5B | $0.5B | $0.6B | $0.6B | $0.6B |
| Net margin | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | 16.3% | 18.4% | 18.2% | 15.4% | 14.0% |
| EPS (diluted) | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $5.88 | $7.71 | $7.85 | $6.64 | $6.41 |
| P/E ratio | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | 40.2× | 29.6× | 27.7× | 31.5× | 27.8× |
| P/B ratio | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | — | — | — | — | — |
Daily closing prices, aggregated by calendar year.
| Year | 2000 🔒 | 2001 🔒 | 2002 🔒 | 2003 🔒 | 2004 🔒 | 2005 🔒 | 2006 🔒 | 2007 🔒 | 2008 🔒 | 2009 🔒 | 2010 🔒 | 2011 🔒 | 2012 🔒 | 2013 🔒 | 2014 🔒 | 2015 🔒 | 2016 🔒 | 2017 🔒 | 2018 🔒 | 2019 🔒 | 2020 🔒 | 2021 🔒 | 2022 | 2023 | 2024 | 2025 | 2026 (YTD) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Open | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $236.50 | $229.07 | $216.33 | $210.74 | $178.03 |
| Close | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $228.27 | $217.20 | $209.33 | $177.97 | $225.33 |
| High | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $245.39 | $240.05 | $246.17 | $226.08 | $247.44 |
| Low | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | $172.28 | $183.83 | $189.84 | $153.54 | $177.41 |
| Annual return | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | ••••• | -3.4% | -4.8% | -3.6% | -15.0% | +26.6% |
IDEX Insider Transactions
From Form 4 filings. Showing the latest 5 of 416 trades.
| Traded | Filed | Insider | Type | Shares | Value | % of holdings |
|---|---|---|---|---|---|---|
| 2026-09-16 | 2026-09-18 | Tara Tereso Group Executive, HST | Tax withholding | 290 | $65K | — |
| 2026-09-16 | 2026-09-18 | William Simmons Group Executive, FMT & FSDP | Tax withholding | 218 | $49K | — |
| 2026-09-11 | 2026-09-15 | Tara Tereso Group Executive, HST | Tax withholding | 138 | $31K | — |
| 2026-08-29 | 2026-09-01 | Allison Lausas VP, Chief Accounting Officer | Tax withholding | 645 | $149K | — |
| 2026-08-12 | 2026-08-13 | Lisa Anderson Senior VP | Option exercise (4 trades) | 1,540 | $36K | — |
IDEX Risk Factor Changes
Latest 10-K compared with the year before. 12 changes found.
$1,247.4 million, respectively.
The Company is exposed to fluctuations in foreign currency exchange rates arising from its global business operations.
•geopolitical events, including natural disasters, catastrophic weather events, climate change, public health conditions, including epidemics, pandemics and other outbreaks (such as the global outbreak of the COVID-19…
•the imposition of and changes in the United States’ and other governments’ trade regulations, trade wars, increased or new tariffs and other trade barriers, and variability and unpredictability in trade relations, in…
In 2025, 51% of the Company’s sales were derived from customers within the U.S.
The Company faces various risks related to the occurrence of catastrophic weather events or significant natural disasters, including earthquakes, wildfires, droughts, fires, power-outages or other catastrophic events,…
enactment or proposal of “anti-ESG” legislation or policies.
In addition to changes in regulations or industry standards, a failure by the Company to innovate and adapt products to new markets, changing customer preferences for higher-efficiency products, or increasing scrutiny…
We also are or may become subject to increasing sustainability-related reporting requirements.
Increased public awareness and concern regarding environmental risks, including global climate change and the potential global transition to a lower-carbon economy, may result in more international, regional, federal…
The Company’s total assets includes substantial intangible assets, primarily goodwill and identifiable intangible assets, which primarily result from acquisitions.
In addition, the increasing use and development of AI has increased demand for AI-related projects, including data center power solutions and semiconductor applications.
IDEX SEC Filings
Latest annual and quarterly reports, current reports, proxy statements and ownership filings.
| Form | Filed | Description | Document |
|---|---|---|---|
| Quarterly report (10-Q) | 2026-10-28 | Quarter ended Sep 30, 2026 | View document |
| Current report (8-K) | 2026-10-28 | Quarterly results | View document |
| Current report (8-K) | 2026-09-03 | Material agreement, New debt | View document |
| Current report (8-K) | 2026-08-17 | Executive change | View document |
| Quarterly report (10-Q) | 2026-07-29 | Quarter ended Jun 30, 2026 | View document |
IDEX financial metrics by year
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