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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
IDEX
IDEX (IEX) investor relations material
IDEX Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Delivered record Q4 2025 sales and orders, with strong organic growth and margin expansion, led by the HST segment's demand in data centers, semiconductors, and space/defense.
Integration of acquisitions, such as Micro-LAM, progressed well, supporting growth and capacity expansion.
Platforming strategy, cross-business collaboration, and the 8020 operating model fueled growth in targeted markets.
Industrial businesses remained sluggish, with no near-term recovery in leading indicators.
Financial highlights
Q4 2025 organic sales grew 1% year-over-year; full-year organic sales also up 1%.
Adjusted EBITDA margin for Q4 2025 was 26.8%, up 40 bps year-over-year; adjusted EPS for Q4 was $2.10, full-year $7.95.
Orders grew 16% organically in Q4; HST orders reached a record $493 million.
Free cash flow for 2025 was $617 million, up 2% year-over-year, with 103% conversion of adjusted net income.
Share repurchases totaled $73 million in Q4 and $248 million for the year.
Outlook and guidance
2026 organic growth expected at 1%-2%, with HST mid-single digit growth and flat to slightly down FMT and FSDP.
Adjusted EBITDA margin guidance for 2026 is 26.5%-27%; adjusted EPS expected at $8.15-$8.35.
Q1 2026 guidance: ~1% organic growth, 24.5% adjusted EBITDA margin, and $1.73-$1.78 adjusted EPS.
Capital deployment to focus on tuck-in acquisitions and consistent share repurchases.
AI-driven orders vs. 2026 organic sales outlook
FMT/FSDP demand challenges: 8020 strategy impact?
Capital allocation priorities given cash flow uses?
Sean Gillen's M&A strategy evolution?
Industrial demand inflection timing?
Quantify 2026 AI/data center revenue impact
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Next IDEX earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
IDEX
Next IDEX earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
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Frequently asked questions
IDEX Corporation designs, manufactures, and markets engineered fluidics systems and specialty technical products. Its solutions include fluid and metering technologies, health and science instruments, and fire and safety equipment. The company serves a wide range of end markets including life sciences, energy, and industrial processing. It is headquartered in Northbrook, Illinois, and its shares are listed on the NYSE.
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