Welcome to our dedicated page for IDEX SEC filings (Ticker: IEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to IDEX Corporation (NYSE: IEX) SEC filings, offering investors a primary source of regulatory information about the global engineered products company. IDEX files a variety of documents with the U.S. Securities and Exchange Commission that detail its financial performance, segment results, capital allocation decisions and governance matters.
Through Forms 10-K and 10-Q, investors can review consolidated and segment-level data for the Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety / Diversified Products segments, along with discussions of pricing, volume trends, acquisitions and non-GAAP measures such as organic sales, adjusted EBITDA and free cash flow. Current reports on Form 8-K, several of which are reflected in the recent filings list, disclose material events including quarterly earnings announcements, changes in executive leadership, and share repurchase authorizations.
Filings also identify IDEX’s common stock listing on the New York Stock Exchange under the symbol IEX and provide details on items such as dividend declarations, capital structure and certain compensation arrangements for senior executives. For those monitoring insider activity, Forms 3, 4 and 5 (when available) show transactions by directors and officers in IDEX equity.
On Stock Titan, these documents are supplemented with AI-powered summaries that highlight key points from lengthy filings, helping readers quickly understand segment performance, major risks, capital deployment and notable governance changes. Real-time updates from EDGAR ensure that new IDEX filings, from quarterly reports to event-driven 8-Ks, appear promptly, giving investors and researchers an efficient way to follow the regulatory record behind IEX stock.
IDEX Corp ownership update: Vanguard Capital Management reports beneficial ownership of 5,588,265 shares of common stock, representing 7.53% of the class as of 03/31/2026. The filer discloses sole dispositive power over 5,588,265 shares and sole voting power over 733,569 shares.
The Schedule 13G filing lists Vanguard Capital Management and affiliated business divisions as the reporting entity and states the holdings include securities managed for Vanguard funds and client accounts. Signature by Head of Global Fund Administration dated 04/30/2026.
IDEX Corporation reported solid first-quarter 2026 growth. Net sales rose to $886.9 million from $814.3 million, helped by 5% organic growth, favorable currency and contributions from acquisitions. Net income attributable to IDEX increased to $120.0 million from $95.5 million, with diluted EPS up to $1.61 from $1.26.
Adjusted diluted EPS reached $2.00, up from $1.75, reflecting higher volumes in advantaged markets such as data centers, semiconductors, and space and defense within Health & Science Technologies. Gross margin eased slightly to 44.9% from 45.3% as unfavorable mix and price/cost pressure offset productivity gains and volume leverage.
IDEX generated $103.7 million of operating cash flow and $86.0 million of free cash flow, while investing $17.7 million in capital expenditures. The company returned cash to shareholders through $75.6 million of share repurchases and $52.8 million of dividends. The balance sheet showed $586.2 million of cash, total borrowings of $1.88 billion, and ample liquidity with $517.2 million available under its $800 million revolving facility.
IDEX Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,777,844 shares of IDEX common stock, representing 5.09% of the class. The filing states this position reflects holdings across Vanguard Portfolio Management LLC and affiliated business divisions, per SEC Release No. 34-39538.
IDEX Corporation reported strong first-quarter 2026 results, with net sales of $886.9 million, up 9% from a year earlier, driven by 5% organic growth and contributions from acquisitions and foreign currency. Net income attributable to IDEX rose to $120.0 million, lifting diluted EPS from $1.26 to $1.61, while adjusted diluted EPS increased 14% to $2.00.
Orders reached a record $988.3 million, up 13% reported and 10% organically, indicating solid demand, especially in the Health & Science Technologies segment, which grew sales 17%. Adjusted EBITDA improved to $230.4 million with a 26.0% margin. Operating cash flow was $103.7 million and free cash flow was $86.0 million, slightly below the prior year as higher earnings were offset by working capital and higher capital spending.
The company returned capital through $76.3 million of share repurchases and $52.8 million of dividends. Based on current momentum, IDEX raised its full-year 2026 outlook, now projecting organic sales growth of 3–4% and adjusted diluted EPS of $8.35–$8.55, and guided second-quarter organic sales growth of 3–4% with adjusted diluted EPS of $2.07–$2.12.
IDEX Corp Schedule 13G/A: The Vanguard Group states it beneficially owns 0 shares of IDEX Corp common stock and reports 0% ownership. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report separately under SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.
IDEX Corporation is soliciting proxies for its 2026 virtual annual stockholders meeting on May 6, 2026 at 9:00 a.m. Central Time. Holders of common stock as of March 12, 2026 can attend and vote online using a 16-digit control number.
Stockholders will vote on electing four Class I directors for three-year terms, an advisory approval of named executive officer compensation, and ratification of Deloitte & Touche LLP as independent auditor for 2026. The Board recommends voting FOR all three proposals.
The proxy details a 10‑member, largely independent Board, its committee structure, governance practices, risk and cybersecurity oversight, and sustainability program. It also explains director compensation, stock ownership guidelines, and the executive compensation framework, including incentive plans, peer benchmarking, and use of an independent compensation consultant.
IDEX CORP executive Tara M. Tereso reported equity compensation changes and related tax withholding. On February 19, 2026, she acquired an award of 1,055 shares of common stock and 4,445 stock options at an exercise price of $0.0000 per option, described as grants or awards. The restricted shares vest in three roughly equal annual installments beginning February 19, 2027, and the options vest in four roughly equal annual installments beginning the same date, in each case conditioned on continued service.
On February 23, 2026, 154 shares of common stock were disposed of at a price of $207.48 per share to satisfy tax withholding obligations, a non‑market “F” code transaction. After these transactions, Tereso directly held 5,836 shares of common stock and 4,445 options.
Simmons William L. reported acquisition or exercise transactions in this Form 4 filing.
IDEX CORP officer William L. Simmons reported equity awards rather than open-market trades. On February 19, 2026, he received options to buy 4,445 shares of common stock and an award of 1,055 restricted stock units. The RSUs each represent a right to one share of common stock and vest in three substantially equal annual installments beginning February 19, 2027, contingent on continued service. The stock options vest in four substantially equal annual installments beginning on the same date, also subject to his continued service.