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Analyst
Vlad Bystricky
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 1questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 14 of 14 questions from 1 company
IEXIDEX Corporation14 questions · 7 reporting periods · 0 of 14 challenging
Calendar 2026 Q2
can you just talk about where you think the company is in terms of the maturity of the growth efforts
Show response
Said the effort is early, described lateral technology extension across semicon, space and data center nodes, and tied 8020 to resource concentration.
can you just talk about sort of what you're seeing in that North American fire market
Show response
Picked continuation explicitly and explained the two drivers: multiyear backlog throughput at strong share plus additive automation gear embedded in that backlog.
Calendar 2026 Q1
could you just talk more about how you're thinking about the potential for a more positive inflection within life sciences in HST over the coming quarters
Show response
CEO emphasized focusing on core innovation and long-standing customer relationships. Positive momentum in pharma. Helping customers reposition assets globally given changing geographies. Doubling down on global span and scale of integrated units. Bringing innovation to markets inflecting most positively.
can you just talk about what price cost was in the quarter, how you see it evolving going forward through the year
Show response
CFO confirmed Q1 price/cost net positive to EBITDA but at lower magnitude than prior tariff-driven quarters. Expects continuation of slightly positive price/cost. No second-round price actions in current guidance. If sustained cost pressures emerge, IDEX businesses have demonstrated ability to move price accordingly.
Calendar 2025 Q4
can you just talk about how much price ended up contributing to top line overall in 'twenty five
Show response
CFO confirmed FY2025 price around 3%, Q4 at 3.5%. FY2026 forecasting 1-2% price contribution, implying roughly flat volumes overall with positive HST volumes offset by FSDP and FMT negatives.
how should we think about the potential for incremental know, meaningful portfolio pruning
Show response
CEO said near-term focus on capitalizing on recently deployed capital. Divesting side limited to smaller 8020-driven product line dispositions. Using HST growth to fund choices in recently acquired businesses.
Calendar 2025 Q3
could you give any color on what price actually contributed in 3Q and how you're thinking about pricing heading into '26
Show response
CEO confirmed Q3 price at 3.5%, highest for the year, approaching late-2023 inflationary cycle levels. Traditional 1.5% base plus 2% tariff-related pricing. Noted real pricing fatigue emerging but differentiation protecting IDEX. Forward pricing depends on policy direction.
help me understand a little better kind of the cadence between 3Q and 4Q
Show response
Interim CFO explained Q3 outperformance from order timing materializing earlier and Mott operational improvements. Results in more balanced Q3 to Q4 reflecting historical seasonal cadence. Q4 HST ramp visible in backlog with high confidence.
Calendar 2025 Q2
can you just give us a little more granularity or specificity on what's embedded now in the current guidance
Show response
CEO said FMT and FSDP modeled steady and performing well. HST had aggressive acceleration hopes moderated for recently acquired businesses. Mott still expects strong Q4 and confirmed accretive exiting year.
I think you called out positive ag orders growth in the quarter, but there's also still a red line next to ag on the slide
Show response
CEO explained ag business is mostly retrofit components, less tied to heavy CapEx OEM cycles. Still lower part of cycle but performing above lower expectations. Good growing season and commercial team channel expansion in Europe helping.
Calendar 2025 Q1
whether you see that opportunity as something that could be repeatable and meaningful for other customers
Show response
CEO explained project is at the right edge of scale for livestock filtration. Core thesis aligns with Mott's pre-acquisition technology. Outstanding reference case for emerging business line.
have you seen any evidence from your customers of them pulling forward any order activity, if you will
Show response
Management found only $6-8M of customer pre-buy, equivalent to IDEX's own modest inventory purchases. Customized products limit ability to stack inventory on shelves.
Calendar 2024 Q4
Have you made any specific assumptions relative to potential tariff impacts coming in
Show response
CEO emphasized highly localized model with no Mexico facility and small Canada presence. 80/20 differentiation and long customer relationships provide pricing protection if tariffs hit.
the mix of proprietary versus competitive targets in that $10 billion plus potential funnel
Show response
CEO confirmed 80% proprietary deal ratio with focus on companion technologies to material science businesses. Balance sheet capacity supports continued M&A while maintaining investment-grade rating.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| IEX IDEX Corporation | 14 | 0%none of 14 questions |
- IEXIDEX Corporation · 14 questions0%none of 14 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Revenue Growth4
- Trade Tariffs4
- Pricing3
- Innovation & R&D2
- Product Launch2
- M&A2
- Capital Allocation2
- Guidance Reliability2
- Macroeconomic2