Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for IDEX Corporation (IEX) is 8/10.
IDEX delivered Q1 organic revenue growth of 5%, above expectations, with adjusted EPS significantly exceeding guidance as HST grew 11% organically with a 17% order surge and FMT orders grew 9% showing signs of industrial improvement. Management raised full-year EPS guidance by $0.20 to $8.35-$8.55 and organic growth to 3-4%, the largest raise since the initial guide. Space and defense was highlighted as a multiyear growth runway, though FSDP continued its modest decline.
Scored from IDEX Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $863M | +9.4% | $1.62 | +13.3% | 38.8% | 19.7% | 14.3% | $157M |
| FY2025 Q1 | $814M | +1.7% | $1.26 | -21.3% | 45.3% | 19.7% | 11.7% | $91M |
| FY2025 Q2 | $865M | +7.2% | $1.74 | -6.5% | 45.3% | 22.0% | 15.2% | $147M |
| FY2025 Q3 | $879M | +10.1% | $1.70 | +8.3% | 44.5% | 21.1% | 14.5% | $189M |
| FY2025 Q4 | $899M | +4.2% | $1.71 | +5.6% | 43.1% | 20.7% | 14.3% | $190M |
| FY2026 Q1 | $887M | +8.9% | $1.61 | +27.8% | 44.9% | 19.4% | 13.5% | $86M |
| FY2026 Q2 | $921M | +6.4% | $1.93 | +10.9% | 46.4% | 21.7% | 15.6% | $177M |