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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're taking another step forward today with our news of the acquisition of Micro- LAM, a high-quality bolt-on that brings proprietary difficult-to-machine forming capabilities into our already advantaged technical toolbox.”
IDEX announced the acquisition of Micro-LAM, a precision-optics manufacturer, as a tuck-in to its Optical Technologies/Materials Science Solutions platform, expected to be accretive in its first full year.
IDEX closed fiscal 2025 with Q4 adjusted EPS exceeding guidance as HST orders surged 34% organically to record levels driven by data center AI ecosystem demand. Municipal water achieved double-digit Q4 revenue growth, while FSDP declined 5% for the second consecutive quarter. Management introduced FY2026 guidance of $8.15-$8.35 adjusted EPS with 1-2% organic growth, and a new CFO introduced a structured capital allocation framework.
Demand | Revenue Growth | Competitive Dynamics | Macroeconomic | M&A | Margin | Guidance Reliability | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 2 | 3 | 2 | 3 | 1 | 1 |
| 2025Q1 | 7 | 3 | 2 | 2 | 2 | 1 | 2 | 4 |
| 2025Q2 | 9 | 3 | 3 | 3 | 6 | 4 | 5 | 4 |
| 2025Q3 | 4 | 5 | 3 | 3 | 2 | 4 | 2 | 1 |
| 2025Q4 | 9 | 7 | 3 | 2 | 1 | 1 | ||
| 2026Q1 | 12 | 5 | 6 | 4 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 7 | 9 | 4 | 9 | 12 |
| Revenue Growth | 5 | 3 | 3 | 5 | 7 | 5 |
| Competitive Dynamics | 2 | 2 | 3 | 3 | 3 | 6 |
| Macroeconomic | 3 | 2 | 3 | 3 | 2 | 4 |
| M&A | 2 | 2 | 6 | 2 | 1 | 2 |
| Margin | 3 | 1 | 4 | 4 | 2 | |
| Guidance Reliability | 1 | 2 | 5 | 2 | 1 | 3 |
| Trade Tariffs | 1 | 4 | 4 | 1 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Deane Dray | RBC Capital Markets | 13 (8%) |
| Vlad Bystricky | Citigroup | 12 (0%) |
| Mike Halloran | Robert W. Baird |
| Joe Giordano | TD Cowen | 12 (50%) |
| Nathan Jones | Stifel | 12 (0%) |
| Bryan Blair | Oppenheimer | 10 (0%) |
| Brett Linzey | Mizuho Securities | 9 (0%) |
| Matt Summerville | D.A. Davidson | 8 (25%) |
| Andy Buscaglia | BNP Paribas | 8 (25%) |
| Rob Wertheimer | Melius Research | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| RBC Capital Markets | 1 | 13 (8%) |
| Citigroup | 1 | 12 (0%) |
| Robert W. Baird | 1 | 12 (0%) |
| TD Cowen | 1 | 12 (50%) |
| Stifel | 1 | 12 (0%) |
| Oppenheimer | 1 | 10 (0%) |
| Mizuho Securities | 1 | 9 (0%) |
| D.A. Davidson | 1 | 8 (25%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IEX IDEX Corporation | 8 | +8.9% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |