Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
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.
PositiveHST Delivers 11% Organic Growth With 17% Order Surge
PositiveSpace And Defense Highlighted As Multiyear Growth Runway
PositiveFMT Orders Grow 9% Organically With Signs Of Industrial Improvement
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
9%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
Sources.Tellvest earnings-call sentiment score for IDEX Corporation (IEX), FY2026 Q1: 8/10. Scores: IDEX Corporation’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: IEX daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Quarter
company-level, not the selected quarter
GAAP revenue YoY +8.92% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base7Base 7GAAP revenue YoY +8.92% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue +8.92%. No structural distortion. Organic growth +5% stated on call. Diversified industrial, no acquisition-driven inflation beyond normal. transcript_adjustment = 0.+EPS0EPS 0GAAP EPS YoY +27.78% vs rev +8.92%, GAAP spread +18.86 percentage points (outside +5 percentage points). Operating income cross-check: operating income YoY +7.62%, operating income spread -1.30 percentage points (inside +/-5 percentage points). GAAP outside, operating income inside -> divergence is non-operating (EPS boosted by below-the-line items while operating improvement modest relative to revenue). Per symmetric cross-check: OI wins. operating income spread -1.30 percentage points -> EPS adjustment = 0,.+Guidance+1Guidance +1FY2026 adjusted EPS raised from $8.15-$8.35 (midpoint $8.25) to $8.35-$8.55 (midpoint $8.45). Change: (8.45-8.25)/8.25 = +2.42%. Raised <3% -> +1.=Final8
How this score was built
Base7Base 7GAAP revenue YoY +8.92% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue +8.92%. No structural distortion. Organic growth +5% stated on call. Diversified industrial, no acquisition-driven inflation beyond normal. transcript_adjustment = 0.+
240.52
161.68
7
8
8
Oct 25Oct 26
Quarter in detail
· FY2026 Q1
Macro signals
↑Enterprise Spending↑AI & Tech→Trade & Tariffs
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.
Key themes
7
positive📊 company
HST Delivers 11% Organic Growth With 17% Order Surge
HST organic revenue grew 11% with orders up 17% year-over-year. Backlog continues to build with greater visibility into balance of year and into 2027. Growth driven by semiconductor OE and consumables, data center applications, space and defense, and pharma. HST adjusted EBITDA margin expanded 100 basis points year-over-year.
DemandRevenue Growth
positive📊 company
Space And Defense Highlighted As Multiyear Growth Runway
Management dedicated prepared remarks to space and defense as a prime example of faster-growing durable end markets. Participation spans multiple touch points from optics for secure data transmission to Mott filtration for propulsion and thermal management. Long program lives and rising system complexity creating sustained demand. Solutions co-engineered early with customers.
Innovation & R&DRevenue Growth
positive📊 company
FMT Orders Grow 9% Organically With Signs Of Industrial Improvement
FMT organic orders grew 9% led by intelligent water platform and mining. Leading indicator industrial order rates showed growth and were slightly better than expected. Water platform continued high single-digit growth with high-purity semiconductor water now contributing positively. General industrial business units showed encouraging early signs of improvement.
DemandRevenue Growth
positive📊 company
Guidance Raised To 3-4% Organic Growth And EPS $8.35-$8.55
Full year 2026 organic growth raised from 1-2% to 3-4%. Adjusted EPS raised by $0.20 to $8.35-$8.55, representing mid- to high single-digit year-over-year growth. Increase driven by Q1 outperformance and HST backlog build providing greater confidence in full year delivery.
CEO described cadence of improvement from weak January through stronger March and stable April. However, diagnostic bellwether businesses not all moving in the same direction, indicating incomplete inflection. Chemical end markets remain globally soft. Management modeled FMT flattish for balance of year citing geopolitical uncertainty overhang.
DemandMacroeconomic
negative📊 company
FSDP Continues Modest Decline With Dispensing Pressure
FSDP organic orders declined 4% and organic sales decreased 1%. Dispensing declined on tough comps and project volumes in North America and Asia. Fire and Safety grew high single digit in North America with stable European demand. FSDP margin improved 30 basis points on productivity. Dispensing expected to stabilize sequentially.
DemandCost Pressure
mixed📊 company
HST Incremental Margins In Low-To-Mid 30s Below Historical Norms
HST flow-through at approximately 33% in recent quarters, below the 40% historical target. Acquired businesses performing well but margins not yet at segment average. Life sciences flat to slightly down, removing a high-margin growth contributor. Management expects mid-30s incrementals for 2026, with 40% target achievable as 8020 actions on acquired businesses take hold and life sciences returns to growth.
Just some companies talking about this higher energy prices, the near term may be some volatility, but long term maybe positive impact for their businesses
FY2026 Q1 selectedReported GAAP figures from SEC filings
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
Quarter
Revenue
Rev YoY
EPS
EPS YoY
Gross margin
Op margin
Net margin
FCF
FY2024 Q4
$863M
+9.4%
$1.62
+13.3%
42.5%
19.2%
14.3%
$157M
FY2025 Q1
$814M
+1.7%
$1.26
-21.3%
45.3%
17.4%
11.7%
$91M
FY2025 Q2
$865M
+7.2%
$1.74
-6.5%
45.3%
21.7%
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%
20.4%
14.3%
$190M
FY2026 Q1Selected
$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
As stated by management
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
EPS
“adjusted EPS came in significantly higher than our guided range in the first quarter”
Revenue
“Organic revenue growth of 5% was better than we forecasted, with notable strength in HST”
Guidance
“We are increasing our adjusted EPS guidance for 2026 by $0.20 to $8.35 to $8.55, representing mid- to high single-digit growth year-over-year”
Key metric
“Free cash flow of $86 million declined $5 million versus last year, driven mostly by higher working capital investment due to higher growth”
EPS
0
EPS 0GAAP EPS YoY +27.78% vs rev +8.92%, GAAP spread +18.86 percentage points (outside +5 percentage points). Operating income cross-check: operating income YoY +7.62%, operating income spread -1.30 percentage points (inside +/-5 percentage points). GAAP outside, operating income inside -> divergence is non-operating (EPS boosted by below-the-line items while operating improvement modest relative to revenue). Per symmetric cross-check: OI wins. operating income spread -1.30 percentage points -> EPS adjustment = 0,.
were a lot of these products already in place? Or have you kind of tweaked and tailored some of these solutions and platforms to better align to these markets?
Can you also maybe highlight just how you saw incoming orders cadence through the first 3 months of the year, what you're seeing in April thus far across the businesses?
Can you give a bit more context as to why you expect to see what sounded like maybe some sustained inflection from here in the life sciences portion of HST?
do you feel like we're at an inflection point or close enough to an inflection point to be comfortable with the trajectory on those short-cycle pieces yet?
Maybe you can talk a little bit more about the pieces of that, that you -- where you're not seeing some improvement and maybe what you think is required to get those businesses going in the right d...
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
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss