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IDEX CORP /DE/ SEC Filings

IEX NYSE

Welcome to our dedicated page for IDEX /DE/ 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on IDEX /DE/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into IDEX /DE/'s regulatory disclosures and financial reporting.

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IDEX Corporation reported that on August 13, 2026, director L. Paris Watts-Stanfield resigned from its Board of Directors, effective immediately. The company stated that her resignation was not due to any disagreement regarding operations, policies, or practices. In connection with this change, the size of the Board was reduced from ten to nine directors.

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IDEX Corp senior executive Lisa M. Anderson, SVP, GC, CAO & Corporate Secretary, exercised options to acquire 385 shares of common stock at an exercise price of $93.27 per share, originally granted with an exercise date of February 22, 2018 and expiring February 22, 2027. On the same day, she sold 385 shares of common stock at a weighted average price of $238.5949 per share, with individual trade prices ranging from $238.39 to $238.73. Following the transaction, the reported option position of 385 options was reduced to 0.

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Rhea-AI Summary

IDEX Corporation reported higher Q2 2026 results, with net sales of $920.6 million up 6% and net income attributable to IDEX of $143.4 million. Diluted EPS rose to $1.93, and gross margin expanded to 46.3%, helped by stronger Health & Science Technologies volumes and positive price/cost.

A U.S. Supreme Court ruling on the International Emergency Economic Powers Act led to $22.0 million of tariff refunds recorded in Cost of sales and $14.7 million of related customer rebates in Net sales, providing a net EPS benefit of $0.08. For the first half, net sales were $1,807.5 million and diluted EPS $3.54; free cash flow, a non-GAAP measure, was $263.0 million. Cash and cash equivalents totaled $621.3 million against total borrowings of $1,866.9 million, and the company returned capital through $151.3 million of share repurchases and $106.7 million of dividends while maintaining significant unused revolver capacity.

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IDEX Corporation reported strong second-quarter 2026 results, with net sales of $920.6 million, up 6% year over year, and orders of $1,071.6 million, up 29%. Reported diluted EPS rose to $1.93 from $1.74, while adjusted diluted EPS increased 12% to $2.32.

Gross margin improved to 46.3% (46.4% adjusted), and adjusted EBITDA reached $258.3 million with a 28.1% margin. Operating cash flow was $200.0 million and free cash flow $177.0 million, supported by IEEPA tariff refunds. The company repurchased $77 million of stock and paid $54 million in dividends.

Management raised full‑year 2026 guidance, now expecting organic sales growth of 5–6% and adjusted diluted EPS of $8.70–$8.85. The Health & Science Technologies segment led growth, benefiting from AI-driven data center and semiconductor demand.

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IDEX Corporation is reported to be 2.34% beneficially owned by affiliates of Wellington Management Group LLP as shown on an amended Schedule 13G/A. The filing lists 1,738,531 shares as shared dispositive power and shows shared voting power of 1,597,417 as of 03/31/2026.

The filing identifies Wellington Investment Advisors Holdings LLP, Wellington Group Holdings LLP and Wellington Management Group LLP as reporting persons and states the shares are owned of record by clients of the Wellington investment advisers. The signatures are dated 05/15/2026.

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IDEX Corp CEO and President Eric D. Ashleman reported an option exercise and share sales. On May 11, 2026, he exercised options for 15,385 shares of common stock at an exercise price of $93.27 per share. The same day, he completed two open-market sales totaling 15,385 shares of common stock, selling 4,915 shares at a weighted average price of $215.8115 and 10,470 shares at $214.9457, with each trade executed in multiple transactions within stated price ranges. Following these transactions, he directly owned 66,658 shares of IDEX common stock.

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Watts Stanfield Paris reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP director Stanfield Paris Watts received an equity award of 805 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of IDEX common stock. Following this grant, the director holds 4,195 shares of common stock.

The RSUs vest in full on the earlier of May 6, 2027, or the date of IDEX’s next annual stockholders meeting, if that meeting occurs at least 50 weeks after the prior year’s meeting. Vesting is conditioned on the director’s continuous service through the vesting date.

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Quiroz Alejandro reported acquisition or exercise transactions in this Form 4 filing.

IDEX CORP director Alejandro Quiroz reported an equity award of 805 shares of common stock, received as a grant of restricted stock units (RSUs). Each RSU represents a right to receive one share of IDEX common stock if vesting conditions are met.

The RSUs vest in full on the earlier of May 6, 2027, or the date of the next annual stockholders meeting, provided that meeting occurs at least 50 weeks after the prior year’s meeting and Quiroz remains in continuous service through that date. Following this award, he directly holds 4,030 shares of common stock.

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FAQ

How many IDEX /DE/ (IEX) SEC filings are available on StockTitan?

StockTitan tracks 48 SEC filings for IDEX /DE/ (IEX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for IDEX /DE/ (IEX)?

The most recent SEC filing for IDEX /DE/ (IEX) was filed on August 17, 2026.