Every 8-K that IDEX Corporation (IEX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow IEX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IEX filings page.
IDEX Corporation (IEX) entered into a Second Amended and Restated Credit Agreement providing a senior unsecured revolving credit facility of $800 million with a final maturity date of September 3, 2031, extending the prior facility’s November 1, 2027 final maturity date.
The facility includes up to $100 million for letters of credit and up to $50 million for same-day swingline loans, for working capital and other general corporate purposes, including refinancing existing debt. IDEX may request up to $400 million in additional commitments and, subject to conditions, may designate certain foreign subsidiaries as borrowers, whose obligations the company must guarantee.
Borrowings bear interest at a base rate or Term SOFR (or other currency reference rates) plus a margin tied to IDEX’s senior unsecured long-term debt rating or leverage ratio. The agreement permits voluntary prepayments and commitment reductions without penalty and includes customary affirmative and negative covenants, a quarterly leverage ratio test with a 12‑month step-up option for certain acquisitions, and standard events of default.
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.
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.
IDEX Corporation reported the results of its annual stockholder meeting held on May 6, 2026. Stockholders elected four Class I directors—Mark A. Beck, Carl R. Christenson, Katrina L. Helmkamp and Alejandro Quiroz Centeno—to three-year terms ending at the 2029 annual meeting.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers and ratified the appointment of Deloitte & Touche LLP as IDEX’s independent registered public accounting firm for 2026.
IDEX Corporation reported strong first-quarter 2026 results, with net sales of $886.9 million, up 9% from a year earlier, driven by 5% organic growth and contributions from acquisitions and foreign currency. Net income attributable to IDEX rose to $120.0 million, lifting diluted EPS from $1.26 to $1.61, while adjusted diluted EPS increased 14% to $2.00.
Orders reached a record $988.3 million, up 13% reported and 10% organically, indicating solid demand, especially in the Health & Science Technologies segment, which grew sales 17%. Adjusted EBITDA improved to $230.4 million with a 26.0% margin. Operating cash flow was $103.7 million and free cash flow was $86.0 million, slightly below the prior year as higher earnings were offset by working capital and higher capital spending.
The company returned capital through $76.3 million of share repurchases and $52.8 million of dividends. Based on current momentum, IDEX raised its full-year 2026 outlook, now projecting organic sales growth of 3–4% and adjusted diluted EPS of $8.35–$8.55, and guided second-quarter organic sales growth of 3–4% with adjusted diluted EPS of $2.07–$2.12.
IDEX Corporation has announced a leadership change in its strategy function. On February 4, 2026, the company notified Roopa Unnikrishnan, its Senior Vice President, Chief Strategy and Innovation Officer and a current named executive officer, that her position will be eliminated effective February 28, 2026.
IDEX expects to enter into a separation agreement with Ms. Unnikrishnan under the termination-without-cause terms set out in her existing letter agreement, as previously described in the company’s proxy statement filed in March 2025. The filing does not describe broader organizational changes beyond this role elimination.
IDEX Corporation filed a current report to share that it has issued a press release announcing its financial results for the period ended December 31, 2025. The press release, dated February 4, 2026, is furnished as Exhibit 99.1 to the report.
The company notes that the information in this item, including the press release, is being furnished rather than filed, which limits its exposure to certain Exchange Act liabilities and controls how it may be incorporated by reference into other securities filings.
IDEX Corporation announced that Sean M. Gillen will become Senior Vice President and Chief Financial Officer effective January 5, 2026, succeeding interim CFO Akhil Mahendra, who will return to his role as Vice President, Corporate Development. Gillen joins from AAR CORP., where he has been Senior Vice President and CFO since 2019, and previously held finance and investment banking roles at USG Corporation and Goldman Sachs.
Under an offer letter dated December 1, 2025, Gillen will receive a base salary of $625,000, target annual cash incentive equal to 85% of base salary starting with the 2026 program, and an annual equity grant targeted at $2,000,000. He will also receive a one-time restricted stock award valued at $3,000,000 that vests over three years and a cash sign-on bonus of $325,000, subject to repayment if he departs or is terminated for cause within 12 months. Severance protections include one year of base salary and target bonus if terminated without cause, increasing to two times those amounts if this occurs within 24 months after a change in control. IDEX also disclosed that Melissa S. Flores, Senior Vice President and Chief Human Resources Officer, will resign effective December 19, 2025 to pursue another opportunity.
IDEX Corporation furnished an Item 2.02 Form 8‑K announcing quarterly results for the period ended September 30, 2025. The company issued a press release, provided as Exhibit 99.1, on October 29, 2025. This information is being furnished and is not deemed filed under the Exchange Act. The filing also lists Exhibit 104 for the cover page Inline XBRL tags.
IDEX Corporation disclosed that its Board of Directors authorized an additional $635 million for repurchases of the company’s common shares. When combined with approximately $365 million remaining under prior authorizations, the company now has a total share repurchase authorization of about $1 billion.
The company states that repurchases may occur from time to time through open market or privately negotiated transactions and may also be executed under Rule 10b5-1 plans. Management will determine the timing, volume and nature of repurchases based on market conditions, cash investment priorities, applicable securities laws and other factors, and the program can be suspended or discontinued at any time.