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.
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IDEX Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,777,844 shares of IDEX common stock, representing 5.09% of the class. The filing states this position reflects holdings across Vanguard Portfolio Management LLC and affiliated business divisions, per SEC Release No. 34-39538.
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 Corp Schedule 13G/A: The Vanguard Group states it beneficially owns 0 shares of IDEX Corp common stock and reports 0% ownership. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report separately under SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.
IDEX Corporation is soliciting proxies for its 2026 virtual annual stockholders meeting on May 6, 2026 at 9:00 a.m. Central Time. Holders of common stock as of March 12, 2026 can attend and vote online using a 16-digit control number.
Stockholders will vote on electing four Class I directors for three-year terms, an advisory approval of named executive officer compensation, and ratification of Deloitte & Touche LLP as independent auditor for 2026. The Board recommends voting FOR all three proposals.
The proxy details a 10‑member, largely independent Board, its committee structure, governance practices, risk and cybersecurity oversight, and sustainability program. It also explains director compensation, stock ownership guidelines, and the executive compensation framework, including incentive plans, peer benchmarking, and use of an independent compensation consultant.
IDEX CORP executive Tara M. Tereso reported equity compensation changes and related tax withholding. On February 19, 2026, she acquired an award of 1,055 shares of common stock and 4,445 stock options at an exercise price of $0.0000 per option, described as grants or awards. The restricted shares vest in three roughly equal annual installments beginning February 19, 2027, and the options vest in four roughly equal annual installments beginning the same date, in each case conditioned on continued service.
On February 23, 2026, 154 shares of common stock were disposed of at a price of $207.48 per share to satisfy tax withholding obligations, a non‑market “F” code transaction. After these transactions, Tereso directly held 5,836 shares of common stock and 4,445 options.
Simmons William L. reported acquisition or exercise transactions in this Form 4 filing.
IDEX CORP officer William L. Simmons reported equity awards rather than open-market trades. On February 19, 2026, he received options to buy 4,445 shares of common stock and an award of 1,055 restricted stock units. The RSUs each represent a right to one share of common stock and vest in three substantially equal annual installments beginning February 19, 2027, contingent on continued service. The stock options vest in four substantially equal annual installments beginning on the same date, also subject to his continued service.
IDEX CORP reported insider equity awards and a related tax share disposition for Vice President and Chief Accounting Officer Allison S. Lausas.
On February 19, 2026, Lausas received a grant of 275 shares of common stock and an award of 1,145 stock options, both at a stated price of $0.0000 per share. The restricted shares vest in three substantially equal annual installments beginning February 19, 2027, while the options vest in four substantially equal annual installments beginning the same date, in each case subject to continued service.
On February 20, 2026, Lausas disposed of 179 shares of common stock at $207.86 per share in a tax-withholding disposition. Following these transactions, she directly owned 3,947 shares of common stock and 1,145 stock options.
Gillen Sean M. reported acquisition or exercise transactions in this Form 4 filing.
IDEX CORP reported that its SVP and Chief Financial Officer, Sean M. Gillen, received new equity awards. He was granted 10,160 options to buy common stock and 2,410 restricted shares on February 19, 2026. The restricted shares vest in three substantially equal annual installments beginning February 19, 2027, conditioned on his continued service. The stock options vest in four substantially equal annual installments starting on the same date, also subject to his continuous employment. These awards increase his direct equity stake in the company and are designed to align his compensation with long-term company performance.