IEX Idex Corp
NYSE, CIK 0000832101, fiscal year ends 12/31. Last price 229.05 on 2026-10-23, market value 16.9 billion dollars.
Machine-readable: IEX.json, IEX.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.
| Philosophy | Score | Status | Current inputs as of | History used | Price | Verification | Rules |
|---|---|---|---|---|---|---|---|
| Graham Defensive | 67 | ok | 2025-12-31 stale: Revenue |
2013–2025 | 2026-10-23 | 14 verified, 21 unverified | method |
| Magic Formula | 40 | ok | 2026-03-31 stale: operating_income_q |
— | 2026-10-23 | — | method |
| Momentum | 82 | ok | 2026-10-23 | — | 2026-10-23 | — | method |
| Insider | 0 | ok | 2026-10-23 | — | — | — | method |
| Buffett Quality | 84 | ok | 2026-06-30 | 2016–2025 | 2026-10-23 | 0 verified, 47 unverified | method |
| Lynch GARP | 41 | ok | 2026-06-30 | 2020–2025 | 2026-10-23 | 0 verified, 5 unverified | method |
| Graham Enterprising | 59 | ok | 2026-06-30 | 2020–2025 | 2026-10-23 | 0 verified, 11 unverified | method |
| Piotroski F-Score | 78 | ok | — | 2024–2026 | — | 0 verified, 27 unverified | method |
Market value, source trail
| Input | Value | Unit | Period / date | Source |
|---|---|---|---|---|
| Traded price | 229.05 | USD per traded unit (share or ADS) | 2026-10-23 | Yahoo Finance |
| SEC shares outstanding | 73,719,896 | underlying shares | 2026-07-24 | SEC cover page 10-Q 0000832101-26-000022 (73,719,896 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm 0000832101-26-000022 |
| Depositary ratio | 1.0 | underlying shares per traded unit | domestic 10-K filer; SEC shares are the traded units | |
| Market value price date × latest reported shares | 16,885,542,179 | USD | 2026-10-23 shares at 2026-07-24 | 229.05 (price 2026-10-23) / 1 x 73,719,896 (shares at 2026-07-24) = 16,885,542,179 |
Graham Defensive
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Adequate size | 3.46 revenue $B | >= 1 | 5.0 / 5 |
| 2a Current ratio | 3.05 | >= 2.0 | 15.0 / 15 |
| 2b Long-term debt vs working capital | 1.56 LTD / WC | <= 1.0 | 6.6 / 15 |
| 3 Positive earnings each of 10 years | 10 of 10 | 10 of 10 | 15.0 / 15 |
| 4 Dividends every year for 20 years | 20 of 20 XBRL check: 13 years agree, 7 unverified | 20 of 20 | 15.0 / 15 |
| 5 EPS growth, 3-yr avg now vs 10 yrs ago | 3.53 -> 6.97 (+97%) | >= +33% | 10.0 / 10 |
| 6 P/E on 3-year average EPS | 32.9 | <= 15 | 0.0 / 15 |
| 7 P/B <= 1.5, or P/E x P/B <= 22.5 | P/B 4.21, product 138.5 | <= 1.5 or <= 22.5 | 0.0 / 10 |
Inputs, 37 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 229.05 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| Revenue | 3457500000.0 | 2025-12-31 stale | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| current_assets | 1773300000.0 | 2026-06-30 | SEC XBRL AssetsCurrent 0000832101-26-000022 | unverified |
| current_liabilities | 581600000.0 | 2026-06-30 | SEC XBRL LiabilitiesCurrent 0000832101-26-000022 | unverified |
| lt_debt | 1858500000.0 | 2026-06-30 | SEC XBRL LongTermDebtNoncurrent 0000832101-26-000022 | unverified |
| equity | 4008000000.0 | 2026-06-30 | SEC XBRL StockholdersEquity 0000832101-26-000022 | unverified |
| Net income FY2016 | 271109000.0 | 2016-12-31 history | SEC XBRL NetIncomeLoss 0000832101-19-000005 | unverified |
| Net income FY2017 | 337257000.0 | 2017-12-31 history | SEC XBRL NetIncomeLoss 0000832101-20-000007 | unverified |
| Net income FY2018 | 410573000.0 | 2018-12-31 history | SEC XBRL NetIncomeLoss 0000832101-21-000017 | unverified |
| Net income FY2019 | 425500000.0 | 2019-12-31 history | SEC XBRL NetIncomeLoss 0000832101-22-000008 | unverified |
| Net income FY2020 | 377800000.0 | 2020-12-31 history | SEC XBRL NetIncomeLoss 0000832101-23-000013 | unverified |
| Net income FY2021 | 449400000.0 | 2021-12-31 history | SEC XBRL NetIncomeLoss 0000832101-24-000009 | unverified |
| Net income FY2022 | 586900000.0 | 2022-12-31 history | SEC XBRL NetIncomeLoss 0000832101-25-000010 | unverified |
| Net income FY2023 | 596100000.0 | 2023-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2024 | 505000000.0 | 2024-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2025 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Dividend years (Yahoo) | [2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] | history | Yahoo Finance dividend history | verified (partly: XBRL covers 13 of 20 years) |
| Dividends per share FY2013 (XBRL) | 0.89 | 2013-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-16-000057 | verified |
| Dividends per share FY2014 (XBRL) | 1.12 | 2014-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-17-000016 | verified |
| Dividends per share FY2015 (XBRL) | 1.28 | 2015-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-18-000019 | verified |
| Dividends per share FY2016 (XBRL) | 1.36 | 2016-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-19-000005 | verified |
| Dividends per share FY2017 (XBRL) | 1.48 | 2017-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-20-000007 | verified |
| Dividends per share FY2018 (XBRL) | 1.72 | 2018-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-21-000017 | verified |
| Dividends per share FY2019 (XBRL) | 2.0 | 2019-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-22-000008 | verified |
| Dividends per share FY2020 (XBRL) | 2.0 | 2020-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-23-000013 | verified |
| Dividends per share FY2021 (XBRL) | 2.16 | 2021-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-24-000009 | verified |
| Dividends per share FY2022 (XBRL) | 2.4 | 2022-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-25-000010 | verified |
| Dividends per share FY2023 (XBRL) | 2.56 | 2023-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-26-000003 | verified |
| Dividends per share FY2024 (XBRL) | 2.76 | 2024-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-26-000003 | verified |
| Dividends per share FY2025 (XBRL) | 2.84 | 2025-12-31 history | SEC XBRL CommonStockDividendsPerShareDeclared 0000832101-26-000003 | verified |
| EPS diluted FY2014 | 3.45 | 2014-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-17-000016 | unverified |
| EPS diluted FY2015 | 3.62 | 2015-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-18-000019 | unverified |
| EPS diluted FY2016 | 3.53 | 2016-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-19-000005 | unverified |
| EPS diluted FY2023 | 7.85 | 2023-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-26-000003 | unverified |
| EPS diluted FY2024 | 6.64 | 2024-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-26-000003 | unverified |
| EPS diluted FY2025 | 6.41 | 2025-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-26-000003 | unverified |
| Shares outstanding | 73719896.0 | 2026-07-24 | SEC cover page 10-Q 0000832101-26-000022 (73,719,896 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm 0000832101-26-000022 | not cross-checked |
Magic Formula
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| Earnings yield (EBIT/EV) EBIT trailing twelve months; EV = market cap + debt (1,866,900,000) - cash | 4.09 % (rank 110) | ||
| Return on capital (EBIT/(NWC+PPE)) net working capital 1,191,700,000 used as reported | 44.81 % (rank 97) | ||
| Combined rank | 207 |
Inputs, 13 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| operating_income | 699300000.0 | 2025-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | not cross-checked |
| operating_income_q | 172400000.0 | 2026-03-31 stale | SEC XBRL OperatingIncomeLoss (quarter CY2026Q1) 0000832101-26-000009 | not cross-checked |
| operating_income_q | 142000000.0 | 2025-03-31 history | SEC XBRL OperatingIncomeLoss (quarter CY2025Q1) 0000832101-26-000009 | not cross-checked |
| operating_income_q | 199900000.0 | 2026-06-30 | SEC XBRL OperatingIncomeLoss (quarter CY2026Q2) 0000832101-26-000022 | not cross-checked |
| operating_income_q | 187900000.0 | 2025-06-30 history | SEC XBRL OperatingIncomeLoss (quarter CY2025Q2) 0000832101-26-000022 | not cross-checked |
| current_assets | 1773300000.0 | 2026-06-30 | SEC XBRL AssetsCurrent 0000832101-26-000022 | not cross-checked |
| current_liabilities | 581600000.0 | 2026-06-30 | SEC XBRL LiabilitiesCurrent 0000832101-26-000022 | not cross-checked |
| cash | 621300000.0 | 2026-06-30 | SEC XBRL CashAndCashEquivalentsAtCarryingValue 0000832101-26-000022 | not cross-checked |
| ppe_net | 463600000.0 | 2026-06-30 | SEC XBRL PropertyPlantAndEquipmentNet 0000832101-26-000022 | not cross-checked |
| debt_incl_current | 1866900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000832101-26-000022 | not cross-checked |
| shares_out | 73719896.0 | 2026-07-24 | SEC cover page 10-Q 0000832101-26-000022 (73,719,896 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm 0000832101-26-000022 | not cross-checked |
| Price (close) | 229.05 | 2026-10-23 | Yahoo Finance / Alpaca Market Data | not cross-checked |
| note | debt = LongTermDebt (incl. current maturities) | not cross-checked |
Momentum
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 12-1 month return | 37.8 % (percentile 82.9) | 41.4 / 50 | |
| 6 month return | 12.0 % (percentile 67.7) | 13.5 / 20 | |
| Price / 52-week high | 0.955 | 14.3 / 15 | |
| Volatility penalty (60d annualised) | 18.6 % | 13.2 / 15 |
Inputs, 1 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Adjusted close series (14 months) | 229.05 | 2026-10-23 | Yahoo Finance / Alpaca Market Data daily history | not cross-checked |
Insider
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| Open-market buy value / market cap (percentile among buyers) | 0.0 bp | 0.0 / 35 | |
| Distinct buyers | 0 | 0.0 / 25 | |
| Buyer seniority | 0.0 | 0.0 / 20 | |
| Recency (half-life 30d) | 0.0 | 0.0 / 10 | |
| Sales penalty (excludes 10b5-1 plan sales) | 0.05 bp | -1.4 / 0 |
Inputs, 1 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Form 4 S Anderson Lisa M 2026-08-12 | 91857.15 | 2026-08-12 | SEC Form 4 (insider transactions data set) | not cross-checked |
Buffett Quality
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Average return on equity (net income / year-end equity) | 16.5% over 8 yrs | >= 15% | 25.0 / 25 |
| 2 Profitable every year | 10 of 10 | all years | 15.0 / 15 |
| 3 Net income growth, 3-yr average now vs start of window | +6.5% a year | >= +10% | 6.5 / 10 |
| 4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities) | 3.5 years | <= 4 | 15.0 / 15 |
| 5 Operating margin, 5-yr average | 22.0% | >= 20% | 10.0 / 10 |
| 6 Free cash flow / net income, 5-yr (operating cash flow minus capex) | 1.08 | >= 1.0 | 10.0 / 10 |
| 7 Owner-earnings yield (3-yr avg free cash flow / market cap) | 3.6% | >= 7% | 2.4 / 15 |
Inputs, 49 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 229.05 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| Net income FY2018 | 410573000.0 | 2018-12-31 history | SEC XBRL NetIncomeLoss 0000832101-21-000017 | unverified |
| Equity at FY2018 end | 1994640000.0 | 2018-12-31 history | SEC XBRL StockholdersEquity 0000832101-20-000039 | unverified |
| Net income FY2019 | 425500000.0 | 2019-12-31 history | SEC XBRL NetIncomeLoss 0000832101-22-000008 | unverified |
| Equity at FY2019 end | 2263229000.0 | 2019-12-31 history | SEC XBRL StockholdersEquity 0000832101-21-000060 | unverified |
| Net income FY2020 | 377800000.0 | 2020-12-31 history | SEC XBRL NetIncomeLoss 0000832101-23-000013 | unverified |
| Equity at FY2020 end | 2540200000.0 | 2020-12-31 history | SEC XBRL StockholdersEquity 0000832101-22-000008 | unverified |
| Net income FY2021 | 449400000.0 | 2021-12-31 history | SEC XBRL NetIncomeLoss 0000832101-24-000009 | unverified |
| Equity at FY2021 end | 2803100000.0 | 2021-12-31 history | SEC XBRL StockholdersEquity 0000832101-23-000013 | unverified |
| Net income FY2022 | 586900000.0 | 2022-12-31 history | SEC XBRL NetIncomeLoss 0000832101-25-000010 | unverified |
| Equity at FY2022 end | 3039300000.0 | 2022-12-31 history | SEC XBRL StockholdersEquity 0000832101-24-000009 | unverified |
| Net income FY2023 | 596100000.0 | 2023-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Equity at FY2023 end | 3541400000.0 | 2023-12-31 history | SEC XBRL StockholdersEquity 0000832101-25-000010 | unverified |
| Net income FY2024 | 505000000.0 | 2024-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Equity at FY2024 end | 3794700000.0 | 2024-12-31 history | SEC XBRL StockholdersEquity 0000832101-26-000003 | unverified |
| Net income FY2025 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Equity at FY2025 end | 4027500000.0 | 2025-12-31 history | SEC XBRL StockholdersEquity 0000832101-26-000022 | unverified |
| Net income FY2016 | 271109000.0 | 2016-12-31 history | SEC XBRL NetIncomeLoss 0000832101-19-000005 | unverified |
| Net income FY2017 | 337257000.0 | 2017-12-31 history | SEC XBRL NetIncomeLoss 0000832101-20-000007 | unverified |
| Net income FY2018 | 410573000.0 | 2018-12-31 history | SEC XBRL NetIncomeLoss 0000832101-21-000017 | unverified |
| Net income FY2019 | 425500000.0 | 2019-12-31 history | SEC XBRL NetIncomeLoss 0000832101-22-000008 | unverified |
| Net income FY2020 | 377800000.0 | 2020-12-31 history | SEC XBRL NetIncomeLoss 0000832101-23-000013 | unverified |
| Net income FY2021 | 449400000.0 | 2021-12-31 history | SEC XBRL NetIncomeLoss 0000832101-24-000009 | unverified |
| Net income FY2022 | 586900000.0 | 2022-12-31 history | SEC XBRL NetIncomeLoss 0000832101-25-000010 | unverified |
| Net income FY2023 | 596100000.0 | 2023-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2024 | 505000000.0 | 2024-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2025 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| debt_incl_current | 1866900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000832101-26-000022 | unverified |
| Operating income FY2021 | 637000000.0 | 2021-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-24-000009 | unverified |
| Revenue FY2021 | 2764800000.0 | 2021-12-31 history | SEC XBRL Revenues 0000832101-24-000009 | unverified |
| Operating income FY2022 | 751400000.0 | 2022-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-25-000010 | unverified |
| Revenue FY2022 | 3181900000.0 | 2022-12-31 history | SEC XBRL Revenues 0000832101-25-000010 | unverified |
| Operating income FY2023 | 732500000.0 | 2023-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | unverified |
| Revenue FY2023 | 3273900000.0 | 2023-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| Operating income FY2024 | 677200000.0 | 2024-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | unverified |
| Revenue FY2024 | 3268800000.0 | 2024-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| Operating income FY2025 | 699300000.0 | 2025-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | unverified |
| Revenue FY2025 | 3457500000.0 | 2025-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| Operating cash flow FY2021 | 565300000.0 | 2021-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-24-000009 | unverified |
| Capital expenditure FY2021 | 72700000.0 | 2021-12-31 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000832101-24-000009 | unverified |
| Operating cash flow FY2022 | 557400000.0 | 2022-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-25-000010 | unverified |
| Capital expenditure FY2022 | 68000000.0 | 2022-12-31 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000832101-25-000010 | unverified |
| Operating cash flow FY2023 | 716700000.0 | 2023-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-26-000003 | unverified |
| Capital expenditure FY2023 | 89900000.0 | 2023-12-31 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000832101-26-000003 | unverified |
| Operating cash flow FY2024 | 668100000.0 | 2024-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-26-000003 | unverified |
| Capital expenditure FY2024 | 65100000.0 | 2024-12-31 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000832101-26-000003 | unverified |
| Operating cash flow FY2025 | 680400000.0 | 2025-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-26-000003 | unverified |
| Capital expenditure FY2025 | 63600000.0 | 2025-12-31 history | SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000832101-26-000003 | unverified |
| Shares outstanding | 73719896.0 | 2026-07-24 | SEC cover page 10-Q 0000832101-26-000022 (73,719,896 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm 0000832101-26-000022 | not cross-checked |
Lynch GARP
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 PEG: P/E divided by 5-yr EPS growth (in % points) | 6.68 | <= 1.0 | 0.0 / 30 |
| 2 EPS growth, 5-yr compound rate | +5.3% a year | 12% to 35% a year | 8.9 / 20 |
| 3 P/E on latest annual EPS | 35.7 | <= 25 | 2.8 / 10 |
| 4 Borrowings / equity LongTermDebt (incl. current maturities) | 0.47 | <= 0.5 | 15.0 / 15 |
| 5 Years of the last 5 in which EPS rose | 3 of 5 | 5 of 5 | 9.0 / 15 |
| 6 Net cash (cash minus borrowings) / market cap | -7.4% | >= +10% | 5.0 / 10 |
Inputs, 6 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 229.05 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| EPS diluted FY2025 | 6.41 | 2025-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-26-000003 | unverified |
| EPS diluted FY2020 | 4.94 | 2020-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-23-000013 | unverified |
| debt_incl_current | 1866900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000832101-26-000022 | unverified |
| equity | 4008000000.0 | 2026-06-30 | SEC XBRL StockholdersEquity 0000832101-26-000022 | unverified |
| cash | 621300000.0 | 2026-06-30 | SEC XBRL CashAndCashEquivalentsAtCarryingValue 0000832101-26-000022 | unverified |
Graham Enterprising
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Current ratio | 3.05 | >= 1.5 | 15.0 / 15 |
| 2 Borrowings vs working capital LongTermDebt (incl. current maturities) | 1.57 x | <= 1.1x | 8.6 / 15 |
| 3 No earnings deficit in the last 5 years | 5 of 5 profitable | 5 of 5 | 15.0 / 15 |
| 4 Pays a current dividend | yes | yes | 10.0 / 10 |
| 5 EPS higher than five years earlier | 4.94 -> 6.41 | higher | 10.0 / 10 |
| 6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets) | 4.21 | <= 1.2 | 0.0 / 20 |
| 7 Price / net current asset value per share (current assets minus all liabilities) net current asset value not positive | — | <= 0.67 | 0.0 / 15 |
Inputs, 14 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| Price (close, per traded unit) | 229.05 | 2026-10-23 | Alpaca Market Data (consolidated SIP daily bar) | not cross-checked |
| current_assets | 1773300000.0 | 2026-06-30 | SEC XBRL AssetsCurrent 0000832101-26-000022 | unverified |
| current_liabilities | 581600000.0 | 2026-06-30 | SEC XBRL LiabilitiesCurrent 0000832101-26-000022 | unverified |
| debt_incl_current | 1866900000.0 | 2026-06-30 | SEC XBRL LongTermDebt 0000832101-26-000022 | unverified |
| Net income FY2021 | 449400000.0 | 2021-12-31 history | SEC XBRL NetIncomeLoss 0000832101-24-000009 | unverified |
| Net income FY2022 | 586900000.0 | 2022-12-31 history | SEC XBRL NetIncomeLoss 0000832101-25-000010 | unverified |
| Net income FY2023 | 596100000.0 | 2023-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2024 | 505000000.0 | 2024-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Net income FY2025 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| Dividend years (Yahoo) | [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] | history | Yahoo Finance dividend history | not cross-checked |
| EPS diluted FY2025 | 6.41 | 2025-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-26-000003 | unverified |
| EPS diluted FY2020 | 4.94 | 2020-12-31 history | SEC XBRL EarningsPerShareDiluted 0000832101-23-000013 | unverified |
| equity | 4008000000.0 | 2026-06-30 | SEC XBRL StockholdersEquity 0000832101-26-000022 | unverified |
| Shares outstanding | 73719896.0 | 2026-07-24 | SEC cover page 10-Q 0000832101-26-000022 (73,719,896 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/832101/000083210126000022/iex-20260630.htm 0000832101-26-000022 | not cross-checked |
Piotroski F-Score
| Test or factor | Value | Threshold | Points |
|---|---|---|---|
| 1 Return on assets is positive | 7.0% | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 2 Operating cash flow is positive | 680M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 3 Return on assets improved on the prior year | 7.5% -> 7.0% | pass = 1 | 0.0 / 11.11111111111111 |
| 4 Operating cash flow exceeds net income (accruals) | 680M vs 483M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 5 Long-term debt / assets fell | 27.6% -> 26.3% | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 6 Current ratio improved | 2.53 -> 2.86 | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 7 No new shares issued (share count did not rise) | 75M -> 74M | pass = 1 | 11.11111111111111 / 11.11111111111111 |
| 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry) | 20.7% -> 20.2% | pass = 1 | 0.0 / 11.11111111111111 |
| 9 Asset turnover (revenue / assets) improved | 0.48 -> 0.50 | pass = 1 | 11.11111111111111 / 11.11111111111111 |
Inputs, 27 numbers with their sources
| Input | Value | Period | Source | Check |
|---|---|---|---|---|
| net_income 2025-12-31 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| total_assets 2025-12-31 | 6927000000.0 | 2025-12-31 history | SEC XBRL Assets 0000832101-26-000022 | unverified |
| cfo 2025-12-31 | 680400000.0 | 2025-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-26-000003 | unverified |
| net_income 2025-12-31 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| net_income 2024-12-31 | 505000000.0 | 2024-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| total_assets 2025-12-31 | 6927000000.0 | 2025-12-31 history | SEC XBRL Assets 0000832101-26-000022 | unverified |
| total_assets 2024-12-31 | 6745300000.0 | 2024-12-31 history | SEC XBRL Assets 0000832101-26-000003 | unverified |
| cfo 2025-12-31 | 680400000.0 | 2025-12-31 history | SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000832101-26-000003 | unverified |
| net_income 2025-12-31 | 483200000.0 | 2025-12-31 history | SEC XBRL NetIncomeLoss 0000832101-26-000003 | unverified |
| lt_debt 2025-12-31 | 1820100000.0 | 2025-12-31 history | SEC XBRL LongTermDebtNoncurrent 0000832101-26-000022 | unverified |
| lt_debt 2024-12-31 | 1859500000.0 | 2024-12-31 history | SEC XBRL LongTermDebtNoncurrent 0000832101-26-000003 | unverified |
| total_assets 2025-12-31 | 6927000000.0 | 2025-12-31 history | SEC XBRL Assets 0000832101-26-000022 | unverified |
| total_assets 2024-12-31 | 6745300000.0 | 2024-12-31 history | SEC XBRL Assets 0000832101-26-000003 | unverified |
| current_assets 2025-12-31 | 1643200000.0 | 2025-12-31 history | SEC XBRL AssetsCurrent 0000832101-26-000022 | unverified |
| current_assets 2024-12-31 | 1592700000.0 | 2024-12-31 history | SEC XBRL AssetsCurrent 0000832101-26-000003 | unverified |
| current_liabilities 2025-12-31 | 575400000.0 | 2025-12-31 history | SEC XBRL LiabilitiesCurrent 0000832101-26-000022 | unverified |
| current_liabilities 2024-12-31 | 629700000.0 | 2024-12-31 history | SEC XBRL LiabilitiesCurrent 0000832101-26-000003 | unverified |
| shares_out 2026-07-24 | 73719896.0 | 2026-07-24 history | SEC XBRL EntityCommonStockSharesOutstanding 0000832101-26-000022 | unverified |
| shares_out 2025-07-25 | 75287284.0 | 2025-07-25 history | SEC XBRL EntityCommonStockSharesOutstanding 0000832101-25-000032 | unverified |
| operating_income 2025-12-31 | 699300000.0 | 2025-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | unverified |
| operating_income 2024-12-31 | 677200000.0 | 2024-12-31 history | SEC XBRL OperatingIncomeLoss 0000832101-26-000003 | unverified |
| revenue 2025-12-31 | 3457500000.0 | 2025-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| revenue 2024-12-31 | 3268800000.0 | 2024-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| revenue 2025-12-31 | 3457500000.0 | 2025-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| revenue 2024-12-31 | 3268800000.0 | 2024-12-31 history | SEC XBRL Revenues 0000832101-26-000003 | unverified |
| total_assets 2025-12-31 | 6927000000.0 | 2025-12-31 history | SEC XBRL Assets 0000832101-26-000022 | unverified |
| total_assets 2024-12-31 | 6745300000.0 | 2024-12-31 history | SEC XBRL Assets 0000832101-26-000003 | unverified |
Earnings record
| FY | Ended | Revenue, $M | Net income, $M | EPS diluted | Dividend | Filing |
|---|---|---|---|---|---|---|
| 2013 | 2013-12-31 | 2,024 | 255 | 3.09 | paid | 0000832101-16-000057 |
| 2014 | 2014-12-31 | 2,148 | 279 | 3.45 | paid | 0000832101-17-000016 |
| 2015 | 2015-12-31 | 2,021 | 283 | 3.62 | paid | 0000832101-18-000019 |
| 2016 | 2016-12-31 | 2,113 | 271 | 3.53 | paid | 0000832101-19-000005 |
| 2017 | 2017-12-31 | 2,287 | 337 | 4.36 | paid | 0000832101-20-000007 |
| 2018 | 2018-12-31 | 2,484 | 411 | 5.29 | paid | 0000832101-21-000017 |
| 2019 | 2019-12-31 | 2,495 | 426 | 5.56 | paid | 0000832101-22-000008 |
| 2020 | 2020-12-31 | 2,352 | 378 | 4.94 | paid | 0000832101-23-000013 |
| 2021 | 2021-12-31 | 2,765 | 449 | 5.88 | paid | 0000832101-24-000009 |
| 2022 | 2022-12-31 | 3,182 | 587 | 7.71 | paid | 0000832101-25-000010 |
| 2023 | 2023-12-31 | 3,274 | 596 | 7.85 | paid | 0000832101-26-000003 |
| 2024 | 2024-12-31 | 3,269 | 505 | 6.64 | paid | 0000832101-26-000003 |
| 2025 | 2025-12-31 | 3,458 | 483 | 6.41 | paid | 0000832101-26-000003 |
Insider transactions
| Date | Insider | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-08-12 | Anderson Lisa M | officer | sale | 385 | 238.59 | 91,857 |
| 2026-05-11 | Ashleman Eric D | CEO | sale | 4,915 | 215.81 | 1,060,706 |
| 2026-05-11 | Ashleman Eric D | CEO | sale | 10,470 | 214.95 | 2,250,526 |
Filings and links
- SEC: filing index, 8-K, Form 4, XBRL companyfacts
- Prices: Yahoo Finance, Stooq
- Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news