IEX at a glance
IDEX Corporation (IEX, SEC CIK 832101) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), IDEX Corporation (IEX) reported revenue of $3.5 billion (up 5.8% from FY2024) and net income of $483.2 million. Diluted EPS was $6.41.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding IDEX Corporation (IEX) shares worth $6.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Anderson Lisa M on August 12, 2026 of 385 shares at $238.59 per share.
- In the last 90 days, IEX insiders reported 0 open-market purchases ($0) and 1 open-market sale ($92K) on Form 4, a net sale of $92K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.5B
- +5.8% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$92K
- 13F holders
- 34 funds
- $6.8B · +0 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not detailed in this filing excerpt; emphasis on corporate governance and compliance policies
- New or emphasized items include insider trading policies designed to comply with laws and listing standards
- No strategic shifts or competitive positioning changes identified in this filing section
- Equity compensation plans show 1,222,948 securities exercisable at $192.03 average price, with 9,364,893 securities available for future issuance
- Noteworthy focus on transparency: multiple governance documents and policies publicly available on company website
Risk Factors
- Regulatory risk from the One Big Beautiful Bill Act (“OBBBA”) of 2025 impacting tax benefits and international tax regimes with estimated immaterial financial impact
- Macroeconomic exposure to subdued demand in industrial and automotive end markets, with FMT and FSDP segments experiencing lower volumes in 2025
- Operational risk from restructuring-related severance and headcount reduction linked to organizational changes and management layer elimination in 2025
- Competitive risk from slower recovery and weaker Fire & Safety markets outside the U.S., notably impacting the FSDP segment performance
- Financial risk of higher interest expense by $19.9 million (45% increase) in 2025 due to debt financing for the acquisition of Mott Corporation
Management Discussion & Analysis
- Cash flow, buybacks, dividends, and capex details missing
- Forward-looking statements mention risks and uncertainties without specific guidance or outlook
AI summary of the IEX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $920.6M, up 6% YoY from $865.4M
- Gross margin 46.3% vs 45.3% YoY; net income $143.4M vs $131.6M
- Best segment HST: sales $415.0M, up 14%; EBITDA margin 28.7% vs 26.0%
- Worst segment FSDP: sales $189.9M, down 1%; EBITDA margin 28.9% vs 29.4%
- Operating cash flow $303.7M for six months; $77.1M buybacks and $53.9M dividends in quarter
- Outlook: cash expected sufficient for foreseeable needs; tariff uncertainty and lower European rescue demand headwinds
Risk Factors
- No material changes to 10-K risk factors for year ended December 31, 2025
- Share-repurchase exposure: $774.7 million remaining under authorized programs
- Capital-allocation risk: 354,423 shares repurchased during the quarter at $211.61 average
- Regulatory-compliance risk: 1% excise tax applies to share repurchases under the Inflation Reduction Act
- Insider-trading compliance: no directors or executive officers adopted or terminated Rule 10b5-1 plans during the quarter
AI summary of the IEX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $800 million revolving facility extended to September 3, 2031 from November 1, 2027
- Up to $400 million additional commitments permitted, subject to lender approval and conditions
Item 5.02: Departure/Appointment of Directors or Principal Officers
- L. Paris Watts-Stanfield resigned from IDEX’s Board effective August 13, 2026
- Resignation unrelated to disagreements over company operations, policies or practices
Item 2.02: Results of Operations and Financial Condition
- Fiscal results cover the period ended June 30, 2026
- Earnings press release issued July 29, 2026
Item EX-99.1: Item EX-99.1
- Q2 sales $920.6M, up 6%, with organic growth 5%; record orders $1.07B, up 29%, signaling strong demand momentum
- Adjusted diluted EPS $2.32, up 12%; adjusted EBITDA margin expanded 70 bps to 28.1%
AI summaries of IEX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IEX
Don't miss the next IEX filing
- Alerts as it files. A push when IEX files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IEX, by share count.
- Ask anything. An AI agent that reads every IEX filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Tereso Tara M. | F | Sep 16, 2026 | 290 | $222.84 |
| Simmons William L. | F | Sep 16, 2026 | 218 | $222.84 |
| Tereso Tara M. | F | Sep 11, 2026 | 138 | $221.46 |
| Lausas Allison S | F | Aug 29, 2026 | 645 | $230.28 |
| Anderson Lisa M | M | Aug 12, 2026 | 385 | $93.27 |
| Anderson Lisa M | M | Aug 12, 2026 | 385 | - |
| Anderson Lisa M | Sell | Aug 12, 2026 | 385 | $238.59 |
| ASHLEMAN ERIC D | M | May 11, 2026 | 15,385 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.3B | $3.5B |
| Gross Profit | - | $1.4B | $1.5B |
| Operating Income | - | $677.2M | $699.3M |
| Net Income | - | $505.0M | $483.2M |
| Gross Margin | - | 44.2% | 44.5% |
| Op. Margin | - | 20.7% | 20.2% |
| Net Margin | - | 15.4% | 14.0% |
| Balance Sheet | |||
| Total Assets | $5.9B | $6.7B | $6.9B |
| Equity | $3.5B | $3.8B | $4.0B |
| ROE | - | 13.3% | 12.0% |
| Per Share | |||
| EPS | - | $6.64 | $6.41 |
| Cash Flow | |||
| Operating CF | - | $668.1M | $680.4M |
| CapEx | - | $65.1M | $63.6M |
Source: XBRL data in IDEX Corporation (IEX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IEX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $6.85B |
| Q1 2026 | 34 | $5.79B |
| Q4 2025 | 32 | $5.16B |
| Q3 2025 | 34 | $4.80B |
| Q2 2025 | 34 | $5.24B |
| Q1 2025 | 30 | $3.91B |
| Q4 2024 | 26 | $3.60B |
| Q3 2024 | 24 | $1.68B |
- Millennium Management+373.9K (+19%)
- FMR LLC (Fidelity)+130.6K (+69%)
- State Street Corp+112.0K (+3%)
- Renaissance Technologies LLC+100.8K (+119%)
- Principal Financial Group+69.4K (+79%)
- Bank of America Corp−739.0K (-68%)
- Morgan Stanley−279.7K (-9%)
- Invesco Ltd−125.9K (-8%)
- Citadel Advisors LLC−102.3K (-13%)
- BNY Mellon−56.5K (-14%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 248 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IEX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 13, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-K | Feb 19, 2026 | Dec 31, 2025 | Analysis |
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IEX SEC filings: frequently asked questions
Are IEX insiders buying or selling?
In the last 90 days, IDEX Corporation (IEX) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $91,859 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IEX stock?
As of June 30, 2026, the largest IDEX Corporation (IEX) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Capital Management LLC ($1.1 billion), Vanguard Portfolio Management LLC ($847.5 million), State Street Corp ($752.9 million), Morgan Stanley ($639.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IEX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), IDEX Corporation (IEX) reported revenue of $3.5 billion (up 5.8% from FY2024) and net income of $483.2 million. Diluted EPS was $6.41. The figures come from the XBRL data in the 10-K.
What are the main risks in IEX's latest 10-K?
In the 10-K filed February 19, 2026, IDEX Corporation (IEX) flagged: Regulatory risk from the One Big Beautiful Bill Act (“OBBBA”) of 2025 impacting tax benefits and international tax regimes with estimated immaterial financial impact. Macroeconomic exposure to subdued demand in industrial and automotive end markets, with FMT and FSDP segments experiencing lower volumes in 2025. (AI summary of the Risk Factors section.)
What did IEX report in its latest 8-K?
IDEX Corporation (IEX) filed an 8-K on September 3, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $800 million revolving facility extended to September 3, 2031 from November 1, 2027.
What are the latest IEX SEC filings?
IDEX Corporation (IEX) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 18, 2026.
What is IEX's SEC CIK number?
IDEX Corporation (IEX)'s SEC Central Index Key (CIK) is 832101. EDGAR lists every IEX filing under that number.
Ask anything about IEX
The research agent reads IEX's filings, financials, insider trades and 13F holders, then answers with sources.