IDEX Corporation · IEX · Next earnings

IDEX Corporation reports Wednesday, Oct 28, 2026

IEX reports before market open with consensus EPS at $2.23 and revenue at $932.7M. Last quarter: IDEX Beats on Q1 as HST Orders Surge 17%, Raises Full-Year Guidance

Reports Before market open38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $2.23 Calendar consensus
Consensus revenue $932.7M Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session Before market open 38 days away

Where IEX left off: FY2026 Q1

Full report

IDEX Beats on Q1 as HST Orders Surge 17%, Raises Full-Year Guidance

EPS surprise +13.0% Reported $2.00 vs $1.77
Revenue surprise +4.9% Reported $886.9M vs $845.6M
Stock move +5.8% Event window
Subsequent drift -3.4% Up to 20 sessions

Management raised full-year organic revenue growth guidance from 1-2% to 3-4% and increased adjusted EPS guidance to $8.35-$8.55. This is an upgrade from the prior quarter, where guidance was maintained. Adjusted EBITDA margin target remains 26-27%. The $76M quarterly share repurchase program was reaffirmed. CapEx outlook shifted to increasing, focused on expanding HST capacity. Free cash flow conversion is targeted at or above 100% with $1.1 billion of liquidity.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential impact of new tariffs and regulatory changes on input costs and pricing.
  • Geopolitical uncertainty affecting short-cycle industrial demand in FMT and FSDP.
  • Macro-economic softness persisting in chemical and energy markets.
  • Margin drag from recently acquired businesses as they are integrated and scaled.
  • Life-science pressures in China and exposure to NIH funding uncertainty.

Questions analysts left open

  • Why second-half organic growth is expected to decelerate despite strong Q1 order momentum.
  • What is needed to lift HST margins back toward the 30% range.
  • Short-cycle industrial order trends and visibility into a potential demand inflection.
  • Potential tariff-related pricing pressures despite management's minimal-impact assessment.
  • Extent of the M&A pipeline and execution risk across multiple concurrent integrations.

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Recent IEX quarters

All IEX earnings
+5.8%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.