Highest-materiality recent filing
IDEX shareholders elect 4 Class I directors, approve say-on-pay and auditor at 2026 annual meeting
Mark A. Beck, Carl R. Christenson, Katrina L. Helmkamp, Alejandro Quiroz Centeno elected Class I directors (three-year terms).
IDEX Q1 adj. EPS $2.00 (+14% YoY); raises FY organic growth to 3-4% from 1-2%; record orders $988M
Sales $887M (+9% reported, +5% organic); record orders $988M (+13% reported, +10% organic).
IDEX eliminates position of SVP, Chief Strategy and Innovation Officer Roopa Unnikrishnan
Roopa Unnikrishnan's position as SVP, Chief Strategy and Innovation Officer eliminated effective Feb 28, 2026.
IDEX Q4 record sales $899M (+4%), adjusted EPS $2.10 (+3%); FY 2026 guidance: adj. EPS $8.15-$8.35
Q4 sales $899M, +4% reported (+1% organic); record orders $979M, +20% reported (+16% organic).
IDEX appoints Sean Gillen as CFO, effective Jan 5, 2026; CHRO Melissa Flores departing
Sean Gillen named SVP & CFO, effective Jan 5, 2026; Akhil Mahendra returns to VP Corporate Development.
IDEX Q3 record sales $879M (+10% YoY); adj EPS $2.03 (+7%); narrows FY outlook
Record sales $879M (+10% reported, +5% organic); record orders $880M (+13% reported, +7% organic).
IDEX increases share repurchase authorization to $1B and declares $0.71 quarterly dividend
Board authorized additional $635M share repurchase; total available now ~$1B including $365M remaining.
IDEX Q2 record sales $865M (+7%); cuts FY adjusted EPS guidance to $7.85-$7.95
Q2 reported diluted EPS $1.74 (-6% YoY); adjusted EPS $2.07 (flat YoY), beating expectations.
CFO Abhishek Khandelwal resigns; Akhil Mahendra named interim CFO effective May 30, 2025
CFO Abhishek Khandelwal resigns effective May 30, 2025, to pursue another opportunity; no disagreement with management or auditors.
Three Class III directors elected: Eric D. Ashleman (67.2M for), Stephanie J. Disher (64.4M for), Matthijs Glastra (66.2M for).
IDEX Q1 adjusted EPS $1.75, down 7% YoY; record orders $872M
Record orders $872M (+6% reported, +1% organic); sales $814M (+2% reported, -1% organic).
IDEX appoints two new directors; two directors to retire after 2025 annual meeting
Stephanie Disher (CEO of Atmus Filtration) and Matthijs Glastra (CEO of Novanta) join board effective Feb 21, 2025.
Q4 record sales $863M (+9% total, +3% organic); reported EPS $1.62 (+13%), adjusted EPS $2.04 (+11%).
IDEX Q3 adj EPS $1.90; sales flat organic; full-year GAAP EPS guidance lowered to $6.65-$6.70
GAAP diluted EPS $1.57 vs $2.75 prior year; adjusted diluted EPS $1.90 vs $2.12, down 10%.
IDEX completes acquisition of Mott Corporation, expanding material science capabilities
Acquisition of Mott, leader in sintered porous materials and flow control, completed Sept 5, 2024.
IDEX issues $500M of 4.950% senior notes due 2029 to fund Mott acquisition
Issued $500M aggregate principal of 4.950% senior notes due September 1, 2029.
IDEX issues $500M of 4.950% Senior Notes due 2029 to fund Mott acquisition
Aggregate principal of $500.0M at 4.950% interest, maturing in 2029.
IDEX Q2 sales and profit miss; cuts full-year guidance; announces $1B Mott acquisition
Q2 sales $807M, down 5% (4% organic); GAAP EPS $1.86 (up 2%), adjusted EPS $2.06 (down 6%).
IDEX to acquire Mott Corporation for $1B cash to strengthen applied materials science capabilities
Net transaction value ~$900M after $100M PV of expected tax benefits; 19x forecasted 2024 EBITDA (low-20s margin).
IDEX annual meeting: all management proposals approved; shareholder proposal on hiring rejected
Class II directors Buthman, Gunter, and Watts-Stanfield re-elected with 60M-68M votes each.
IDEX Q1 sales $801M, -6% organic; adj. EPS $1.88 beats; FY guidance held
Reported diluted EPS $1.60 (-13% YoY); adjusted EPS $1.88 (-10%), above expectations.
IDEX Q4 sales -3%, adjusted EPS $1.83 (-9% YoY); FY2024 adjusted EPS guidance $8.15-$8.45
Q4 sales $789M (-3%, -6% organic); GAAP EPS $1.43 (-16%), adjusted EPS $1.83 (-9%).
IDEX Q3 adjusted EPS $2.12, revenue $793M; raises FY EPS guidance to $8.13-$8.18
Q3 net sales $793.4M, down 4% (-6% organic); diluted GAAP EPS $2.75, up 17% YoY.
IDEX appoints Abhi Khandelwal as CFO effective Nov 20, 2023
Khandelwal, former IDEX VP (2010-2020), returns from Multi-Color Corp CFO role.
IDEX CFO William Grogan resigns; Allison Lausas appointed interim CFO
William K. Grogan resigns as SVP & CFO effective Sept 15, 2023, to pursue new opportunity; departure not due to any disagreement.
IDEX eliminates position of SVP Group Executive Health & Science Technologies
Marc Uleman's role eliminated effective September 11, 2023, due to internal reorganization.
IDEX reports record Q2 sales $846M; lowers FY adjusted EPS guidance to $7.90-$8.00 on HST weakness
Record Q2 sales $846.2M (+6% overall, +3% organic); reported EPS $1.82, adj. EPS $2.18 (+8%).
IDEX issues $100M 5.13% senior notes due 2028 to refinance maturing notes
Issued $100M aggregate principal of 5.13% Series C Senior Notes due June 13, 2028.
IDEX shareholders elect all four Class I director nominees, approve say-on-pay
Katrina L. Helmkamp, Mark A. Beck, Carl R. Christenson, Alejandro Quiroz Centeno elected as Class I directors.
Record Q1 sales $845M (+13% YoY); reported EPS $1.84, adjusted EPS $2.09 (+7% vs $1.96).
IDEX reports record 2022 EPS of $7.71; guides 2023 adj. EPS $8.50-$8.80
Q4 revenue $810.7M (+13%), adj. EPS $2.01 (+18%); FY rev $3.18B (+15%), adj. EPS $8.12 (+18%)
IDEX changes segment profit measure from operating income to Adjusted EBITDA effective Q4 2022
New measure is Adjusted EBITDA, defined as EBITDA before certain non-recurring items; effective quarter ending Dec 31, 2022.
IDEX completes acquisition of Muon Group, micro-precision tech firm
Acquisition of Muon B.V. and subsidiaries closed on November 18, 2022.
IDEX draws $368M in credit facilities to fund Muon B.V. acquisition
Drew $200M from term credit facility on Nov 10, 2022.
IDEX amends credit agreement to $800M revolver, adds $200M term loan for Muon acquisition
Revolving credit facility increased to $800M with maturity extended to November 1, 2027.
IDEX Q3 record EPS $2.36 (adjusted $2.14), sales $824M +16%, raises FY guidance
Record Q3 sales $824M (+16% overall, +15% organic YoY); operating margin 24.5% (adj. 24.9%).
IDEX appoints Katrina Helmkamp as Non-Executive Chair, William Cook retires
William M. Cook retires as director and Non-Executive Chairman effective October 1, 2022; no disagreement cited.
IDEX acquires Muon Group for €700M to expand precision tech platform
All-cash deal valued at €700 million; expected close in Q4 2022 subject to regulatory approvals.
IDEX Q2 EPS $1.81 beats; adjusted EPS $2.02; raises FY22 guidance
GAAP EPS $1.81 (up 35% YoY); adjusted EPS $2.02 (up 15%); revenue $796M (+16% overall, +12% organic).
IDEX appoints Alejandro Quiroz Centeno to Board effective June 15, 2022
Alejandro Quiroz Centeno appointed to IDEX Board effective June 15, 2022, increasing board size from 10 to 11; will serve on Compensation Committee.
Ernest Mrozek retires from IDEX board; four directors elected at annual meeting
Ernest J. Mrozek retired from the Board following the May 6, 2022 annual meeting; board size fixed at ten.
IDEX reports record Q1 EPS $1.83 (adj. $1.96); sales $751M +15% YoY
Record reported EPS $1.83, up 24% YoY; adjusted EPS $1.96, up 21% vs. Q1 2021.
IDEX appoints Paris Watts-Stanfield to Board, effective Feb 25, 2022
Paris Watts-Stanfield appointed as director, effective February 25, 2022; board expands from 10 to 11 members.
IDEX Corp GC Denise R. Cade resigns effective Feb 25, 2022
Denise R. Cade to step down as SVP, General Counsel and Corporate Secretary on Feb 25, 2022.
Record Q4 EPS $1.55 on sales $714.8M (+16% overall, +11% organic vs Q4 2020); full year EPS $5.88 (+19%).
IDEX Q3 2021: record sales $712M, EPS $1.51; adjusted EPS $1.63; raises FY guidance
Record orders $774.2M (+36% overall, +28% organic); record sales $712.0M (+23%, +15% organic).
IDEX appoints Allison Lausas as Chief Accounting Officer effective immediately
Lausas served as interim CFO of SunCoke Energy (Apr-Jul 2021), Treasurer since Jul 2019, and VP/Controller since May 2018.
IDEX reports record Q2 sales and orders; raises full-year adjusted EPS guidance
Record orders $751.0M (+44% overall, +39% organic) and record sales $685.9M (+22% overall, +17% organic).
IDEX Corp Senior VP of Corporate Development Daniel J. Salliotte to depart by March 1, 2022
Separation agreed on June 17; Mr. Salliotte remains until March 1, 2022, providing transition services.
On May 20, 2025, the Company appointed Akhil Mahendra as interim Chief Financial Officer of the Company, effective May 30, 2025, to hold the position of interim Chief Financial Officer until his successor is appointed.
On May 19, 2025, Abhishek Khandelwal, Senior Vice President and Chief Financial Officer of IDEX Corporation (the “Company”), notified the Company of his decision to resign from his position, effective May 30, 2025, to pursue a new professional opportunity.
two current directors, David C. Parry and Livingston L. Satterthwaite, provided the Company notice that they will be retiring from the Board immediately following the Company’s 2025 Annual Meeting of Stockholders and will not be standing for re-election.
two current directors, David C. Parry and Livingston L. Satterthwaite, provided the Company notice that they will be retiring from the Board immediately following the Company’s 2025 Annual Meeting of Stockholders and will not be standing for re-election.
On October 25, 2023, IDEX Corporation (the “Company”) announced the appointment of Abhishek Khandelwal as Senior Vice President and Chief Financial Officer of the Company, effective November 20, 2023.
In connection with his appointment, on November 20, 2023, Allison S. Lausas, will cease serving as Interim Chief Financial Officer and will continue serving as the Company’s Vice President and Chief Accounting Officer.
the resignation of William K. Grogan as the Company’s Senior Vice President and Chief Financial Officer, each effective September 15, 2023.
the appointment of Allison S. Lausas as interim Chief Financial Officer of the Company
IDEX Corporation notified Marc Uleman, Senior Vice President, Group Executive, Health & Science Technologies, of the elimination of his position, effective September 11, 2023.
On September 19, 2022, William M. Cook notified IDEX Corporation (the “Company”) of his decision to retire from the Board of Directors of the Company (the “Board”) and as Non-Executive Chairman of the Board, effective October 1, 2022.
Katrina L. Helmkamp has been appointed by the Board as its new Non-Executive Chair, effective October 1, 2022.
On June 15, 2022, the Board of Directors (the "Board") of IDEX Corporation (the "Company") appointed Alejandro Quiroz Centeno to serve as a member of the Board
Max materiality 0.85 · Median 0.60 · Most common event earnings