secwatch / observer

IDEX CORP /DE/ — fact timeline

Source-grounded facts extracted from IDEX CORP /DE/'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

IEX IDEX CORP /DE/ JSON
Shareholder Votes

IDEX CORP /DE/ shareholders approved A proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2026. at the 2026-05-06 meeting.

“3. A proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2026. The proposal received the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 58,038,340 Negative Votes 9,627,072 Abstentions 5,230”
Shareholder Votes

IDEX CORP /DE/ shareholders approved A proposal to approve, on an advisory basis, the compensation of the Company’s named executive officers. at the 2026-05-06 meeting.

“2. A proposal to approve, on an advisory basis, the compensation of the Company’s named executive officers. The proposal received the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 58,071,019 Negative Votes 7,464,627 Abstentions 829,154 Broker Non-Votes 1,305,842”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Election of four Class I directors to serve a three-year term. at the 2026-05-06 meeting.

“Item 5.07 – Submission of Matters to a Vote of Security Holders. On May 6, 2026, IDEX Corporation (the "Company") held its Annual Meeting of Stockholders and voted on the following matters: 1. The election of four Class I directors to serve a three-year term. Mark. A. Beck, Carl R. Christenson, Katrina L. Helmkamp and Alejandro Quiroz Centeno were elected to serve as Class I directors for a three-year term expiring at the Company’s annual meeting to be held in 2029, or upon the election and qualification of their successors.”
Earnings Releases

IDEX CORP /DE/ reported the three-month period ended March 31, 2026 results: revenue $887 million, net income $120.0 million, EPS $1.61. Guidance raised.

“President, Investor Relations (847) 313-9506 IDEX REPORTS FIRST QUARTER RESULTS Highlights (All comparisons are against the prior year period unless otherwise noted) • Sales of $887 million increased 9% on a reported basis and 5% organically • Reported diluted EPS of $1.61 increased 28% and adjusted diluted EPS of $2.00 increased 14% • Record orders of $988 million”

Akhil Mahendra was appointed as interim Chief Financial Officer at IDEX CORP /DE/.

“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.”

Abhishek Khandelwal resigned as Senior Vice President and Chief Financial Officer at IDEX CORP /DE/.

“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.”

Livingston L. Satterthwaite departed as Director at IDEX CORP /DE/.

“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.”

David C. Parry departed as Director at IDEX CORP /DE/.

“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.”
Shareholder Votes

IDEX CORP /DE/ shareholders rejected A stockholder proposal to approve a report on hiring practices related to people with arrest or incarceration records at the 2024-05-07 meeting.

“A stockholder proposal to approve a report on hiring practices related to people with arrest or incarceration records.”
Shareholder Votes

IDEX CORP /DE/ shareholders approved A proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2024 at the 2024-05-07 meeting.

“A proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2024.”
Shareholder Votes

IDEX CORP /DE/ shareholders approved A proposal to approve the IDEX Corporation 2024 Incentive Award Plan at the 2024-05-07 meeting.

“A proposal to approve the IDEX Corporation 2024 Incentive Award Plan. The proposal received the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 62,284,526 Negative Votes 5,427,757 Abstentions 880,502 Broker Non-Votes 1,531,949 4.”
Shareholder Votes

IDEX CORP /DE/ shareholders approved A proposal to approve, on an advisory basis, the compensation of the Company’s named executive officers at the 2024-05-07 meeting.

“A proposal to approve, on an advisory basis, the compensation of the Company’s named executive officers.”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Election of three Class II directors to serve a three-year term at the 2024-05-07 meeting.

“The election of three Class II directors to serve a three-year term. Mark A. Buthman, Lakecia N.”
Earnings Releases

IDEX CORP /DE/ reported second quarter 2024 results: EPS $1.75 - $1.80. Guidance initiated.

“Second quarter GAAP diluted EPS of $1.75 - $1.80 (adjusted diluted EPS of $2.00 - $2.05)”
Earnings Releases

IDEX CORP /DE/ reported full year 2024 results: EPS $7.13 - $7.43. Guidance reaffirmed.

“Full year GAAP diluted EPS of $7.13 - $7.43 (adjusted diluted EPS of $8.15 - $8.45)”
Earnings Releases

IDEX CORP /DE/ reported the three-month period ended March 31, 2024 results: revenue $801 million, net income $121.4 million, EPS $1.60.

“First Quarter 2024 Highlights (All comparisons are against the first quarter of 2023 unless otherwise noted) • Sales of $801 million, down 5% overall and 6% organically, in line with expectations • Reported diluted EPS of $1.60, down 13%, and adjusted diluted EPS of $1.88, down 10%, exceeding first quarter expectations”
Earnings Releases

IDEX CORP /DE/ reported financial results for the year ended December 31, 2023.

“On February 6, 2024, IDEX Corporation (the "Company") issued a press release announcing financial results for the period ended December 31, 2023.”
Earnings Releases

IDEX CORP /DE/ reported financial results for the quarter ended December 31, 2023.

“On February 6, 2024, IDEX Corporation (the "Company") issued a press release announcing financial results for the period ended December 31, 2023.”
Earnings Releases

IDEX CORP /DE/ reported Fourth quarter 2023 results: EPS $1.50 - $1.55.

“Fourth quarter 2023 organic sales are projected to decline 8% to 9% over the prior year period, with GAAP diluted EPS of $1.50 - $1.55 (adjusted diluted EPS of $1.74 - $1.79).”
Earnings Releases

IDEX CORP /DE/ reported Full year 2023 results: EPS $7.91 - $7.96. Guidance raised.

“Full year GAAP EPS guidance raised to $7.91 to $7.96 from prior guidance of $6.80 to $6.90”
Earnings Releases

IDEX CORP /DE/ reported the three month period ended September 30, 2023 results: revenue $793.4 million, net income $209.1 million, EPS $2.75. Guidance raised.

“THIRD QUARTER RESULTS AND RAISES FULL YEAR GUIDANCE Third Quarter 2023 Highlights (All comparisons are against the third quarter of 2022 unless otherwise noted) • Sales of $793.4 million, down 4% overall and 6% organically • Reported diluted EPS of $2.75, up 17%, and adjusted diluted EPS of $2.12, down 1%, included a lower effective tax rate • Strong operating”

Allison S. Lausas changed role as Interim Chief Financial Officer at IDEX CORP /DE/.

“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.”

Abhishek Khandelwal was appointed as Senior Vice President and Chief Financial Officer at IDEX CORP /DE/.

“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.”

Marc Uleman departed as Senior Vice President, Group Executive, Health & Science Technologies at IDEX CORP /DE/.

“IDEX Corporation notified Marc Uleman, Senior Vice President, Group Executive, Health & Science Technologies, of the elimination of his position, effective September 11, 2023.”

Allison S. Lausas was appointed as interim Chief Financial Officer at IDEX CORP /DE/.

“the appointment of Allison S. Lausas as interim Chief Financial Officer of the Company”

William K. Grogan resigned as Senior Vice President and Chief Financial Officer at IDEX CORP /DE/.

“the resignation of William K. Grogan as the Company’s Senior Vice President and Chief Financial Officer, each effective September 15, 2023.”
Earnings Releases

IDEX CORP /DE/ reported the three months ended June 30, 2023 results: revenue $846.2 million, net income $138.6 million, EPS $1.82. Guidance lowered.

“IN RESPONSE TO SOFTENING SECOND HALF OUTLOOK Second Quarter 2023 Highlights (All comparisons are against the second quarter of 2022 unless otherwise noted) • Record sales of $846.2 million, up 6% overall and 3% organically • Reported EPS of $1.82, up 1% and record adjusted EPS of $2.18, up 8% • Strong operating cash flow of $141 million, up 26%; free cash flow of”
Debt Financings

IDEX CORP /DE/ incurred senior notes of $100 million with NYL Investors LLC and affiliates at 5.13% maturing June 13, 2028.

“On June 13, 2023, IDEX Corporation (the “Company”) completed a private placement of $100 million aggregate principal amount of 5.13% Series C Senior Notes due June 13, 2028 (the “2028 Notes”) pursuant to a Note Purchase and Master Note Agreement, dated as of June 13, 2023 (the “Purchase Agreement”), among the Company, NYL Investors LLC (“New York Life”) and certain affiliates of New York Life identified as Purchasers of the 2028 Notes therein (collectively, the “Purchasers”).”
Material Agreements

IDEX CORP /DE/ entered into Purchase Agreement with NYL Investors LLC and certain affiliates of New York Life identified as Purchasers valued at $100 million aggregate principal amount (effective 2023-06-13).

“On June 13, 2023, IDEX Corporation (the “Company”) completed a private placement of $100 million aggregate principal amount of 5.13% Series C Senior Notes due June 13, 2028 (the “2028 Notes”) pursuant to a Note Purchase and Master Note Agreement, dated as of June 13, 2023 (the “Purchase Agreement”), among the Company, NYL Investors LLC (“New York Life”) and certain affiliates of New York Life identified as Purchasers of the 2028 Notes therein (collectively, the “Purchasers”).”
Shareholder Votes

IDEX CORP /DE/ shareholders rejected Stockholder proposal to approve a report on hiring practices related to people with arrest or incarceration records at the 2023-05-25 meeting.

“A stockholder proposal to approve a report on hiring practices related to people with arrest or incarceration records. The proposal did not receive the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 12,634,525 Negative Votes 55,573,427 Abstentions 1,065,885 Broker Non-Votes 1,250,659”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Ratification of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2023 at the 2023-05-25 meeting.

“A proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for 2023. The proposal received the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 67,107,495 Negative Votes 3,369,771 Abstentions 47,230”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Approval, on an advisory basis, of the frequency of advisory votes on named executive officer compensation at the 2023-05-25 meeting.

“A proposal to approve, on an advisory basis, the frequency (every one, two, or three years) with which the Company’s stockholders shall be entitled to have an advisory vote to approve named executive officer compensation. A majority of stockholders voted for one year. One year 68,633,788 Two years 31,065 Three years 549,410 Abstentions 59,574 Broker Non-Votes 1,250,659”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Approval, on an advisory basis, of the compensation of the Company’s named executive officers at the 2023-05-25 meeting.

“A proposal to approve, on an advisory basis, the compensation of the Company’s named executive officers. The proposal received the affirmative vote of a majority of the shares present in person or represented by proxy and entitled to vote on the matter as follows: Affirmative Votes 65,328,418 Negative Votes 3,605,508 Abstentions 339,911 Broker Non-Votes 1,250,659”
Shareholder Votes

IDEX CORP /DE/ shareholders approved Election of four Class I directors at the 2023-05-25 meeting.

“The election of four Class I directors to serve a three-year term. Katrina L. Helmkamp, Mark A. Beck, Carl R. Christenson and Alejandro Quiroz Centeno were elected to serve as Class I directors for a three-year term expiring at the Company’s annual meeting to be held in 2026, or upon the election and qualification of their successors. Director For Against Abstentions Broker Non-Votes Katrina L. Helmkamp 61,440,895 7,779,543 53,399 1,250,659 Mark A. Beck 54,152,966 15,067,458 53,413 1,250,659 Carl R. Christenson 63,068,104 6,103,272 102,461 1,250,659 Alejandro Quiroz Centeno 68,741,243 479,241 53,353 1,250,659”
Earnings Releases

IDEX CORP /DE/ reported full year 2023 results: EPS $8.25 to $8.55 per share. Guidance lowered.

“Based on our current outlook, we are lowering our full year 2023 adjusted EPS guidance to $8.25 to $8.55 per share.”
Earnings Releases

IDEX CORP /DE/ reported the three month period ended March 31, 2023 results: revenue $845.4 million, net income $139.8 million, EPS $1.84.

“(847) 498-7070 IDEX REPORTS FIRST QUARTER RESULTS First Quarter 2023 Highlights (All comparisons against the first quarter of 2022 unless otherwise noted) • Record sales of $845 million, up 13% overall and 6% organically • Reported EPS of $1.84, up 1% and adjusted EPS of $2.09, up 7% • Strong operating cash flow of $148 million, up 86%; free cash flow of $121”
Earnings Releases

IDEX CORP /DE/ reported full year 2023 results: EPS GAAP EPS of $7.55 to $7.85. Guidance initiated.

“Full year 2023 organic sales growth is projected to be 1 to 5 percent, with GAAP EPS of $7.55 to $7.85 (adjusted EPS of $8.50 to $8.80).”
Earnings Releases

IDEX CORP /DE/ reported the year ended December 31, 2022 results: net income $586.9 million, EPS $7.71.

“Full year 2022 net income attributable to IDEX increased $137.5 million to $586.9 million, which resulted in EPS attributable to IDEX of $7.71 per share.”
Earnings Releases

IDEX CORP /DE/ reported the quarter ended December 31, 2022 results: revenue $810.7 million, net income $130.0 million, EPS $1.71.

“Fourth Quarter Highlights (All comparisons against the fourth quarter of 2021 unless otherwise noted) • Reported EPS of $1.71, up 10% and adjusted EPS of $2.01, up 18% • Orders of $803.4 million, up 1% overall and 1% organically • Sales of $810.7 million, up 13% overall and 12% organically • Net income of $130.0 million; net income margin of 16.0%, down 60 basis points”
Debt Financings

IDEX CORP /DE/ incurred credit facility of approximately $200 million from its term credit facility and additional draws in an aggregate amount of approximately $1 with Bank of America, N.A. at alternate base rate or Term SOFR rate plus applicable margin maturing November 1, 2027.

“On November 10, 2022, IDEX Corporation (the “Company”) drew down approximately $200 million from its term credit facility and on November 10, 2022 and November 15, 2022, the Company made additional draws in an aggregate amount of approximately $168 million from its revolving credit facility, in each case, pursuant to the terms of the Company’s Amended and Restated Credit Agreement, dated November 1, 2022, by and between the Company, along with certain of its subsidiaries, as borrowers, Bank of America, N.A., as administrative agent, swing line lender and an issuer of letters of credit; JPMorgan Chase Bank, N.A., PNC Bank, National Association and Wells Fargo Bank, National Association, as co-syndication agents and issuers of letters of credit; HSBC Bank USA, National Association, Mizuho Bank, Ltd. and Bank of China, Chicago Branch, as co-documentation agents, and the other lenders and financial institutions party thereto (the “Credit Agreement”).”
Debt Financings

IDEX CORP /DE/ incurred term loan of $200 million with same as above at alternate base rate or Term SOFR rate (or appropriate alternative currency refer maturing November 1, 2027.

“The Credit Agreement further consists of a term credit facility (the “Term Facility”) available to the Company in an aggregate principal amount of $200 million with a final maturity date of November 1, 2027.”
Debt Financings

IDEX CORP /DE/ incurred revolving credit of $800 million with Bank of America, N.A., as administrative agent, swing line lender and an issuer of letters of credit; JPMorgan Chase Bank, N.A. and Wells Fargo Bank, National Association, as co-syndication agents and issuers of letters of credit; HSBC Bank USA, National Association, Mizuho Bank, Ltd., PNC Bank, Nat at alternate base rate or Term SOFR rate (or appropriate alternative currency refer maturing November 1, 2027.

“lenders and financial institutions party thereto. The Credit Agreement consists of a revolving credit facility (the “Revolving Facility”) in an aggregate principal amount of $800 million with a final maturity date of November 1, 2027 which is extended from the May 30, 2024 final maturity date of the Original Credit Agreement. The maturity date may be further”
Material Agreements

IDEX CORP /DE/ amended Credit Agreement with Bank of America, N.A., JPMorgan Chase Bank, N.A., Wells Fargo Bank, National Association, HSBC Bank USA, National Association, Mizuho Bank, Ltd., PNC Bank, National Association, U.S. Bank, National Association valued at $800 million (effective 2022-11-01).

“On November 1, 2022, IDEX Corporation (the “Company”) amended and restated that certain Credit Agreement, dated as of May 31, 2019 (the “Original Credit Agreement” and, as amended and restated, the “Credit Agreement”)”

Katrina L. Helmkamp was appointed as Non-Executive Chair at IDEX CORP /DE/.

“Katrina L. Helmkamp has been appointed by the Board as its new Non-Executive Chair, effective October 1, 2022.”

William M. Cook retired as Non-Executive Chairman of the Board at IDEX CORP /DE/.

“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.”

Alejandro Quiroz Centeno was appointed as Director at IDEX CORP /DE/.

“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”

Ernest J. Mrozek retired as Director at IDEX CORP /DE/.

“Ernest J. Mrozek retired from the Board of Directors of IDEX Corporation (the "Company") following the Company's 2022 Annual Meeting of Stockholders held on May 6, 2022 .”

L. Paris Watts-Stanfield was appointed as Director at IDEX CORP /DE/.

“On February 23, 2022, the Board of Directors (the “Board”) of IDEX Corporation (the “Company”) appointed L. Paris Watts-Stanfield to serve as a member of the Board and as a member of the Audit Committee of the Board, effective February 25, 2022, increasing the size of the Board from 10 to 11 members.”

Denise R. Cade resigned as Senior Vice President, General Counsel and Corporate Secretary at IDEX CORP /DE/.

“On February 3, 2022, IDEX Corporation (the “Company”) received notice from Denise R. Cade, of her intention to resign as Senior Vice President, General Counsel and Corporate Secretary of the Company effective February 25, 2022, in order to pursue another employment opportunity.”

Allison S. Lausas was appointed as Vice President and Chief Accounting Officer at IDEX CORP /DE/.

“On August 25, 2021, IDEX Corporation (the “Company”) appointed Allison S. Lausas to serve as the Company’s Vice President and Chief Accounting Officer, effective immediately.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.