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How Strong Q4 Results and Innovation Reshuffle Could Shape IDEX’s (IEX) Long-Term Strategy

Simply Wall St·02/13/2026 18:28:42
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  • IDEX Corporation recently reported fourth-quarter 2025 results showing higher sales of US$899.1 million and net income of US$128.3 million, while also continuing its long-running share repurchase program.
  • Soon after these results, IDEX moved to eliminate the role of Senior Vice President, Chief Strategy and Innovation Officer Roopa Unnikrishnan, signaling an organizational shift in how it approaches growth and innovation.
  • We’ll now consider how the stronger quarter, especially momentum in Health, Science and Technology, could influence IDEX’s existing investment narrative.

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IDEX Investment Narrative Recap

IDEX appeals if you believe in its ability to compound value through niche engineered solutions and disciplined cost control, while managing cyclical end markets. The stronger fourth quarter and ongoing Health, Science and Technology momentum support that view, and the elimination of the Chief Strategy and Innovation Officer role does not appear to materially change the near term focus on order conversion and margin protection. The bigger immediate risk remains demand volatility in industrial, chemical and agricultural exposures.

The most relevant recent announcement is the fourth quarter 2025 earnings release, which showed higher quarterly sales of US$899.1 million and net income of US$128.3 million, even as full year profit softened. For investors watching catalysts, this mix of growth in select segments and pressure in others frames how much room IDEX has to offset tariff headwinds and cautious customer spending with cost savings and cross business collaboration.

Yet while segment momentum is encouraging, investors should still be aware of how customer hesitancy on larger projects could...

Read the full narrative on IDEX (it's free!)

IDEX's narrative projects $4.0 billion revenue and $698.2 million earnings by 2028.

Uncover how IDEX's forecasts yield a $223.54 fair value, a 9% upside to its current price.

Exploring Other Perspectives

IEX 1-Year Stock Price Chart
IEX 1-Year Stock Price Chart

Three Simply Wall St Community valuations span roughly US$180 to about US$251 per share, underscoring how far apart individual views can be. When you set that against tariff related cost pressures and exposure to softer sectors, it becomes even more important to weigh several independent opinions before deciding how IDEX fits into your portfolio.

Explore 3 other fair value estimates on IDEX - why the stock might be worth 12% less than the current price!

Build Your Own IDEX Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your IDEX research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free IDEX research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IDEX's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.