IDEX Q3 FY2026: record sales, EPS beat, full-year guidance raised
IDEX beat the $2.2551 consensus EPS with $2.33 adjusted and raised full-year guidance, so the quarter reads Bullish. Revenue of $951.7 million rose 8.3% and gross margin widened to 45.1%. The beat was modest, free cash flow was strong at $214.3 million, and growth leans heavily on AI-linked demand in one segment. Read the scorecard first, then the risks.
1 · Expected vs. Actual
Free preview belowAdjusted diluted EPS of $2.33 beat the $2.2551 consensus by about $0.07, or 3.3%, and rose from $2.03 a year ago. GAAP EPS was $1.95, with most of the $0.38 gap coming from $32.6 million of acquisition-related amortization. The quality is decent: operating income rose to $208.0 million and free cash flow conversion was 124%.
$951.7 million of sales was up 8.3% from $878.7 million a year ago, and the company reports the increase was 8% organic, so acquisitions and currency added essentially nothing. Orders of $991.2 million rose 13% and now sit above revenue, which says demand is still outrunning shipments. No revenue consensus figure was supplied with this filing, so there is no top-line estimate to beat.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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