Every material Form 8-K IDEX has filed with the SEC since August 21, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
IDEX reported record third-quarter 2026 net sales of $952 million, up 8% from a year earlier, and diluted EPS of $1.95, up 15%. The company raised its full-year 2026 guidance for organic sales growth and adjusted diluted EPS, which gives shareholders a higher outlook for the year.
Q3 net sales of $951.7 million rose 8%; organic sales also rose 8%, with orders up 13% to $991.2 million
Diluted EPS attributable to IDEX was $1.95 versus $1.70; adjusted diluted EPS was $2.33 versus $2.03, up 15%
Full-year adjusted diluted EPS guidance raised to $8.91 to $8.96 from $8.70 to $8.85
Full-year organic sales growth guidance raised to 6.5% to 6.8% from 5% to 6%
IDEX Corporation amended and restated its credit agreement on September 3, 2026, establishing an $800 million revolving credit facility that matures September 3, 2031, extended from November 1, 2027. The filing describes the facility as a senior unsecured arrangement that can fund working capital, general corporate purposes and refinancing of existing debt, which gives the company longer-dated borrowing capacity.
Revolving facility of $800 million with final maturity of September 3, 2031, up from November 1, 2027 under the original agreement
Up to $100 million available for letters of credit and up to $50 million for same-day swingline loans
Lender commitments may be increased by up to $400 million, and the maturity may be extended twice by one year each
IDEX Corporation disclosed that director L. Paris Watts-Stanfield resigned from its Board effective immediately on August 13, 2026. The company said the resignation was not due to any disagreement over its operations, policies or practices. The board size was reduced from ten to nine directors as a result.
Director L. Paris Watts-Stanfield resigned from the Board effective immediately, with the decision dated August 13, 2026.
The company stated the resignation was not due to any disagreement on operations, policies or practices.
Board size was reduced from ten to nine directors.
IDEX reported second-quarter 2026 net sales of $921 million, up 6% from a year earlier, and diluted EPS of $1.93, up 11%. The company raised its full-year 2026 organic sales growth guidance to 5% to 6% and its adjusted diluted EPS guidance to $8.70 to $8.85, both above prior ranges, which is a direct positive for shareholders.
Q2 2026 net sales of $921 million rose 6% reported and 5% organically; adjusted diluted EPS of $2.32 rose 12%.
Full-year 2026 adjusted diluted EPS guidance raised to $8.70 to $8.85 from $8.35 to $8.55.
Full-year organic sales growth guidance raised to 5% to 6% from 3% to 4%.
IDEX returned $77 million through share repurchases and $54 million in dividends in the quarter.
IDEX reported first quarter 2026 net sales of $886.9 million, up 9% on a reported basis and 5% organically, and reported diluted EPS of $1.61, up from $1.26. The company raised its full-year 2026 organic sales and adjusted diluted EPS guidance, which signals higher expected earnings for shareholders.
Q1 2026 net sales of $886.9 million rose 9% reported and 5% organically; reported diluted EPS was $1.61 versus $1.26 a year earlier.
Full-year 2026 organic sales growth guidance raised to 3% to 4%, up from 1% to 2%.
Full-year 2026 adjusted diluted EPS guidance raised to $8.35 to $8.55, up from $8.15 to $8.35.
Gross margin fell to 44.9% from 45.3%; the company repurchased $76 million of shares and paid $53 million in dividends in the quarter.
IDEX notified Roopa Unnikrishnan, a named executive officer serving as Senior Vice President and Chief Strategy and Innovation Officer, on February 4, 2026, that her position is being eliminated effective February 28, 2026. The company expects to enter a separation agreement with her under her letter agreement for a termination without cause, and the filing gives no financial terms. The change is an executive departure with no stated effect on financial results or guidance.
Position of Senior Vice President and Chief Strategy and Innovation Officer eliminated; notice given February 4, 2026
Effective date of separation is February 28, 2026
Separation expected to be a termination without cause under existing letter agreement, described in the March 26, 2025 proxy statement
Filing does not disclose separation payment amounts
IDEX reported fourth-quarter 2025 net sales of $899.1 million, up 4% on a reported basis and 1% organically, with reported diluted EPS of $1.71, up 6%. For full year 2025, sales rose 6% to $3.5 billion, but reported diluted EPS fell 3% to $6.41, while adjusted diluted EPS rose 1% to $7.95. The company also projected 2026 adjusted diluted EPS of $8.15 to $8.35.
Q4 2025 net sales $899.1 million, up 4% reported and 1% organic; Q4 reported diluted EPS $1.71, up 6%
Full year 2025 net sales $3,457.5 million, up 6%; reported diluted EPS $6.41, down 3%
Full year 2025 adjusted diluted EPS $7.95, up 1%; operating cash flow $680.4 million
2026 outlook: full year adjusted diluted EPS $8.15 to $8.35; full year organic sales up 1% to 2%
IDEX Corporation appointed Sean M. Gillen, currently CFO of AAR CORP., as Senior Vice President and Chief Financial Officer effective January 5, 2026, replacing interim CFO Akhil Mahendra, who returns to his prior role as Vice President, Corporate Development. The company also said Senior Vice President and Chief Human Resources Officer Melissa S. Flores will resign effective December 19, 2025, and that it plans to fill that role externally.
Sean M. Gillen starts as CFO on January 5, 2026; he served as CFO of AAR CORP. from January 2019.
Offer terms include a $625,000 base salary, an 85% target incentive, a $3,000,000 new hire restricted stock award and a $325,000 sign-on bonus.
Melissa S. Flores, a named executive officer, departs effective December 19, 2025, to pursue another employment opportunity.
Akhil Mahendra had served as interim CFO since May 2025.
IDEX reported third-quarter 2025 results, with net sales up 10% on a reported basis to $878.7 million and GAAP diluted EPS up 8% to $1.70. The company narrowed its full-year 2025 GAAP diluted EPS outlook to $6.35 to $6.40 and raised its share repurchase authorization to $1 billion, which matters to shareholders because it signals continued capital returns alongside growth.
Q3 2025 net sales of $878.7 million rose 10% reported and 5% organically, helped by the Mott acquisition.
GAAP diluted EPS was $1.70 and adjusted diluted EPS was $2.03, up 8% and 7% respectively.
Full-year 2025 adjusted diluted EPS narrowed to $7.86 to $7.91, within prior guidance; organic sales growth of about 1% was unchanged.
The company repurchased $75 million of shares in Q3 2025 and $175 million year-to-date, and increased its authorization to $1 billion.
IDEX reported second quarter 2025 net sales of $865.4 million, up 7% from a year earlier and 1% organically, while GAAP diluted EPS fell to $1.74 from $1.86. The company lowered its full-year 2025 GAAP diluted EPS guidance to $6.30 to $6.44 from $6.56 to $6.95, citing customers taking a more cautious stance on larger orders, which matters to shareholders because it reduces expected full-year earnings.
Q2 net sales were $865.4 million, up 7% reported and 1% organic; Mott acquisition drove most of the increase.
GAAP diluted EPS was $1.74 versus $1.86; adjusted diluted EPS was $2.07 versus $2.06.
Full-year 2025 adjusted diluted EPS guidance was lowered to $7.85 to $7.95 from $8.10 to $8.45.
Third quarter 2025 GAAP diluted EPS is expected at $1.54 to $1.61, based on 2% to 3% organic sales growth.
IDEX CFO Abhishek Khandelwal will resign effective May 30, 2025, to pursue a new professional opportunity, and the company has retained a search firm for a permanent successor. Vice President of Corporate Development Akhil Mahendra will serve as interim CFO from the same date. The filing says the departure does not stem from any disagreement with auditors or management on accounting or disclosure matters.
Khandelwal notified IDEX of his resignation on May 19, 2025, effective May 30, 2025
Akhil Mahendra, 44, appointed interim CFO on May 20, 2025, while continuing as Vice President, Corporate Development
Mahendra's interim pay includes a restricted stock award with a $500,000 grant date fair value, cliff vesting three years after grant
The filing states the departure involved no disagreement with auditors or management on accounting, disclosure, or internal controls
IDEX reported first-quarter 2025 net sales of $814.3 million, up 2% from a year earlier but down 1% organically, while GAAP diluted EPS fell to $1.26 from $1.60. The company kept its full-year 2025 organic sales and diluted EPS guidance ranges and added $20 million of cost containment to offset potential tariff-related volume pressure, which matters to shareholders because profit fell even as reported sales grew.
Net sales were $814.3 million, up 2% reported and down 1% organically; the Mott acquisition drove the reported increase.
GAAP diluted EPS was $1.26 versus $1.60; adjusted diluted EPS was $1.75 versus $1.88.
Orders were a record $871.9 million, up 6% reported and 1% organically.
Full-year 2025 GAAP diluted EPS guidance is $6.56 to $6.95, unchanged; second-quarter guidance is $1.60 to $1.72.
IDEX Corporation appointed Stephanie Disher and Matthijs Glastra to its Board of Directors, effective February 21, 2025, expanding the Board from 10 to 12 directors. Directors David C. Parry and Livingston L. Satterthwaite will retire after the 2025 Annual Meeting of Stockholders and will not stand for re-election, reducing the Board to 10 seats at that point.
Stephanie Disher joins the Board effective February 21, 2025 and will serve on the Nominating and Corporate Governance Committee.
Matthijs Glastra joins the Board effective February 21, 2025 and will serve on the Audit Committee.
David C. Parry and Livingston L. Satterthwaite will retire following the 2025 Annual Meeting of Stockholders.
Disher is CEO of Atmus Filtration Technologies and Glastra is Chair and CEO of Novanta Inc.
IDEX reported fourth-quarter 2024 net sales of $863 million, up 9%, and diluted EPS of $1.62, up 13%. For full year 2024, sales were flat at $3.3 billion and diluted EPS fell 15% to $6.64, and the company projected 2025 organic sales growth of 1% to 3% with GAAP diluted EPS of $6.56 to $6.96.
Q4 2024 net sales $863 million, up 9% overall and 3% organically; adjusted diluted EPS $2.04, up 11%
Full-year 2024 net sales $3.3 billion, flat overall and down 2% organically; diluted EPS $6.64, down 15%
2025 outlook: full-year GAAP diluted EPS $6.56 to $6.96; first-quarter 2025 organic sales projected to decline 3% to 4%
Full-year 2024 operating cash flow $668 million, down 7%; free cash flow $603 million, down 4%
IDEX reported third-quarter 2024 sales of $798 million, up 1% but flat on an organic basis, while reported diluted EPS fell 43% to $1.57 after a prior-year gain on the Micropump sale. The company lowered its full-year 2024 GAAP diluted EPS guidance to $6.65-$6.70 from $6.85-$6.95, and raised its adjusted diluted EPS guidance to $7.85-$7.90 from $7.80-$7.90, which matters to shareholders because the two measures moved in opposite directions.
Q3 2024 net sales of $798.2 million, up 1% reported and flat organically; adjusted diluted EPS of $1.90, down 10%
Reported diluted EPS of $1.57, down from $2.75, mainly due to the absence of the prior-year Micropump divestiture gain
Full-year 2024 GAAP diluted EPS guidance cut to $6.65-$6.70 from $6.85-$6.95; adjusted diluted EPS guidance raised to $7.85-$7.90 from $7.80-$7.90
Mott Corporation acquisition completed September 5, 2024, for cash consideration of $986.2 million, net of cash acquired
IDEX Corporation completed an underwritten public offering of $500.0 million in 4.950% Senior Notes due 2029, with net proceeds of approximately $495.0 million. The company plans to use the proceeds, along with revolving credit borrowings and cash on hand, to pay the cash consideration for its previously announced acquisition of Mott Corporation.
$500.0 million of 4.950% Senior Notes issued August 21, 2024, maturing September 1, 2029
Net proceeds of approximately $495.0 million after underwriting discount and about $1.7 million in offering expenses
If the Mott Acquisition does not close by the Special Mandatory Redemption End Date (no earlier than November 20, 2024), the notes must be redeemed at 101% of principal plus accrued interest
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