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    Did Slowing Organic Growth And Softer EPS At IDEX (IEX) Just Shift Its Investment Narrative?

    Simply Wall St·12/23/2025 11:11:56
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    • In recent years, IDEX’s organic revenue growth has trailed sector benchmarks, while earnings per share have fallen even as overall revenue increased.
    • This combination of weaker organic momentum, less profitable incremental sales, and diminishing returns on capital raises questions about the durability of IDEX’s profit engine.
    • We’ll now explore how weakening organic growth and declining earnings efficiency may affect IDEX’s previously growth-focused investment narrative.

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    IDEX Investment Narrative Recap

    To own IDEX today, you have to believe it can convert its portfolio of specialized, mission critical products into durable, high quality cash flows despite slower organic growth and softer earnings efficiency. The recent evidence of weaker organic momentum and less profitable incremental sales reinforces that the key near term catalyst is execution on cost savings and pricing discipline, while the biggest immediate risk is that margin pressure persists if end markets stay cautious.

    In that context, the appointment of Sean M. Gillen as the new Chief Financial Officer from January 2026 matters, because investors will be watching how he steers capital allocation, cost programs, and profitability improvement after a period of declining EPS and moderating returns on capital.

    Yet behind IDEX’s long track record lies a risk investors should be aware of if organic sales in areas like semiconductors and agriculture continue to...

    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 $194.62 fair value, a 8% upside to its current price.

    Exploring Other Perspectives

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

    Four fair value estimates from the Simply Wall St Community range from US$15 to about US$213 per share, showing very different expectations. You are weighing those views against concerns that weakening organic growth and less profitable sales could pressure IDEX’s earnings trajectory, which makes it worth exploring several alternative viewpoints before forming your own stance.

    Explore 4 other fair value estimates on IDEX - why the stock might be worth less than half 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.