Update shared on04 Aug 2025
Fair value Decreased 7.70%Despite a modest improvement in consensus revenue growth forecasts, IDEX's fair value has been revised downward—reflected in a lower analyst price target—amid a notable drop in its expected future P/E multiple.
What's in the News
- IDEX is actively seeking tuck-in M&A opportunities focused on scaling and expanding capabilities in key markets while maintaining organic investments as its top capital allocation priority.
- Third quarter 2025 GAAP diluted EPS is guided at $1.54–$1.61, with anticipated organic sales growth of 2% to 3%.
- Full year 2025 GAAP diluted EPS guidance has been lowered to $6.30–$6.44 from $6.56–$6.95, reflecting expected organic sales growth of about 1%.
- The company repurchased 268,586 shares (0.35%) for $50 million in Q2 2025; cumulative buybacks now total 18,199,327 shares (22.85%) for $1.44 billion under its ongoing repurchase program.
- Abhishek Khandelwal resigned as CFO, succeeded on an interim basis by Akhil Mahendra, current VP of Corporate Development; Mahendra was awarded $500,000 in restricted stock vesting over three years.
Valuation Changes
Summary of Valuation Changes for IDEX
- The Consensus Analyst Price Target has fallen from $210.85 to $198.46.
- The Future P/E for IDEX has fallen from 29.27x to 26.37x.
- The Consensus Revenue Growth forecasts for IDEX has risen from 6.1% per annum to 6.4% per annum.
Disclaimer
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