Total Return:32.75%(TTM)
Over the latest trailing 12-month period, total return cagr is +32.75%. The comparable SPY value is +22.18%. Year-to-date total return is +29.08%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IEX
$324,669
(32.5x return)
Invested on Jun 25, 1996
Growth of $10,000 in SPY (S&P 500)
$183,931
(18.4x return)
Invested on Jun 25, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+29.1%
1-Year Total Return
+32.7%
Current Dividend Yield
1.25%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +30.7% | +32.8% | +2.0% |
| 3 Years | +3.9% | +5.4% | +1.4% |
| 5 Years | +0.7% | +2.0% | +1.3% |
| 10 Years | +10.8% | +12.3% | +1.4% |
| 15 Years | +11.7% | +13.3% | +1.6% |
| 20 Years | +10.7% | +12.3% | +1.6% |
About IDEX Corporation
IDEX Corporation is an international enterprise specializing in engineered solutions across diverse sectors. The company operates through three primary business units: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT division is responsible for the design, production, and distribution of a range of fluid-handling equipment, including positive displacement pumps, flow meters, and injectors, alongside offering flow monitoring and related services. Its applications span the food, chemical, general industrial, water management, agricultural, and energy industries. Under the HST umbrella, IDEX develops and supplies precision components and systems for health and scientific applications. This includes advanced fluidic devices, various types of pumps (rotary lobe, centrifugal, positive displacement), roll compaction and drying technologies, pneumatic components, and sealing solutions, as well as biocompatible medical devices, optical components, and precision photonic solutions. Key markets for this segment encompass food and beverage, pharmaceutical, cosmetics, marine, chemical, wastewater treatment, life sciences, research, and defense. Finally, the FSDP segment delivers critical equipment for emergency services, such as firefighting pumps, valves, rescue tools, and lifting bags. It also provides engineered stainless steel banding and clamping devices for industrial and commercial use, alongside specialized precision equipment for dispensing, metering, and mixing colorants and paints for retail and commercial clients. IDEX Corporation was founded in 1987 and maintains its headquarters in Northbrook, Illinois.
- Sector
- Industrials
- Industry
- Industrial - Machinery
- CEO
- Eric D. Ashleman