Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Chip and data center demand now sets the pace
The fastest segment now makes 45.4% of sales, so IDEX's growth increasingly follows AI data center and chip spending.
For investorsWhat has to stay true for the wider margin to hold?
For foundersSelling the part nobody wants to requalify
Costs and overheads grew slower than sales, turning 8.3% sales growth into 11.95% operating income growth.
Equipment took only 2.6% of sales, leaving most operating cash free for dividends, buybacks and acquisitions.
Gross margin stayed between 43.7% and 45.1% in each of eight full years, a sign customers pay for parts they cannot easily swap.
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Business Lens describes IDEX Corporation from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
