IDEX (IEX) Investor presentation summary

Strategic positioning and business model

• Focuses on mission-critical engineered products, pivoting toward higher-growth, specialized markets with proprietary technologies across diverse sectors.

• Operates under the 8020 model, emphasizing simplification, agility, and autonomy to drive growth and execution.

• Maintains a global presence, serving customers in over 100 countries with approximately 8,700 employees.

• Asset-light manufacturing model with high-margin, differentiated technology and long-term customer relationships.

Value drivers and growth strategy

• Continuously evolves its portfolio toward high-growth markets with secular tailwinds, leveraging disciplined capital allocation.

• Pursues above-market organic growth and margins, amplified by strategic M&A and portfolio optimization.

• Targets compounding double-digit EPS growth over the long term.

• Balances capital deployment between bolt-on acquisitions, dividends, and share repurchases, with a $1B repurchase authorization.

Segment and market focus

• Health & Science Technologies, Fluid & Metering Technologies, and Fire & Safety/Diversified Products are the main segments, contributing 43%, 35%, and 22% of 2025 net sales, respectively.

• Targets advantaged markets such as data centers, space and defense, semiconductors, and water, supported by recent acquisitions.

• Integrated platforms in materials science and life sciences drive innovation and cross-business synergies.