Idex Corp IEX

Revenue Intelligence Report • 66 quarters of SEC filing data • Updated 2026-03-15

Revenue is moderately sensitive to SG&A spending, with a 1% increase in SG&A associated with a 0.85% rise in revenue, per the log-log model. The model uses 66 quarters of data and achieves 2.1% MAPE, with a holdout test predicting 902M versus actual 899M (−0.3% error). The latest quarterly revenue was 899M; the FY forecast is 3,808M, up 10.1% year over year. This SG&A–driven revenue leverage implies a positive ROI on spending, supporting a constructive outlook if margins stay stable and forecast growth persists.

Investment Thesis

Our ARDL model tracks Idex Corp's revenue with exceptional precision (2.1% MAPE), indicating highly predictable cash flows. Sales & marketing spend shows a 0.85x elasticity, suggesting effective go-to-market execution.

Next FY Revenue
$3.81B
+10.1% YoY
SG&A Elasticity
0.85x
Model Accuracy
2.1% MAPE
Holdout validation: The model predicted $902B vs the actual $899B — an error of 0.3%.
Note: Idex Corp does not report R&D expenses separately. This analysis uses SG&A spending only.

Revenue Forecast

IEX Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $902B $899B $855B – $951B +4.5% ✓ In range
Q2 2026 $924B $857B – $996B +13.4%
Q3 2026 $942B $859B – $1033B +8.9%
Q4 2026 $961B $864B – $1069B +9.4%
Q1 2027 $981B $871B – $1105B +9.1%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Idex Corp's systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Sep–Nov) 0.9949 -0.5% In line with trend 16
FQ2 (Dec–Feb) 0.9961 -0.4% In line with trend 16
FQ3 (Mar–May) 0.9878 -1.2% In line with trend 16
FQ4 (Jun–Aug) 1.0104 +1.0% In line with trend 16

How Spending Drives Revenue

IEX Spending Timing
Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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