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IDEX (IEX) Financial Forecast Calculator

Interactive 5-year forecast and DCF for IDEX. Adjust revenue growth, gross margin, capex intensity, WACC, and terminal growth - see revenue, free cash flow, and enterprise value update in real time. Seeded from IDEX’s most recent SEC filings.

Revenue FY30
$4.60B
from $3.27B
FCF FY30
$659.6M
Margin 14.3%
Enterprise value
$9.60B
2.9× LTM revenue
Equity value
$8.26B
Net debt $1.34B
Revenue & free cash flow - history and 5-year forecast
Line (area)
Bars
Historicals from SEC EDGAR (grey). Forecast years (color) update live as you move the sliders.

Assumptions

Revenue growth (annual)
7.0%
-10.0%baseline 7.0%40.0%
Gross margin
44.4%
5.0%baseline 44.4%90.0%
Capex % of revenue
2.3%
0.0%baseline 2.3%30.0%
WACC (discount rate)
9.00%
4.0%baseline 9.0%18.0%
Terminal growth
2.50%
0.0%baseline 2.5%5.0%

Need this as an Excel model?

Keep iterating on the IDEX forecast in Excel. The downloadable sample has every assumption you see here plus a fully integrated income statement, balance sheet, cash flow, and debt schedule - five years of SEC historicals and live formulas in a fully editable workbook.

income_statement.xlsx
Income statement, brown brand palette
income_statement.xlsx
Income statement, green brand palette
income_statement.xlsx
Income statement, red brand palette

Frequently asked

What does IDEX Corporation do and what are its main business segments?+

IDEX Corporation is a global applied solutions provider that designs and manufactures highly engineered, mission-critical components for niche markets. Its main business segments are Health & Science Technologies (HST), Fluid & Metering Technologies (FMT), and Fire & Safety/Diversified Products (FSDP).

How does IDEX Corporation generate its revenue?+

IDEX generates revenue by providing highly engineered components and solutions across various niche markets, with an even split between domestic and international sales. The company manages over 50 subsidiaries through its 80/20 operational framework to drive margin expansion and portfolio optimization.

What are the key revenue growth assumptions in the IDEX financial model?+

The financial model for IDEX Corporation forecasts revenue growth at approximately 7.03% annually over the FY2026–FY2030 horizon. This growth reflects the company's strong competitive position in specialized, fragmented markets and its strategy of serial bolt-on acquisitions.

What is IDEX Corporation's capital expenditure strategy?+

IDEX Corporation maintains an asset-light manufacturing model, with capital expenditure typically ranging between 1.5% and 2.5% of revenue. Approximately 60% of this capex is for maintenance, with the remainder dedicated to growth and facility automation.

What are the typical acquisition multiples for IDEX Corporation's bolt-on acquisitions?+

IDEX Corporation is a serial bolt-on acquirer, frequently purchasing founder-owned businesses in niche markets. Typical acquisition multiples for these transactions range from 12x to 15x EBITDA pre-synergies.

Can I download an Excel financial model for IDEX Corporation?+

Yes, a comprehensive Excel financial model for IDEX Corporation is available for download. This model provides tools for equity valuation and M&A scenario planning, forecasting financials from FY2026 through FY2030.

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