| IEX |
Report |
Adjusted diluted EPS (Q2'26) |
BEAT |
pred ~$2.14 vs. cons ~$2.10 |
MEDIUM |
| IEX |
Report |
Organic sales growth (Q2'26) |
BEAT |
pred ~+4-5% vs. cons ~+3.5% |
MEDIUM |
| IEX |
Report |
Adjusted EBITDA margin (Q2'26) |
IN-LINE |
pred ~27.0% vs. cons ~26.9% |
MEDIUM |
| IEX |
Guide |
FY26 adjusted EPS guide (raise) |
BETTER |
guide ~$8.45-$8.65 (mid ~$8.55) vs. cons ~$8.52 (FY2026) |
MEDIUM |
| IEX |
Guide |
FY26 organic sales growth guide |
UNCHANGED |
guide ~3-4% vs. cons ~3.5% (FY2026) |
MEDIUM |
| IEX |
Guide |
Q3'26 adjusted EPS guide |
UNKNOWN |
guide ~$2.12-$2.17 vs. cons ~$2.16 (Q3 2026) |
LOW |
| IEX |
Guide |
HST orders/backlog durability (organic orders) |
BETTER |
pred HST organic orders ~+12-15% vs. cons/prior ~+10% (Q2 2026) |
MEDIUM |
| IEX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| IEX |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Base case is a modest beat plus a small second FY raise, which is largely priced at ~26.6x forward and near 52-week highs. A flat-to-up Q2 EPS guide against a strong Q2'25 margin comp, combined with a FY raise smaller than the Q2 beat, implicitly trims H2 estimates (out-period math), so an initial pop from record HST orders is likely given back to profit-taking as the premium multiple caps upside; only a clear HST order re-acceleration would sustain follow-through. |
LOW |