Idex (IEX) Invested Capital (2009 - 2026)
Idex's (IEX) quarterly Invested Capital came in at $5.9 billion in Q2 2026, little changed year-over-year from $5.9 billion in Q2 2025, and down 0.92% quarter-over-quarter from $5.9 billion in Q1 2026.
Analysis
Idex (IEX) Invested Capital (2009 - 2026) Analysis & Trends
Idex (IEX) has reported Invested Capital for 18 consecutive years, with $5.9 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital changed 0.11% year-over-year to $5.9 billion in Q2 2026; TTM through Jun 2026 was $5.9 billion, a 0.11% change from a year earlier, with the FY2025 full-year figure at $5.9 billion, changed 0.14% from the prior year.
- Invested Capital was $5.9 billion for Q2 2026 at Idex, down from $5.9 billion in the prior quarter.
- Over five years, Invested Capital peaked at $6.0 billion in Q1 2025 and troughed at $4.0 billion in Q2 2022.
- A 5-year average of $5.2 billion and a median of $5.0 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital gained 25.21% in 2024 and dropped 0.46% in 2026, its largest moves.
- Over 5 years, Invested Capital stood at $4.5 billion in 2022, then climbed by 7.92% to $4.9 billion in 2023, then gained by 20.33% to $5.9 billion in 2024, then declined by 0.14% to $5.9 billion in 2025, then advanced by 0.3% to $5.9 billion in 2026.
- The last three Invested Capital figures came in at $5.9 billion (Q2 2026), $5.9 billion (Q1 2026), and $5.9 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Parker-Hannifin | 119.86 Bn | 119.36 Bn | 2.25 Bn | 24.64 Bn |
| 2 | Emerson Electric | 84.94 Bn | 82.76 Bn | 2.66 Bn | 33.51 Bn |
| 3 | Ingersoll Rand | 28.43 Bn | 27.25 Bn | 862.60 Mn | 15.01 Bn |
| 4 | Itt | 18.25 Bn | 17.66 Bn | 510.10 Mn | 8.54 Bn |
| 5 | Idex | 16.57 Bn | 15.95 Bn | 426.80 Mn | 5.88 Bn |
| 6 | Graco | 12.55 Bn | 12.04 Bn | 316.94 Mn | 2.55 Bn |
| 7 | Watts Water Technologies | 11.94 Bn | 11.59 Bn | 374.10 Mn | 2.30 Bn |
| 8 | Flowserve | 9.51 Bn | 8.78 Bn | 384.73 Mn | 4.46 Bn |
| 9 | Pentair | 9.10 Bn | 9.01 Bn | 395.00 Mn | 5.36 Bn |
| 10 | Enpro | 6.36 Bn | 6.28 Bn | 149.00 Mn | 2.16 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.88 Bn |
| Mar 31, 2026 | 5.93 Bn |
| Dec 31, 2025 | 5.86 Bn |
| Sep 30, 2025 | 5.92 Bn |
| Jun 30, 2025 | 5.87 Bn |
| Mar 31, 2025 | 5.96 Bn |
| Dec 31, 2024 | 5.87 Bn |
| Sep 30, 2024 | 5.91 Bn |
| Jun 30, 2024 | 4.96 Bn |
| Mar 31, 2024 | 4.95 Bn |
| Dec 31, 2023 | 4.88 Bn |
| Sep 30, 2023 | 4.72 Bn |
| Jun 30, 2023 | 4.76 Bn |
| Mar 31, 2023 | 4.71 Bn |
| Dec 31, 2022 | 4.52 Bn |
| Sep 30, 2022 | 4.00 Bn |
| Jun 30, 2022 | 3.99 Bn |
| Mar 31, 2022 | 4.10 Bn |
| Dec 31, 2021 | 3.99 Bn |
| Sep 30, 2021 | 3.93 Bn |