Idex (IEX) Invested Capital (2009 - 2026)
Idex (IEX) reported Invested Capital of $5.87 billion for Q2 2026, up 0.1% from $5.86 billion a year earlier but down 0.9% from the prior quarter.
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Analysis
Idex (IEX) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Idex posted Invested Capital of $5.85 billion, up 1.6% from FY2024.
- Invested Capital has increased for ten consecutive years, with a five-year compound annual growth rate of 10.3% (FY2020 to FY2025).
- By year, Invested Capital came in at $5.75 billion in FY2024 (+18.2%), $4.87 billion in FY2023 (+8.0%), $4.51 billion in FY2022 (+12.9%) and $3.99 billion in FY2021 (+11.4%).
- Five-year quarterly Invested Capital spans a low of $3.92 billion in Q3 2021 and a high of $5.92 billion in Q1 2026.
- Year over year, Invested Capital has now increased in each of the last 42 quarters, with growth averaging 10.4% over the last eight quarters.
- Over the past five years, the year-over-year growth in Invested Capital ranged from 0.1% (Q2 2026) to 25.2% (Q3 2024).
- Per Business Quant data, the three quarters before Q2 2026 came in at $5.92 billion (Q1 2026), $5.85 billion (Q4 2025) and $5.91 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 316.25 Bn | 287.95 Bn | 7.76 Bn | 64.54 Bn |
| 2 | Amphenol | 181.47 Bn | 176.05 Bn | 3.55 Bn | 34.42 Bn |
| 3 | Deere | 172.60 Bn | 140.69 Bn | 4.66 Bn | 85.74 Bn |
| 4 | Eaton | 143.01 Bn | 140.20 Bn | 2.86 Bn | 40.91 Bn |
| 5 | Parker-Hannifin | 111.22 Bn | 109.35 Bn | 2.25 Bn | 23.93 Bn |
| 6 | 3M | 90.15 Bn | 71.59 Bn | 2.78 Bn | 19.17 Bn |
| 7 | Emerson Electric | 89.90 Bn | 82.64 Bn | 2.66 Bn | 33.51 Bn |
| 8 | Illinois Tool Works | 78.95 Bn | 75.51 Bn | 1.90 Bn | 12.59 Bn |
| 9 | Vertiv Holdings | 74.37 Bn | 65.00 Bn | 1.23 Bn | 7.70 Bn |
| 10 | Idex | 16.83 Bn | 14.44 Bn | 426.80 Mn | 5.87 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.87 Bn |
| Mar 31, 2026 | 5.92 Bn |
| Dec 31, 2025 | 5.85 Bn |
| Sep 30, 2025 | 5.91 Bn |
| Jun 30, 2025 | 5.86 Bn |
| Mar 31, 2025 | 5.85 Bn |
| Dec 31, 2024 | 5.75 Bn |
| Sep 30, 2024 | 5.89 Bn |
| Jun 30, 2024 | 4.95 Bn |
| Mar 31, 2024 | 4.94 Bn |
| Dec 31, 2023 | 4.87 Bn |
| Sep 30, 2023 | 4.71 Bn |
| Jun 30, 2023 | 4.75 Bn |
| Mar 31, 2023 | 4.70 Bn |
| Dec 31, 2022 | 4.51 Bn |
| Sep 30, 2022 | 3.99 Bn |
| Jun 30, 2022 | 3.98 Bn |
| Mar 31, 2022 | 4.09 Bn |
| Dec 31, 2021 | 3.99 Bn |
| Sep 30, 2021 | 3.92 Bn |
API Access
Idex Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=IEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "IEX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=IEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();