Idex (IEX) Return on Equity [ROE] (2010 - 2026)
Idex's Return on Equity [ROE] was 12.89% in Q2 2026, up 1.05 percentage points from 11.84% a year earlier and up 0.34 percentage points from the prior quarter.
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Analysis
Idex (IEX) Return on Equity [ROE] (2010 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at Idex came in at 12.34%, down 1.42 percentage points from FY2024.
- Return on Equity [ROE] has now declined for three consecutive years, with a five-year change of -3.39 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was 13.76% in FY2024 (-4.34 pp), 18.10% in FY2023 (-1.98 pp), 20.08% in FY2022 (+3.27 pp) and 16.82% in FY2021 (+1.09 pp).
- The Q2 2026 figure marks the highest quarterly Return on Equity [ROE] since Q4 2024.
- Compared with a year earlier, Return on Equity [ROE] was higher in two of the last eight quarters, with an average year-over-year change of -2.30 percentage points.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q3 2022 (a gain of 4.59 percentage points); the worst was Q3 2024 (a drop of 5.41 percentage points).
- Per Business Quant data, IEX's Return on Equity [ROE] in the three quarters before Q2 2026 was 12.56% (Q1 2026), 12.00% (Q4 2025) and 11.90% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 56.98% |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 34.94% |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 17.59% |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 19.13% |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 24.30% |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 38.48% |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 12.67% |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 95.38% |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 104.29% |
| 10 | Idex | 16.81 Bn | 14.43 Bn | 426.80 Mn | 12.89% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.89% |
| Mar 31, 2026 | 12.56% |
| Dec 31, 2025 | 12.00% |
| Sep 30, 2025 | 11.90% |
| Jun 30, 2025 | 11.84% |
| Mar 31, 2025 | 12.43% |
| Dec 31, 2024 | 13.26% |
| Sep 30, 2024 | 13.11% |
| Jun 30, 2024 | 15.95% |
| Mar 31, 2024 | 16.12% |
| Dec 31, 2023 | 17.19% |
| Sep 30, 2023 | 18.52% |
| Jun 30, 2023 | 18.04% |
| Mar 31, 2023 | 18.71% |
| Dec 31, 2022 | 20.08% |
| Sep 30, 2022 | 20.58% |
| Jun 30, 2022 | 18.02% |
| Mar 31, 2022 | 16.71% |
| Dec 31, 2021 | 16.25% |
| Sep 30, 2021 | 15.99% |
API Access
Idex Return on Equity [ROE] 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=return-on-equity-%5Broe%5D&ticker=IEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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=return-on-equity-%5Broe%5D&ticker=IEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();