Idex (IEX) Return on Equity [ROE] (2009 - 2026)
Idex's Return on Equity [ROE] was 13.35% in Q3 2026, up 1.45 percentage points from 11.90% a year earlier and up 0.46 percentage points from the prior quarter.
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Analysis
Idex (IEX) Return on Equity [ROE] (2009 - 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 Q3 2026 figure marks the highest quarterly Return on Equity [ROE] since Q2 2024.
- Compared with a year earlier, Return on Equity [ROE] has increased for three straight quarters, with an average year-over-year change of -1.45 percentage points over the last eight quarters.
- 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 Q3 2026 was 12.89% (Q2 2026), 12.56% (Q1 2026) and 12.01% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 267.46 Bn | 238.77 Bn | 7.35 Bn | 57.87% |
| 2 | Amphenol | 197.37 Bn | 192.21 Bn | 4.02 Bn | 36.42% |
| 3 | Deere | 185.36 Bn | 194.13 Bn | 4.66 Bn | 17.59% |
| 4 | Eaton | 137.64 Bn | 134.62 Bn | 3.11 Bn | 18.89% |
| 5 | Parker-Hannifin | 121.80 Bn | 119.79 Bn | 2.26 Bn | 23.66% |
| 6 | 3M | 97.84 Bn | 80.25 Bn | 2.78 Bn | 101.25% |
| 7 | Emerson Electric | 93.37 Bn | 85.86 Bn | 2.74 Bn | 13.09% |
| 8 | Illinois Tool Works | 81.86 Bn | 78.53 Bn | 1.91 Bn | 106.94% |
| 9 | Vertiv Holdings | 74.77 Bn | 63.62 Bn | 1.64 Bn | 40.90% |
| 10 | Idex | 17.41 Bn | 15.02 Bn | 429.50 Mn | 13.35% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 13.35% |
| Jun 30, 2026 | 12.89% |
| Mar 31, 2026 | 12.56% |
| Dec 31, 2025 | 12.01% |
| 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% |
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();