IDEX (IEX) Q2 FY26 earnings call

IDEX delivered a strong second quarter, driven by robust organic order growth across all segments, particularly in Health & Science Technologies (HST) due to data center, semiconductor, and space & defense demand. This performance, coupled with outstanding operational execution and expanding backlog, led to a raised full-year 2026 financial outlook. The company is strategically investing in capacity and leveraging its 80/20 framework to capitalize on high-growth opportunities and enhance shareholder value, while also noting early signs of broader industrial demand improvement.