1
N ov em ber - D ec e m b er 2025
3
About IDEX IDEX at a GlanceFSDP
23%
Sales by Segment*
39%
38%
Global engineered products company focused on delivering mission critical solutions, pivoting towards higher growth, specialized markets
Well-positioned with proprietary, specialized technologies across a diverse set of markets
IDEX 8020 operating model supports growth and world-class execution
Established culture of agility and autonomy across businesses positions us to serve as trusted partners to our customers and support their needs with speed
Global brands supporting customers in over 100 countries
FMT
HST
ROW
26%
US
Geography 50%
Sales by
24%
Europe
HST: Health & Science Technologies; FMT: Fluid & Metering Technologies,
FSDP: Fire & Safety / Diversified Products
* Percentages illustrate the share of 2024 net sales contributed by each segment on the basis of total segments.
** These are non-GAAP measures. See reconciliations to the most directly comparable GAAP measures on slides 23-26.
~9,000
EMP L O Y EES
$3.3B
2024 R E V E N U E
$874M
2024 A DJ . E B ITD A * *
$603M
2024 F CF * *
4
IDEX Value DriversDifferentiated 8020 operating model drives full business potential through simplification, focused resourcing and streamlined execution
Focused on continuously evolving our portfolio toward high-growth, advantaged markets with secular tailwinds
Disciplined capital allocation with strong deployable cash flow that supports M&A, dividends and share repurchases
Focused on delivering above-market organic growth and margins, amplified by strategic M&A to drive sustainable value creation
Targeting compounding double-digit EPS growth long-term
8020 Culture Drives Sustainable Growth and Value Creation
Operational Excellence
Solving critical engineering needs
Removing complexity to drive efficient operations
Empowering our teams to serve customers with speed and agility
Enterprise Growth
Segmenting and prioritizing high-value customers
Focusing sales, service and innovation efforts on perceived highest yield prospects
Self-funding growth initiatives
Portfolio Optimization, Capital Allocation
Pivoting business and product portfolio towards higher growth and value creation
Enhancing platforms by reducing complexity and exposures to low value-add areas
Maintaining a balanced, returns-focused capital allocation philosophy
Staging sustainable value creation in Phase III
$3.3B
2 0 2 4
R E V E N U E S
PHASE IIIP AT H T O HI G HE R
G R O W T H WI T H 8020
PHASE I
H O L D I N G C O M PA NY , E S T 1987
Portfolio of resilient industrial products
with strong brands operating independently
PHASE II
O PT I M I Z E D W I T H 8020
Introduced 8020, accelerated talent development, applied shared operating approach and enhanced margins across the portfolio
Targeting higher-growth, advantaged markets
Accelerating commercial and operational business integration
Balanced, returns-focused capital deployment
2011 2012 2020 2021
-
Targeting Higher-Growth, Advantaged Markets
8020 Focus: Enhance portfolio through proprietary M&A and selective divesture
EXAMPLES OF TARGETED, ADVANTAGED MARKETS
Data Centers
Space and Defense
Semiconductor
Water
Recent acquisitions
Airtech and Muon
Iridian, STC, Muon, Mott, Micro-Lam
Muon and Mott
Nexsight and Subterra
IDEX
capabilities
Thermal management
Communication and guidance
Wafer manufacturing
Analytical insights
Commercial & Operational Business Integration
-
Targeting Higher-Growth, Advantaged Markets
8020 Focus: Integrate technologies and market access points within growth platforms
Materials Science Solutions Platform
Offering all three is a competitive advantage
MATERIALS
Form critical properties
Operational integration streamlines costs, improves productivity
FUNCTION
Integrated platform capabilities enable IDEX to deliver differentiated value
Enable surface function: optical, electrical, chemical
SHAPE
Create & control physical nature of surfaces
Balanced Capital Deployment
8020 Focus: Near-term, target bolt-on acquisitions and returning capital to shareholders
Framework for Returns-Focused Capital Allocation
Share Repurchase
Dividends
M&A
Core to our growth compounding strategy
Scaling critical capabilities in advantaged markets
Continuous portfolio optimization
Delivering reliable and consistent dividends
Target of 30-35% of adj. net income
Increased repurchase authorization to $1 billion (Sept '25)
Current focus: balancing return of capital to
shareholders with growth investment 10
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