IDEX CorporationNYSE: IEX

Investor Presentation

· Issued by IDEX Corporation

Key figures

  • Target of 30-35% of adj. net income
  • Increased repurchase authorization to $1 billion (Sept '25)

On 6ix: 6ix.com/news/idex-investor-presentation

Investor Overview

1

N ov em ber - D ec e m b er 2025





3

About IDEX IDEX at a Glance

FSDP

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 Drivers

    Differentiated 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

The Purposeful Evolution of IDEX

Staging sustainable value creation in Phase III

$3.3B

2 0 2 4

R E V E N U E S

PHASE III

P 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

  1. Targeting higher-growth, advantaged markets

  2. Accelerating commercial and operational business integration

  3. Balanced, returns-focused capital deployment

    2011 2012 2020 2021



    1. 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



    2. Commercial & Operational Business Integration

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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