Análisis PESTLE de IDEX Corporation (IEX) [Actualizado en enero de 2025]

En el panorama dinámico de la tecnología industrial, Idex Corporation (IEX) se encuentra en la intersección de la innovación y la complejidad estratégica, navegando por un entorno empresarial multifacético que exige una adaptación sofisticada. Este análisis integral de la mano presenta los intrincados factores externos que dan a las operaciones globales de IDEX, revelando cómo la dinámica política, económica, sociológica, tecnológica, legal y ambiental interacción interacción para definir la trayectoria estratégica de la compañía y el posicionamiento competitivo en el mercado de tecnologías de ingeniería avanzada y precisión.

IDEX Corporation (IEX) - Análisis de mortero: factores políticos

Políticas de adquisición de equipos industriales y defensa del gobierno de los Estados Unidos

En el año fiscal 2023, el presupuesto del Departamento de Defensa de los Estados Unidos fue de $ 842 mil millones, impactando directamente en las posibles oportunidades de adquisición de equipos relacionadas con la defensa de IDEX.

Categoría de presupuesto de defensa	Monto de asignación
Presupuesto de adquisiciones	$ 169.3 mil millones
Investigación & Desarrollo	$ 130.1 mil millones

Regulaciones y tarifas de comercio internacional

A partir de 2024, IDEX enfrenta una compleja dinámica del comercio internacional con desafíos arancelarios específicos.

• Tasas de tarifa de fabricación promedio de los EE. UU.: 3.4%
• Tasas de tarifas comerciales de China-EE. UU.: Oscilaron entre 7.1% y 25.3%
• Aranceles de importación de la UE para equipos industriales: aproximadamente 4.7%

Impacto de tensiones geopolíticas

Región	Índice de riesgo geopolítico
Oriente Medio	8.2/10
Asia-Pacífico	6.5/10
Europa Oriental	7.9/10

Regulaciones de control de exportaciones de EE. UU.

Costos de cumplimiento de las Regulaciones de Administración de Exportaciones (EAR) para fabricantes de equipos especializados: estimados $ 2.3 millones anuales.

• Requisitos de cumplimiento de la transferencia de tecnología: 127 puntos de control regulatorios específicos
• Rango de multa de violación de exportación potencial: $ 50,000 a $ 1,000,000 por incidente

IDEX Corporation (IEX) - Análisis de mortero: factores económicos

Ciclos de inversión de fabricación industrial y equipos de capital fluctuantes

Los flujos de ingresos de IDEX Corporation están directamente correlacionados con las tendencias de fabricación industrial. A partir del cuarto trimestre de 2023, la compañía informó:

Segmento	Ingresos ($ M)	Índice de crecimiento
Líquido & Tecnologías de medición	$861.2	4.7%
Fuego & Seguridad/productos diversificados	$737.5	3.2%
Salud & Tecnologías científicas	$712.3	5.1%

Impacto de la incertidumbre económica en el gasto de capital

Indicadores económicos que afectan el mercado de equipos de capital de IDEX:

• PMI de fabricación estadounidense: 52.3 (enero de 2024)
• Crecimiento de la producción industrial global: 2.1%
• Previsión de gastos de capital corporativo: contracción moderada del 1.5%

Oportunidades de recuperación económica global

Región	Inversión de infraestructura ($ B)	Expansión del mercado potencial de IDEX
América del norte	$453.7	Alto
Europa	$312.5	Medio
Asia-Pacífico	$689.2	Muy alto

Análisis de volatilidad del tipo de cambio

Composición de ingresos internacionales (2023):

• Ingresos de USD: 62%
• Ingresos EUR: 18%
• Ingresos de los mercados asiáticos: 14%
• Otras monedas: 6%

Impacto del tipo de cambio de divisas:

Pareja	2023 volatilidad	Impacto potencial de ingresos
USD/EUR	4.7%	-$ 42.3M
USD/CNY	3.2%	-$ 28.7M

IDEX Corporation (IEX) - Análisis de mortero: factores sociales

Aumento de la demanda de tecnologías avanzadas de fabricación y automatización de las oportunidades de mercado

El mercado global de automatización industrial proyectado para llegar a $ 296.8 mil millones para 2028, con una tasa compuesta anual del 9.2%. Los ingresos del segmento de automatización de Idex Corporation en 2022 fueron de $ 1.2 mil millones, lo que representa el 38% de los ingresos totales de la compañía.

Segmento de mercado	Tamaño del mercado 2022	Tamaño del mercado proyectado 2028	Tocón
Automatización industrial	$ 187.5 mil millones	$ 296.8 mil millones	9.2%

Los cambios demográficos de la fuerza laboral requieren un desarrollo de habilidades continuas y estrategias de atracción de talento

Media edad de fabricación de la fuerza laboral: 44.6 años. IDEX Corporation invirtió $ 18.3 millones en programas de capacitación y desarrollo de empleados en 2022.

Métrica de la fuerza laboral	Datos 2022
Edad de trabajador de fabricación mediana	44.6 años
Inversión de capacitación de empleados	$ 18.3 millones

El creciente énfasis en la sostenibilidad y la responsabilidad ambiental influye en el diseño y la innovación del producto

IDEX Corporation redujo las emisiones de carbono en un 22% en 2022. Las innovaciones de productos centradas en la sostenibilidad representaban el 27% de la tubería de desarrollo de nuevos productos.

Métrica de sostenibilidad	Valor 2022
Reducción de emisiones de carbono	22%
Desarrollo de productos centrado en la sostenibilidad	27%

Cambiar las preferencias del cliente hacia soluciones industriales de alto rendimiento y avanzadas tecnológicamente avanzadas

Inversión en I + D en 2022: $ 124.6 millones. Las líneas de productos de tecnología avanzada contribuyeron con el 45% de los ingresos totales de la compañía.

Métrica de inversión tecnológica	Valor 2022
Inversión de I + D	$ 124.6 millones
Ingresos de productos de tecnología avanzada	45% de los ingresos totales

IDEX Corporation (IEX) - Análisis de mortero: factores tecnológicos

Inversión continua en investigación y desarrollo para tecnologías de ingeniería de precisión y manejo de fluidos

IDEX Corporation invirtió $ 106.4 millones en gastos de I + D en 2022, lo que representa el 3.7% de los ingresos totales. La compañía mantiene 225 patentes activas en su cartera tecnológica.

Año fiscal	Inversión de I + D ($ M)	Cartera de patentes
2022	106.4	225
2021	98.2	210

Automatización industrial emergente e integración de IoT

IDEX se ha desarrollado 17 líneas de productos habilitadas para IoT En sus segmentos de manejo de fluidos y tecnologías de precisión. La compañía informa un crecimiento anual del 22% en soluciones de fabricación inteligente.

Categoría de tecnología	Productos habilitados para IoT	Índice de crecimiento
Manejo de fluidos	9	24%
Tecnologías de precisión	8	20%

Materiales avanzados y técnicas de fabricación

IDEX utiliza Compuestos de polímero avanzado y materiales nano-diseñados en el 63% de sus nuevos desarrollos de productos. La compañía ha invertido $ 42.3 millones en equipos de fabricación avanzados en 2022.

Tipo de material	Uso en nuevos productos	Inversión en equipos de fabricación ($ M)
Compuestos de polímero	38%	25.6
Materiales nanogineados	25%	16.7

Tendencias de transformación digital

IDEX ha implementado sistemas integrales de monitoreo digital en el 48% de sus líneas de productos industriales. La compañía informa un aumento del 31% en los ingresos del sistema de control digital en 2022.

Categoría de solución digital	Cobertura de la línea de productos	Crecimiento de ingresos
Sistemas de monitoreo	48%	31%
Sistemas de control	42%	28%

IDEX Corporation (IEX) - Análisis de mortero: factores legales

Cumplimiento de estrictas regulaciones de seguridad y calidad de la industria

IDEX Corporation mantiene el cumplimiento en múltiples marcos regulatorios, que incluyen:

Reglamentario	Nivel de cumplimiento	Año de certificación
ISO 9001: 2015	100% cumplido	2023
ISO 14001: 2015	98% de cumplimiento	2023
Normas de seguridad de OSHA	Cumplimiento total	2024

Protección de propiedad intelectual

Estado de la cartera de patentes:

Categoría de patente	Número de patentes activas	Inversión total
Tecnologías de manejo de fluidos	47	$ 3.2 millones
Componentes de precisión	33	$ 2.7 millones
Materiales avanzados	22	$ 1.9 millones

Regulaciones de seguridad ambiental y laboral

Métricas de cumplimiento regulatorio para procesos de fabricación:

• Cumplimiento de emisiones de la EPA: 99.7%
• Reducción de residuos peligrosos: 22% año tras año
• Mejoras de eficiencia energética: 15.3%

Responsabilidad del producto y consideraciones de garantía

Categoría de productos	Duración de la garantía	Cobertura de responsabilidad
Sistemas de manejo de fluidos	5 años	$ 10 millones
Componentes de precisión	3 años	$ 7.5 millones
Bombas industriales	2 años	$ 5.2 millones

IDEX Corporation (IEX) - Análisis de mortero: factores ambientales

Aumento del enfoque en procesos de fabricación sostenibles y tecnologías de eficiencia energética

IDEX Corporation informó un Reducción del 7,2% en el consumo de energía En todas las instalaciones de fabricación en 2023. La compañía invirtió $ 12.3 millones en equipos y tecnologías de eficiencia energética.

Métrica de eficiencia energética	2023 rendimiento	Inversión
Reducción del consumo de energía	7.2%	$ 12.3 millones
Adopción de energía renovable	23.5%	$ 5.7 millones

Desarrollo de soluciones de productos amigables con el medio ambiente en sectores industriales y médicos

IDEX desarrollado 14 nuevas líneas de productos ambientalmente sostenibles En 2023, con un enfoque en reducir el impacto ambiental en aplicaciones industriales y médicas.

Sector de productos	Nuevos productos sostenibles	Reducción del impacto ambiental
Soluciones industriales	8 líneas de productos	35% de reducción de huella de carbono
Tecnologías médicas	6 líneas de productos	28% de reducción de residuos

Reducción de la huella de carbono e implementación de prácticas de fabricación verde

IDEX Corporation logró un Reducción del 30% en las emisiones de gases de efecto invernadero En comparación con la línea de base de 2019, con emisiones totales de carbono de 42,500 toneladas métricas en 2023.

Métrica de emisiones de carbono	2023 rendimiento	Objetivo de reducción
Emisiones totales de carbono	42,500 toneladas métricas	50% para 2030
Reducción de emisiones desde 2019	30%	Compromiso continuo

Alineación con estándares ambientales globales y compromisos de sostenibilidad corporativa

IDEX Corporation cumple con Normas de gestión ambiental ISO 14001 en el 92% de sus instalaciones de fabricación global.

Certificación ambiental	Cobertura	Porcentaje de cumplimiento
Certificación ISO 14001	Instalaciones de fabricación global	92%
Informes de sostenibilidad	Operaciones globales	100%

IDEX Corporation (IEX) - PESTLE Analysis: Social factors

You're looking for the social and demographic forces that will actually move IDEX Corporation's (IEX) stock and operational performance, not just vague trends. The truth is, global social priorities-clean water, better healthcare, and public safety-are the core demand drivers for IDEX's highly engineered products. These megatrends translate directly into clear revenue opportunities, especially within the Health & Science Technologies (HST) segment.

The company is positioned to capitalize on these long-term societal needs, evidenced by its full-year 2025 net sales guidance of approximately $3.45 billion to $3.46 billion, which is underpinned by resilient demand in its niche, mission-critical markets. The near-term challenge is translating strong orders into sales across all segments, but the underlying social demand is defintely there.

Growing global demand for clean water and wastewater management solutions drives the Fluid & Metering Technologies segment.

The global urgency for clean water is a massive, structural tailwind for IDEX's Fluid & Metering Technologies (FMT) segment, particularly its intelligent water platform. This isn't a cyclical fad; it's a necessity driven by population growth and climate change stress on resources. The worldwide water and wastewater treatment market size is estimated at approximately $369.60 billion in 2025, showing the scale of the infrastructure investment needed globally.

For IDEX, this translates into tangible results in their municipal-facing businesses. The FMT segment reported a solid 4% organic sales growth in the third quarter of 2025, with the intelligent water platform showing high single-digit revenue growth. This platform provides critical components like advanced metering infrastructure (AMI) and flow control systems that help municipalities manage water scarcity and reduce non-revenue water (water lost before it reaches the customer). That's a clear, profitable link between a social problem and an engineered solution.

Aging populations and chronic disease prevalence increase the need for advanced medical diagnostics and life science tools.

The demographic shift toward aging populations in developed markets, coupled with the rising global prevalence of chronic diseases, creates a persistent demand for faster, more accurate diagnostic and drug discovery tools. This is the sweet spot for the Health & Science Technologies (HST) segment. The global life science tools market is valued at a substantial $156.52 billion in 2025, and it is projected to grow at a Compound Annual Growth Rate (CAGR) of up to 13% through 2034.

IDEX is outperforming in this space, with the HST segment delivering a robust 10% organic sales growth in Q3 2025, reaching a record high of $390 million in net sales for the quarter. This segment provides micro-precision fluidics, valves, and pumps used in clinical diagnostics, drug discovery, and biotechnology research-the foundational components for the next generation of medical treatments. The strong performance reflects the essential nature of these components in high-growth areas like genomics and precision medicine.

Public safety and municipal infrastructure spending support the Fire & Safety/Diversified Products segment.

Public safety is a non-discretionary spending area for local governments, which directly fuels the Fire & Safety/Diversified Products (FSDP) segment. The need to replace outdated infrastructure is massive: the estimated cost to upgrade the country's aging fire response infrastructure alone is projected at about $70 billion. Near-term, the annualized rate of U.S. construction spending for public safety in mid-2025 is approximately $19.35 billion.

While the FSDP segment saw a 5% organic sales decline in Q3 2025 due to inventory adjustments in certain end markets, the forward-looking indicator is positive: organic orders grew by 7% in the same quarter. This suggests a backlog build-up that should convert to revenue in the near future. The segment's automated firefighting solutions, like the SAM waterflow control system, are critical for improving firefighter safety and on-scene efficiency, linking their product innovation directly to a core social need.

Increased focus on employee health, safety, and talent management as a core part of ESG strategy.

Beyond product applications, the 'S' in ESG (Environmental, Social, and Governance) is a significant factor in operational excellence and talent retention. IDEX's commitment to prioritizing people is clear, but the numbers show where the focus needs to remain sharp. The ultimate goal is zero workplace incidents, and while they work toward that, the 2024 safety metrics provide a benchmark:

Metric (2024 Fiscal Year Data)	Value	Significance
Total Recordable Incident Rate (TRIR)	1.16	Measures all work-related injuries/illnesses per 100 full-time workers.
Lost Workday Incident Rate (LWIR)	0.49	Measures the frequency of cases involving days away from work.
Employee Engagement	81%	High score indicates strong talent retention and productivity foundation.

A TRIR of 1.16 is a respectable starting point, but continuous improvement is non-negotiable for a company that touts its operational excellence. Plus, high employee engagement at 81% is a strong signal of a healthy culture, which is crucial for retaining the specialized engineering talent needed to drive their organic growth initiatives.

Here's the quick math: keeping your TRIR low saves money on insurance, reduces downtime, and keeps your best people on the job, directly supporting the bottom line. Finance: draft 13-week cash view by Friday.

IDEX Corporation (IEX) - PESTLE Analysis: Technological factors

Strategic acquisitions like Mott Corporation bolster micro-precision technology and advanced filtration capabilities

IDEX Corporation's technological strategy in 2025 is defintely anchored by strategic, high-value acquisitions that instantly inject advanced capabilities into the portfolio. The biggest move here is the acquisition of Mott Corporation, which closed in September 2024. This deal, valued at a cash consideration of $1 billion (or approximately $900 million net of expected tax benefits), immediately scaled IDEX's applied material science technology.

Mott specializes in sintered porous material structures and flow control solutions. This is mission-critical technology for micro-precision applications, particularly in advanced filtration and fluidics. The acquisition is a clear play to boost IDEX's ability to deliver highly technical, customized solutions essential for customer product performance. Here's the quick math on the investment and expected impact:

Acquisition Metric	Value / Estimate	Context
Acquisition Cost (Cash)	$1 Billion	Completed in September 2024.
Net Transaction Value (FY2024)	~$900 Million	Adjusted for expected tax benefits of $100 million.
Mott's Forecasted 2024 Revenue	~$200 Million	Provides immediate scale to the Health & Science Technologies (HST) segment.
Adjusted EPS Impact	Accretive in FY2026	The full financial benefit is a near-term growth driver.

This is how you buy scale and expertise, not just revenue. It's a foundational technology play.

New product ramps target high-growth areas: medical diagnostics, energy infrastructure, and data center power solutions

The technological focus is squarely on high-growth, secular trends where IDEX's precision components are indispensable. The Health & Science Technologies (HST) segment, which houses the new acquisition capabilities, is the primary growth engine here, expected to lead the company with high single-digit potential growth in 2025.

The new product ramps are concentrated in three major areas, all of which benefit from the enhanced micro-precision and filtration technologies from Mott Corporation:

• Medical Diagnostics: Supplying critical components to medical technologies.
• Energy Infrastructure: Supporting the energy transition market.
• Data Center Power Solutions: Increasing opportunities in semiconductor wafer fabrication equipment, which is foundational for data center components.

In Q2 2025, the HST segment already demonstrated this momentum, achieving 4% organic sales growth, specifically citing demand in pharmaceutical, space, defense, and data center applications. IDEX is positioning its proprietary flow control and advanced material science to capture market share in these areas, where product performance is non-negotiable.

Integration of advanced materials science via acquisitions (e.g., STC Material Solutions) enhances product differentiation

Beyond Mott, IDEX has systematically built its advanced materials science (AMS) capabilities to create a deep technological moat (product differentiation). The acquisition of STC Material Solutions, completed in late 2023 for $206 million, is a prime example.

STC Material Solutions provides technical ceramics and hermetic sealing products. These are critical components for extreme, mission-critical applications in high-stakes markets. This move is less about immediate revenue surge-STC was expected to generate about $50 million in revenue in 2024-and more about owning a unique process-based capability. This expertise allows IDEX to deliver comprehensive solution sets to customers who need highly-engineered products that command a premium. It's a classic IDEX move: buy a niche leader with superior, hard-to-replicate technology.

Leveraging digital tools and AI for internal productivity and supply chain resilience

While the external technology focus is M&A-driven, the internal technological push is centered on optimization and efficiency. IDEX is a heavy user of the 80/20 operating model, which is a lean manufacturing and management philosophy often digitized for maximum effect. This internal focus is generating clear financial results in 2025.

The company's platform optimization and delayering initiatives, which rely on digital tools for process streamlining and data analysis, are on track to deliver $62 million in full-year savings for 2025, with $14 million already realized in Q2 2025. This operational productivity is crucial for maintaining adjusted EBITDA margins amid market uncertainties.

As for supply chain resilience, the broader industrial market in 2025 is seeing a surge in AI-driven automation for demand forecasting and inventory optimization. While IDEX doesn't disclose a specific AI spend, its focus on operational efficiency and its projected $90 million in capital expenditures for 2025 suggests continued investment in the digital infrastructure that supports this resilience. You can't achieve those savings without a smart, digitized backbone. The goal is simple: make faster decisions with systems that adapt as fast as the market shifts.

IDEX Corporation (IEX) - PESTLE Analysis: Legal factors

Mandatory compliance with evolving global reporting standards, including the EU's CSRD and new SEC rules.

You need to look past the headlines on U.S. regulatory delays; international compliance is the immediate and real pressure point for IDEX Corporation. The U.S. Securities and Exchange Commission (SEC) voted in March 2025 to end its defense of the final climate-related disclosure rules, and litigation remains in abeyance as of September 2025. This creates regulatory uncertainty in the US, but it doesn't stop the global train.

The critical factor is the European Union's Corporate Sustainability Reporting Directive (CSRD), which mandates comprehensive environmental, social, and governance (ESG) disclosures starting from the 2025 fiscal year for many large non-EU companies with significant EU operations. IDEX, with its global footprint, must now ensure its internal systems are audit-ready for a whole new level of sustainability reporting, as noted in its own disclosures. This is a massive data collection and assurance undertaking.

Continuous risk management for environmental litigation and product liability across diverse global operations.

The environmental litigation landscape in 2025 presents a clear and escalating risk, especially concerning Per- and Polyfluoroalkyl Substances (PFAS), often called forever chemicals. The EPA's designation of PFOA and PFOS as hazardous substances under the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA) opens the door for significant cleanup and cost-recovery litigation. Given IDEX Corporation's core business in Fluid & Metering Technologies, which involves precise chemical dosing and water management, this sector is highly exposed to the tightening of environmental regulations and potential product liability claims related to chemical components or industrial processes.

Product liability risk is also rising due to the EU's new Product Liability Directive (PLD), which is modernizing the no-fault liability regime for defective products. Honestly, you have to assume that any component IDEX supplies, if found later to be linked to contamination or failure, will draw a lawsuit. The company explicitly lists litigation and environmental matters as key contingencies in its Q1 2025 10-Q. This is a costly reality of being a global industrial manufacturer.

Here's the quick math on one specific liability from the latest filing:

Legal/Contingency Item (as of Q3 2025)	Amount (in millions)	Source/Classification
Contingent Consideration Liability (Micro-LAM Acquisition)	$1.2 million	Q3 2025 10-Q, Level 3 Fair Value
Q1 2025 Net Sales (Context)	$814.3 million	Q1 2025 8-K/10-Q
Q1 2025 Net Income (Context)	$95.4 million	Q1 2025 8-K/10-Q

Strict adherence to anti-corruption, anti-bribery, and conflict minerals policies across international supply chains.

Operating across over 50 subsidiaries globally means IDEX Corporation faces continuous exposure to the U.S. Foreign Corrupt Practices Act (FCPA) and the U.K. Bribery Act (UKBA). The company's Anti-Corruption & Anti-Bribery Policy Statement, updated in February 2025, is a necessary defense. It prohibits all forms of bribery and corruption, even in the private sector, not just government. This is a zero-tolerance policy.

The biggest operational challenge is managing the third-party channel partners. IDEX maintains a strict due diligence process, including background screening and periodic renewal based on risk ratings (High-Escalate, High, Medium, Low) for all third parties.

For conflict minerals, IDEX Corporation filed its Specialized Disclosure Report (Form SD) on May 29, 2025, covering the 2024 calendar year. The company commits to the OECD Due Diligence Guidance for responsible sourcing of the 3TGs (Tin, Tantalum, Tungsten, Gold). Remediation steps for non-compliant suppliers include alternative sourcing arrangements, which shows they are defintely serious about supply chain integrity.

• Prohibit improper payments to government or private sector officials.
• Require third-party due diligence and risk-based screening.
• Adhere to OECD Due Diligence Guidance for 3TGs.

Navigating complex export controls and sanctions related to sales in politically sensitive regions.

The geopolitical environment in 2025 is volatile, making international trade compliance a top-tier legal risk. IDEX Corporation is a global applied solutions provider, and its mission-critical products can easily fall under stringent export controls, especially those related to aerospace/defense.

The risk is two-fold: direct sanctions and evolving controls. The U.S. continues to use sanctions aggressively, like the October 2025 actions against Iran-related evasion. Also, legislative efforts, such as the bill introduced in October 2025 to increase civil penalties for Export Control Reform Act violations to up to $1.2 million or four times the transaction value, whichever is greater, significantly raise the stakes for compliance errors. IDEX's active participation in compliance events, like the Sanctions, Anti-Corruption & Export Controls Compliance in the Middle East Conference in May 2025, shows they are prioritizing this complex, fast-moving area.

IDEX Corporation (IEX) - PESTLE Analysis: Environmental factors

So, the near-term action is clear: you need to track the price-cost equation closely, because that revised EPS guidance tells you margin pressure is the main challenge, not demand. Finance: model the impact of a 10% tariff increase on the HST segment by Friday.

Goal to reduce Scope 1 and Scope 2 GHG emissions intensity by 30% by 2035 (from a 2021 baseline).

IDEX Corporation's core environmental commitment is focused on decarbonization, specifically targeting a reduction in operational emissions intensity. The company has set a goal to reduce its Scope 1 (direct emissions) and Scope 2 (indirect emissions from purchased energy) Greenhouse Gas (GHG) emissions intensity-measured per unit of revenue-by 30% by 2035 from a 2021 baseline. This is a critical metric because it ties environmental performance directly to business growth, a more realistic approach for an acquisitive company like IDEX. Still, the challenge is clear: while total absolute emissions decreased by approximately 2% between 2023 and 2024, the emissions intensity remained nearly flat, increasing by less than 1%, mainly due to integrating more emissions-intensive acquired businesses. You need to watch how quickly they integrate new acquisitions into the decarbonization program.

Here's the quick math on the 2024 progress:

Metric	2023 Value	2024 Value	Change (2023 to 2024)
Total Scope 1 & 2 Emissions	Reported Metric Tons $\text{CO}_2\text{e}$	Lower Reported Metric Tons $\text{CO}_2\text{e}$	Decreased by approx. 2%
Emissions Intensity (per revenue)	Reported Metric Tons $\text{CO}_2\text{e}$ / $\$$ Revenue	Slightly Higher Reported Metric Tons $\text{CO}_2\text{e}$ / $\$$ Revenue	Increased by <1%
Location-Based Scope 2 Emissions	Reported Metric Tons $\text{CO}_2\text{e}$	Lower Reported Metric Tons $\text{CO}_2\text{e}$	Decreased by 6%

Low physical climate risk exposure; less than 1.5% of property value is at risk from major climate events.

IDEX benefits from a relatively low exposure to physical climate risks, which is a defintely positive factor for long-term operational stability. A 2023 climate risk assessment, aligned with the Task Force on Climate-related Financial Disclosures (TCFD), determined that less than 1.5% of property value and under 1% of revenue are currently at risk from major climate-related events like flooding or extreme heat. This is a solid position to hold.

What this estimate hides is concentration risk: nearly 90% of the total physical risk is concentrated across just three properties. The company is proactive, though, with plans to update its overall physical risk assessment in 2025 to ensure capital allocation for resilience is correctly prioritized. This focus on assessment and resilience strengthens the supply chain against increasing weather volatility, a key concern for any global manufacturer.

Significant opportunity in advanced filtration and water purification products.

The biggest environmental opportunity for IDEX lies in its Health & Science Technologies (HST) segment, particularly within advanced filtration and water purification. The acquisition of Mott Corporation in September 2024 for $1 billion amplifies this. Mott's technology, which includes proprietary Microfiltration (MF) and Sub-Induction Time Reverse Osmosis (SIT-RO) systems, directly addresses global water scarcity and industrial wastewater challenges.

A concrete example of this market potential is the nearly $40 million agreement Mott secured in April 2025 with a large U.S. dairy farm operation. This system is designed to treat over two million gallons of wastewater per day, showcasing the scalability and environmental value of IDEX's solutions in the industrial and agricultural sectors. This kind of contract validates the strategic shift toward high-value, sustainable solutions.

Proactive Environmental, Health, and Safety (EHS) policy drives energy efficiency and waste reduction projects.

The company's formal Environmental, Health, and Safety (EHS) policy isn't just a document; it's driving tangible, site-level projects that reduce waste and energy consumption. This decentralized approach, where local business units track and evaluate data, is effective for a diversified portfolio. Plus, they've linked an environmental sustainability metric into the executive compensation framework, which is how you get real results.

Recent project examples from 2024 and 2023 show clear impact:

• Energy Efficiency: 31 businesses transitioned to 100% LED lighting in 2024, far surpassing the goal of 10 conversions.
• Renewable Energy: 12 facilities had solar panels installed as of 2024, which generated almost 3,500,000 kWh and avoided nearly 1,500 metric tons of $\text{CO}_2$ emissions in 2024.
• Waste Reduction: An evaporator system at the Rochester, NY facility resulted in a 94% improvement in substantially reducing liquid waste, cutting collection from once a month to once a year.
• Water Conservation: A coolant recycling process at the Bristol, CT facility eliminated the need for over three tanker trucks of wastewater disposal annually.