IDEX Corporation (IEX): Análise de Pestle [Jan-2025 Atualizado]

No cenário dinâmico da tecnologia industrial, a IDEX Corporation (IEX) fica na interseção de inovação e complexidade estratégica, navegando em um ambiente de negócios multifacetado que exige adaptação sofisticada. Essa análise abrangente de pestles revela os intrincados fatores externos que moldam as operações globais da IDEX, revelando como a dinâmica política, econômica, econômica, sociológica, tecnológica, jurídica e ambiental se interage para definir o posicionamento estratégico da trajetória e competitivo da empresa no mercado de tecnologias de engenharia e precisão avançada.

IDEX Corporation (IEX) - Análise de Pestle: Fatores Políticos

Políticas de aquisição de equipamentos industriais e de defesa do governo dos EUA

No ano fiscal de 2023, o orçamento do Departamento de Defesa dos EUA foi de US $ 842 bilhões, impactando diretamente as possíveis oportunidades de compra de equipamentos relacionados à defesa da IDEX.

Categoria de orçamento de defesa	Valor de alocação
Orçamento de compras	US $ 169,3 bilhões
Pesquisar & Desenvolvimento	US $ 130,1 bilhões

Regulamentos e tarifas comerciais internacionais

A partir de 2024, o IDEX enfrenta a complexa dinâmica internacional comercial com desafios tarifários específicos.

• Taxas médias de tarifas de fabricação nos EUA: 3,4%
• Taxas de tarifas comerciais da China-EUA: variam entre 7,1% a 25,3%
• Tarifas de importação da UE para equipamentos industriais: aproximadamente 4,7%

Impacto de tensões geopolíticas

Região	Índice de Risco Geopolítico
Médio Oriente	8.2/10
Ásia-Pacífico	6.5/10
Europa Oriental	7.9/10

Regulamentos de controle de exportação dos EUA

Regulamentos de Administração de Exportação (EAR) Custos de conformidade para fabricantes de equipamentos especializados: estimado US $ 2,3 milhões anualmente.

• Requisitos de conformidade de transferência de tecnologia: 127 pontos de verificação regulatórios específicos
• Faixa potencial de penalidade de violação de exportação: US $ 50.000 a US $ 1.000.000 por incidente

IDEX Corporation (IEX) - Análise de Pestle: Fatores Econômicos

Ciclos de investimento em fabricação industrial e de capital flutuantes

Os fluxos de receita da IDEX Corporation estão diretamente correlacionados com as tendências industriais de fabricação. A partir do quarto trimestre 2023, a empresa informou:

Segmento	Receita ($ m)	Taxa de crescimento
Fluido & Tecnologias de medição	$861.2	4.7%
Fogo & Produtos de segurança/diversificados	$737.5	3.2%
Saúde & Tecnologias científicas	$712.3	5.1%

Impacto de incerteza econômica no gasto de capital

Indicadores econômicos que afetam o mercado de equipamentos de capital da IDEX:

• Fabricação dos EUA PMI: 52.3 (janeiro de 2024)
• Crescimento global da produção industrial: 2,1%
• Previsão de despesas de capital corporativo: contração moderada de 1,5%

Oportunidades de recuperação econômica global

Região	Investimento de infraestrutura ($ B)	Expansão potencial do mercado de IDEX
América do Norte	$453.7	Alto
Europa	$312.5	Médio
Ásia-Pacífico	$689.2	Muito alto

Análise de volatilidade da taxa de câmbio

Composição Internacional de Receita (2023):

• Receita do USD: 62%
• Receita Eur: 18%
• Receita de mercados asiáticos: 14%
• Outras moedas: 6%

Flutuações de taxa de câmbio de moeda Impacto:

Par de moeda	2023 Volatilidade	Impacto potencial da receita
USD/EUR	4.7%	-$ 42,3M
USD/CNY	3.2%	-$ 28,7M

IDEX Corporation (IEX) - Análise de Pestle: Fatores sociais

O aumento da demanda por tecnologias avançadas de fabricação e automação impulsiona oportunidades de mercado

O mercado global de automação industrial se projetou para atingir US $ 296,8 bilhões até 2028, com um CAGR de 9,2%. As receitas do segmento de automação da Idex Corporation em 2022 foram de US $ 1,2 bilhão, representando 38% da receita total da empresa.

Segmento de mercado	2022 Tamanho do mercado	Tamanho do mercado projetado 2028	Cagr
Automação industrial	US $ 187,5 bilhões	US $ 296,8 bilhões	9.2%

As mudanças demográficas da força de trabalho requerem estratégias contínuas de desenvolvimento e atração de talentos

Idade média da força de trabalho de fabricação: 44,6 anos. A IDEX Corporation investiu US $ 18,3 milhões em programas de treinamento e desenvolvimento de funcionários em 2022.

Métrica da força de trabalho	2022 dados
Era mediana do trabalhador de manufatura	44,6 anos
Investimento de treinamento de funcionários	US $ 18,3 milhões

Ênfase crescente na sustentabilidade e responsabilidade ambiental influencia o design e a inovação do produto

A IDEX Corporation reduziu as emissões de carbono em 22% em 2022. As inovações de produtos focadas na sustentabilidade representaram 27% do novo pipeline de desenvolvimento de produtos.

Métrica de sustentabilidade	2022 Valor
Redução de emissões de carbono	22%
Desenvolvimento de produtos focados em sustentabilidade	27%

Mudança de preferências do cliente em direção a soluções industriais tecnologicamente avançadas de alto desempenho

Investimento de P&D em 2022: US $ 124,6 milhões. As linhas avançadas de produtos de tecnologia contribuíram com 45% da receita total da empresa.

Métrica de investimento em tecnologia	2022 Valor
Investimento em P&D	US $ 124,6 milhões
Receita avançada de produtos de tecnologia	45% da receita total

IDEX Corporation (IEX) - Análise de Pestle: Fatores Tecnológicos

Investimento contínuo em pesquisa e desenvolvimento para engenharia de precisão e tecnologias de gerenciamento de fluidos

A IDEX Corporation investiu US $ 106,4 milhões em despesas de P&D em 2022, representando 3,7% da receita total. A empresa mantém 225 patentes ativas em seu portfólio tecnológico.

Ano fiscal	Investimento em P&D ($ m)	Portfólio de patentes
2022	106.4	225
2021	98.2	210

Automação industrial emergente e integração da IoT

O IDEX se desenvolveu 17 linhas de produtos habilitadas para IoT em seus segmentos de gerenciamento de fluidos e tecnologias de precisão. A empresa relata um crescimento de 22% ano a ano em soluções de fabricação inteligentes.

Categoria de tecnologia	Produtos habilitados para IoT	Taxa de crescimento
Gerenciamento de fluidos	9	24%
Tecnologias de Precisão	8	20%

Materiais avançados e técnicas de fabricação

O IDEX utiliza compósitos avançados de polímero e materiais de nano-engenharia em 63% de seus novos desenvolvimentos de produtos. A empresa investiu US $ 42,3 milhões em equipamentos avançados de fabricação em 2022.

Tipo de material	Uso em novos produtos	Investimento em equipamentos de fabricação (US $ m)
Compósitos de polímeros	38%	25.6
Materiais de nano-engenharia	25%	16.7

Tendências de transformação digital

O IDEX implementou Sistemas abrangentes de monitoramento digital em 48% de suas linhas de produtos industriais. A empresa relata um aumento de 31% nas receitas do sistema de controle digital em 2022.

Categoria de solução digital	Cobertura da linha de produtos	Crescimento de receita
Sistemas de monitoramento	48%	31%
Sistemas de controle	42%	28%

IDEX Corporation (IEX) - Análise de Pestle: Fatores Legais

Conformidade com regulamentos rigorosos de segurança e qualidade do setor

A IDEX Corporation mantém a conformidade em várias estruturas regulatórias, incluindo:

Padrão regulatório	Nível de conformidade	Ano de certificação
ISO 9001: 2015	100% compatível	2023
ISO 14001: 2015	98% compatível	2023
Padrões de segurança da OSHA	Conformidade total	2024

Proteção à propriedade intelectual

Status do portfólio de patentes:

Categoria de patentes	Número de patentes ativas	Investimento total
Tecnologias de gerenciamento de fluidos	47	US $ 3,2 milhões
Componentes de precisão	33	US $ 2,7 milhões
Materiais avançados	22	US $ 1,9 milhão

Regulamentos de segurança ambiental e no local de trabalho

Métricas de conformidade regulatória para processos de fabricação:

• Conformidade de emissões da EPA: 99,7%
• Redução de resíduos perigosos: 22% ano a ano
• Melhorias de eficiência energética: 15,3%

Responsabilidade do produto e considerações de garantia

Categoria de produto	Duração da garantia	Cobertura de responsabilidade
Sistemas de gerenciamento de fluidos	5 anos	US $ 10 milhões
Componentes de precisão	3 anos	US $ 7,5 milhões
Bombas industriais	2 anos	US $ 5,2 milhões

IDEX Corporation (IEX) - Análise de Pestle: Fatores Ambientais

Foco crescente em processos de fabricação sustentável e tecnologias com eficiência energética

IDEX Corporation relatou um 7,2% de redução no consumo de energia em todas as instalações de fabricação em 2023. A Companhia investiu US $ 12,3 milhões em equipamentos e tecnologias com eficiência energética.

Métrica de eficiência energética	2023 desempenho	Investimento
Redução do consumo de energia	7.2%	US $ 12,3 milhões
Adoção de energia renovável	23.5%	US $ 5,7 milhões

Desenvolvimento de soluções de produtos ambientalmente amigáveis ​​em setores industriais e médicos

IDEX desenvolvido 14 novas linhas de produtos ambientalmente sustentáveis Em 2023, com foco na redução do impacto ambiental em aplicações industriais e médicas.

Setor de produtos	Novos produtos sustentáveis	Redução de impacto ambiental
Soluções industriais	8 linhas de produtos	Redução de 35% na pegada de carbono
Tecnologias médicas	6 linhas de produtos	28% de redução de resíduos

Redução da pegada de carbono e implementação de práticas de fabricação verde

IDEX Corporation alcançou um Redução de 30% nas emissões de gases de efeito estufa Comparado à linha de base de 2019, com emissões totais de carbono de 42.500 toneladas métricas em 2023.

Métrica de emissões de carbono	2023 desempenho	Alvo de redução
Emissões totais de carbono	42.500 toneladas métricas	50% até 2030
Redução de emissões desde 2019	30%	Compromisso contínuo

Alinhamento com padrões ambientais globais e compromissos de sustentabilidade corporativa

A IDEX Corporation está em conformidade com Padrões de gestão ambiental da ISO 14001 em 92% de suas instalações de fabricação globais.

Certificação ambiental	Cobertura	Porcentagem de conformidade
Certificação ISO 14001	Instalações de fabricação globais	92%
Relatórios de sustentabilidade	Operações globais	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.