IDEX (NYSE:IEX) 3-Year RORE %

: 22.85% (As of Dec. 2022)

View and export this data going back to 1989. Start your Free Trial

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. IDEX's 3-Year RORE % for the quarter that ended in Dec. 2022 was 22.85%.

The industry rank for IDEX's 3-Year RORE % or its related term are showing as below:

IEX's 3-Year RORE % is ranked better than
57.81% of 2619 companies
in the Industrial Products industry
Industry Median: 14.20 vs IEX: 22.85

IDEX 3-Year RORE % Historical Data

The historical data trend for IDEX's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

IDEX Annual Data

Trend

Dec13

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

3-Year RORE %

20.02

11.71

-3.33

3.19

22.85

IDEX Quarterly Data
	Mar18	Jun18	Sep18	Dec18	Mar19	Jun19	Sep19	Dec19	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22
3-Year RORE %																3.19	7.45	16.70	22.68	22.85

Competitive Comparison

For the Specialty Industrial Machinery subindustry, IDEX's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Annual Data Quarterly Data

IDEX 3-Year RORE % Distribution

For the Industrial Products industry and Industrials sector, IDEX's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where IDEX's 3-Year RORE % falls in comparison to its industry or sector. The grey bar indicates the 3-Year RORE %'s extreme value range as defined by GuruFocus.

IDEX 3-Year RORE % Calculation

IDEX's 3-Year RORE % for the quarter that ended in Dec. 2022 is calculated as:

3-Year RORE %	=	( Most Recent EPS (Diluted)	-	First Period EPS (Diluted) )	/	( Cumulative EPS (Diluted) for 3-year	-	Cumulative Dividends per Share for 3-year )
	=	( 7.71	-	4.95 )	/	( 18.54	-	6.46 )
	=	2.76	/	12.08
	=	22.85 %

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2022 and 3-year before.

IDEX (NYSE:IEX) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.

IDEX 3-Year RORE % Related Terms

Thank you for viewing the detailed overview of IDEX's 3-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.

IDEX (NYSE:IEX) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Industrials » Industrial Products » IDEX Corp (NYSE:IEX) » Definitions » 3-Year RORE %

Comparable Companies

Traded in Other Exchanges

IEX:Mexico ID7:Germany

Address

3100 Sanders Road, Suite 301, Northbrook, IL, USA, 60062

Website

https://www.idexcorp.com

Idex manufactures pumps, flow meters, valves, and fluidic systems for customers in a variety of end markets, including industrial, fire and safety, life science, and water. The firm's business is organized into three segments: fluid and metering technologies, health and science technologies, and fire and safety and diversified products. Based in Lake Forest, Illinois, Idex has manufacturing operations in over 20 countries and has over 7,000 employees. The company generated $2.8 billion in revenue and $661 million in adjusted operating income in 2021.

Executives

Melissa Aquino	officer: Former SVP, Group Exec FMT&FSD	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Marc Uleman	officer: Senior VP, Group Executive HST	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Alejandro Quiroz	director	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Lakecia N Gunter	director	3100 SANDER ROAD, SUITE 301, NORTHBROOK IL 60062
William M Cook	director	1925 WEST FIELD COURT, SUITE 200, LAKE FOREST IL 60045
Katrina L Helmkamp	director	1925 WEST FIELD COURT, SUITE 200, LAKE FOREST IL 60045
Carl R Christenson	director	C/O ALTRA INDUSTRIAL MOTION INC., 300 GRANITE STREET, BRAINTREE MA 02184
Livingston Satterthwaite	director	1925 WEST FIELD COURT, SUITE 200, LAKE FOREST IL 60045
Mark A Buthman	director	P O BOX 619100, DALLAS TX 752619100
Stanfield Paris Watts	director	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Mark A Beck	director	2200 PENNSYLVANIA AVENUE, NW, SUITE 800W, WASHINGTON DC 20037
David C Parry	director	155 HARLEM AVE., GLENVIEW IL 60025
Roopa Unnikrishnan	officer: SVP, Strategy&Corp Development	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Lisa M Anderson	officer: SVP, General Counsel &Corp Sec	3100 SANDERS ROAD, SUITE 301, NORTHBROOK IL 60062
Allison S Lausas	officer: VP, Chief Accounting Officer	C/O SUNCOKE ENERGY, INC., 1011 WARRENVILLE ROAD, SUITE 600, LISLE IL 60532