Idex (IEX) risk factors, FY2024 10-K

Idex's FY2024 10-K, filed Feb 20, 2025, lists 19 risk factors in 3 groups. There is no earlier 10-K to compare against, so the most company-specific risks are listed below.

Risk factors listed
193 groups
Section length
5k wordsItem 1A

Idex's biggest risks in the FY2024 10-K

  • IDEX operates globally across diverse industrial and specialized end markets, relying on organic innovation and acquisitions for growth.
  • Financial performance is exposed to raw material availability, foreign currency fluctuations, commodity price cycles, and credit facility interest rates.
  • Operations face risks from IT interruptions, intellectual property disputes, environmental regulations, and labor market competition.

The risks most specific to Idex

  • Risks Related to the Company’s Operations

    The Company’s Growth Strategy Includes Acquisitions and Divestitures, and the Company May Not be Able to Make Acquisitions of Suitable Candidates, Integrate Acquisitions Successfully, or Successfully Execute Divestitures

    The company relies on executing acquisitions to expand into new markets and enhance existing positions globally.

  • Risks Related to the Company’s Operations

    The Company is Dependent on the Availability of Raw Materials, Parts and Components Used in Its Products and Changes in Supply of, or Price for, Raw Materials, Parts and Components May Materially Adversely Affect the Company

    The company depends on raw materials, parts, and components from suppliers, and price or supply changes could hurt the business.

  • Risks Related to the Company’s Operations

    Uncertainties with respect to the development, deployment, and use of artificial intelligence in our business and products may result in harm to our business and reputation

    Incorporating artificial intelligence into business activities and product offerings in its initial stages presents unproven risks and challenges.

  • Risks Related to Economic and Political Conditions

    A Slowdown in the U.S. or International Economy Could Materially Adversely Affect the Sales and Profitability of the Company’s Businesses

    In 2024, 50% of sales came from international operations across industrial, energy, fire, water, semiconductor, pharma, and other specialized end markets.

  • Risks Related to Economic and Political Conditions

    Significant Movements in Foreign Currency Exchange Rates May Harm the Company’s Financial Results

    Financial results are exposed to currency fluctuations in the Euro, Swiss Franc, Canadian Dollar, British Pound, Rupee, Renminbi, Krona, Yen, and Real.

  • Risks Related to Economic and Political Conditions

    Fluctuations in Interest Rates Could Adversely Affect the Company’s Results of Operations and Financial Position

    The company maintains an $800 million revolving credit facility subject to fluctuating interest rates.

  • Risks Related to Economic and Political Conditions

    A Significant or Sustained Decline in Commodity Prices, Including Oil, Could Negatively Impact the Levels of Expenditures by Certain of the Company’s Customers

    Customer expenditure levels and product demand depend heavily on commodity prices such as oil.

  • Risks Related to Legal, Accounting and Regulatory Matters

    The Company’s Intangible Assets, Including Goodwill, are a Significant Portion of Total Assets and a Write-off of Intangible Assets or Goodwill Would Adversely Impact the Company’s Operating Results and Significantly Reduce the Company’s Net Worth

    Goodwill and intangible assets totaled $3,251.7 million and $1,284.8 million respectively as of December 31, 2024.

All 19 risk factors

Headings as the filing states them, in filing order.

Risks Related to the Company’s Operations

  1. 01The Company’s Inability to Continue to Develop New Products Could Limit Sales Growth
  2. 02The Company’s Growth Strategy Includes Acquisitions and Divestitures, and the Company May Not be Able to Make Acquisitions of Suitable Candidates, Integrate Acquisitions Successfully, or Successfully Execute Divestitures
  3. 03The Markets Served by the Company are Highly Competitive and this Competition Could Reduce Sales and Profit Margins
  4. 04The Company is Dependent on the Availability of Raw Materials, Parts and Components Used in Its Products and Changes in Supply of, or Price for, Raw Materials, Parts and Components May Materially Adversely Affect the Company
  5. 05The Company’s Business Operations May Be Materially Adversely Affected by Information Systems Interruptions or Intrusion, Including those Arising From Cybersecurity Attacks or Incidents or Violations of Laws Regulating Privacy and Data Security
  6. 06Uncertainties with respect to the development, deployment, and use of artificial intelligence in our business and products may result in harm to our business and reputation
  7. 07Uncertainty Related to Environmental Regulation, Industry Standards, or Other Risks Associated with a Potential Global Transition to a Lower-Carbon Economy, as well as Physical Risks of Climate Change, Could Adversely Impact the Company’s Results of Operations and Financial Position
  8. 08Business Disruptions Due to Catastrophic Weather Events, Natural Disasters and Public Health Threats Could Adversely Affect the Company

Risks Related to Economic and Political Conditions

  1. 09A Slowdown in the U.S. or International Economy Could Materially Adversely Affect the Sales and Profitability of the Company’s Businesses
  2. 10Changes to Geopolitical and Economic Conditions in the U.S. and Foreign Countries in Which the Company Operates Could Adversely Affect the Company
  3. 11Significant Movements in Foreign Currency Exchange Rates May Harm the Company’s Financial Results
  4. 12Fluctuations in Interest Rates Could Adversely Affect the Company’s Results of Operations and Financial Position
  5. 13A Significant or Sustained Decline in Commodity Prices, Including Oil, Could Negatively Impact the Levels of Expenditures by Certain of the Company’s Customers

Risks Related to Legal, Accounting and Regulatory Matters

  1. 14An Unfavorable Outcome of Any Pending Contingencies or Litigation Could Adversely Affect the Company
  2. 15Failure to Adequately Protect the Company’s Intellectual Property and the Risk of Disputes Involving Intellectual Property Infringement Could Adversely Impact the Company’s Competitive Position, Results of Operations, and Financial Condition
  3. 16The Company’s Intangible Assets, Including Goodwill, are a Significant Portion of Total Assets and a Write-off of Intangible Assets or Goodwill Would Adversely Impact the Company’s Operating Results and Significantly Reduce the Company’s Net Worth
  4. 17The Company May Face Adverse Effects Resulting from Improper Conduct by Our Employees, Agents or Business Partners
  5. 18A Failure to Retain Executive Management and Key Personnel or Recruit Adequate Successors May Adversely Affect the Company’s Operations and Implementation of Strategy
  6. 19Challenges with Respect to Labor Availability Could Negatively Impact the Company’s Ability to Operate or Grow the Business

Other Idex 10-Ks

  • FY2025 10-K risk factors
    19 risks4 reworded

    AI-driven demand creates opportunity and uncertainty in data center power and semiconductor applications.

    Filed Feb 19, 2026

About this page

The headings are the filing's own. The one-line readings and the overview are automated and can be wrong: read Item 1A of the 10-K for the exact wording.