IDEX Corporation (IEX)
Profitability ratios
Return on sales
| Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross profit margin | 44.21% | 44.29% | 44.22% | 44.03% | 44.19% | 44.17% | 44.73% | 44.77% | 44.84% | 45.22% | 44.56% | 44.50% | 44.29% | 44.26% | 44.18% | 43.50% | 43.69% | 43.76% | 44.24% | 45.13% |
| Operating profit margin | 20.91% | 21.33% | 21.72% | 21.88% | 22.46% | 22.67% | 23.14% | 23.08% | 23.61% | 23.93% | 23.45% | 23.36% | 23.04% | 23.04% | 23.05% | 22.26% | 22.14% | 22.02% | 22.07% | 23.15% |
| Pretax margin | 19.56% | 19.67% | 23.06% | 22.76% | 23.22% | 23.78% | 22.55% | 22.86% | 23.55% | 23.95% | 22.25% | 21.46% | 20.97% | 20.88% | 20.78% | 20.27% | 20.00% | 19.74% | 19.72% | 21.22% |
| Net profit margin | 15.45% | 15.35% | 18.19% | 17.89% | 18.21% | 18.74% | 17.65% | 17.91% | 18.44% | 18.66% | 17.24% | 16.65% | 16.26% | 16.20% | 16.57% | 16.13% | 16.06% | 15.94% | 15.71% | 16.91% |
Based on the provided data, IDEX Corporation has shown steady profitability ratios over the period from March 31, 2020, to December 31, 2024.
1. Gross Profit Margin: The gross profit margin represents the percentage of revenue that exceeds the cost of goods sold. IDEX Corporation's gross profit margin has gradually increased from 45.13% on March 31, 2020, to 44.21% on December 31, 2024. This indicates that the company is effectively managing its production costs and generating more profit per dollar of sales.
2. Operating Profit Margin: The operating profit margin reflects the percentage of revenue left after deducting operating expenses. IDEX Corporation has maintained a relatively stable operating profit margin, ranging from 21.33% on September 30, 2024, to 23.93% on September 30, 2022. This demonstrates the company's ability to control its operating expenses while generating profits.
3. Pretax Margin: The pretax margin shows the percentage of revenue that remains after accounting for all operating expenses but before taxes. IDEX Corporation has shown fluctuations in its pretax margin, with the highest being 23.95% on September 30, 2022, and the lowest being 19.56% on December 31, 2024. Despite fluctuations, the pretax margin indicates the company's ability to generate profits before tax obligations.
4. Net Profit Margin: The net profit margin represents the percentage of revenue that translates into net income after accounting for all expenses, including taxes. IDEX Corporation has maintained a consistent net profit margin, with values ranging from 15.35% on September 30, 2024, to 18.74% on September 30, 2023. This indicates the company's ability to remain profitable after all expenses are accounted for.
Overall, the analysis of IDEX Corporation's profitability ratios demonstrates the company's ability to effectively manage costs, generate profits from operations, and maintain consistent profitability levels over the analyzed period.
Return on investment
| Dec 31, 2024 | Sep 30, 2024 | Jun 30, 2024 | Mar 31, 2024 | Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating return on assets (Operating ROA) | 10.13% | 9.78% | 11.74% | 12.00% | 12.53% | 13.18% | 13.45% | 13.36% | 13.63% | 15.09% | 14.20% | 13.38% | 12.95% | 12.65% | 12.21% | 12.02% | 11.80% | 12.21% | 12.92% | 14.48% |
| Return on assets (ROA) | 7.49% | 7.04% | 9.83% | 9.81% | 10.16% | 10.89% | 10.26% | 10.37% | 10.65% | 11.77% | 10.44% | 9.54% | 9.14% | 8.89% | 8.78% | 8.71% | 8.56% | 8.84% | 9.20% | 10.58% |
| Return on total capital | 18.19% | 17.48% | 21.31% | 21.64% | 22.93% | 24.68% | 24.35% | 24.56% | 26.00% | 27.50% | 24.86% | 22.43% | 22.03% | 22.11% | 21.52% | 20.63% | 20.03% | 20.81% | 22.33% | 24.90% |
| Return on equity (ROE) | 13.31% | 12.84% | 15.88% | 15.96% | 16.83% | 18.23% | 17.91% | 18.17% | 19.31% | 20.54% | 18.39% | 16.44% | 16.03% | 15.84% | 15.71% | 14.88% | 14.87% | 15.59% | 16.58% | 18.71% |
IDEX Corporation's profitability ratios have shown fluctuations over the years.
- Operating Return on Assets (Operating ROA) has been relatively stable around 12-15% from 2020 to 2023. However, there was a decline in September 2024 to 9.78% before slightly recovering to 10.13% in December 2024.
- Return on Assets (ROA) demonstrates a similar trend, with a fluctuation between 8-11% from 2020 to 2023. There was a significant drop to 7.04% in September 2024, before recovering slightly to 7.49% in December 2024.
- Return on Total Capital has shown a more pronounced increase from 20-27% from 2020 to 2022. However, it declined to 17-18% in 2024.
- Return on Equity (ROE) has followed a similar trend to ROA, with fluctuations between 14-20% from 2020 to 2023, before declining to around 13% in 2024.
Overall, while IDEX Corporation's profitability ratios have experienced some fluctuations, they generally indicate a reasonable level of profitability, with a slight decline in recent periods.