Question · Q3 2025
Rob Jamison from Vertical Research Partners asked for a framework for thinking about 2026, specifically regarding key risks and opportunities for organic growth, and the path to driving the business back to its historic mid-single-digit organic growth algorithm, without requesting formal guidance.
Answer
Eric Ashleman, President and CEO of IDEX Corporation, outlined three key factors for 2026: the nature of base-level industrial entitlement (monitoring bellwether businesses for inflection), pricing dynamics (balancing inflation coverage with policy-driven increases amidst fatigue), and momentum in individual growth platforms where IDEX is "creating its own luck." He emphasized that the last factor is within IDEX's control, while the first two are largely captive to broader economic conditions.