IE

IDEX Corporation stock research

Dec 31, 2024

FY2024 Q4

IDEX (IEX) Gross Margin — Quarter Ended Dec 31, 2024

Revenue and gross profit increased compared to the prior quarter and the same quarter last year, but cost of revenue grew at a faster rate, causing gross margin to weaken sequentially and remain nearly level year over year.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue and gross profit increased compared to the prior quarter and the same quarter last year, but cost of revenue grew at a faster rate, causing gross margin to weaken sequentially and remain nearly level year over year.

  • The most significant observable driver of gross margin was the pace of cost of revenue growth relative to revenue growth.
  • Gross margin weakened from the immediately preceding quarter and was relatively stable compared with the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

42.5%

Gross profit

$367.1M

Revenue

$862.9M

Cost of revenue

$495.8M

Quarter-over-quarter change

-1.8 pts

Year-over-year change

-0.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$800.5M$357.4M$443.1M44.6%
Jun 30, 2024$807.2M$366.8M$440.4M45.4%
Sep 30, 2024$798.2M$353.9M$444.3M44.3%
Dec 31, 2024$862.9M$367.1M$495.8M42.5%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2024

-1.8 pts

Year-over-year change

Dec 31, 2023

-0.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The most significant observable driver of gross margin was the pace of cost of revenue growth relative to revenue growth.

Gross margin weakened from the immediately preceding quarter and was relatively stable compared with the same quarter one year earlier.

Monitor the trend of cost of revenue changes in relation to revenue changes.

IEX Gross Margin — Quarter Ended Dec 31, 2024