Reporting

Sustainability Accounting Standards Board (SASB)

Sustainability Accounting Standards Board (SASB)

IDEX is reporting disclosure topics within the Industrial Machinery and Goods, Auto Parts, Electrical and Electronic Equipment, Medical Equipment and Supplies, and Semiconductors SASB sectors. All data contained within this index covers 2023 and 2024. All information reflects all IDEX businesses except for Mott Corporation, which was acquired in September 2024 and will be accounted for in the next reporting year.

Key
AP – Auto Parts
EEE – Electrical and Electronic Equipment
IMG – Industrial Machinery and Goods
MES – Medical Equipment and Supplies
Semi – Semiconductors
SASB Framework Metric IDEX Disclosure
Energy Management
IMG, AP, Semi, EEE Total Energy Consumed

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

IMG, AP, Semi, EEE Percentage Grid Electricity

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

IMG, AP, Semi, EEE Percentage Renewable

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Energy Management
SASB Framework IMG, AP, Semi, EEE
Metric Total Energy Consumed
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework IMG, AP, Semi, EEE
Metric Percentage Grid Electricity
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework IMG, AP, Semi, EEE
Metric Percentage Renewable
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Metric IDEX Disclosure
Workforce Health and Safety
IMG Total recordable incident rate (TRIR) for (a) direct employees and (b) contract employees

1.16

IMG Fatality rate for (a) direct employees and (b) contract employees 0
IMG, MES Near miss frequency rate (NMFR) for (a) direct employees and (b) contract employees

IDEX is working on a near miss reporting program at the enterprise level. Several of our businesses do have a near miss reporting program in place, and IDEX is utilizing a software program, Benchmark Gensuite, to track near misses. For more information, please see the Environmental, Health, and Safety section contained within this report for additional information.

Semi Description of efforts to assess, monitor, and reduce exposure of workforce to human health hazards

Please see the Environmental, Health, and Safety and Product Quality, Safety, and Compliance sections contained within this report for additional information.

Semi Total amount of monetary losses as a result of legal proceedings associated with employee health and safety violations

$0

IMG Sales-weighted fuel efficiency for stationary generators

Not tracked at the enterprise level.

IMG Sales-weighted emissions of (1) nitrogen oxides (NOx) and (2) particulate matter (PM) for: (a) marine diesel engines, (b) locomotive diesel engines, (c) on-road medium- and heavy-duty engines and (d) other non-road diesel engines 1

To the best of our knowledge, IDEX does not have any vehicles meeting this definition.

Workforce Health and Safety
SASB Framework IMG
Metric Total recordable incident rate (TRIR) for (a) direct employees and (b) contract employees
IDEX Disclosure

1.16

SASB Framework IMG
Metric Fatality rate for (a) direct employees and (b) contract employees
IDEX Disclosure 0
SASB Framework IMG, MES
Metric Near miss frequency rate (NMFR) for (a) direct employees and (b) contract employees
IDEX Disclosure

IDEX is working on a near miss reporting program at the enterprise level. Several of our businesses do have a near miss reporting program in place, and IDEX is utilizing a software program, Benchmark Gensuite, to track near misses. For more information, please see the Environmental, Health, and Safety section contained within this report for additional information.

SASB Framework Semi
Metric Description of efforts to assess, monitor, and reduce exposure of workforce to human health hazards
IDEX Disclosure

Please see the Environmental, Health, and Safety and Product Quality, Safety, and Compliance sections contained within this report for additional information.

SASB Framework Semi
Metric Total amount of monetary losses as a result of legal proceedings associated with employee health and safety violations
IDEX Disclosure

$0

SASB Framework IMG
Metric Sales-weighted fuel efficiency for stationary generators
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework IMG
Metric Sales-weighted emissions of (1) nitrogen oxides (NOx) and (2) particulate matter (PM) for: (a) marine diesel engines, (b) locomotive diesel engines, (c) on-road medium- and heavy-duty engines and (d) other non-road diesel engines 1
IDEX Disclosure

To the best of our knowledge, IDEX does not have any vehicles meeting this definition.

SASB Framework Metric IDEX Disclosure
Materials Sourcing
IMG, MES, AP, Semi, EEE Description of the management of risks associated with the use of critical materials

IDEX evaluates critical material risks in our supply chain and uses the results to develop strategies for supply continuity. IDEX leverages different methods to mitigate risk including, among others, having safety stock, using alternative/secondary sources, and assessing the ability to bring internal manufacturing processes in-house. IDEX maintains a Supplier Code of Conduct and Human Rights Policy that requires suppliers to comply with all applicable laws and regulations, including environmental and product compliance regulations. For additional information, please see the Responsible Sourcing and Supply Chain section contained within this report.

Materials Sourcing
SASB Framework IMG, MES, AP, Semi, EEE
Metric Description of the management of risks associated with the use of critical materials
IDEX Disclosure

IDEX evaluates critical material risks in our supply chain and uses the results to develop strategies for supply continuity. IDEX leverages different methods to mitigate risk including, among others, having safety stock, using alternative/secondary sources, and assessing the ability to bring internal manufacturing processes in-house. IDEX maintains a Supplier Code of Conduct and Human Rights Policy that requires suppliers to comply with all applicable laws and regulations, including environmental and product compliance regulations. For additional information, please see the Responsible Sourcing and Supply Chain section contained within this report.

SASB Framework Metric IDEX Disclosure
Remanufacturing Design and Services
IMG, AP Revenue from remanufactured products and remanufacturing services

Not tracked at the enterprise level.

Remanufacturing Design and Services
SASB Framework IMG, AP
Metric Revenue from remanufactured products and remanufacturing services
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Metric IDEX Disclosure
Activity Metrics
IMG, AP, EEE Number of units produced by product category

Not tracked at the enterprise level.

IMG, EEE Number of employees

See the IDEX 2024 Annual Report and 10-K

AP Number of parts produced

Not tracked at the enterprise level.

AP Weight of parts produced

Not tracked at the enterprise level.

AP Area of manufacturing plants

Not tracked at the enterprise level.

Semi Total production from its own manufacturing facilities and those with which it contracts for manufacturing services.

Not tracked at the enterprise level.

Semi Percentage of production from owned facilities

Not tracked at the enterprise level.

Activity Metrics
SASB Framework IMG, AP, EEE
Metric Number of units produced by product category
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework IMG, EEE
Metric Number of employees
IDEX Disclosure

See the IDEX 2024 Annual Report and 10-K

SASB Framework AP
Metric Number of parts produced
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework AP
Metric Weight of parts produced
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework AP
Metric Area of manufacturing plants
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Semi
Metric Total production from its own manufacturing facilities and those with which it contracts for manufacturing services.
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Semi
Metric Percentage of production from owned facilities
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Metric IDEX Disclosure
Affordability and Pricing
MES Description of how price information for each product is disclosed to customers or to their agents

IDEX engages in value-based pricing for customers. We consider competitors’ pricing in those markets where it is relevant and abide by competition laws. We also refer to key value drivers, like market and economic conditions, to evaluate products’ pricing positions. Our corporate business services team provides governance, oversight, advice, and direction to our businesses on pricing and pricing strategies. We have a three-way pricing strategy. One, we sell to end-users using a list price, price page or price book. Two, we sell through distribution using a list price with discounts. Three, we provide a quote to those customers (typically Original Equipment Manufacturers in the medical market) who request specific volumes or designs.

MES Percentage change in: (1) weighted average list price and (2) weighted average net price across product portfolio compared to previous reporting period

IDEX engages in value-based pricing for customers. We consider competitors’ pricing in those markets where it is relevant and abide by competition laws. We also refer to key value drivers, like market and economic conditions, to evaluate products’ pricing positions. Our corporate business services team provides governance, oversight, advice, and direction to our businesses on pricing and pricing strategies. We have a three-way pricing strategy. One, we sell to end-users using a list price, price page or price book. Two, we sell through distribution using a list price with discounts. Three, we provide a quote to those customers (typically Original Equipment Manufacturers in the medical market) who request specific volumes or designs.

Affordability and Pricing
SASB Framework MES
Metric Description of how price information for each product is disclosed to customers or to their agents
IDEX Disclosure

IDEX engages in value-based pricing for customers. We consider competitors’ pricing in those markets where it is relevant and abide by competition laws. We also refer to key value drivers, like market and economic conditions, to evaluate products’ pricing positions. Our corporate business services team provides governance, oversight, advice, and direction to our businesses on pricing and pricing strategies. We have a three-way pricing strategy. One, we sell to end-users using a list price, price page or price book. Two, we sell through distribution using a list price with discounts. Three, we provide a quote to those customers (typically Original Equipment Manufacturers in the medical market) who request specific volumes or designs.

SASB Framework MES
Metric Percentage change in: (1) weighted average list price and (2) weighted average net price across product portfolio compared to previous reporting period
IDEX Disclosure

IDEX engages in value-based pricing for customers. We consider competitors’ pricing in those markets where it is relevant and abide by competition laws. We also refer to key value drivers, like market and economic conditions, to evaluate products’ pricing positions. Our corporate business services team provides governance, oversight, advice, and direction to our businesses on pricing and pricing strategies. We have a three-way pricing strategy. One, we sell to end-users using a list price, price page or price book. Two, we sell through distribution using a list price with discounts. Three, we provide a quote to those customers (typically Original Equipment Manufacturers in the medical market) who request specific volumes or designs.

SASB Framework Metric IDEX Disclosure
Product Safety
MES, EEE (1) Number of recalls issued, (2) total units recalled

In 2022, Akron Brass, at the direction of the National Highway Traffic Safety Administration, instituted a recall of 6,315 lamps. Specifically, Akron Brass recalled certain LED backup lights for vehicles which were supplied in the incorrect shade of white.

MES Products listed in any public medical product safety or adverse event alert database

None

MES Number of fatalities associated with products 0
MES Number of enforcement actions taken in response to violations of good manufacturing practices (GMP) or equivalent standards, by type 0
AP Number of vehicles recalled

Zero recalls as IDEX does not manufacture vehicles, but some IDEX business units manufacture parts or components that are used in the automotive industry.

EEE Total amount of monetary losses as a result of legal proceedings associated with product safety

$0

Product Safety
SASB Framework MES, EEE
Metric (1) Number of recalls issued, (2) total units recalled
IDEX Disclosure

In 2022, Akron Brass, at the direction of the National Highway Traffic Safety Administration, instituted a recall of 6,315 lamps. Specifically, Akron Brass recalled certain LED backup lights for vehicles which were supplied in the incorrect shade of white.

SASB Framework MES
Metric Products listed in any public medical product safety or adverse event alert database
IDEX Disclosure

None

SASB Framework MES
Metric Number of fatalities associated with products
IDEX Disclosure 0
SASB Framework MES
Metric Number of enforcement actions taken in response to violations of good manufacturing practices (GMP) or equivalent standards, by type
IDEX Disclosure 0
SASB Framework AP
Metric Number of vehicles recalled
IDEX Disclosure

Zero recalls as IDEX does not manufacture vehicles, but some IDEX business units manufacture parts or components that are used in the automotive industry.

SASB Framework EEE
Metric Total amount of monetary losses as a result of legal proceedings associated with product safety
IDEX Disclosure

$0

SASB Framework Metric IDEX Disclosure
Ethical Marketing
MES Total amount of monetary losses as a result of legal proceedings associated with false marketing claims

$0

MES Description of code of ethics governing promotion of off-label use of products

All interactions are governed by our Code of Business Conduct and Ethics. IDEX employees or representatives do not typically interact directly with health care professionals. Please see the Ethics and Compliance section contained within this report for additional information.

Ethical Marketing
SASB Framework MES
Metric Total amount of monetary losses as a result of legal proceedings associated with false marketing claims
IDEX Disclosure

$0

SASB Framework MES
Metric Description of code of ethics governing promotion of off-label use of products
IDEX Disclosure

All interactions are governed by our Code of Business Conduct and Ethics. IDEX employees or representatives do not typically interact directly with health care professionals. Please see the Ethics and Compliance section contained within this report for additional information.

SASB Framework Metric IDEX Disclosure
Product Design and Lifecycle Management
MES Discussion of process to assess and manage environmental and human health considerations associated with chemicals in products, and meet demand for sustainable products

IDEX maintains both a Supplier Code of Conduct and a Code of Business Conduct and Ethics that governs these processes. These documents set forth requirements and expectations for IDEX employees as well as those parties with whom we conduct business. Both require compliance with all laws and regulations, including laws relating to environmental, health and safety, and product compliance. For additional information, please see the Product Quality, Safety, and Compliance, Responsible Sourcing and Supply Chain, and the Ethics and Compliance sections contained within this report.

MES Total amount of products accepted for take-back and reused, recycled or donated, broken down by: (1) devices and equipment and (2) supplies

Not tracked at the enterprise level.

Product Design and Lifecycle Management
SASB Framework MES
Metric Discussion of process to assess and manage environmental and human health considerations associated with chemicals in products, and meet demand for sustainable products
IDEX Disclosure

IDEX maintains both a Supplier Code of Conduct and a Code of Business Conduct and Ethics that governs these processes. These documents set forth requirements and expectations for IDEX employees as well as those parties with whom we conduct business. Both require compliance with all laws and regulations, including laws relating to environmental, health and safety, and product compliance. For additional information, please see the Product Quality, Safety, and Compliance, Responsible Sourcing and Supply Chain, and the Ethics and Compliance sections contained within this report.

SASB Framework MES
Metric Total amount of products accepted for take-back and reused, recycled or donated, broken down by: (1) devices and equipment and (2) supplies
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Metric IDEX Disclosure
Supply Chain Management
MES Percentage of (1) entity’s facilities and (2) Tier 1 suppliers’ facilities participating in third-party audit programmes for manufacturing and product quality

Please see the Product Quality, Safety, and Compliance sections contained within this report.

MES Description of efforts to maintain traceability within the distribution chain

IDEX maintains both a Supplier Code of Conduct and a Code of Business Conduct and Ethics that governs these processes. These documents set forth requirements and expectations for IDEX employees as well as those parties with whom we conduct business. Both require compliance with all laws and regulations, including laws relating to environmental, health and safety, and product compliance. For additional information, please see the Product Quality, Safety, and Compliance, Responsible Sourcing and Supply Chain, and the Ethics and Compliance sections contained within this report.

Supply Chain Management
SASB Framework MES
Metric Percentage of (1) entity’s facilities and (2) Tier 1 suppliers’ facilities participating in third-party audit programmes for manufacturing and product quality
IDEX Disclosure

Please see the Product Quality, Safety, and Compliance sections contained within this report.

SASB Framework MES
Metric Description of efforts to maintain traceability within the distribution chain
IDEX Disclosure

IDEX maintains both a Supplier Code of Conduct and a Code of Business Conduct and Ethics that governs these processes. These documents set forth requirements and expectations for IDEX employees as well as those parties with whom we conduct business. Both require compliance with all laws and regulations, including laws relating to environmental, health and safety, and product compliance. For additional information, please see the Product Quality, Safety, and Compliance, Responsible Sourcing and Supply Chain, and the Ethics and Compliance sections contained within this report.

SASB Framework Metric IDEX Disclosure
Business Ethics
MES, EEE Total amount of monetary losses as a result of legal proceedings associated with bribery or corruption

$0

MES Description of code of ethics governing interactions with health care professionals

All interactions are governed by our Code of Business Conduct and Ethics. IDEX employees or representatives do not typically interact directly with health care professionals. For more information, please see the Ethics and Compliance section contained within this report.

EEE Description of policies and practices for prevention of: (1) corruption and bribery and (2) anti-competitive behavior

The U.S. Sentencing Guidelines, which outline the central tenets of a corporate compliance program, inform the basis of our compliance policies, procedures, and trainings. For more information, please see the Ethics and Compliance and Policies sections contained within this report for a description of policies and practices for prevention of corruption, bribery and anticompetitive behavior.

Business Ethics
SASB Framework MES, EEE
Metric Total amount of monetary losses as a result of legal proceedings associated with bribery or corruption
IDEX Disclosure

$0

SASB Framework MES
Metric Description of code of ethics governing interactions with health care professionals
IDEX Disclosure

All interactions are governed by our Code of Business Conduct and Ethics. IDEX employees or representatives do not typically interact directly with health care professionals. For more information, please see the Ethics and Compliance section contained within this report.

SASB Framework EEE
Metric Description of policies and practices for prevention of: (1) corruption and bribery and (2) anti-competitive behavior
IDEX Disclosure

The U.S. Sentencing Guidelines, which outline the central tenets of a corporate compliance program, inform the basis of our compliance policies, procedures, and trainings. For more information, please see the Ethics and Compliance and Policies sections contained within this report for a description of policies and practices for prevention of corruption, bribery and anticompetitive behavior.

SASB Framework Metric IDEX Disclosure
Waste Management
AP Total amount of waste from manufacturing

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

AP, Semi, EEE Total percentage hazardous

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

AP, Semi, EEE Total percentage recycled

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Waste Management
SASB Framework AP
Metric Total amount of waste from manufacturing
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework AP, Semi, EEE
Metric Total percentage hazardous
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework AP, Semi, EEE
Metric Total percentage recycled
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Metric IDEX Disclosure
Hazardous Waste Management
EEE (1) Number and aggregate quantity of reportable spills, (2) quantity recovered

IDEX did not have any reportable spills in 2023 or 2024.

Hazardous Waste Management
SASB Framework EEE
Metric (1) Number and aggregate quantity of reportable spills, (2) quantity recovered
IDEX Disclosure

IDEX did not have any reportable spills in 2023 or 2024.

SASB Framework Metric IDEX Disclosure
Design for Fuel Efficiency
AP Revenue from products designed to increase fuel efficiency or reduce emissions

This metric is not tracked on an enterprise level, but for more information about our efforts to increase product efficiency, see section Driving Growth Through Innovation contained within this report.

Design for Fuel Efficiency
SASB Framework AP
Metric Revenue from products designed to increase fuel efficiency or reduce emissions
IDEX Disclosure

This metric is not tracked on an enterprise level, but for more information about our efforts to increase product efficiency, see section Driving Growth Through Innovation contained within this report.

SASB Framework Metric IDEX Disclosure
Materials Efficiency
AP Percentage of products sold that are recyclable

Not tracked at the enterprise level.

Materials Efficiency
SASB Framework AP
Metric Percentage of products sold that are recyclable
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Metric IDEX Disclosure
Competitive Behavior
AP, Semi, EEE Total amount of monetary losses as a result of legal proceedings associated with anti-competitive behavior regulations

$0

Competitive Behavior
SASB Framework AP, Semi, EEE
Metric Total amount of monetary losses as a result of legal proceedings associated with anti-competitive behavior regulations
IDEX Disclosure

$0

SASB Framework Metric IDEX Disclosure
Greenhouse Gas Emissions
Semi Gross global Scope 1 emissions

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Semi Amount of total emissions from perfluorinated compounds

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Semi Discussion of long- and short-term strategy or plan to manage Scope 1 emissions, emissions reduction targets, and an analysis of performance against those targets

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Greenhouse Gas Emissions
SASB Framework Semi
Metric Gross global Scope 1 emissions
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Semi
Metric Amount of total emissions from perfluorinated compounds
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Semi
Metric Discussion of long- and short-term strategy or plan to manage Scope 1 emissions, emissions reduction targets, and an analysis of performance against those targets
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Metric IDEX Disclosure
Water Management
Semi Total water withdrawn

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Semi Total water consumed; percentage of each in regions with High or Extremely High Baseline Water Stress

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

Water Management
SASB Framework Semi
Metric Total water withdrawn
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Semi
Metric Total water consumed; percentage of each in regions with High or Extremely High Baseline Water Stress
IDEX Disclosure

Please see the IDEX Sustainability Data Tables contained within this report for additional information.

SASB Framework Metric IDEX Disclosure
Recruiting and Managing a Global and Skilled Workforce
Semi Percentage of employees that require a work visa

Not tracked at the enterprise level.

Recruiting and Managing a Global and Skilled Workforce
SASB Framework Semi
Metric Percentage of employees that require a work visa
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework Metric IDEX Disclosure
Product Lifecycle Management
Semi, EEE Percentage of products by revenue that contain IEC 62474 declarable substances

To the best of our knowledge, IDEX does not manufacture products that contain IEC 62474 declarable substances.

Semi Processor energy efficiency at a system level for: (1) servers, (2) desktops and (3) laptops

Not tracked at the enterprise level.

EEE Percentage of eligible products, by revenue, certified to an energy efficiency certification

Not tracked at the enterprise level.

EEE Revenue from renewable energy-related and energy efficiency-related products

Not tracked at the enterprise level.

Product Lifecycle Management
SASB Framework Semi, EEE
Metric Percentage of products by revenue that contain IEC 62474 declarable substances
IDEX Disclosure

To the best of our knowledge, IDEX does not manufacture products that contain IEC 62474 declarable substances.

SASB Framework Semi
Metric Processor energy efficiency at a system level for: (1) servers, (2) desktops and (3) laptops
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework EEE
Metric Percentage of eligible products, by revenue, certified to an energy efficiency certification
IDEX Disclosure

Not tracked at the enterprise level.

SASB Framework EEE
Metric Revenue from renewable energy-related and energy efficiency-related products
IDEX Disclosure

Not tracked at the enterprise level.

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