IR Research | Milton Maxwell

Ingersoll Rand Inc.

79.61

-2.02-2.47%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Prudent guide, China self-help shines

2/12/26Feb 12, 2026

Q&A elaborated on 2026 guidance's prudent stance, embedding no market recovery while highlighting short-cycle momentum and life sciences mid-teens Q4 orders amid stabilizing industrial demand. China notched three straight positive organic quarters via innovation and localization, defying broader weakness—self-help at work. Executives detailed Q1 organic flat-to-down then low single-digits, H1 tariff headwinds neutralized by H2 pricing and productivity for flattish margins. Robust M&A pipeline features bolt-ons plus cultivated larger deals around $1B. China bucks trends through self-help. Management fielded end-market probes crisply; watch order durability into H2.

Key Stats

Market Cap

31.64B

P/E (TTM)

58.97

Basic EPS (TTM)

1.35

Dividend Yield

Recent Filings

10-K

FY2025 results

2/17/26Feb 17, 2026

Ingersoll Rand posted FY2025 revenues of $7.7B, up 5.7% y/y from $7.2B, driven by acquisitions contributing $420M while organic revenues dipped amid lower volumes; Industrial Technologies and Services revenue rose 4.1% to $6.1B but Adjusted EBITDA margin slipped 130bps to 28.9% on cost pressures, yet Q4 share repurchases accelerated with $1.0B bought back at ~$78/share. Precision and Science Technologies surged 12.5% to $1.6B, lifting margins 40bps to 30.0% via ILC Dover integration. Free cash flow held steady at $1.2B despite $526M in buys; total debt sits at $4.8B with $2.6B revolver availability. Q4 momentum shone in buybacks. Global economic instability risks quarterly demand.

8-K

Q4 revenue up 10%

2/12/26Feb 12, 2026

Ingersoll Rand posted Q4 revenues of $2,091 million, up 10%, and full-year 2025 revenues of $7,651 million, up 6%, fueled by IRX execution amid tariffs and investments. Adjusted EBITDA hit $580 million in Q4 (27.7% margin) and $2,094 million yearly. Guidance eyes 2026 revenue growth of 2.5%-4.5%, Adjusted EBITDA $2,130-$2,190 million. Strong cash supports M&A.

8-K

Guillen joins IR board

12/17/25Dec 17, 2025

Ingersoll Rand expanded its board to ten directors and appointed Jerome Guillen as a new independent director effective January 1, 2026, adding him to the Compensation and Sustainability Committees. Guillen brings two decades of automotive leadership from Tesla, Daimler, and McKinsey, plus current advisory roles in tech. His expertise bolsters innovation and operations. No related transactions disclosed.

10-Q

Q3 FY2025 results

10/31/25Oct 31, 2025

Ingersoll Rand posted Q3 revenues of $1,955.0M, up 5.1% y/y from $1,861.0M on acquisitions and pricing, though organic volumes dipped; gross margins held at 43.7%. Operating income rose 5.4% y/y to $375.5M, diluted EPS climbed to $0.61 from $0.54 on 399M shares. Cash fell to $1,176.6M amid $709.5M buybacks, with $4.8B debt steady and $2.6B revolver available. Acquisitions like TMIC/Adicomp added punch. Acquisitions expose integration risks.

8-K

Q3 revenues up 5%, orders 8%

10/30/25Oct 30, 2025

Ingersoll Rand posted Q3 revenues of $1,955 million, up 5% YoY, with orders up 8% to $1,942 million on IRX execution. Adjusted EBITDA hit $545 million at 27.9% margin, while free cash flow dipped to $326 million. Precision & Science Technologies surged 11% in orders; IT&S grew 7%. Revised 2025 Adjusted EBITDA guidance: $2,060M-$2,090M. M&A deployed $249 million.

About

Ingersoll Rand Inc. provides various mission-critical air, fluid, energy, and medical technologies services and solutions worldwide. It operates in two segments, Industrial Technologies and Services, and Precision and Science Technologies. The Industrial Technologies and Services segment designs, manufactures, markets, and services air and gas compression, vacuum, and blower products; fluid transfer equipment and loading systems; and power tools and lifting equipment, including associated aftermarket parts, consumables and services, air treatment equipment, controls, other accessories, and services under the Ingersoll Rand, Gardner Denver, Nash, CompAir, Elmo Rietschle, and other brands. The Precision and Science Technologies segment designs, manufactures, and markets diaphragm, piston, water-powered, peristaltic, gear, vane, progressive cavity, and syringe pumps; and gas boosters, hydrogen compression systems, automated liquid handling systems, odorant injection systems, controls, software, and other related components and accessories for precision dosing, liquid and solid transfer, dispensing, gas compression and sampling, pressure management, flow control, powder handling, and other applications under the Air Dimensions, Albin, ARO, Dosatron, Haskel, Ingersoll Rand, LMI, Maximus, Milton Roy, MP, Oberdorfer, Seepex, Thomas, Welch, Williams, YZ, and Zinnser Analytic brands. This segment's products are used in medical, laboratory, life sciences, industrial manufacturing, water and wastewater, chemical processing, energy, food and beverage, agriculture, and other markets. It sells its products through an integrated network of direct sales representatives and independent distributors. The company was formerly known as Gardner Denver Holdings, Inc. and changed its name to Ingersoll Rand Inc. in March 2020. Ingersoll Rand Inc. was founded in 1859 and is headquartered in Davidson, North Carolina.

CEO

Mr. Vicente Reynal

IPO

5/12/2017

Website

https://www.irco.com

Employees

21,000

Sector

Industrials

Industry

Specialty Industrial Machinery