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Ingersoll Rand (IR)
NYSE:IR
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.75Last Year’s EPS
0.72Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflected solid financial and operational performance: strong adjusted EBITDA, EPS growth, robust M&A execution, accelerating recurring revenue, and healthy liquidity and capital returns. Management acknowledged margin headwinds from tariffs and strategic reinvestments, a modest full-year organic revenue contraction in 2025, Q4 seasonality with book-to-bill below one, and cautious 2026 guidance that does not assume a market recovery. The balance of positive execution, cash generation, and a deep and disciplined M&A pipeline outweighs the near-term headwinds and conservative assumptions.Company Guidance
Quarterly Orders and Revenue Growth
Q4 orders increased 8% year-over-year (organic +1%); Q4 revenue rose 10% year-over-year (organic revenue +3%), signaling positive momentum into 2026.
Strong Adjusted EBITDA and Margins
Q4 adjusted EBITDA was $580 million with a margin of 27.7%; full-year adjusted EBITDA approximately $2.1 billion with a 27.4% margin, exceeding the upper end of prior guidance.
Earnings Per Share Improvements
Q4 adjusted EPS was $0.96 (up 14% year-over-year); full-year adjusted EPS $3.34, up 2% year-over-year; 2026 guidance of $3.45–$3.57 implies ~5% growth at the midpoint.
Recurring Revenue Acceleration
Recurring revenue exceeded $450 million in 2025 with a backlog of approximately $1.1 billion of future contracted revenue, up materially from roughly $200 million a few years prior.
Robust M&A Execution and Pipeline
Invested $525 million across 16 transactions in 2025 generating ~ $275 million in annualized inorganic revenue (average ~9x presynergy multiple); nine additional transactions currently under LOI and Synomics closed in January 2026.
Strong Capital Deployment and Balance Sheet
Deployed $1.0 billion in share repurchases and $32 million in dividends in 2025; $3.8 billion in liquidity, leverage well under 2x, Q4 cash flow $462 million.
Segment-Level Strength — PST Life Sciences
PST Q4 orders up 6% YoY (organic +1%), life sciences organic orders up mid-teens; Q4 PST revenue +8% YoY (organic +4%); PST adjusted EBITDA $127 million, up 19% YoY with a 30.4% margin (+280 bps YoY).
Regional and Product Wins, Including China
ITS Q4 orders up 9% (organic low single digits); Asia Pacific showed strong growth (APAC up low double digits, China up low single digits, rest of Asia mid-twenties); three consecutive quarters of organic growth in China attributed to localized product launches and technology integrations.
IR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $94.21 | $98.52 | +4.57% |
Oct 30, 2025 | $78.71 | $76.31 | -3.05% |
Jul 31, 2025 | $84.59 | $74.94 | -11.40% |
May 01, 2025 | $76.15 | $76.67 | +0.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ingersoll Rand (IR) report earnings?
Ingersoll Rand (IR) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Ingersoll Rand (IR) earnings time?
Ingersoll Rand (IR) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IR EPS forecast?
IR EPS forecast for the fiscal quarter 2026 (Q1) is 0.75.