Ingersoll Rand (IR)
NYSE:IR
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.83Last Year’s EPS
0.8Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally constructive tone: solid top-line growth (+8% revenue) and EPS growth (+7%), strong PST results (orders +6%, EBITDA +15%, +120 bps margin) and healthy cash generation and liquidity underpin confidence. Management reiterated full-year guidance and highlighted a robust M&A funnel and strategic wins (Life Sciences, carbon capture), while acknowledging meaningful near-term headwinds: ITS margin pressure, tariff and materials-related dilution, and a ~$40M delay in long-cycle orders from the Middle East (partially recovered). Management expects tariff impacts to be mitigated over the year and margin expansion to be back-end weighted. Overall, the positives — revenue/EPS growth, PST outperformance, strong FCF and balance sheet, and disciplined capital allocation — outweigh transitory operational and margin challenges, though risks remain in ITS and tariffs in the near term.Company Guidance
Revenue and EPS Growth
Total revenue grew 8% year-over-year in Q1 2026 and adjusted EPS was $0.77, up 7% year-over-year, reflecting a solid start to the year and execution against expectations.
Strong PST Performance
PST orders were up 6% year-over-year with a book-to-bill of 1.04x; Q1 organic revenue for PST finished up 4% and adjusted EBITDA was $122 million, up 15% year-over-year with adjusted EBITDA margins improving ~120 basis points.
Orders, Backlog and Book-to-Bill
Enterprise orders increased 5% year-over-year with a company-wide book-to-bill of 1.07x (ITS 1.08x), and management noted backlog strength from 2025 supporting expected second-half growth.
Free Cash Flow and Balance Sheet Strength
Q1 free cash flow was $163 million in line with expectations, the company has nearly $4 billion of total liquidity, leverage remains well below 2x, and management expects ~95% free cash flow to adjusted net income conversion for the year.
Robust M&A Pipeline and Strategic Acquisitions
Over 200 companies in the acquisition funnel with 10 LOIs and ~90% internally sourced; signed Fox s.r.l. (hydropneumatic accumulators) and expecting 400–500 basis points of annualized inorganic revenue in 2026 (~4–5%).
Notable Commercial Wins and Life Sciences Strength
Life Sciences orders grew double-digits in Q1 with strong integration wins (e.g., ILC Dover collaboration and a large carbon capture vacuum/blower application); management reports improving visibility and positive funnel activity in Life Sciences and short-cycle businesses.
Guidance Reaffirmed
Full-year 2026 guidance reaffirmed: revenue growth expected 2.5%–4.5% (midpoint organic growth ~1%), adjusted EBITDA $2.13B–$2.19B, adjusted EPS $3.45–$3.57 (~5% growth at midpoint), and no net tariff/inflation impact expected to guidance today.
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 |
|---|---|---|---|
Apr 28, 2026 | $81.19 | $77.46 | -4.59% |
Feb 12, 2026 | $94.19 | $98.50 | +4.57% |
Oct 30, 2025 | $78.69 | $76.29 | -3.05% |
Jul 31, 2025 | $84.57 | $74.92 | -11.40% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Ingersoll Rand (IR) earnings time?
Ingersoll Rand (IR) earnings time is at Aug 05, 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 (Q2) is 0.83.