Ingersoll Rand Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy IR?
Source: seekingalpha
- Revenue Growth: In Q4 2025, Ingersoll Rand reported a 10% year-over-year revenue increase, with organic revenue up 3%, indicating strong contributions from both pricing and volume, which enhances its competitive position and stability in the market.
- M&A Strategy: The company invested $525 million in 16 transactions in 2025, expected to generate approximately $275 million in annualized inorganic revenue, demonstrating its proactive approach to expanding its product portfolio and market share.
- Future Outlook: Ingersoll Rand anticipates total revenue growth of 2.5% to 4.5% for 2026, driven by 1% organic order growth and 1.5% from M&A, reflecting management's cautiously optimistic view of future market conditions.
- Cash Flow Performance: The company reported free cash flow of $462 million in Q4, showcasing strong capital management and liquidity, which supports future investments and shareholder returns.
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Analyst Views on IR
Wall Street analysts forecast IR stock price to fall
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 94.210
Low
81.00
Averages
90.50
High
100.00
Current: 94.210
Low
81.00
Averages
90.50
High
100.00
About IR
Ingersoll Rand Inc. is a provider of mission-critical flow creation and life sciences and industrial solutions. Its Industrial Technologies and Services segment designs, manufactures, markets and services a range of compression and vacuum equipment as well as fluid transfer equipment, and loading systems. Its compression and vacuum products are used worldwide in industrial manufacturing, transportation, chemical processing, food and beverage production, clean energy, environmental and other applications. The Precision and Science Technologies segment, designs, manufactures and markets a broad range of specialized positive displacement pumps, fluid management equipment, single-use powder handling systems, and contract design and production services for silicone, thermoplastic, and specialty components and assemblies for medical devices. It also designs and manufactures plastic product solutions for life science and healthcare technology industries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ingersoll Rand to Host Q4 2025 Earnings Call on February 13, 2026
- Earnings Call Announcement: Ingersoll Rand Inc will host a conference call on February 13, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and company developments.
- Live Webcast Access: Investors can access the live webcast by visiting the company's events calendar page, ensuring they can receive real-time updates from the call and enhancing engagement with stakeholders.
- Dial-in Participation: Domestic investors can dial 1-888-330-3073, while international participants can call +1-646-960-0683 using access code 8970061, facilitating participation from various regions and promoting inclusivity in discussions.
- Transparency Commitment: This earnings call will not only present financial data but also share the company's strategic outlook and future plans, reflecting Ingersoll Rand's commitment to transparency and investor relations, aiming to bolster market confidence.
See More
Ingersoll Rand Q4 2025 Earnings Call Highlights
- Revenue Growth: In Q4 2025, Ingersoll Rand reported a 10% year-over-year revenue increase, with organic revenue up 3%, indicating strong contributions from both pricing and volume, which enhances its competitive position and stability in the market.
- M&A Strategy: The company invested $525 million in 16 transactions in 2025, expected to generate approximately $275 million in annualized inorganic revenue, demonstrating its proactive approach to expanding its product portfolio and market share.
- Future Outlook: Ingersoll Rand anticipates total revenue growth of 2.5% to 4.5% for 2026, driven by 1% organic order growth and 1.5% from M&A, reflecting management's cautiously optimistic view of future market conditions.
- Cash Flow Performance: The company reported free cash flow of $462 million in Q4, showcasing strong capital management and liquidity, which supports future investments and shareholder returns.
See More
Ingersoll Rand (IR) Q4 2025 Earnings Transcript
See More
Ingersoll-Rand Set to Announce Q4 Earnings on February 12
- Earnings Announcement: Ingersoll-Rand is set to release its Q4 2023 earnings on February 12 after market close, with consensus EPS estimates at $0.90, reflecting a 7.1% year-over-year growth, indicating robust profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $2.04 billion, representing a 7.9% year-over-year increase, showcasing the company's sustained growth potential despite potential challenges in the broader economic landscape.
- Historical Performance Review: Over the past two years, Ingersoll-Rand has beaten EPS estimates 63% of the time and revenue estimates 50% of the time, demonstrating reliability in financial forecasting and market adaptability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and five downward adjustments, while revenue estimates experienced six upward revisions and two downward adjustments, indicating a divergence in market sentiment regarding the company's future performance.
See More
U.S. Jobs and Inflation Data Set for Release
- Job Data Expectations: The U.S. is expected to add 60,000 jobs in January, up from 50,000 in December, which could influence the Fed's monetary policy direction amidst ongoing economic uncertainty.
- Inflation Metrics Analysis: The January Consumer Price Index is projected to rise by 0.29% month-over-month and 2.5% year-over-year, showing improvement but still falling short of the Fed's 2% target, potentially affecting investor rate expectations.
- Market Reaction and Risks: Recent signs of labor market weakness, including an ADP report indicating only 22,000 new private sector jobs, may heighten expectations for further Fed rate cuts, although investors remain optimistic about economic resilience.
- Stock Market Rotation Trend: A significant rotation within the stock market is underway, with the Dow Jones Industrial Average rising over 2% this week, reflecting confidence in economic recovery, despite ongoing weakness in tech stocks.
See More
Ingersoll Rand and Others Face Severe EPS Downgrades Ahead of Earnings Season
- Earnings Downgrades: Ingersoll Rand Inc. (IR) faces the steepest earnings downgrades with an EPS revision grade of F and a Quant rating of 2.04, indicating strong analyst concerns about its near-term performance, which may lead to decreased investor confidence.
- Industry Pressure: Kuehne + Nagel International AG (KHNGY) also suffers from an F EPS revision grade and a Quant rating of 2.67, suggesting doubts about its competitiveness in the global logistics sector, potentially affecting its future market share.
- Multiple Companies Challenged: Owens Corning (OC) and Komatsu Ltd. (KMTUY) are rated F with Quant ratings of 1.76 and 2.02 respectively, highlighting significant challenges in profitability and market performance, which could lead to stock price volatility.
- Analyst Skepticism: Overall, among 20 large-cap industrial companies, the majority have EPS revision grades of D- or F, reflecting a pessimistic outlook from analysts regarding their earnings capabilities, which may influence investor decisions and market sentiment.
See More
Ingersoll Rand to Host Q4 2025 Earnings Call on February 13, 2026
- Earnings Call Announcement: Ingersoll Rand Inc will host a conference call on February 13, 2026, at 8:00 AM ET to discuss its Q4 2025 earnings results, aiming to provide investors with the latest financial insights and company developments.
- Live Webcast Access: Investors can access the live webcast by visiting the company's events calendar page, ensuring they can receive real-time updates from the call and enhancing engagement with stakeholders.
- Dial-in Participation: Domestic investors can dial 1-888-330-3073, while international participants can call +1-646-960-0683 using access code 8970061, facilitating participation from various regions and promoting inclusivity in discussions.
- Transparency Commitment: This earnings call will not only present financial data but also share the company's strategic outlook and future plans, reflecting Ingersoll Rand's commitment to transparency and investor relations, aiming to bolster market confidence.
See More
Ingersoll Rand Q4 2025 Earnings Call Highlights
- Revenue Growth: In Q4 2025, Ingersoll Rand reported a 10% year-over-year revenue increase, with organic revenue up 3%, indicating strong contributions from both pricing and volume, which enhances its competitive position and stability in the market.
- M&A Strategy: The company invested $525 million in 16 transactions in 2025, expected to generate approximately $275 million in annualized inorganic revenue, demonstrating its proactive approach to expanding its product portfolio and market share.
- Future Outlook: Ingersoll Rand anticipates total revenue growth of 2.5% to 4.5% for 2026, driven by 1% organic order growth and 1.5% from M&A, reflecting management's cautiously optimistic view of future market conditions.
- Cash Flow Performance: The company reported free cash flow of $462 million in Q4, showcasing strong capital management and liquidity, which supports future investments and shareholder returns.
See More
Ingersoll Rand (IR) Q4 2025 Earnings Transcript
See More
Ingersoll-Rand Set to Announce Q4 Earnings on February 12
- Earnings Announcement: Ingersoll-Rand is set to release its Q4 2023 earnings on February 12 after market close, with consensus EPS estimates at $0.90, reflecting a 7.1% year-over-year growth, indicating robust profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $2.04 billion, representing a 7.9% year-over-year increase, showcasing the company's sustained growth potential despite potential challenges in the broader economic landscape.
- Historical Performance Review: Over the past two years, Ingersoll-Rand has beaten EPS estimates 63% of the time and revenue estimates 50% of the time, demonstrating reliability in financial forecasting and market adaptability.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and five downward adjustments, while revenue estimates experienced six upward revisions and two downward adjustments, indicating a divergence in market sentiment regarding the company's future performance.
See More
U.S. Jobs and Inflation Data Set for Release
- Job Data Expectations: The U.S. is expected to add 60,000 jobs in January, up from 50,000 in December, which could influence the Fed's monetary policy direction amidst ongoing economic uncertainty.
- Inflation Metrics Analysis: The January Consumer Price Index is projected to rise by 0.29% month-over-month and 2.5% year-over-year, showing improvement but still falling short of the Fed's 2% target, potentially affecting investor rate expectations.
- Market Reaction and Risks: Recent signs of labor market weakness, including an ADP report indicating only 22,000 new private sector jobs, may heighten expectations for further Fed rate cuts, although investors remain optimistic about economic resilience.
- Stock Market Rotation Trend: A significant rotation within the stock market is underway, with the Dow Jones Industrial Average rising over 2% this week, reflecting confidence in economic recovery, despite ongoing weakness in tech stocks.
See More
Ingersoll Rand and Others Face Severe EPS Downgrades Ahead of Earnings Season
- Earnings Downgrades: Ingersoll Rand Inc. (IR) faces the steepest earnings downgrades with an EPS revision grade of F and a Quant rating of 2.04, indicating strong analyst concerns about its near-term performance, which may lead to decreased investor confidence.
- Industry Pressure: Kuehne + Nagel International AG (KHNGY) also suffers from an F EPS revision grade and a Quant rating of 2.67, suggesting doubts about its competitiveness in the global logistics sector, potentially affecting its future market share.
- Multiple Companies Challenged: Owens Corning (OC) and Komatsu Ltd. (KMTUY) are rated F with Quant ratings of 1.76 and 2.02 respectively, highlighting significant challenges in profitability and market performance, which could lead to stock price volatility.
- Analyst Skepticism: Overall, among 20 large-cap industrial companies, the majority have EPS revision grades of D- or F, reflecting a pessimistic outlook from analysts regarding their earnings capabilities, which may influence investor decisions and market sentiment.
See More
