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Ingersoll Rand Inc
NYSE:IR

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Ingersoll Rand Inc
NYSE:IR
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Price: 99.235 USD 0.73% Market Closed
Market Cap: $39.2B

Ingersoll Rand Inc
Investor Relations

Ingersoll Rand Inc., a name that resonates with industrial ingenuity, stands as a testament to the transformative power of innovation. Originally founded in 1871, the company's story is one steeped in a heritage of merging expertise and engineering prowess to drive industrial efficiency across the globe. Today, Ingersoll Rand has evolved significantly beyond its roots, primarily operating in two business segments: Industrial Technologies and Services, and Precision & Science Technologies. Their operational framework involves creating mission-critical flow creation systems like compressors, pumps, power tools, and fluid and material handling systems. These systems are vital for a myriad of industries, including manufacturing, transportation, and healthcare, showcasing the company's dexterity in addressing diverse industrial needs. The revenue stream for the company primarily flows from designing, manufacturing, and servicing these high-value products, often leading to longstanding customer relationships and repeat business across a global network.

At its core, Ingersoll Rand leverages its extensive portfolio of products and solutions to optimize efficiency for its customers, a strategy that has proven adept in cementing its market presence. By continuously investing in research and development, the company ensures its offerings maintain a competitive edge, often integrating advanced technologies such as IoT and AI to enhance functionality and reliability. The emphasis on sustainability and operational excellence not only aids in meeting stringent regulatory requirements but also positions the company as a leader in sustainable industrial solutions. Such strategic initiatives are coupled with a robust aftermarket and service business, which further bolsters revenue by offering clients essential maintenance, repair, and retrofitting services. This dual focus on cutting-edge product innovation and comprehensive service solutions encapsulates how Ingersoll Rand navigates its business landscape, driving growth while making a lasting impact on industries worldwide.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 13, 2026
AI Summary
Q4 2025

Strong Finish: Ingersoll Rand ended 2025 with solid results, delivering low single-digit organic order growth in both Q4 and for the full year, and returning to organic revenue growth.

Recurring Revenue: Recurring revenue exceeded $450 million in 2025, with a backlog of approximately $1.1 billion, showing strong progress toward long-term targets.

M&A Momentum: The company invested $525 million in 16 acquisitions in 2025, generating $275 million in annualized inorganic revenue, and has a robust pipeline with nine deals under LOI.

2026 Guidance: Revenue is expected to grow 2.5%–4.5%, with adjusted EPS projected at $3.45–$3.57 and adjusted EBITDA between $2.13 and $2.19 billion.

Margin Outlook: EBITDA margins are expected to be roughly flat in 2026, with first-half margin pressure from tariffs and a return to margin expansion in the second half due to pricing and productivity.

Market Trends: Guidance assumes current market conditions persist, with no embedded recovery, but management is optimistic about improving trends in life sciences and China.

Capital Deployment: Over $1 billion was spent on share repurchases and $32 million on dividends in 2025, with continued disciplined capital allocation planned for 2026.

Key Financials
Orders (Q4)
Up 8% YoY
Organic Orders (Q4)
Up 1%
Book-to-Bill (Q4)
0.93
Revenue (Q4)
Up 10%
Organic Revenue (Q4)
Up 3%
Adjusted EBITDA (Q4)
$580 million
Adjusted EBITDA Margin (Q4)
27.7%
Corporate Costs (Q4)
$31 million
Adjusted Tax Rate (Q4)
21.2%
Adjusted EPS (Q4)
$0.96
Orders (Full Year)
Up 9% YoY
Organic Orders (Full Year)
Up 1%
Revenue (Full Year)
Up 6% YoY
Organic Revenue (Full Year)
Down 1%
Adjusted EBITDA (Full Year)
$2.1 billion
Adjusted EBITDA Margin (Full Year)
27.4%
Adjusted EPS (Full Year)
$3.34
Adjusted Tax Rate (Full Year)
22.8%
Free Cash Flow (Q4)
$462 million
Total Liquidity
$3.8 billion
ITS Orders (Q4)
Up 9%
ITS Revenue (Q4)
Up 11%
ITS Organic Revenue (Q4)
Up 3%
ITS Adjusted EBITDA Margin (Q4)
28.9%
PST Orders (Q4)
Up 6%
PST Organic Orders (Q4)
Up 1%
PST Revenue (Q4)
Up 8%
PST Organic Revenue (Q4)
Up 4%
PST Adjusted EBITDA (Q4)
$127 million
PST Adjusted EBITDA Margin (Q4)
30.4%
PST Adjusted EBITDA Margin (Full Year)
30%
Recurring Revenue (2025)
$450 million
Recurring Revenue Backlog
$1.1 billion
M&A Spend (2025)
$525 million
Inorganic Revenue Generated (2025)
$275 million
Share Repurchases (2025)
$1 billion
Dividends (2025)
$32 million
Leverage
Well under 2x
Revenue Guidance (2026)
2.5%–4.5% growth
Adjusted EBITDA Guidance (2026)
$2.13–$2.19 billion
Adjusted EPS Guidance (2026)
$3.45–$3.57
Adjusted Tax Rate Guidance (2026)
23%
Net Interest Expense Guidance (2026)
$230 million
Share Count Guidance (2026)
394 million
Free Cash Flow to Adjusted Net Income Conversion Guidance (2026)
95%
Other Earnings Calls

Management

Mr. Vicente Reynal
Chairman, CEO & President

Vicente Reynal is a notable executive leader and serves as the President and Chief Executive Officer (CEO) of Ingersoll Rand Inc., a global industrial company known for providing mission-critical flow creation and industrial solutions. Reynal has been at the helm of the company since March 2020 and has played a significant role in spearheading its strategic and operational functions. Before his leadership at Ingersoll Rand, he was President and CEO of Gardner Denver, another industrial company that later merged with Ingersoll Rand’s Industrial segment. Reynal's career is marked by extensive experience in the industrial sector, where he has worked in various capacities to drive company growth, innovation, and efficiency. His leadership is characterized by a focus on customer-centric strategies, digital transformation, and sustainability. Prior to his roles at Ingersoll Rand and Gardner Denver, Reynal held various positions in different industrial companies, where he developed a deep understanding of global market dynamics and operational excellence. He holds a bachelor's degree in mechanical engineering from the Georgia Institute of Technology and an MBA from the University of Chicago Booth School of Business. His educational background and professional experience have equipped him with the skills needed to lead a complex global organization effectively.

Mr. Vikram U. Kini
Senior VP & CFO

Vikram U. Kini serves as the Senior Vice President and Chief Financial Officer (CFO) of Ingersoll Rand Inc., a global leader in industrial equipment and technology solutions. In his role, Mr. Kini is responsible for overseeing the company’s financial operations, including strategy, planning, taxation, treasury, and investor relations. Before becoming CFO, Vikram played a crucial role within Ingersoll Rand, having held various leadership positions that contributed significantly to the company’s financial strategies and growth initiatives. He is known for his ability to drive financial performance and implement transformative changes that yield long-term benefits. Vikram U. Kini’s background includes extensive experience in finance, accounting, and consultancy, with a track record of successfully managing complex financial portfolios and leading sizeable finance teams across multinational organizations. His expertise in leveraging technology and data analytics to enhance financial decision-making is well-recognized in the industry. He holds a robust educational background in finance and business management, which has equipped him with the skills needed to navigate the ever-evolving financial landscape of a global corporation like Ingersoll Rand. His leadership is instrumental in ensuring that the company maintains a solid financial foundation while pursuing innovation and growth across its diverse markets.

Mr. Andrew R. Schiesl Esq.
Senior VP, General Counsel, Chief Compliance Officer & Secretary

Andrew R. Schiesl, Esq., serves as the Senior Vice President, General Counsel, and Corporate Secretary for Ingersoll Rand Inc. With an extensive legal background, Schiesl plays a pivotal role in guiding the company's legal strategy and ensuring compliance with corporate governance practices. He provides oversight on a wide array of legal matters including corporate transactions, mergers and acquisitions, litigation, and regulatory compliance. In his role as Corporate Secretary, he is responsible for managing the company's board of directors and ensuring effective communication between the board, company executives, and shareholders. Schiesl's legal expertise and leadership are instrumental in steering Ingersoll Rand's strategic initiatives and maintaining its reputation as a leader in global diversified industrial solutions.

Mr. Michael A. Weatherred
Senior Vice President of Ingersoll Rand Execution Excellence (IRX), Business & Commercial Excellence
No Bio Available
Mr. Michael J. Scheske
VP & Chief Accounting Officer

Michael J. Scheske is a notable executive at Ingersoll Rand Inc., serving as the Vice President and Chief Accounting Officer. In this capacity, Scheske is responsible for overseeing the company's accounting functions, ensuring compliance with financial regulations, and managing the preparation of financial statements and reports. His role is crucial in maintaining the financial integrity and transparency of Ingersoll Rand, a global industrial manufacturing company specializing in air, fluid, energy, specialty vehicle, and medical technologies. With his extensive experience in accounting and financial management, Scheske plays a key role in supporting the company's strategic objectives and financial operations.

Mr. Matthew J. Emmerich
Senior VP & Chief Information Officer
No Bio Available
Mr. Matthew Fort
VP of Investor Relations, Global Financial Planning & Analysis

Matthew Fort is an officer at Ingersoll Rand Inc., where he holds the position of Vice President and Treasurer. With a career rooted in financial management and strategic financial planning, he has played a significant role in shaping the company's fiscal strategies. Fort's responsibilities include overseeing the company's treasury operations, managing global banking relationships, and ensuring the effective deployment of capital to support Ingersoll Rand's growth initiatives. His expertise helps drive the company’s financial stability and operational efficiencies. Prior to his role at Ingersoll Rand, Matthew Fort likely gained extensive experience in corporate finance and treasury in other roles where he was instrumental in optimizing financial strategies.

Ms. Elizabeth Meloy Hepding
Senior Vice President of Corporate Development

Elizabeth Meloy Hepding serves as the Executive Vice President of Ingersoll Rand Inc., a global leader in mission-critical flow creation and industrial solutions. Known for her strategic acumen and leadership, she plays a pivotal role in driving the company's growth and innovation strategies. With a focus on operational excellence and customer satisfaction, Hepding has contributed significantly to enhancing Ingersoll Rand's market competitiveness and expanding its global footprint. Her tenure at the company reflects a deep commitment to sustainability and corporate responsibility, aligning with the company's core values and objectives.

Ms. Kathleen M. Keene
Senior VP & Chief Human Resources Officer

Kathleen M. Keene is an executive at Ingersoll Rand Inc., where she serves as the Vice President, General Counsel, and Secretary. In this role, she is responsible for overseeing the company’s legal affairs, providing strategic guidance on legal issues and risk management, and ensuring compliance with regulatory requirements. Kathleen brings extensive experience in corporate governance, mergers and acquisitions, and securities law to her position. Her leadership and legal expertise are integral in supporting Ingersoll Rand's business strategies and operations. Prior to joining Ingersoll Rand, she held various legal positions in notable organizations, further solidifying her reputation as a skilled and knowledgeable legal professional.

Mr. Arnold Li
Senior VP and GM of Industrial Technologies & Services, Asia-Pacific, Global Air ,Gas Solutions
No Bio Available

Contacts

Address
NORTH CAROLINA
Davidson
800-A Beaty Street
Contacts
+14142124700.0
www.irco.com