Ingersoll Rand

Ingersoll Rand (IR) Q4 2025 Earnings

Reported Feb 12, 2026 at 4:30 PM ET · SEC Source

Q4 25 EPS

$0.96

BEAT +6.57%

Est. $0.90

Q4 25 Revenue

$2.09B

BEAT +2.58%

Est. $2.04B

vs S&P Since Q4 25

-25.0%

TRAILING MARKET

IR -15.5% vs S&P +9.5%

Full Year 2025 Results

FY 25 EPS

$3.34

FY 25 Revenue

$7.65B

Market Reaction

Did IR Beat Earnings? Q4 2025 Results

Ingersoll Rand closed out fiscal 2025 on a strong note, posting fourth-quarter revenue of $2.09 billion, up 10.1% year-over-year, and adjusted diluted EPS of $0.96, against a consensus estimate of $0.90, a beat of 6.57%. The results were driven by br… Read more Ingersoll Rand closed out fiscal 2025 on a strong note, posting fourth-quarter revenue of $2.09 billion, up 10.1% year-over-year, and adjusted diluted EPS of $0.96, against a consensus estimate of $0.90, a beat of 6.57%. The results were driven by broad-based demand across its portfolio, underscored by 8% order growth to $1.95 billion and the fourth consecutive quarter of organic order growth within its Industrial Technologies and Services segment. Adjusted EBITDA reached $580.10 million, though margins ticked down 30 basis points to 27.7% as tariff-related headwinds and deliberate commercial investments tempered profitability gains. The company also repurchased $315.00 million in shares during the quarter, reflecting continued confidence in its capital position, which ended the year with $3.80 billion in liquidity. Institutional interest has remained notable as well, with Citigroup recently increasing its Ingersoll Rand stake. Looking to 2026, management guided for revenue growth of 2.5% to 4.5% and adjusted EPS of $3.45 to $3.57, representing growth of 3% to 7% at the midpoint.

Key Takeaways

  • IRX (Ingersoll Rand Execution Excellence) driving strong operational performance
  • Fourth consecutive quarter of organic order growth in IT&S segment
  • P&ST Adjusted EBITDA margin expanded 280 basis points driven by IRX-fueled operational execution
  • Organic revenue growth of 2.9% complemented by 4.0% acquisition contribution and 3.3% currency tailwind
  • Total orders grew 8% to $1,952 million, reflecting positive demand trends
24/7 Wall St

IR YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

IR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“Against the backdrop of a complex global environment, we delivered strong growth, earnings, and free cash flow, reflecting the resilience and execution strength of our portfolio.”

— Vicente Reynal, Q4 2025 Earnings Press Release