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
IR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
IR Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
IR Earnings Trends
IR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
IR EPS Trend
Earnings per share: estimate vs actual
IR Revenue Trend
Quarterly revenue: estimate vs actual
IR Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.74 | $0.77 | +4.03% | $1.85B | +0.92% |
| Q4 25 BEAT FY | $0.90 | $0.96 | +6.57% | $2.09B | +2.58% |
| FY Full Year | — | $3.34 | — | $7.65B | — |
| Q3 25 MISS | $0.86 | $0.86 | -0.30% | $1.96B | +0.36% |
| Q2 25 BEAT | $0.80 | $0.80 | +0.40% | $1.89B | +2.21% |