Ingersoll Rand (IR) Q4 2025 Earnings
How Did IR Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −2.98%.
Did IR Beat Earnings? Q4 2025 Results
Yes. Ingersoll Rand reported Q4 2025 earnings of $0.96 a share on Feb 12, 2026, beating the $0.90 consensus estimate by 6.6%. Revenue was $2.1B against a $2.0B estimate.
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.
- 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
“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.”
Ingersoll Rand CEO, on the earnings call
What Was Ingersoll Rand's Outlook in Q4 2025?
For full-year 2026, Ingersoll Rand expects revenue growth of 2.5% to 4.5% (flat to 2% organic growth, ~1% currency tailwind, ~1.5% M&A contribution), Adjusted EBITDA of $2,130 million to $2,190 million (up 2% to 5% year-over-year), Adjusted EPS of $3.45 to $3.57 (up 3% to 7%, +5% at midpoint), and free cash flow to adjusted net income conversion of approximately 95%. Assumptions include corporate costs of ~$170 million, net interest expense of ~$230 million, adjusted tax rate of ~23%, and share count of ~394 million. Revenue phasing is expected at 1H 48% / 2H 52%, and Adjusted EBITDA phasing at 1H 46% / 2H 54%.
IR YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $2.1B | $1.9B | +10.1% |
| Gross Profit | $890.7M | $815.4M | +9.2% |
| Operating Income | $390.2M | $378.8M | +3.0% |
| Net Income | $268.4M | $229.8M | +16.8% |
IR Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.