Companies

Ingersoll-Rand Inc

NYSE: IR
$77.05
▼ $1.53 (−1.95%) today
Markets closed · 6:40pm ET

Q4 2025 Earnings

Reported Feb 12, 2026, 4:30pm ET · SEC source
$0.96
Beat +6.57%
EPS · est. $0.90
$2.1B
Beat +2.58%
Revenue · est. $2.0B
−13.8%
Trailing market
IR vs S&P since report
3 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−3%0+3%Feb 12Feb 13report 4:30pm ETearnings−0.1%+2.0%
−3%0+3%Feb 12Feb 13earnings−0.1%+2.0%
IR +2.0%S&P 500 −0.1%
−3%0+3%Feb 12Feb 13report 4:30pm ETearnings−0.1%+2.0%
−3%0+3%Feb 12Feb 13earnings−0.1%+2.0%
IR +2.0%NASDAQ −0.1%
−2%0+2%+4%Feb 11Feb 20report 4:30pm ETearnings+1.0%−0.5%
−2%0+2%+4%Feb 11Feb 20earnings+1.0%−0.5%
IR −0.5%S&P 500 +1.0%
−2%0+2%+4%Feb 11Feb 20report 4:30pm ETearnings+1.1%−0.5%
−2%0+2%+4%Feb 11Feb 20earnings+1.1%−0.5%
IR −0.5%NASDAQ +1.1%
+4.57%
Day of report
+0.24%
Next session
−4.65%
One week
−16.74%
30 days

S&P 500 over the same 30 days: −2.98%.

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 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

“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

Forward Guidance & Outlook

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

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$600.0M$1.2B$1.8B$1.9B$2.1BRevenue$815.4M$890.7MGross Profit$378.8M$390.2MOperating Income$229.8M$268.4MNet Income
$0$600.0M$1.2B$1.8BRevenueGross ProfitOperating IncomeNet Income

IR Revenue by Segment

Industrial Technologies and Services$1.7B+11.0%
Precision and Science Technologies$419.0M+8.0%

Figures from SEC filings and company reports. Not investment advice.