Ingersoll Rand (IR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 12, might help the stock move higher if these key numbers are better than ex ...

Core Viewpoint - Ingersoll Rand Inc. (IR) shares experienced a significant increase of 5.4% in the last trading session, closing at $93.72, supported by strong trading volume and an overall gain of 8.2% over the past four weeks [1] Group 1: Company Performance - The rally in Ingersoll Rand's stock is primarily attributed to positive momentum in the Industrial Technologies & Services segment, driven by increased orders for industrial vacuums, blowers, power tools, and compressors [2] - The life sciences business is also contributing positively, particularly through growth in fluid handling product orders from the Gardner Denver Medical platform, which is expected to benefit the Precision and Science Technologies segment [2] - The company is projected to report quarterly earnings of $0.91 per share, reflecting an 8.3% year-over-year increase, with revenues anticipated to reach $2.05 billion, marking a 7.8% rise from the previous year [3] Group 2: Earnings Estimates and Market Sentiment - Despite the positive earnings and revenue growth expectations, the consensus EPS estimate for the upcoming quarter has been revised down by 1.8% over the last 30 days, which typically does not bode well for stock price appreciation [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another company in the same industry, Generac Holdings, has a Zacks Rank of 4 (Sell) [4][5]

Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]

Company Overview - Ingersoll Rand is a global company with a revenue of $7.5 billion, an EBITDA margin of 27%, and a free cash flow margin of approximately 17% [4] - The company's market capitalization is $34 billion [4] - Since its IPO of Gardner Denver in 2017 and the acquisition of Ingersoll Rand in 2020, the total shareholder return has exceeded 330% [4] Life Science Technologies Platform - The presentation at the JPMorgan Healthcare Conference marks the first time Ingersoll Rand is presenting at this prestigious event [2] - The CEO, Vicente Reynal, emphasized the importance of the Life Science platform, which will be further detailed by Scott Watson, SVP and General Manager [2]

Company Overview - Tecan Company is participating in the 44th JPMorgan Healthcare Conference, with a presentation led by CEO Monica Manotas [1] - The presentation is structured to last for 30 minutes, followed by a 10-minute Q&A session [1] Leadership Background - Monica Manotas has been with Tecan for approximately 5 months and has over 25 years of experience in the life sciences tool industry [2] - Prior to her current role, she had significant interactions with Tecan while at Thermo Fisher, which provided her familiarity with Tecan's product portfolio and the team behind it [3] - Manotas joined the Board of Tecan in 2024, indicating a long-standing interest and connection with the company [3]

Ingersoll Rand Conference Call Summary Company Overview - **Company Name**: Ingersoll Rand - **Revenue**: $7.5 billion - **Market Capitalization**: $34 billion - **EBITDA Margin**: 27% - **Free Cash Flow Margin**: 17% - **Total Shareholder Return (TSR)**: Over 330% since 2017 IPO [2][3] Business Segments - **Industrial Technologies and Services (ITS)**: Includes compressors, vacuums, blowers, and air treatment solutions [4] - **Precision and Science Technologies (PST)**: Focuses on precision liquid, gas, air, and powder handling technologies for life sciences and industrial applications [4] Life Science Technologies Platform - **Acquisition of ILC Dover**: Enhanced capabilities in biopharma and medical device manufacturing [12] - **Revenue Composition**: Approximately 85% of revenue from consumables, indicating a strong recurring revenue model [14] - **Market Focus**: Targeting high-growth areas such as biopharma, oncology, and minimally invasive procedures with expected growth rates in the high single digits to mid-teens [13] Growth Strategy - **M&A Activity**: Acquired 76 companies in the past five years, focusing on founder-led and family-owned businesses [6][17] - **Future M&A Pipeline**: Actively tracking about 100 companies with ongoing discussions with around 10 at any time [42] - **Targeted EBITDA Multiples**: Recent acquisitions achieved an average EBITDA multiple of around 10 times [18] Financial Performance - **EPS Growth**: Double-digit CAGR in EPS over the past few years [3][26] - **Balance Sheet Strength**: Less than two times leverage, indicating a strong financial position [7] - **Value Creation**: Created approximately $30 billion in shareholder value over eight years [26] Operational Excellence - **IRX (Ingersoll Rand Execution Excellence Process)**: A proprietary operating system aimed at continuous improvement and efficiency [5][27] - **Employee Ownership**: Approximately $300 million in equity given to employees, fostering an ownership mindset [8][9] Market Trends and Customer Sentiment - **Pharma Market Dynamics**: Customers are focused on speed to market for new products, indicating a strong demand for Ingersoll Rand's solutions [46] - **Global Expansion**: Growing presence in Asia as customers regionalize supply chains [13] Key Takeaways - **Diversification**: Ingersoll Rand aims to maintain a diversified portfolio, with life sciences expected to grow from 20% to potentially 30-40% of total revenue [30] - **Long-term Margin Goals**: PST segment operates around 30% EBITDA margins, with potential to reach mid-30s in the medium term [38] - **Commitment to Innovation**: Continuous investment in unique technologies and customer partnerships to drive growth [25] This summary encapsulates the key points discussed during the Ingersoll Rand conference call, highlighting the company's strategic direction, financial performance, and market opportunities.

Core Insights - The article emphasizes the importance for investors to identify industrial companies that have experienced negative analyst revisions to their earnings estimates as earnings season approaches [2] Company Analysis - Companies like Ingersoll Rand Inc. are highlighted as examples of those facing negative EPS revisions, which may indicate concerns regarding their near-term performance [2]

Core Viewpoint - Ingersoll Rand Inc. will release its fourth quarter 2025 earnings on February 12, 2026, after market close, followed by a conference call on February 13, 2026, to discuss the results [1][2]. Group 1: Earnings Release Information - The fourth quarter 2025 earnings release will be issued after market close on February 12, 2026 [1]. - A live earnings conference call will take place on February 13, 2026, at 8 a.m. Eastern Time [2]. - Participants can join the call by dialing +1-888-330-3073 domestically or +1-646-960-0683 internationally, using access code 8970061 [2]. Group 2: Webcast and Replay - A real-time audio webcast of the earnings presentation will be available on the Ingersoll Rand Investor Relations website [3]. - Related materials will be posted prior to the conference call, and a replay of the webcast will be accessible after the conference [3]. Group 3: Company Overview - Ingersoll Rand Inc. is a global provider of mission-critical flow creation and life science and industrial solutions, emphasizing exceptional performance and durability [4]. - The company is supported by over 80 respected brands and is committed to making life better for employees, customers, shareholders, and the planet [4]. - Ingersoll Rand focuses on developing long-term customer relationships through expertise, productivity, and efficiency [4].

Core Insights - Ingersoll Rand Inc. has completed the acquisition of Scinomix, a leading automation workflow technology provider, with undisclosed financial terms [1] - Following the acquisition announcement, Ingersoll Rand's shares rose by 3.1%, closing at $82.21 [1] Company Overview - Scinomix, headquartered in Earth City, MO, specializes in advanced technologies for streamlining automation workflows across various industries, including labeling, barcode scanning, and capping lab equipment [2] Acquisition Rationale - The acquisition aligns with Ingersoll Rand's strategy to expand market share and customer base, enhancing its life sciences product portfolio and presence in lucrative markets such as pharmaceuticals, biotechnology, and agriculture [3] - Scinomix will be integrated into Ingersoll Rand's Life Sciences platform under the Precision and Science Technologies segment, which manufactures products for medical and pharmaceutical production [4] Financial Performance - Ingersoll Rand has a market capitalization of approximately $32.7 billion and currently holds a Zacks Rank of 4 (Sell) [5] - The company has experienced a 7.8% decline in share price over the past year, while the industry has grown by 9.6% [6] - The Zacks Consensus Estimate for Ingersoll Rand's earnings for 2025 is $3.29, indicating a decrease of 0.6% from previous estimates [6] Competitive Landscape - Other companies in the same sector with better rankings include DXP Enterprises and Nordson Corporation, both carrying a Zacks Rank of 2 (Buy) [9][10] - DXP Enterprises' earnings estimate for 2025 has increased by 5.9% in the past 60 days, while Nordson's has increased by 2.3% [9][10]

Core Insights - Ingersoll Rand (IR) is highlighted as a strong investment opportunity in the climate sector, with shares reaching record highs due to robust growth across various categories [1]. Group 1 - Ingersoll Rand has established a strong track record, contributing to its impressive performance in the market [1]. - The company is recognized for its growth potential in multiple categories, indicating a diversified business strategy [1].