Ingersoll Rand (IR) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Joe O'Dea. I'm on the multi industry team at Wells Fargo, and we are excited to kick off the industrials conference with Ingersoll Rand and Vic Kinney, CFO, and Matthew Fort, who runs IR and FP and A at Ingersoll. Thank you so much for being with us this morning. Thanks for having us. So let's kick it off. Common kind of theme. We'll just talk sort of demand trends when we think about kind of how thin ...

Key Takeaways Ingersoll Rand has acquired Lead Fluid to strengthen its life science business capabilities. Lead Fluid offers pumps designed for sterile, precise fluid handling in life science applications. The acquisition supports IR's growth in China and enhances its Precision and Science Technologies segment.Ingersoll Rand Inc. (IR) recently completed the acquisition of Lead Fluid (Baoding) Intelligent Equipment Manufacturing Co., Ltd (Lead Fluid). The financial terms of the transaction have been kept u ...

Execution of bolt-on acquisition supports Ingersoll Rand’s in-region, for-region strategyAcquisition will enhance company capabilities in life science applicationsPre-synergy Adjusted EBITDA purchase multiple in low double-digits DAVIDSON, N.C., June 03, 2025 (GLOBE NEWSWIRE) -- Ingersoll Rand Inc., (NYSE: IR) a global provider of mission-critical flow creation and life science and industrial solutions, has acquired Lead Fluid (Baoding) Intelligent Equipment Manufacturing Co., Ltd. (“Lead Fluid”), reflectin ...

Ingersoll Rand (IR) FY Conference Summary Company Overview - **Company**: Ingersoll Rand (IR) - **Event**: FY Conference held on May 22, 2025 - **Key Speaker**: Vik Kinney, SVP and CFO Key Points Company Transformation and Performance - Ingersoll Rand has undergone significant transformation since the merger five years ago, including two major divestitures and over 65 acquisitions, creating a resilient platform in the ITS and PST business segments [3][4] - The company has demonstrated resilience through various challenges, including COVID-19 and market uncertainties, maintaining operational effectiveness [5][6] Recent Financial Performance - In Q1, Ingersoll Rand reported approximately 3% organic orders momentum across both ITS and PST segments, marking the first positive trend in several quarters [7][8] - The company observed good momentum in both short and long cycle projects, with leading indicators such as MQLs showing low double-digit growth [9][10] - April's performance continued to align with expectations, indicating sustained order growth [11] Market Conditions and Guidance - Despite ongoing market uncertainties, the company remains optimistic about order momentum and backlog for the second quarter and the remainder of the year [10][19] - The guidance for the year was adjusted to reflect a more prudent approach, with a reduction in organic volume expectations by about four points, while still anticipating a positive trajectory in the second half of the year [18][19] Tariffs and Pricing Strategy - The company expects tariff pricing to offset costs, estimating a $150 million impact, which translates to a 2% revenue uptick in revised guidance [14][15] - Foreign exchange (FX) and mergers and acquisitions (M&A) are also contributing to revenue tailwinds, with FX providing a 1.5% boost and M&A contributing an additional 0.5% [17] Supply Chain and Regional Strategy - Ingersoll Rand continues to operate on a region-for-region basis, with 98% of its China business supplying within the region, minimizing reliance on external sourcing [30][32] - The company is exploring opportunities for supply chain optimization, including potential sourcing shifts to regions like Eastern Europe and India [30][32] Long Cycle Projects and Customer Engagement - The company has not seen a dramatic pause in long cycle projects, with approximately 20-25% of its original equipment business being longer cycle in nature [35][36] - Healthy project momentum is expected to continue into Q2 and the latter half of the year, with ongoing engagement with customers in various regions [38][41] Services and Recurring Revenue Model - Ingersoll Rand is transitioning its service model from traditional break-fix to a CARE model, which involves risk transfer agreements with customers, providing a more stable revenue stream [44][47] - The CARE model is expected to enhance customer satisfaction and generate higher gross margins, with aspirations to reach a billion-dollar revenue base by 2027 [53][56] M&A Activity - The company has completed six acquisitions year-to-date, with a focus on smaller bolt-on deals, and has nine additional letters of intent (LOIs) in progress [66][70] - The ILC Dover acquisition is showing positive momentum, particularly in the life sciences sector, with operational improvements and healthy order momentum [71][73] Additional Insights - The company is optimistic about the potential for margin expansion, particularly in the PST segment, which is expected to lead in margin growth moving forward [63] - Ingersoll Rand is committed to investing in its platforms and optimizing its operations to drive future growth and profitability [72][73]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________to___________ Commission File Number: 001-38095 Ingersoll Rand Inc. FORM 10-Q ____________________________ (Exact Name of Registrant as Specified in Its Charter) ____________________________ Delaware 46-2393770 ☒ QUARTERLY REPORT PURSUANT T ...

Core Viewpoint - Ingersoll Rand Inc. reported mixed financial results for the first quarter of 2025, with adjusted earnings per share slightly missing estimates and total revenues also falling short of expectations, despite a year-over-year revenue increase. Financial Performance - Adjusted earnings for Q1 2025 were 72 cents per share, missing the Zacks Consensus Estimate of 73 cents, and decreased by 7.7% year over year [1] - Total revenues reached $1.72 billion, slightly below the consensus estimate of $1.73 billion, but represented a 2.8% increase year over year [1] - Acquisitions contributed 8.4% to revenues, while organic revenues decreased by 3.9% [1] - Foreign currency movements negatively impacted revenues by 1.7% [1] Orders and Segment Performance - Total orders amounted to $1.88 billion, reflecting a 10.2% year-over-year increase, with organic orders rising by 3.4% [2] - The Industrial Technologies & Services segment generated revenues of $1.35 billion, accounting for 78.8% of net revenues, but saw a 1.6% decrease year over year [2] - The Precision & Science Technologies segment reported revenues of $364.7 million, representing 21.2% of net revenues, with a significant year-over-year increase of 22.9% [4] - Adjusted EBITDA for the Industrial Technologies & Services segment decreased by 5.4% year over year to $389.1 million [3] Margin and Cost Analysis - Cost of sales increased by 3% year over year to $951.3 million, while selling and administrative expenses rose by 4.1% to $350.0 million [6] - Adjusted EBITDA increased by 0.3% year over year to $459.7 million, but the margin decreased to 26.8% from 27.5% in the previous year [6] Balance Sheet and Cash Flow - At the end of Q1 2025, Ingersoll Rand had cash and cash equivalents of $1.61 billion, up from $1.54 billion at the end of December 2024 [7] - Long-term debt increased slightly to $4.77 billion from $4.75 billion in December 2024 [7] - The company generated net cash of $256.4 million from operating activities, a 58.7% increase year over year, and free cash flow rose by 124.3% to $222.7 million [8] 2025 Outlook - Ingersoll Rand expects revenues to increase by 3-5% year over year, with organic revenues estimated to decrease by 1% to increase by 1% [9] - Adjusted EBITDA is projected to be in the range of $2.07-$2.13 billion, indicating a 3-6% increase from the prior year [10] - Adjusted earnings are anticipated to be between $3.28 and $3.40 per share, reflecting flat to 3% growth from the previous year [10]

Ingersoll Rand (IR) Q1 2025 Earnings Call May 02, 2025 08:00 AM ET Speaker0 Hello, and welcome to the Ingersoll Rand Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Matthew Fort, Vice President of Investor Relations. You may begin. Speaker1 Thank you, and welcome to the Ingersoll Rand twenty twenty five First Quarter Earnings Call. ...

Ingersoll Rand (IR) Q1 2025 Earnings Call May 02, 2025 08:00 AM ET Company Participants Matthew Fort - VP of IR & Corporate FP&AVicente Reynal - Chairman, CEO & PresidentVikram Kini - SVP & CFOMichael Halloran - Associate Director of ResearchJeffrey Sprague - Founder and Managing PartnerRob Wertheimer - Director of ResearchAndrew Kaplowitz - Managing DirectorNigel Coe - Managing DirectorJoe Ritchie - Managing DirectorStephen Volkmann - Managing DirectorJoseph O'Dea - Managing DirectorChris Snyder - Executiv ...

Ingersoll Rand (IR) reported $1.72 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 2.8%. EPS of $0.72 for the same period compares to $0.78 a year ago.The reported revenue represents a surprise of -1.00% over the Zacks Consensus Estimate of $1.73 billion. With the consensus EPS estimate being $0.73, the EPS surprise was -1.37%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Financial Performance - Ingersoll Rand reported quarterly earnings of $0.72 per share, missing the Zacks Consensus Estimate of $0.73 per share, and down from $0.78 per share a year ago, representing an earnings surprise of -1.37% [1] - The company posted revenues of $1.72 billion for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1%, compared to year-ago revenues of $1.67 billion [2] - Over the last four quarters, Ingersoll has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Ingersoll shares have declined approximately 16.6% since the beginning of the year, while the S&P 500 has decreased by -5.3% [3] - The current Zacks Rank for Ingersoll is 4 (Sell), indicating expected underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.84 on revenues of $1.87 billion, and for the current fiscal year, it is $3.36 on revenues of $7.47 billion [7] - The estimate revisions trend for Ingersoll is currently unfavorable, which may change following the recent earnings report [6] - The outlook for the Manufacturing - General Industrial industry, where Ingersoll operates, is in the bottom 41% of Zacks industries, which could materially impact stock performance [8]