Core Insights - Ingersoll Rand reported quarterly earnings of $0.86 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.84 per share a year ago [1] - The company generated revenues of $1.96 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.39% and up from $1.86 billion year-over-year [2] - Ingersoll's stock has underperformed, losing approximately 11.9% since the beginning of the year, while the S&P 500 has gained 17.2% [3] Financial Performance - Over the last four quarters, Ingersoll has not surpassed consensus EPS estimates, although it has topped revenue estimates twice [2] - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $2.04 billion, and for the current fiscal year, it is $3.34 on revenues of $7.59 billion [7] Market Outlook - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Manufacturing - General Industrial industry, to which Ingersoll belongs, is currently in the bottom 37% of Zacks industries, suggesting potential challenges ahead [8]

Financial Performance - Ingersoll Rand reported orders of $1,942 million, an increase of 8% year-over-year, and revenues of $1,955 million, up 5%[4] - Net income attributable to Ingersoll Rand Inc. was $244 million, or $0.61 per share, with adjusted net income of $346 million, or $0.86 per share[4] - Adjusted EBITDA for the quarter was $545 million, reflecting a 2% increase and a margin of 27.9%[4] - Revenues for Q3 2025 reached $1,955.0 million, a 5.1% increase from $1,861.0 million in Q3 2024[27] - Net income attributable to Ingersoll Rand Inc. for Q3 2025 was $244.1 million, up from $221.6 million in Q3 2024, representing a 10.3% increase[27] - Net income for Q3 2025 was $245.8 million, compared to $223.4 million in Q3 2024, representing an increase of 15.8%[34] - Adjusted diluted earnings per share for Q3 2025 was $0.86, compared to $0.84 in Q3 2024, reflecting a growth of 2.4%[34] - Total segment adjusted EBITDA for Q3 2025 was $575.1 million, slightly up from $568.0 million in Q3 2024, an increase of 2.5%[38] Cash Flow and Liquidity - Operating cash flow was $355 million, with free cash flow of $326 million, compared to $374 million in the prior year[7] - The company maintained liquidity of $3.8 billion, including $1.2 billion in cash and $2.6 billion in undrawn credit facilities[4] - Free cash flow for the nine-month period ended September 30, 2025, was $758.6 million, slightly up from $756.7 million in the same period of 2024[33] - Free cash flow for the nine months ended September 30, 2025, was $758.6 million, compared to $756.7 million in the same period of 2024, a marginal increase of 0.25%[36] Orders and Revenue Growth - Total orders for Q3 2025 amounted to $1,942.3 million, a 7.9% increase from $1,798.7 million in Q3 2024[33] - Total orders growth for Q3 2025 was 8.0%, with organic growth contributing 1.7% and acquisitions contributing 4.7%[40] - Revenue growth for Q3 2025 was 5.0%, with a decline in organic revenue of 1.3% offset by a 1.6% positive impact from foreign currency and a 4.7% contribution from acquisitions[40] - The Industrial Technologies and Services segment reported total orders growth of 7.2% and revenue growth of 5.0% for Q3 2025[40] - The Precision & Science Technologies segment achieved total orders growth of 11.1% and revenue growth of 5.3% for Q3 2025[40] Guidance and Projections - Revised guidance for full-year 2025 Adjusted EBITDA is set at $2,060 million to $2,090 million, representing a 2% to 4% year-over-year increase[10] - Organic revenue growth for 2025 is projected to be between -2% and 0%[10] Mergers and Acquisitions - Ingersoll Rand deployed $249 million for mergers and acquisitions, including the acquisition of Dave Barry Plastics[7] Assets and Liabilities - Total assets as of September 30, 2025, were $18,190.2 million, an increase from $18,009.8 million as of December 31, 2024[29] - Total liabilities increased to $8,000.5 million as of September 30, 2025, from $7,764.5 million as of December 31, 2024[29] - Cash and cash equivalents at the end of Q3 2025 were $1,176.6 million, down from $1,541.2 million at the end of Q4 2024[29] Shareholder Returns - The company returned $201 million to shareholders through share repurchases and dividends in the third quarter[8]

Core Viewpoint - Ingersoll Rand Inc. (IR) is set to announce its third-quarter 2025 results on October 30, with expectations of revenue growth and challenges from rising costs and foreign currency impacts [1][11]. Revenue and Earnings Estimates - The consensus estimate for Ingersoll Rand's revenues is $1.95 billion, reflecting a 4.6% increase from the same quarter last year [2]. - The adjusted earnings per share (EPS) estimate is 86 cents, indicating a 2.4% rise compared to the previous year [2]. Segment Performance - The Industrial Technologies & Services (IT&S) segment is expected to generate revenues of $1.53 billion, a year-over-year increase of 0.3%, driven by higher orders for industrial vacuums, blowers, and compressors [3]. - The Precision and Science Technologies segment is projected to see revenues rise by 12.4% year-over-year to $421.1 million, supported by growth in the life sciences business and fluid handling product orders [4]. Impact of Acquisitions - Recent acquisitions, including Dave Barry Plastics and Lead Fluid, are anticipated to enhance Ingersoll Rand's life science portfolio and overall revenues [5][6]. Cost and Margin Challenges - Rising selling and administrative expenses are expected to negatively impact margins, with the adjusted EBITDA margin forecasted to decline by 100 basis points to 27.6% year-over-year [7]. - The company's significant international operations may face profitability challenges due to foreign currency headwinds [8]. Earnings Prediction Insights - The Earnings ESP for Ingersoll Rand is -0.59%, indicating a lower likelihood of an earnings beat this quarter, as the most accurate estimate is 85 cents per share, below the consensus estimate [10].

Core Viewpoint - Ingersoll Rand Inc. (NYSE:IR) is currently experiencing a price of $80.24, reflecting a 0.58% increase in the current market session, but has seen a decline of 2.88% over the past month and 17.50% over the past year, raising questions about its valuation despite current performance [1]. Group 1: Stock Performance - The stock price of Ingersoll Rand has decreased by 2.88% in the past month and by 17.50% over the past year [1]. - The current price of Ingersoll Rand is $80.24, with a recent increase of 0.58% [1]. Group 2: P/E Ratio Analysis - Ingersoll Rand has a P/E ratio of 61.84, which is significantly higher than the Machinery industry average P/E ratio of 28.72, suggesting that the company may be overvalued [6]. - A lower P/E ratio can indicate that shareholders do not expect future growth or that the company is undervalued, but it should not be used in isolation [5][9]. - The P/E ratio serves as a useful metric for assessing market performance, but it has limitations and should be considered alongside other financial metrics and qualitative analysis [9].

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Core Insights - Ingersoll Rand Inc. (NYSE: IR) was last analyzed in February 2023, receiving a 'Hold' rating due to anticipated growth driven by positive market trends [1] Company Overview - Ingersoll Rand is a US-based specialty industrial machinery provider [1] Investment Strategy - The investment approach focuses on acquiring undervalued, profitable stocks with strong balance sheets and minimal debt, while also considering writing calls to generate additional income [1]

Core Insights - Ingersoll Rand Inc. (IR) is a global provider of mission-critical air, fluid, energy, and medical technologies, with a market cap of $30.2 billion [1] - The company is expected to announce its fiscal third-quarter earnings for 2025 on October 30, 2023 [1] Financial Performance Expectations - Analysts anticipate IR to report a profit of $0.83 per share for the upcoming quarter, reflecting a 2.5% increase from $0.81 per share in the same quarter last year [2] - For the full fiscal year, EPS is projected to be $3.25, up 2.2% from $3.18 in fiscal 2024, with an expected rise to $3.50 in fiscal 2026, representing a 7.7% year-over-year increase [3] Stock Performance - Over the past 52 weeks, IR stock has declined by 24.6%, significantly underperforming the S&P 500 Index, which gained 13.4%, and the Industrial Select Sector SPDR Fund, which rose by 10.1% [4] - Following the Q2 results, which showed a revenue growth of 4.6% to $1.9 billion, IR's shares fell by 11.4% due to concerns over profitability, including a 3.6% year-over-year decline in adjusted EPS and a 25.7% decrease in free cash flow [5] Analyst Ratings - The consensus opinion on IR stock is moderately bullish, with a "Moderate Buy" rating; seven out of 15 analysts recommend a "Strong Buy," while eight suggest a "Hold" [6] - The average analyst price target for IR is $91.92, indicating a potential upside of 19% from current levels [6]

Core Points - Ingersoll Rand Inc. will release its third quarter 2025 earnings after market close on October 30, 2025 [1] - A live earnings conference call is scheduled for October 31, 2025, at 8 a.m. Eastern Time [2] - The conference call will be accessible via a real-time audio webcast on the Investor Relations website [3] Company Overview - Ingersoll Rand Inc. is focused on providing mission-critical flow creation and life science and industrial solutions [4] - The company emphasizes exceptional performance and durability, supported by over 80 respected brands [4] - Ingersoll Rand is committed to making life better for employees, customers, shareholders, and the planet [4]

Core Insights - Ingersoll Rand Inc. (IR) is experiencing increased orders across its product portfolio, particularly in industrial vacuums, blowers, and compressors, leading to a 6.5% year-over-year growth in the Industrial Technologies & Services (IT&S) segment, totaling $1.56 billion in orders for Q2 2025 [1] - The Precision and Science Technologies segment also showed strong performance, with orders rising 13.4% year-over-year to $378.7 million, driven by growth in fluid handling products within the Gardner Denver Medical platform [2] - Management anticipates a revenue growth of 4-6% for 2025, with adjusted earnings projected between $3.34 and $3.46 per share, indicating flat to 3% year-over-year growth [3] Acquisitions and Revenue Contributions - The company is actively expanding its business through acquisitions, including the purchase of Dave Barry Plastics and Lead Fluid, which enhanced its life science portfolio, and G & D Chillers, Inc. and Advanced Gas Technologies Inc., which expanded its air treatment offerings [4] - Acquisitions contributed 6.5% to IR's total revenues in Q2 2025 [4] Financial Performance - Ingersoll Rand generated strong free cash flow, which increased by 13.3% year-over-year to $433.1 million in the first half of 2025, supporting shareholder-friendly activities such as $510.2 million in stock repurchases and $16.1 million in dividends [5] - The company's cost of sales rose by 4.1% in the first half of 2025, influenced by rising raw material and component costs, while selling and administrative expenses increased by 6.3%, raising the percentage of revenues attributed to these expenses to 20% [6][7] Competitive Landscape - Ingersoll Rand operates in a competitive environment within the Zacks Manufacturing - General Industrial industry, facing competition from peers such as Flowserve Corporation, Graco, Inc., and IDEX Corporation [8]