Ingersoll Rand(US:IR) ZACKS·2025-10-02 15:16Core 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]