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Company Research13 Dec 2023
Ingersoll Rand: 150 Years of Industrial Excellence
Established in 1871, Ingersoll Rand has over the past 150 years evolved into a serial acquirer with a market cap of $29 billion.
Ingersoll Rand
Ingersoll Rand (IR) investor relations material
Ingersoll Rand Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Ended 2025 with low single-digit organic order growth and positive adjusted EPS growth, supported by robust recurring revenue and disciplined M&A, despite global challenges and tariff pressures.
Recurring revenue exceeded $450 million in 2025, with a $1.1 billion backlog from existing contracts.
Closed 16 M&A transactions in 2025, investing $525 million and generating $275 million in annualized inorganic revenue.
Completed first 2026 acquisition (Scinomix) to advance life sciences strategy.
Leveraged operational agility and a global manufacturing footprint to outperform in key markets.
Financial highlights
Q4 2025 orders up 8% year-over-year to $1,952M; full-year orders up 9% to $7,716M.
Q4 2025 revenue up 10% to $2,091M; organic revenue up 3% year-over-year.
Q4 adjusted EBITDA: $580M, up 9% year-over-year; margin 27.7%.
Q4 adjusted EPS: $0.96, up 14% year-over-year; adjusted tax rate 21.2%.
Full-year adjusted EBITDA: $2,094M, up 4% year-over-year; margin 27.4%.
Full-year adjusted EPS: $3.34, up 2% year-over-year; adjusted tax rate 22.8%.
Free cash flow in Q4: $462M; full-year: $1,220M; total liquidity $3.8B; leverage well under 2x.
$1 billion in share repurchases and $32 million in dividends in 2025.
Outlook and guidance
2026 revenue expected to grow 2.5%-4.5%, driven by 1% organic order growth, 1.5% M&A, and 1% FX tailwind.
2026 adjusted EBITDA guidance: $2,130M–$2,190M; corporate costs $170M.
2026 adjusted EPS: $3.45–$3.57 (up 3–7%); adjusted tax rate ~23%.
Free cash flow to adjusted net income conversion expected at ~95%.
No meaningful market recovery embedded in guidance; assumes current trajectory continues.
Q1 2026 organic revenue expected to be flat or slightly down, with low single-digit growth in Q2-Q4.
EPS growth expected to be mid-single digits in both halves of 2026.
Revenue and earnings phasing: 1H 48%, 2H 52%.
Expected inorganic revenue contribution 2026?
PST margin drivers vs. ITS segment decline?
Future share repurchase strategy?
What drives 2026 organic revenue growth guidance?
Explain IT&S segment margin compression.
How will 2026 FCF support capital allocation?
M&A pipeline: bolt-on vs. larger deal appetite?
Recurring revenue: 2026 growth drivers and targets?
China organic growth: What drives outperformance?
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Next Ingersoll Rand earnings date
Conference Barclays 43rd Annual Industrial Select18 Feb, 2026
Ingersoll Rand
Next Ingersoll Rand earnings date
Conference Barclays 43rd Annual Industrial Select18 Feb, 2026
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Frequently asked questions
Ingersoll Rand Inc. is a multinational manufacturer of industrial and commercial equipment. The company has two business segments: Industrial Technologies and Security Technology, which includes its security hardware and services operations. It provides a wide range of products that facilitate movement of air, fluids, energy, vehicles and people. These include gas and electric engine-driven compressors; it also makes air-handling units, vacuum pumps and heat transfer equipment in addition to providing lubrication and material handling equipment. The company is based in Davidson, North Carolina.
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