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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 (IR) investor relations material
Ingersoll Rand Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary11 Sep, 2025
M&A strategy and integration
Completed 75 acquisitions in five years, focusing on family-owned, founder-based businesses, with 10 bolt-on deals in the current year at an average pre-synergy EBITDA multiple of 9.5x.
Integration is decentralized, managed by nine P&L leaders and 60 sub-P&Ls, leveraging a unique ownership mindset and the IRX execution process.
Targets companies with mid-30s or higher gross margins and unique technology, especially in compressors, blowers, vacuums, and pumps.
No need to move up the risk curve for M&A as the addressable market is $75 billion and highly fragmented.
Pipeline remains robust, with allocation based on portfolio quality rather than sector preference.
Energy efficiency and customer ROI
Compressors account for 30–40% of factory energy use, with 80% of total cost of ownership from electricity.
Customer payback for energy-efficient compressors is less than two years, averaging 15–18 months.
Rising energy demand from sectors like data centers is expected to further drive compressor efficiency investments.
Service and recurring revenue model
Transitioning from traditional parts to a care model with performance guarantees, aiming for $1 billion recurring revenue by 2027 (from $300 million in 2024).
Care contracts are typically five years, offering high gross margins and doubling lifetime revenue per unit.
Expanding the care model across the portfolio, including blowers, vacuums, pumps, and power tools.
Care business gross margin is around 60%, with software solutions like EcoPlant achieving 80%+.
How does IR sustain M&A ROIC targets?
What drives Care model's 60% gross margin?
How do new tariffs impact US competitive position?
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Next Ingersoll Rand earnings date
Q3 202531 Oct, 2025
Next Ingersoll Rand earnings date
Q3 202531 Oct, 2025
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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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