Analyst Consensus ?
ConsensusBuy15 ratings
Bullish853.3%
Neutral746.7%
Bearish00.0%
Ingersoll Rand Inc. · IR · FY2025 Q1 · Calendar Q2 2025
Ingersoll Rand: Orders Strong, Guidance Maintained, Risks Remain
The current analysis is cautiously constructive: strong orders, cash generation, acquisitions, and pricing actions support the operating case, but margin execution and volume resilience remain decisive.
Reported After market closeNYSEIndustrials
$29.78B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.74
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.73B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.7%
Event window
SPY move
+1.5%
Same window
Abnormal move
-0.8%
Stock minus SPY
Volume
1.1×
Versus trailing sessions
Subsequent drift
+5.6%
Up to 20 sessions
IRSPY benchmark
Ask FN2 about IR FY2025 Q1
Transcript, numbers and history already loaded
What drove IR's +0.7% move after FY2025 Q1 earnings?What changed in IR's guidance and outlook in FY2025 Q1?Give me the bull and bear case for IR after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis adds evidence of strong order momentum, record first-quarter free cash flow, a tariff-mitigation plan, and expanded repurchase authorization while retaining the prior guidance stance.
Guidance delta
Management maintained revenue guidance; the supplied analysis does not identify a new quantitative change.
Key takeaways
- The current analysis points to 10% total order growth and a 1.1 book-to-bill.
- Management retained revenue guidance while keeping a 4% volume contingency.
- Tariff exposure is being addressed through staged pricing and surcharges.
- Bolt-on acquisitions, aftermarket revenue, and regional manufacturing remain key levers.
- Integration, tariffs, China volume, and macro uncertainty remain principal risks.
Management priorities
- Execute additional bolt-on acquisitions.
- Advance I2V initiatives to improve gross margins.
- Use pricing and surcharges to address tariff costs.
- Expand in-region manufacturing capacity.
- Continue capital returns and aftermarket expansion.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$76.07Current
$50Low
$77.25Average
$110High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 4, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Evercore ISI Group | In Line | In Line | Maintain | Aug 11, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 3, 2026 |
| Stifel | Hold | Hold | Maintain | Jul 20, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jun 3, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Apr 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 30, 2026 |
| Barclays | Overweight | Overweight | Maintain | Apr 30, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 12, 2024 |
| CFRA | Hold | Hold | Maintain | Aug 2, 2024 |
| UBS | Buy | Buy | Maintain | Jan 29, 2024 |
| Deutsche Bank | Hold | Hold | Maintain | Apr 12, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Nov 4, 2022 |
| Jefferies | Buy | Buy | Maintain | Jul 15, 2022 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Apr 6, 2022 |
| Vertical Research | Buy | Hold | Upgrade | Jun 17, 2021 |
Named analyst price targets
Upside is calculated against the persisted current price $76.07. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Christopher Snyder | $87 | $87 | +14.4% | Aug 10, 2026 |
| Stifel Nicolaus | Analyst unavailable | $84 | $82.24 | +10.4% | Jul 20, 2026 |
| Morgan Stanley | Christopher Snyder | $80 | $71.7 | +5.2% | Jun 3, 2026 |
| Evercore ISI | David Raso | $84 | $75.31 | +10.4% | May 11, 2026 |
| Robert W. Baird | Analyst unavailable | $103 | $77.46 | +35.4% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $95 | $77.46 | +24.9% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $87.69 | +18.3% | Apr 14, 2026 |
| Robert W. Baird | Analyst unavailable | $115 | $98.52 | +51.2% | Feb 17, 2026 |
| Barclays | Analyst unavailable | $111 | $98.52 | +45.9% | Feb 17, 2026 |
| Wells Fargo | Joseph O'Dea | $110 | $98.52 | +44.6% | Feb 17, 2026 |
| Stifel Nicolaus | Nathan Jones | $87 | $87.27 | +14.4% | Jan 23, 2026 |
| Wells Fargo | Joseph O'Dea | $92 | $83.43 | +20.9% | Jan 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $81 | $79.88 | +6.5% | Dec 16, 2025 |
| Robert W. Baird | Analyst unavailable | $100 | $76.33 | +31.5% | Nov 3, 2025 |
| Stifel Nicolaus | Analyst unavailable | $79 | $77.22 | +3.9% | Oct 20, 2025 |
| Stifel Nicolaus | Analyst unavailable | $78 | $78.6 | +2.5% | Aug 4, 2025 |
| Melius Research | Rob Wertheimer | $93 | $89.02 | +22.3% | Jul 14, 2025 |
| Stifel Nicolaus | Nathan Jones | $77 | $73.37 | +1.2% | Apr 14, 2025 |
| Barclays | Julian Mitchell | $93 | $81.38 | +22.3% | Mar 26, 2025 |
| Barclays | Analyst unavailable | $96 | $85.22 | +26.2% | Mar 10, 2025 |
| Barclays | Julian Mitchell | $115 | $89.16 | +51.2% | Jan 8, 2025 |
| Wells Fargo | Joseph O'Dea | $105 | $89.16 | +38.0% | Jan 7, 2025 |
| Barclays | Julian Mitchell | $105 | $98 | +38.0% | Oct 2, 2024 |
| Morgan Stanley | Chris Snyder | $97 | $87.61 | +27.5% | Sep 6, 2024 |
| Stifel Nicolaus | Nathan Jones | $101 | $87.76 | +32.8% | Aug 2, 2024 |
| Barclays | Julian Mitchell | $101 | $91.23 | +32.8% | Aug 2, 2024 |
| Robert W. Baird | Michael Halloran | $109 | $86.72 | +43.3% | May 6, 2024 |
| Wells Fargo | Analyst unavailable | $60 | $53.22 | -21.1% | Jan 5, 2023 |
| Barclays | Analyst unavailable | $60 | $53.41 | -21.1% | Jan 5, 2023 |
| Jefferies | Stephen Volkmann | $55 | $44.55 | -27.7% | Jul 26, 2022 |
| Deutsche Bank | Analyst unavailable | $50 | $41.04 | -34.3% | Jul 13, 2022 |
| Goldman Sachs | Analyst unavailable | $50 | $41.76 | -34.3% | Jun 23, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $52 | $49.33 | -31.6% | Jun 7, 2022 |
| Credit Suisse | Analyst unavailable | $52 | $43.8 | -31.6% | May 6, 2022 |
| Goldman Sachs | Joe Ritchie | $68 | $57.1 | -10.6% | Nov 4, 2021 |
| Citigroup | Andrew Kaplowitz | $62 | $52.9 | -18.5% | Sep 3, 2021 |
| Vertical Research | Jeffrey Sprague | $54 | $45.95 | -29.0% | Jun 17, 2021 |
| Evercore ISI | David Raso | $53 | $47.09 | -30.3% | May 12, 2021 |
Track every rating change on IR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationIngersoll Rand Inc., established in 1859 and headquartered in Davidson, North Carolina, delivers essential air, fluid, energy, medical, and specialized vehicle technologies to customers across the United States, Europe, the Middle East, Africa, and the Asia Pacific regions. The company operates through two primary divisions: Industrial Technologies and Services, and Precision and Science Technologies. The Industrial Technologies and Services division is responsible for the design, production, sales, and maintenance of various air and gas compression, vacuum, and blower solutions, alongside fluid handling and loading systems, power tools, and lifting apparatus. This segment also encompasses all related spare parts, consumables, air purification systems, controls, additional accessories, and support services.…
Historical context
All IR earningsIndustrials peers this season
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Get the IR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-17T00:02:52.217204+00:00
- Polygon adjusted daily market bars · 2026-10-04T13:30:45.455826+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-04T13:30:45.452889+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-04. For educational purposes only; not investment advice.