Analyst Consensus ?
ConsensusBuy15 ratings
Bullish853.3%
Neutral746.7%
Bearish00.0%
Ingersoll Rand Inc. · IR · FY2025 Q4 · Calendar Q1 2026
Ingersoll Rand pairs recurring growth with an active M&A plan
The call supports a constructive but conditional view: recurring revenue, acquisitions, product launches, and energy-efficiency demand provide growth support, while tariffs and uncertain short-cycle volumes are meaningful constraints. The evidence supports execution-led growth rather than an unqualified acceleration.
Reported After market closeNYSEIndustrials
$29.93B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.96
Consensus $0.91
EPS surprise
+5.8%
Reported versus consensus
Reported revenue
$2.09B
Consensus $2.04B
Revenue surprise
+2.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+4.6%
Event window
SPY move
+0.1%
Same window
Abnormal move
+4.5%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-14.9%
Up to 20 sessions
IRSPY benchmark
Ask FN2 about IR FY2025 Q4
Transcript, numbers and history already loaded
Why did IR rise 4.6% after beating EPS estimates in FY2025 Q4?What changed in IR's guidance and outlook in FY2025 Q4?Give me the bull and bear case for IR after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied analysis highlights Synomics as a January 2026 addition, nine further targets under letter of intent, and a new aeration-blower offering that can deliver up to 34% energy savings for wastewater customers. Management also detailed tariff-related first-half margin pressure and planned offsets.
Guidance delta
Management maintained its 2026 outlook: revenue growth of 2.5%–4.5%, adjusted EPS of $3.45–$3.57, and adjusted EBITDA of $2.13–$2.19 billion.
Key takeaways
- Management described a strong quarter with 10% year-over-year revenue growth, 3% organic growth, and robust recurring revenue.
- The company invested $525 million across 16 acquisitions in 2025, completed Synomics in January 2026, and cited nine additional targets under letter of intent.
- Tariffs are expected to create first-half margin pressure, with pricing actions and cost initiatives intended to offset the effect.
Management priorities
- Pursue additional bolt-on and potentially larger acquisitions while integrating Synomics.
- Expand recurring revenue through service technician networks and commercial initiatives.
- Roll out energy-efficiency and life-science products, including new aeration-blower technology.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$75.11Current
$50Low
$77.25Average
$110High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 1, 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 $75.11. 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 | +15.8% | Aug 10, 2026 |
| Stifel Nicolaus | Analyst unavailable | $84 | $82.24 | +11.8% | Jul 20, 2026 |
| Morgan Stanley | Christopher Snyder | $80 | $71.7 | +6.5% | Jun 3, 2026 |
| Evercore ISI | David Raso | $84 | $75.31 | +11.8% | May 11, 2026 |
| Robert W. Baird | Analyst unavailable | $103 | $77.46 | +37.1% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $95 | $77.46 | +26.5% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $87.69 | +19.8% | Apr 14, 2026 |
| Robert W. Baird | Analyst unavailable | $115 | $98.52 | +53.1% | Feb 17, 2026 |
| Barclays | Analyst unavailable | $111 | $98.52 | +47.8% | Feb 17, 2026 |
| Wells Fargo | Joseph O'Dea | $110 | $98.52 | +46.5% | Feb 17, 2026 |
| Stifel Nicolaus | Nathan Jones | $87 | $87.27 | +15.8% | Jan 23, 2026 |
| Wells Fargo | Joseph O'Dea | $92 | $83.43 | +22.5% | Jan 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $81 | $79.88 | +7.8% | Dec 16, 2025 |
| Robert W. Baird | Analyst unavailable | $100 | $76.33 | +33.1% | Nov 3, 2025 |
| Stifel Nicolaus | Analyst unavailable | $79 | $77.22 | +5.2% | Oct 20, 2025 |
| Stifel Nicolaus | Analyst unavailable | $78 | $78.6 | +3.8% | Aug 4, 2025 |
| Melius Research | Rob Wertheimer | $93 | $89.02 | +23.8% | Jul 14, 2025 |
| Stifel Nicolaus | Nathan Jones | $77 | $73.37 | +2.5% | Apr 14, 2025 |
| Barclays | Julian Mitchell | $93 | $81.38 | +23.8% | Mar 26, 2025 |
| Barclays | Analyst unavailable | $96 | $85.22 | +27.8% | Mar 10, 2025 |
| Barclays | Julian Mitchell | $115 | $89.16 | +53.1% | Jan 8, 2025 |
| Wells Fargo | Joseph O'Dea | $105 | $89.16 | +39.8% | Jan 7, 2025 |
| Barclays | Julian Mitchell | $105 | $98 | +39.8% | Oct 2, 2024 |
| Morgan Stanley | Chris Snyder | $97 | $87.61 | +29.1% | Sep 6, 2024 |
| Stifel Nicolaus | Nathan Jones | $101 | $87.76 | +34.5% | Aug 2, 2024 |
| Barclays | Julian Mitchell | $101 | $91.23 | +34.5% | Aug 2, 2024 |
| Robert W. Baird | Michael Halloran | $109 | $86.72 | +45.1% | May 6, 2024 |
| Wells Fargo | Analyst unavailable | $60 | $53.22 | -20.1% | Jan 5, 2023 |
| Barclays | Analyst unavailable | $60 | $53.41 | -20.1% | Jan 5, 2023 |
| Jefferies | Stephen Volkmann | $55 | $44.55 | -26.8% | Jul 26, 2022 |
| Deutsche Bank | Analyst unavailable | $50 | $41.04 | -33.4% | Jul 13, 2022 |
| Goldman Sachs | Analyst unavailable | $50 | $41.76 | -33.4% | Jun 23, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $52 | $49.33 | -30.8% | Jun 7, 2022 |
| Credit Suisse | Analyst unavailable | $52 | $43.8 | -30.8% | May 6, 2022 |
| Goldman Sachs | Joe Ritchie | $68 | $57.1 | -9.5% | Nov 4, 2021 |
| Citigroup | Andrew Kaplowitz | $62 | $52.9 | -17.5% | Sep 3, 2021 |
| Vertical Research | Jeffrey Sprague | $54 | $45.95 | -28.1% | Jun 17, 2021 |
| Evercore ISI | David Raso | $53 | $47.09 | -29.4% | 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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Latest beats and misses
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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 · 2026-07-26T00:36:15.940040+00:00
- Polygon adjusted daily market bars · 2026-10-01T00:16:04.304974+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-01T00:16:04.302571+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 2026-10-01. For educational purposes only; not investment advice.