Analyst Consensus ?
ConsensusBuy15 ratings
Bullish853.3%
Neutral746.7%
Bearish00.0%
Ingersoll Rand Inc. · IR · FY2026 Q1 · Calendar Q2 2026
Ingersoll Rand Q1 Beat Overshadowed by Sharp Sell-Off
Ingersoll Rand delivered Q1 FY2026 results that beat consensus on both lines: adjusted EPS of $0.77 versus a $0.74 estimate (+4.1%) and revenue of $1.85 billion versus a $1.83 billion estimate (+0.9%). Revenue grew 8% year-over-year and adjusted EPS rose 7%. Orders increased 5% with a book-to-bill of 1.07x, though a $40 million Middle East order delay weighed on the quarter. Management reaffirmed full-year guidance and expressed confidence that tariffs, inflation, and the Middle East conflict would have no net impact on 2026 results. Despite the beat and maintained outlook, the market sold the stock sharply — a 4.6% abnormal decline on the earnings reaction followed by an 8.4% subsequent drift lower — with volume 1.69x the baseline. The stock now trades at $84.62, below the analyst consensus target of $92.67, suggesting investors discounted the reaffirmation as insufficient amid macro…
Reported After market closeNYSEIndustrials
$33.11B market cap
100quality score
Company 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.…
Earnings scorecard
Reported versus consensus
Reported EPS
$0.77
Consensus $1
EPS surprise
+4.1%
Reported versus consensus
Reported revenue
$1.85B
Consensus $1.83B
Revenue surprise
+0.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$84.61Previous close
$50Low
$76.9Average
$110High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Jul 30, 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 |
|---|---|---|---|---|
| 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 |
| Evercore ISI Group | In Line | In Line | Maintain | Feb 23, 2026 |
| Baird | Outperform | Outperform | Maintain | Nov 3, 2025 |
| 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 previous close $84.61. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Analyst unavailable | $84 | $82.24 | -0.7% | Jul 20, 2026 |
| Morgan Stanley | Christopher Snyder | $80 | $71.7 | -5.4% | Jun 3, 2026 |
| Evercore ISI | David Raso | $84 | $75.31 | -0.7% | May 11, 2026 |
| Robert W. Baird | Analyst unavailable | $103 | $77.46 | +21.7% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $95 | $77.46 | +12.3% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $87.69 | +6.4% | Apr 14, 2026 |
| Robert W. Baird | Analyst unavailable | $115 | $98.52 | +35.9% | Feb 17, 2026 |
| Barclays | Analyst unavailable | $111 | $98.52 | +31.2% | Feb 17, 2026 |
| Wells Fargo | Joseph O'Dea | $110 | $98.52 | +30.0% | Feb 17, 2026 |
| Stifel Nicolaus | Nathan Jones | $87 | $87.27 | +2.8% | Jan 23, 2026 |
| Wells Fargo | Joseph O'Dea | $92 | $83.43 | +8.7% | Jan 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $81 | $79.88 | -4.3% | Dec 16, 2025 |
| Robert W. Baird | Analyst unavailable | $100 | $76.33 | +18.2% | Nov 3, 2025 |
| Stifel Nicolaus | Analyst unavailable | $79 | $77.22 | -6.6% | Oct 20, 2025 |
| Stifel Nicolaus | Analyst unavailable | $78 | $78.6 | -7.8% | Aug 4, 2025 |
| Melius Research | Rob Wertheimer | $93 | $89.02 | +9.9% | Jul 14, 2025 |
| Stifel Nicolaus | Nathan Jones | $77 | $73.37 | -9.0% | Apr 14, 2025 |
| Barclays | Julian Mitchell | $93 | $81.38 | +9.9% | Mar 26, 2025 |
| Barclays | Analyst unavailable | $96 | $85.22 | +13.5% | Mar 10, 2025 |
| Barclays | Julian Mitchell | $115 | $89.16 | +35.9% | Jan 8, 2025 |
| Wells Fargo | Joseph O'Dea | $105 | $89.16 | +24.1% | Jan 7, 2025 |
| Barclays | Julian Mitchell | $105 | $98 | +24.1% | Oct 2, 2024 |
| Morgan Stanley | Chris Snyder | $97 | $87.61 | +14.6% | Sep 6, 2024 |
| Stifel Nicolaus | Nathan Jones | $101 | $87.76 | +19.4% | Aug 2, 2024 |
| Barclays | Julian Mitchell | $101 | $91.23 | +19.4% | Aug 2, 2024 |
| Robert W. Baird | Michael Halloran | $109 | $86.72 | +28.8% | May 6, 2024 |
| Wells Fargo | Analyst unavailable | $60 | $53.22 | -29.1% | Jan 5, 2023 |
| Barclays | Analyst unavailable | $60 | $53.41 | -29.1% | Jan 5, 2023 |
| Jefferies | Stephen Volkmann | $55 | $44.55 | -35.0% | Jul 26, 2022 |
| Deutsche Bank | Analyst unavailable | $50 | $41.04 | -40.9% | Jul 13, 2022 |
| Goldman Sachs | Analyst unavailable | $50 | $41.76 | -40.9% | Jun 23, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $52 | $49.33 | -38.5% | Jun 7, 2022 |
| Credit Suisse | Analyst unavailable | $52 | $43.8 | -38.5% | May 6, 2022 |
| Goldman Sachs | Joe Ritchie | $68 | $57.1 | -19.6% | Nov 4, 2021 |
| Citigroup | Andrew Kaplowitz | $62 | $52.9 | -26.7% | Sep 3, 2021 |
| Vertical Research | Jeffrey Sprague | $54 | $45.95 | -36.2% | Jun 17, 2021 |
| Evercore ISI | David Raso | $53 | $47.09 | -37.4% | May 12, 2021 |
Track every rating change on IR the moment it posts. Free to start.
Start freeMarket reaction
event-close to next-session close
Stock move
-4.6%
Event window
SPY move
-0.0%
Same window
Abnormal move
-4.6%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
-8.4%
Up to 20 sessions
IRSPY benchmark
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What changed
Revenue growth decelerated from +10% YoY in Q4 2025 to +8% YoY in Q1 FY2026, though both exceeded the guided range. Book-to-bill improved from ~1.0x last quarter to 1.07x, with orders up 5%. M&A pipeline expanded: ~200 companies in the funnel with 10 LOIs (up from 9), targeting 400-500 bps of inorganic revenue for 2026. Fox s.r.l. acquisition signed (hydropneumatic accumulators), following the Synomics deal closed in January 2026. New carbon-capture win combining vacuum and blower technology disclosed for the first time. Life Sciences collaboration with ILC Dover on an end-to-end bulk powder system for a pharmaceutical client is a new development. A $40 million Middle East order delay emerged as a new headwind, though management views it as transitory. Short-cycle demand shifted from uncertain to stabilizing with modest organic growth, particularly in U.S. compressors and core tool lines.
Guidance delta
Full-year 2026 guidance was reaffirmed: revenue growth of 2.5-4.5%, adjusted EPS of $3.45-3.57 (~5% growth), adjusted EBITDA of $2.13-2.19 billion, and book-to-bill approximately 1.0x. Management expects no net impact from tariffs, inflation, or the Middle East conflict, consistent with prior-quarter commentary about pricing actions offsetting first-half headwinds. Guidance sentiment is maintained.
Key takeaways
- Q1 EPS of $0.77 beat the $0.74 estimate by 4.1%; revenue of $1.847B beat the $1.83B estimate by 0.9%.
- Revenue grew 8% YoY and adjusted EPS rose 7%, with orders up 5% and book-to-bill at 1.07x.
- Full-year 2026 guidance was reaffirmed across all metrics.
- M&A pipeline includes ~200 targets, 10 LOIs, and a 400-500 bps inorganic revenue contribution target.
- Fox s.r.l. acquisition signed; new carbon-capture win and ILC Dover Life Sciences collaboration disclosed.
- A $40M Middle East order delay is viewed as transitory and expected to recover through the year.
Management priorities
- Close the Fox s.r.l. acquisition by month-end and integrate its accumulator and damper technology.
- Pursue additional bolt-on acquisitions to meet the 400-500 bps inorganic revenue target for 2026.
- Expand carbon-capture and other high-growth technology offerings.
- Continue investing in commercial growth for short-cycle businesses and Life Sciences.
- Maintain disciplined capital allocation prioritizing M&A, share repurchases, and dividends.
Related earnings events
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T09:11:57.954023+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T09:11:57.951144+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 . For educational purposes only; not investment advice.