Analyst Consensus ?
ConsensusBuy15 ratings
Bullish853.3%
Neutral746.7%
Bearish00.0%
Ingersoll Rand Inc. · IR · FY2026 Q3 · Calendar Q4 2026
Ingersoll Rand raises FY2026 outlook as orders accelerate
Ingersoll Rand's Q3 supports a constructive operating trajectory: organic orders accelerated, margins improved sequentially, and management raised FY2026 guidance. The thesis remains dependent on converting data-center demand without lasting margin dilution and navigating China pricing pressure.
Reported After market closeNYSEIndustrials
$30.99B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.07
Consensus $0.90
EPS surprise
+18.5%
Reported versus consensus
Reported revenue
$2.06B
Consensus $2.05B
Revenue surprise
+0.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+0.2%
Event window
SPY move
-1.8%
Same window
Abnormal move
+2.1%
Stock minus SPY
Volume
0.8×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
IRSPY benchmark
Ask FN2 about IR FY2026 Q3
Transcript, numbers and history already loaded
Why did IR rise 0.2% after beating EPS estimates in FY2026 Q3?What changed in IR's guidance and outlook in FY2026 Q3?Give me the bull and bear case for IR after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management reported stronger organic orders, raised FY2026 revenue and EPS guidance, expanded the share-repurchase authorization, and highlighted its first large engineered-to-order data-center solution. The IVEK acquisition added another precision-technology growth avenue.
Guidance delta
FY2026 revenue and EPS guidance were raised.
Key takeaways
- Organic orders grew faster than organic revenue, pointing to a stronger forward order environment.
- Margins improved sequentially despite China pricing pressure and inflationary headwinds.
- The $195 million data-center order opens a new engineered-to-order market opportunity.
- IVEK, disciplined bolt-on M&A, and expanded repurchase authorization broaden the capital-allocation plan.
Management priorities
- Scale engineered-to-order data-center offerings across regions.
- Execute disciplined bolt-on acquisitions in precision liquid metering and related technologies.
- Use the IRX framework to improve productivity and margins while maintaining disciplined capital allocation.
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Try FN2 freeEarnings History
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Miss
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Analyst 52W Price Targets
$79.86Current
$50Low
$77.55Average
$110High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 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 |
|---|---|---|---|---|
| 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 $79.86. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Nathan Jones | $93 | $77.78 | +16.4% | Oct 19, 2026 |
| Morgan Stanley | Christopher Snyder | $87 | $87 | +8.9% | Aug 10, 2026 |
| Stifel Nicolaus | Analyst unavailable | $84 | $82.24 | +5.2% | Jul 20, 2026 |
| Morgan Stanley | Christopher Snyder | $80 | $71.7 | +0.2% | Jun 3, 2026 |
| Evercore ISI | David Raso | $84 | $75.31 | +5.2% | May 11, 2026 |
| Robert W. Baird | Analyst unavailable | $103 | $77.46 | +29.0% | Apr 30, 2026 |
| Barclays | Analyst unavailable | $95 | $77.46 | +19.0% | Apr 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $87.69 | +12.7% | Apr 14, 2026 |
| Robert W. Baird | Analyst unavailable | $115 | $98.52 | +44.0% | Feb 17, 2026 |
| Barclays | Analyst unavailable | $111 | $98.52 | +39.0% | Feb 17, 2026 |
| Wells Fargo | Joseph O'Dea | $110 | $98.52 | +37.7% | Feb 17, 2026 |
| Stifel Nicolaus | Nathan Jones | $87 | $87.27 | +8.9% | Jan 23, 2026 |
| Wells Fargo | Joseph O'Dea | $92 | $83.43 | +15.2% | Jan 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $81 | $79.88 | +1.4% | Dec 16, 2025 |
| Robert W. Baird | Analyst unavailable | $100 | $76.33 | +25.2% | Nov 3, 2025 |
| Stifel Nicolaus | Analyst unavailable | $79 | $77.22 | -1.1% | Oct 20, 2025 |
| Stifel Nicolaus | Analyst unavailable | $78 | $78.6 | -2.3% | Aug 4, 2025 |
| Melius Research | Rob Wertheimer | $93 | $89.02 | +16.4% | Jul 14, 2025 |
| Stifel Nicolaus | Nathan Jones | $77 | $73.37 | -3.6% | Apr 14, 2025 |
| Barclays | Julian Mitchell | $93 | $81.38 | +16.4% | Mar 26, 2025 |
| Barclays | Analyst unavailable | $96 | $85.22 | +20.2% | Mar 10, 2025 |
| Barclays | Julian Mitchell | $115 | $89.16 | +44.0% | Jan 8, 2025 |
| Wells Fargo | Joseph O'Dea | $105 | $89.16 | +31.5% | Jan 7, 2025 |
| Barclays | Julian Mitchell | $105 | $98 | +31.5% | Oct 2, 2024 |
| Morgan Stanley | Chris Snyder | $97 | $87.61 | +21.5% | Sep 6, 2024 |
| Stifel Nicolaus | Nathan Jones | $101 | $87.76 | +26.5% | Aug 2, 2024 |
| Barclays | Julian Mitchell | $101 | $91.23 | +26.5% | Aug 2, 2024 |
| Robert W. Baird | Michael Halloran | $109 | $86.72 | +36.5% | May 6, 2024 |
| Wells Fargo | Analyst unavailable | $60 | $53.22 | -24.9% | Jan 5, 2023 |
| Barclays | Analyst unavailable | $60 | $53.41 | -24.9% | Jan 5, 2023 |
| Jefferies | Stephen Volkmann | $55 | $44.55 | -31.1% | Jul 26, 2022 |
| Deutsche Bank | Analyst unavailable | $50 | $41.04 | -37.4% | Jul 13, 2022 |
| Goldman Sachs | Analyst unavailable | $50 | $41.76 | -37.4% | Jun 23, 2022 |
| Morgan Stanley | Joshua Pokrzywinski | $52 | $49.33 | -34.9% | Jun 7, 2022 |
| Credit Suisse | Analyst unavailable | $52 | $43.8 | -34.9% | May 6, 2022 |
| Goldman Sachs | Joe Ritchie | $68 | $57.1 | -14.9% | Nov 4, 2021 |
| Citigroup | Andrew Kaplowitz | $62 | $52.9 | -22.4% | Sep 3, 2021 |
| Vertical Research | Jeffrey Sprague | $54 | $45.95 | -32.4% | Jun 17, 2021 |
| Evercore ISI | David Raso | $53 | $47.09 | -33.6% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| RBC RBC Bearings Incorporated | FY2027 Q2 · Calendar Q4 2026 | — | -5.3% | RBC Bearings posts strong Q2 as capacity investments build |
| VLTO Veralto Corporation | FY2026 Q3 · Calendar Q4 2026 | +8.3% | +9.8% | Veralto raises 2026 EPS outlook as water demand accelerates |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | — | +0.4% | CN pairs strong Q3 growth with productivity and network expansion |
| NVT nVent Electric plc | FY2026 Q3 · Calendar Q4 2026 | — | -7.5% | nVent raises 2026 outlook as data-center demand accelerates |
| CARR Carrier Global Corporation | FY2026 Q3 · Calendar Q4 2026 | +14.8% | -1.3% | Carrier holds FY EPS outlook as data-center demand accelerates |
Latest beats and misses
Who reports nextBeat on EPS
- MTZFY2026 Q3 · October 29, 2026+0.3% EPS+0.8% move
- ERIEFY2026 Q3 · October 29, 2026+2.1% EPS+5.3% move
- VLTOFY2026 Q3 · October 29, 2026+8.3% EPS+9.8% move
- MSTRFY2026 Q3 · October 29, 2026+121.6% EPS-6.3% move
- EIXFY2026 Q3 · October 29, 2026+3.3% EPS-0.2% move
- STRKFY2026 Q3 · October 29, 2026+121.6% EPS-2.7% move
Missed on EPS
- AMZNFY2026 Q3 · October 29, 2026-4.1% EPS-1.6% move
- SYKFY2026 Q3 · October 29, 2026-0.8% EPS-5.0% move
- DLR-PJFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLRFY2026 Q3 · October 29, 2026-8.4% EPS-3.0% move
- EGFY2026 Q3 · October 28, 2026-18.8% EPS+3.5% move
- MKLFY2026 Q3 · October 28, 2026-2.3% EPS+1.2% move
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 · 2026-10-30T17:05:34.708847+00:00
- FN2 earnings calendar · 2026-10-30T01:23:13.979536+00:00
- Polygon adjusted daily market bars · 2026-10-30T18:00:44.375261+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-30T18:00:44.372440+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 2026-10-30. For educational purposes only; not investment advice.