Financial Data and Key Metrics Changes - The company reported a 10% increase in revenue for Q4 2025, with organic revenue growth of 3% year-over-year, driven by both positive price and volume [9][10] - Adjusted EBITDA for Q4 was $580 million, with an adjusted EBITDA margin of 27.7%, reflecting operational durability despite margin pressure from tariffs and commercial investments [9][10] - For the full year, adjusted EBITDA was approximately $2.1 billion, with an adjusted EBITDA margin of 27.4%, and adjusted earnings per share increased by 2% to $3.34 [11] Business Line Data and Key Metrics Changes - In the ITS segment, orders increased by 9% in Q4, with organic orders growing in the low single digits, and revenue grew by 11% year-over-year [13][14] - The PST segment saw Q4 orders up 6% year-over-year, with organic orders increasing by 1%, and life science businesses delivered mid-teens organic order growth [15][16] Market Data and Key Metrics Changes - The Americas region showed low single-digit organic order growth, while EMEA experienced a mid-single-digit decline, and Asia Pacific saw low double-digit growth, particularly driven by China [14] - The company noted a strong pipeline in the life sciences market, with good funnel activity in both the U.S. and internationally [25] Company Strategy and Development Direction - The company is focused on enhancing its existing portfolio through disciplined M&A, with a robust acquisition pipeline and a strategic emphasis on recurring revenue initiatives, which exceeded $450 million in 2025 [5][6] - The recent acquisition of Scinomix is aimed at advancing the life science strategy by integrating complementary technologies [8] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about improving trends in the market, particularly in life sciences and general industrial sectors, while acknowledging ongoing challenges in certain areas [26][30] - The company anticipates total revenue growth of 2.5% to 4.5% for 2026, with adjusted EBITDA expected to be in the range of $2.13 billion to $2.19 billion [17][18] Other Important Information - The company ended 2025 with a book-to-bill ratio above 1, indicating a strong order backlog and positive momentum heading into 2026 [10][11] - Free cash flow for Q4 was $462 million, with total liquidity of $3.8 billion, allowing for continued investment in high-return opportunities [11] Q&A Session Summary Question: What sort of end market trajectory is embedded in the guidance? - Management indicated that the guidance assumes current market conditions continue, with no significant recovery embedded [24][30] Question: Are there any end markets that you're specifically worried about this year? - Management noted that headwinds from RNG, electric vehicles, and photovoltaics are largely behind them, with positive trends in China [30] Question: Can you clarify the seasonality through the year? - Management expects Q1 organic growth to be flat or slightly down, with low single-digit growth anticipated for the remainder of the year [35][36] Question: What are the expectations for cost actions or productivity gains during 2026? - Management confirmed that the guidance includes productivity actions and cost savings from restructuring efforts initiated in 2025 [80][81] Question: Can you provide some color on the life science organic growth in 2026? - Management remains encouraged by the momentum in life sciences, despite challenging comps, and expects continued contributions from recent acquisitions [98][99]

Financial Data and Key Metrics Changes - The company reported a 10% increase in revenue for Q4 2025, with organic revenue growth of 3% year-over-year, driven by positive price and volume [8][9] - Adjusted EBITDA for Q4 was $580 million, with adjusted EBITDA margins at 27.7%, reflecting year-over-year margin pressure primarily due to tariff impacts and commercial investments [8][9] - For the full year, adjusted EBITDA was approximately $2.1 billion, with an adjusted EBITDA margin of 27.4% and adjusted earnings per share of $3.34, up 2% year-over-year [10] Business Line Data and Key Metrics Changes - In the ITS segment, orders increased by 9% in Q4, with organic orders growing in low single digits and revenue up 11% year-over-year [12] - The PST segment saw Q4 orders up 6% year-over-year, with organic orders up 1%, and life science businesses delivered mid-teens organic order growth [14][15] - Adjusted EBITDA for PST was $127 million, up 19% year-over-year, with a margin of 30.4% [15][16] Market Data and Key Metrics Changes - The Americas region showed low single-digit organic order growth, while EMEA experienced a mid-single-digit decline, and Asia Pacific saw low double-digit growth driven by China [13] - The company noted a strong pipeline in the life sciences market, with good funnel and booking activity in both the U.S. and internationally [26] Company Strategy and Development Direction - The company is focused on enhancing its existing portfolio through disciplined M&A, with a robust acquisition pipeline and a strategic emphasis on recurring revenue initiatives [4][5] - The recent acquisition of Scinomix is aimed at advancing the life science strategy by combining complementary technologies [6] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about improving trends in the market, particularly in life sciences and general industrial sectors, while acknowledging ongoing challenges [27][30] - The company anticipates total revenue growth of 2.5% to 4.5% for 2026, with adjusted EBITDA expected to be in the range of $2.13 billion to $2.19 billion [17][18] Other Important Information - The company ended 2025 with a book-to-bill ratio above 1, indicating a strong order backlog [9] - Free cash flow for Q4 was $462 million, with total liquidity of $3.8 billion, maintaining a strong balance sheet [10] Q&A Session Summary Question: What sort of end market trajectory is embedded in the guidance? - Management indicated that the guidance assumes current market conditions continue without significant recovery, with life sciences showing sequential improvement [25][30] Question: Are there any end markets that you're specifically worried about this year? - Management noted that headwinds from RNG, electric vehicles, and photovoltaics are largely behind them, with positive trends in China [30][31] Question: Can you clarify the seasonality through the year? - Management expects Q1 organic growth to be roughly flat, with low single-digit growth anticipated for the remainder of the year [36] Question: What are the expectations for cost actions or productivity gains during 2026? - Management confirmed that the guidance includes productivity and cost actions, with proactive restructuring expected to yield savings [82][84] Question: Can you provide color on the acquisition opportunity set? - Management stated that the acquisition pipeline remains strong, primarily focused on bolt-on opportunities, with potential for larger acquisitions [54][55]

Q4 and full year 2025 earnings presentation Making Life Better Forward-looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to expectations of Ingersoll Rand Inc. (the "Company" or "Ingersoll Rand") regarding the performance of its business, its financial results, its liquidity and capital resources and other non-historical statements. These forward-looking statements generally are ...

分组1 - Ingersoll Rand reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.84 per share a year ago, representing an earnings surprise of +5.21% [1] - The company posted revenues of $2.09 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.22%, compared to year-ago revenues of $1.9 billion [2] - Ingersoll shares have increased approximately 22.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.77 on revenues of $1.83 billion, and for the current fiscal year, it is $3.56 on revenues of $7.92 billion [7] - The Manufacturing - General Industrial industry, to which Ingersoll belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Financial Performance - Orders for Q4 2025 reached $1,952 million, an increase of 8% year-over-year[4] - Revenues for Q4 2025 were $2,091 million, up 10% compared to Q4 2024[4] - Adjusted net income for Q4 2025 was $382 million, or $0.96 per share, reflecting a 14% increase[4] - Full-year 2025 revenues totaled $7,651 million, a 6% increase from 2024[4] - Net income for Q4 2025 was $268.4 million, an increase from $231.9 million in Q4 2024, while total net income for 2025 was $588.8 million, down from $846.3 million in 2024[35] - Adjusted net income attributable to Ingersoll Rand Inc. for Q4 2025 was $381.8 million, compared to $341.5 million in Q4 2024, with adjusted diluted earnings per share increasing to $0.96 from $0.84[35] - The company reported a basic earnings per share of $1.46 for the twelve-month period ended December 31, 2025, down from $2.08 in 2024[26] Cash Flow and Shareholder Returns - Free cash flow for Q4 2025 was $462 million, with operating cash flow of $499 million[6] - Free Cash Flow for the twelve-month period ended December 31, 2025, was $1,220.1 million, down from $1,247.6 million in 2024, indicating a decrease of approximately 2.2%[33] - Ingersoll Rand returned $1,050 million to shareholders through share repurchases and dividends in 2025[4] Adjusted EBITDA and Margins - Adjusted EBITDA for Q4 2025 was $580 million, with a margin of 27.7%[4] - Adjusted EBITDA for the twelve-month period ended December 31, 2025, was $2,093.8 million, compared to $2,018.1 million in 2024, reflecting an increase of about 3.7%[33] - Adjusted EBITDA Margin for the three-month period ended December 31, 2025, was 27.7%, slightly down from 28.0% in the same period of 2024[33] - Total segment adjusted EBITDA for 2025 was $2.23 billion, compared to $2.17 billion in 2024, demonstrating consistent profitability across segments[39] Assets and Liabilities - Total assets as of December 31, 2025, were $18,297.2 million, an increase from $18,009.8 million as of December 31, 2024[28] - Total liabilities as of December 31, 2025, were $8,143.2 million, compared to $7,764.5 million in 2024, reflecting an increase of about 4.9%[28] - Cash and cash equivalents at the end of the year 2025 were $1,248.8 million, down from $1,541.2 million at the end of 2024, a decrease of approximately 18.9%[30] Acquisitions and Strategic Initiatives - The company acquired Scinomix, Inc. in January 2026 to enhance automation workflows in Life Sciences[7] - The company incurred restructuring and related business transformation costs of $23 million in Q4 2025, up from $8 million in Q4 2024, reflecting ongoing strategic initiatives[37] Segment Performance - Industrial Technologies and Services segment revenue for Q4 2025 was $1.67 billion, up from $1.51 billion in Q4 2024, while Precision and Science Technologies segment revenue increased to $419 million from $387.6 million[39] - Total orders growth for Ingersoll Rand was 8.5%, while revenue growth was 10.2% for the three-month period ended December 31, 2025[41] - Organic growth in Industrial Technologies & Services was 1.0% for orders and 2.7% for revenue[41] - Precision & Science Technologies experienced total orders growth of 6.5% and revenue growth of 8.1%[41] - Organic growth in Precision & Science Technologies was 1.4% for orders and 3.7% for revenue[41] Foreign Currency Impact - The impact of foreign currency on total orders was 2.9% and on revenue was 3.3% in the Industrial Technologies & Services segment[41] - The impact of foreign currency on total orders in Precision & Science Technologies was 3.3% and on revenue was 3.1%[41] Overall Growth Contributions - Acquisitions contributed 5.0% to orders growth and 4.7% to revenue growth in the Industrial Technologies & Services segment[41] - Acquisitions had a 1.8% impact on orders growth and a 1.3% impact on revenue growth in Precision & Science Technologies[41] - Overall, the total impact of acquisitions on Ingersoll Rand's orders was 4.4% and on revenue was 4.0%[41]

Core Viewpoint - Ingersoll Rand Inc. is a global industrial company poised for growth, with positive earnings and revenue projections for the upcoming quarter [2][3]. Financial Performance - Earnings per share (EPS) is expected to be $0.91, representing an 8.3% increase from the previous year [2][6]. - Projected revenue is $2.05 billion, reflecting a 7.8% year-over-year growth [2][6]. - The consensus EPS estimate has been revised downward by 1.8% over the past 30 days, which may influence short-term stock price movements [3][6]. Market Valuation - The company has a price-to-earnings (P/E) ratio of approximately 71.08, indicating a high valuation relative to earnings [4]. - The price-to-sales ratio is about 5.13, and the enterprise value to sales ratio is approximately 5.62, reflecting the company's valuation relative to its sales [4]. Financial Health - The debt-to-equity ratio is about 0.48, suggesting moderate debt levels [5]. - The current ratio is approximately 2.16, indicating strong short-term financial stability [5].

Core Viewpoint - Ingersoll Rand (IR) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The earnings report is expected to be released on February 12, with a consensus EPS estimate of $0.91 per share, reflecting an 8.3% year-over-year increase. Revenues are projected to be $2.05 billion, up 7.8% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.77% over the last 30 days, indicating a reassessment by analysts [4]. However, the Most Accurate Estimate is higher than the consensus, resulting in an Earnings ESP of +0.82%, suggesting a bullish outlook on earnings prospects [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. Ingersoll currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12]. Historical Performance - Ingersoll has not been able to beat consensus EPS estimates in the last four quarters, with the most recent quarter matching expectations at $0.86 per share, resulting in no surprise [13][14]. Industry Comparison - Watts Water (WTS), another player in the manufacturing sector, is expected to report an EPS of $2.36 for the same quarter, reflecting a 15.1% year-over-year increase, with revenues projected at $611.3 million, up 13.1% [18][19]. Watts Water has a higher Most Accurate Estimate leading to an Earnings ESP of +0.59% and a Zacks Rank of 2 (Buy), suggesting a strong likelihood of beating consensus estimates [20].

Core Viewpoint - Ingersoll Rand Inc. (IR) shares experienced a significant increase of 5.4% in the last trading session, closing at $93.72, supported by strong trading volume and an overall gain of 8.2% over the past four weeks [1] Group 1: Company Performance - The rally in Ingersoll Rand's stock is primarily attributed to positive momentum in the Industrial Technologies & Services segment, driven by increased orders for industrial vacuums, blowers, power tools, and compressors [2] - The life sciences business is also contributing positively, particularly through growth in fluid handling product orders from the Gardner Denver Medical platform, which is expected to benefit the Precision and Science Technologies segment [2] - The company is projected to report quarterly earnings of $0.91 per share, reflecting an 8.3% year-over-year increase, with revenues anticipated to reach $2.05 billion, marking a 7.8% rise from the previous year [3] Group 2: Earnings Estimates and Market Sentiment - Despite the positive earnings and revenue growth expectations, the consensus EPS estimate for the upcoming quarter has been revised down by 1.8% over the last 30 days, which typically does not bode well for stock price appreciation [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another company in the same industry, Generac Holdings, has a Zacks Rank of 4 (Sell) [4][5]

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Company Overview - Ingersoll Rand is a global company with a revenue of $7.5 billion, an EBITDA margin of 27%, and a free cash flow margin of approximately 17% [4] - The company's market capitalization is $34 billion [4] - Since its IPO of Gardner Denver in 2017 and the acquisition of Ingersoll Rand in 2020, the total shareholder return has exceeded 330% [4] Life Science Technologies Platform - The presentation at the JPMorgan Healthcare Conference marks the first time Ingersoll Rand is presenting at this prestigious event [2] - The CEO, Vicente Reynal, emphasized the importance of the Life Science platform, which will be further detailed by Scott Watson, SVP and General Manager [2]