$IR

Ingersoll Rand Inc.

6
2
0
$1.0M
Satpathy Aurobind
0%
Med

Ingersoll Rand (IR) Q2 2026 Earnings Call Transcript

Ingersoll Rand (IR) reported Q2 2026 revenue of $2,048.8 million, up 9% YoY, with organic revenue growth of 4.1%. Adjusted EBITDA was $519.9 million, up 2%, while margin fell 160 bps to 25.4%. Adjusted EPS rose 7% to $0.86. The company raised full-year 2026 revenue guidance to 4.5% to 6.5% growth and maintained adjusted EBITDA guidance at $2.13B to $2.19B.

Ingersoll Rand’s Q2 Earnings Call: Our Top 5 Analyst Questions

Ingersoll Rand reported Q2 revenue of $2.05B versus $1.96B estimates and adjusted EPS of $0.86 versus $0.83, citing broad organic growth and resilient compressor and life sciences demand. Management reiterated full-year adjusted EPS guidance of $3.51 and EBITDA guidance of $2.16B. Margin pressure from inflation and incentives was offset by aftermarket services and operational discipline.

IR sentiment & insider activity

Over the past 7 days, alphai's AI scored 8 news stories mentioning IR (Ingersoll Rand Inc.). Coverage has skewed bullish: 6 bullish, 2 neutral, and 0 bearish.

Recent IR coverage spans earnings, mergers & acquisitions and financial news.

In the last 30 days, IR insiders filed 1 SEC Form 4 transaction — 1 purchase ($1.0M) and no sales. The most active reporter was Satpathy Aurobind with 1 filing.

What's driving IR

  • Guidance raise plus maintained EBITDA outlook, alongside margin headwinds from China inflation, sets up a near-term valuation debate around durability of the margin recovery.

    fool.com · Aug 8, 2026

  • Beats plus reiterated EPS guidance, with management attributing margin pressure to China and inflation but expecting margin recovery later in 2026.

    financialcontent.com · Aug 6, 2026

  • A director open-market purchase is a modest, sentiment-leaning signal but not a fundamental catalyst by itself.

    SEC EDGAR · Aug 5, 2026

  • The deal adds blower/compressor technologies plus service and rental revenue, likely supporting longer-duration aftermarket cash flows and cross-sell into water and industrial infrastructure.

    citybiz.co · Aug 3, 2026

  • M&A headline suggests IR is expanding its blower/industrial equipment footprint, but the scraped body provides no deal terms or regulatory timeline.

    marketscreener.com · Aug 3, 2026

alphai scores every news story that mentions IR with an AI model for sentiment and relevance, and aggregates insider trades from Ingersoll Rand Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $IR

Score
$IRMedAI 8/10

Ingersoll Rand (IR) Q2 2026 Earnings Call Transcript

Ingersoll Rand (IR) reported Q2 2026 revenue of $2,048.8 million, up 9% YoY, with organic revenue growth of 4.1%. Adjusted EBITDA was $519.9 million, up 2%, while margin fell 160 bps to 25.4%. Adjusted EPS rose 7% to $0.86. The company raised full-year 2026 revenue guidance to 4.5% to 6.5% growth and maintained adjusted EBITDA guidance at $2.13B to $2.19B.

Ingersoll Rand’s Q2 Earnings Call: Our Top 5 Analyst Questions

Ingersoll Rand reported Q2 revenue of $2.05B versus $1.96B estimates and adjusted EPS of $0.86 versus $0.83, citing broad organic growth and resilient compressor and life sciences demand. Management reiterated full-year adjusted EPS guidance of $3.51 and EBITDA guidance of $2.16B. Margin pressure from inflation and incentives was offset by aftermarket services and operational discipline.

$IRMed

Ingersoll Rand Acquires Lone Star Blower to Expand Flow Technologies Portfolio

Ingersoll Rand (NYSE: IR) said it acquired Lone Star Blower, doing business as Lone Star Turbo, to expand its Industrial Technologies and Services flow technologies portfolio. Lone Star makes blowers, compressors, and control systems and runs aftermarket services and a rental fleet. Ingersoll Rand expects stronger aftermarket and rental growth and broader coverage in water and wastewater and industrial markets.

Ingersoll Rand Acquires Lone Star Blower

Ingersoll Rand (per the news item) said it is acquiring Lone Star Blower. Separately, Jefferies adjusted its price target on Ingersoll Rand to $100 from $115 and kept a Buy rating, according to the report. The company’s stock was shown around $86.54 in the market data.

$IRMedAI 8/10

Ingersoll Rand acquires Lone Star Blower for $50M in revenue

Ingersoll Rand (NYSE:IR) said it acquired U.S. blower maker Lone Star Blower for undisclosed terms. The deal adds about $50 million in annual revenue to its Industrial Technologies and Services segment, according to the company, and was priced at an “attractive” low-double-digit pre-synergy multiple of 2025 Adjusted EBITDA. Lone Star will be integrated into the segment.

$TSLAMed

Here are Monday's biggest analyst calls: SpaceX, Nvidia, Tesla, Applied Materials, Circle, Corning, GE Vernova & more

A roundup of Monday Wall Street analyst actions includes Jefferies upgrading Parsons to Buy, TD Cowen initiating Circle at Buy with an $82 price target, and Stifel reiterating Tesla Buy while cutting its target to $491. Other calls cover Nvidia, Applied Materials, Corning, SpaceX, Sherwin-Williams, and eBay, with multiple price targets and rating changes.

Here Are Monday’s Top Wall Street Analyst Research Calls: Best Buy, Circle Internet, Corning, Eaton Corporation, eBay, Ingersoll-Rand, NXP Semiconductors, Starbucks, and More

A Wall Street analyst roundup cites multiple upgrades, downgrades, and initiations for US-listed stocks. Examples include Corning raised to Buy (Truist, $175 target), Eaton upgraded to Outperform (Evercore ISI, $502), and Ingersoll-Rand upgraded to Buy (Stifel, $101). Downgrades include Circle Internet to Underweight ($38) and eBay to Underweight ($92).

$IRMedAI 8/10

Ingersoll Rand Q2 Earnings Call Highlights

Ingersoll Rand (NYSE:IR) reported Q2 segment results: ITS revenue rose nearly 9% with 4% organic growth; adjusted EBITDA was $435M (26.8% margin). PST orders grew 11% and revenue rose 8%; adjusted EBITDA rose 15% to $135M (31.5% margin). The company raised full-year revenue growth outlook to 4.5% to 6.5%, kept adjusted EBITDA at $2.13B to $2.19B, and EPS at $3.45 to $3.57.

$IRMed

Is Wall Street Bullish or Bearish on Ingersoll Rand Stock?

Ingersoll Rand (IR) shares have lagged the S&P 500 and the XLI ETF over the past year, amid slow short-cycle industrial spending and cautious guidance. After Q2 results on Jul. 30, adjusted EPS was $0.86 vs $0.83 expected, with revenue at $2.1B vs $2.0B. Full-year adjusted EPS guidance is $3.45 to $3.57. Analysts show a Moderate Buy consensus and price targets from $88 to $115.

Related tickers