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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we completed our first acquisition of 2026 with Synomics, a leading manufacturer specializing in technologies that optimize workflow solutions to improve throughput, accuracy, and suitability across multiple life science and markets”
Ingersoll Rand acquired Synomics to advance its life-science strategy with complementary lab workflow technologies.
“Our acquisition of Dave Barry Plastics is the second addition that we have made to our Life Science platform this year.”
Ingersoll Rand acquired Dave Barry Plastics, a cleanroom solutions maker, to expand its Life Science/biopharma platform.
“We've had experience integrating larger assets. As for example, in the PST business, you had Seepex a few years ago, and we were pretty explicit that that's a fantastic differentiated technology, healthy gross margins, but the EBITDA margin profile was kind of in that, let's call it, mid-teens area and we had the kind of glide path to get to kind of fleet average for PST, and that's essentially where it's playing right now.”
Seepex, a prior larger PST-segment acquisition, is cited as a successful precedent for integrating ILC Dover: strong technology and gross margins improved over time from mid-teens EBITDA margin to the PST fleet average.
“think about those companies in the funnel similar to the ones that we announced today in the -- on the prepared remarks, SSI Aeration, Excelsior Blower and Toshniwal. Same kind of bolt-on side in nature, great technologies that continue to be purchased at a great multiple and provide an incremental addressable market for us.”
Toshniwal is named alongside SSI Aeration and Excelsior Blower as a recent bolt-on acquisition, described as differentiated technology purchased at a premium multiple.
“as well as the acquisitions of SSI Aeration and Excelsior Blower Systems discussed earlier”
Excelsior Blower Systems is the second of two recently closed bolt-on acquisitions folded into Ingersoll Rand's 2025 M&A revenue guidance.
“as well as the acquisitions of SSI Aeration and Excelsior Blower Systems discussed earlier”
SSI Aeration is one of two recently closed bolt-on acquisitions folded into Ingersoll Rand's 2025 M&A revenue guidance, part of its disciplined bolt-on M&A strategy.
Ingersoll Rand delivered a strong Q4 finish exceeding prior guidance with revenue growth of 10% (3% organic) and adjusted EPS of $0.96, up 14% year-over-year. Full-year 2025 saw positive organic orders in all four quarters, and recurring revenue exceeded $450 million with a $1.1 billion backlog. Management introduced FY2026 adjusted EPS guidance of $3.45-$3.57, approximately 5% growth at midpoint, with disciplined M&A execution continuing at attractive multiples. China delivered three consecutive quarters of organic order growth, though tariff carryover was expected to constrain H1 2026 margins.
Demand | Margin | Trade Tariffs | M&A | Guidance Reliability | Revenue Growth | Competitive Dynamics | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 8 | 3 | 9 | 2 | 2 | 1 | 1 |
| 2025Q1 | 10 | 4 | 10 | 3 | 7 | 1 | 3 | 3 |
| 2025Q2 | 16 | 3 | 4 | 4 | 6 | 4 | 3 | 3 |
| 2025Q3 | 11 | 5 | 7 | 1 | 2 | 2 | 3 | 6 |
| 2025Q4 | 12 | 6 | 1 | 5 | 6 | 8 | 4 | |
| 2026Q1 | 13 | 7 | 5 | 3 | 2 | 7 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 10 | 16 | 11 | 12 | 13 |
| Margin | 8 | 4 | 3 | 5 | 6 | 7 |
| Trade Tariffs | 3 | 10 | 4 | 7 | 1 | 5 |
| M&A | 9 | 3 | 4 | 1 | 5 | 3 |
| Guidance Reliability | 2 | 7 | 6 | 2 | 6 | 2 |
| Revenue Growth | 2 | 1 | 4 | 2 | 8 | 7 |
| Competitive Dynamics | 1 | 3 | 3 | 3 | 4 | 5 |
| Pricing | 1 | 3 | 3 | 6 | 4 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nathan Jones | Stifel | 13 (0%) |
| Mike Halloran | Robert W. Baird | 12 (0%) |
| Julian Mitchell | Barclays | 12 (0%) |
| Nigel Coe | Wolfe Research | 12 (17%) |
| Chris Snyder | Morgan Stanley | 12 (17%) |
| Andy Kaplowitz | Citigroup | 12 (17%) |
| Nicole DeBlase | Deutsche Bank | 12 (8%) |
| Jeff Sprague | Vertical Research Partners | 12 (8%) |
| Steve Volkmann | Jefferies | 10 (0%) |
| Joe O'Dea | Wells Fargo | 10 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 | 13 (0%) |
| Citigroup | 1 | 12 (17%) |
| Deutsche Bank | 1 | 12 (8%) |
| Barclays | 1 |
| 12 (0%) |
| Morgan Stanley | 1 | 12 (17%) |
| Robert W. Baird | 1 | 12 (0%) |
| Vertical Research Partners | 1 | 12 (8%) |
| Wolfe Research | 1 | 12 (17%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IR Ingersoll Rand | 5 | +7.6% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |