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Sentiment · FY2026 Q2
| 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 | 14 (0%) |
| Mike Halloran | Robert W. Baird | 13 (0%) |
| Nigel Coe | Wolfe Research | 13 (15%) |
| Chris Snyder | Morgan Stanley | 13 (15%) |
| Andy Kaplowitz | Citigroup | 13 (15%) |
| Nicole DeBlase | Deutsche Bank | 13 (8%) |
| Jeff Sprague | Vertical Research Partners | 13 (8%) |
| Julian Mitchell | Barclays | 12 (0%) |
| Joe Ritchie | Goldman Sachs | 11 (18%) |
| Steve Volkmann | Jefferies | 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 | 14 (0%) |
| Wolfe Research | 1 | 13 (15%) |
| Citigroup | 1 | 13 (15%) |
| Morgan Stanley | 1 |
| 13 (15%) |
| Vertical Research Partners | 1 | 13 (8%) |
| Robert W. Baird | 1 | 13 (0%) |
| Deutsche Bank | 1 | 13 (8%) |
| Barclays | 1 | 12 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.90B | +4.2% | $0.57 | +1.8% | 42.9% | 20.0% | 12.1% | $491M |
| FY2025 Q1 | $1.72B | +2.8% | $0.46 | -8.0% | 44.6% | 17.6% | 10.9% | $223M |
| FY2025 Q2 | $1.89B | +4.6% | $-0.29 | -164.4% | 43.7% | 4.0% | -6.1% | $210M |
| FY2025 Q3 | $1.96B | +5.1% | $0.61 | +13.0% | 43.7% | 19.2% | 12.5% | $326M |
| FY2025 Q4 | $2.09B | +10.1% | $0.67 | +17.5% | 24.1% | 31.7% | 12.7% | $462M |
| FY2026 Q1 | $1.85B | +7.6% | $0.49 | +6.5% | 42.9% | 15.7% | 10.4% | $163M |
| FY2026 Q2 | $2.05B | +8.5% | $0.66 | +327.6% | 42.1% | 18.6% | 12.5% | $269M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Ingersoll Rand posted Q1 2026 revenue growth of 8% with adjusted EPS of $0.77, up 7% year-over-year, delivering a solid start to the year despite Middle East conflict delays on approximately $40 million in long-cycle orders. Full-year 2026 guidance was reaffirmed at $3.45-$3.57 in adjusted EPS, with life sciences delivering double-digit organic order growth and short-cycle activity showing stabilization. The M&A pipeline remained robust with 10 LOIs and larger deal cultivation advancing, while ITS margins faced pressure from volume declines, tariff headwinds, and investment spending.
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 |
What IR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We're pleased to announce the signing of Fox s.r.l., which is expected to close at the end of this month.”
Ingersoll Rand signed a bolt-on acquisition of Fox s.r.l., a maker of hydropneumatic accumulators and position dampeners that complements its pump technology.
| 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 | +8.8% | |
| 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% |