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Top analysts & firms
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Filed after the FY2026 Q1 call day (Apr 29, 2026) through the next call day (Jul 31, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
Quarter in detail
· FY2026 Q1
Macro signals
→Trade & Tariffs→Enterprise Spending→CAPEX
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.
Key themes
7
positive📊 company
Solid Start To 2026 With EPS Up High Single Digits
Adjusted EPS $0.77 up 7% year-over-year. Revenue and adjusted EBITDA finished in line with expectations. Total revenue grew 8% year-over-year. Book-to-bill of 1.07x consistent with normal seasonality.
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.
PositiveSolid Start To 2026 With EPS Up High Single Digits
NegativeMiddle East Conflict Delays $40 Million In Long-Cycle Orders
PositiveFull Year 2026 Guidance Reaffirmed Despite Tariff And Conflict Dynamics
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
9%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
IR $79.061Y +1.2%YTD -0.2%● earnings calls (score)
Sources.Tellvest earnings-call sentiment score for Ingersoll Rand (IR), FY2026 Q1: 5/10. Scores: Ingersoll Rand’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: IR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Key financials
FY2026 Q1 selectedReported GAAP figures from SEC filings
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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%
42.6%
18.7%
12.7%
$462M
FY2026 Q1Selected
$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
As stated by management
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).
EPS
“adjusted earnings per share was $0.77 for the quarter, up 7% year-over-year”
Revenue
“Total revenue grew 8% year-over-year”
Guidance Reliability
negative🌍 macro
Middle East Conflict Delays $40 Million In Long-Cycle Orders
Approximately $40 million of long-cycle project orders delayed due to Middle East conflict. Viewed as transitory with approximately one-third already recovered in April. Plant expansion and production capacity projects. No cancellations expected.
DemandMacroeconomic
positive📊 company
Full Year 2026 Guidance Reaffirmed Despite Tariff And Conflict Dynamics
Full year guidance reaffirmed at adjusted EPS $3.45-$3.57 midpoint. No net tariff and inflation impact expected on full year guidance. Middle East order delays expected to recover with no revenue or EBITDA impact. Organic growth of 1% at midpoint unchanged.
Guidance ReliabilityTrade Tariffs
positive📊 company
Life Sciences Delivers Double-Digit Organic Order Growth
Life Science Technologies delivered double-digit organic order growth in Q1. Biopharma API production reshoring driving real funnel activity with large pharma companies. PST organic revenue up 4% with both Precision Technologies and Life Science Technologies contributing.
DemandProduct Launch
positive📊 company
Short-Cycle Activity Showing Stabilization And Improvement
Short-cycle activity showing signs of stabilization and improvement consistent with ISM above 50. U.S. compressor activity stabilized. Core power tools business growing mid-single digits organically. PST Precision Technology short-cycle book-and-ship business growing organically. Improvement continuing into April.
DemandCompetitive Dynamics
negative📊 company
ITS Margins Under Pressure From Volume Declines, Tariffs And Investment
ITS adjusted EBITDA margin of 26.7% down year-over-year, marking continued pressure. Driven by organic volume flow-through, tariff dilution, and commercial investments. Expected to be approximately flat year-over-year for full year with expansion in back half from pricing, restructuring benefits, and volume improvement.
MarginTrade Tariffs
positive📊 company
M&A Pipeline Robust With 10 LOIs And Larger Deal Cultivation
Over 200 companies in M&A funnel with 10 transactions at LOI stage. More than 90% internally sourced. Fox s.r.l. signed for hydropneumatic accumulators. Additional deals expected to close in coming months. One larger transaction around $1 billion in cultivation stage outside of current LOIs.
GAAP revenue YoY +7.60% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base6Base 6GAAP revenue YoY +7.60% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Ingersoll Rand is a diversified industrial, no sector rule applies.+EPS-1EPS -1GAAP EPS YoY +6.52% vs revenue YoY +7.60%, GAAP spread -1.08 percentage points (inside ±5 percentage points). Operating income cross-check: operating income YoY -4.23%, operating income spread -11.83 percentage points (outside -5 percentage points). GAAP inside, operating income outside, below-the-line items (lower tax rate 19.8%, reduced share count from $1B 2025 buybacks) boost GAAP EPS relative to operating performance. Per symmetric cross-check: OI wins. operating income spread -11.83 percentage points → EPS adjustment = -1.+Guidance0Guidance 0FY2026 adjusted EPS guidance reaffirmed at $3.45-$3.57, unchanged from prior quarter. No revision.=Final5
How this score was built
Base6Base 6GAAP revenue YoY +7.60% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion. Ingersoll Rand is a diversified industrial, no sector rule applies.+
98.76
68.54
4
9
5
Oct 25Oct 26
Guidance
“reaffirming our full year guidance for 2026 with adjusted EPS projected to fall within the range of $3.45 and $3.57”
Key metric
“free cash flow for the first quarter was $163 million”
EPS
-1
EPS -1GAAP EPS YoY +6.52% vs revenue YoY +7.60%, GAAP spread -1.08 percentage points (inside ±5 percentage points). Operating income cross-check: operating income YoY -4.23%, operating income spread -11.83 percentage points (outside -5 percentage points). GAAP inside, operating income outside, below-the-line items (lower tax rate 19.8%, reduced share count from $1B 2025 buybacks) boost GAAP EPS relative to operating performance. Per symmetric cross-check: OI wins. operating income spread -11.83 percentage points → EPS adjustment = -1.
+
Guidance0Guidance 0FY2026 adjusted EPS guidance reaffirmed at $3.45-$3.57, unchanged from prior quarter. No revision.
=
Final5
Mentions
Calendar Q1 2026
What IR said about other companies on its FY2026 Q1 call, and what other companies said about IR on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
Companies IR discussed
1 mention
Fox s.r.l.Not covered by TellvestFY2026 Q1Acquisition
“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.
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss