Ingersoll Rand (IR)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
$81.85-2.77%
Close 2026-11-05 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-05
QuarterlyIQ Insights · IR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks IR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition…
Stated in 6 of 8 supplied quarters. Management reported: “Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition of Lone Star Blower, Inc. The Company also returned approximately $358 million to shareholders through $350 million in share repurchases and $8 million through its quarterly dividend payment in the third quarter.” “Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition…”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the fourth quarter Ingersoll Rand deployed $65 million to M&A.”
“Consistent with our comprehensive capital allocation strategy, in the third quarter of 2025, Ingersoll Rand deployed $249 million to M&A.”
“Consistent with our comprehensive capital allocation strategy, in the second quarter of 2025, Ingersoll Rand deployed $47 million to M&A.”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the first quarter of 2025, Ingersoll Rand deployed $163 million to M&A.”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the fourth quarter Ingersoll Rand deployed $200 million to M&A.”
Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition…
Stated in 4 of 8 supplied quarters. Management reported: “Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition of Lone Star Blower, Inc. The Company also returned approximately $358 million to shareholders through $350 million in share repurchases and $8 million through its quarterly dividend payment in the third quarter.” “Consistent with our comprehensive capital allocation strategy led by M&A, in the fourth quarter Ingersoll Rand deployed $65 million to M&A.”
Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.
Stated in 4 of 8 supplied quarters. Management reported: “Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.” “Q3 IEEPA Tariff Refunds | $2,130M - $2,190M | • Corporate costs: ~$170M || Adjusted EPS 4 excl.”
“Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.”
Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.
Stated in 4 of 8 supplied quarters. Management reported: “Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.” “Net Income conversion ~95% • CAPEX: ~2% of sales • The phasing of Revenue, Adjusted EBITDA, and Adjusted EPS is consistent with prior years.”
“Q3 IEEPA Tariff Refunds | $3.58 to $3.70 | • Net interest expense: ~$230M • Adjusted tax rate: ~20% • Share count: ~390.5M || Free Cash Flow to Adj.”
Use Ingersoll Rand Execution Excellence (IRX) and disciplined execution to support organic growth and operational performance.
Over the trailing year it converted 1.48x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Consistent with our comprehensive capital allocation strategy led by M&A, in the third quarter of 2026, Ingersoll Rand deployed $90 million to M&A, including for the previously announced acquisition…”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the fourth quarter Ingersoll Rand deployed $65 million to M&A.”
“The Company is targeting up to $750 million of share repurchases over the remainder of 2025.”
“Consistent with our comprehensive capital allocation strategy led by M&A, in the fourth quarter Ingersoll Rand deployed $200 million to M&A.”
“[TABLE] Guidance Metric | Full Year 2026 | Full Year Assumptions || Revenue Growth 4 | 4.5% to 6.5% | • Currency 6 : ~+1% • M&A 7 : ~+2.5% • Organic growth 4 : +1% to +3% • Revenue phasing: 1H 48% |…”
“EBITDA phasing: 1H 46% | 2H 54% Adjusted EPS 4 $3.45 to $3.57 +5% growth at the midpoint • Net interest expense: ~$230M • Adj.”
“EBITDA phasing: 1H 46% | 2H 54% Adjusted EPS 2 $3.45 to $3.57 +5% growth at the midpoint • Net interest expense: ~$230M • Adj.”
“Net Income conversion ~95% • CAPEX: ~2% of sales • The phasing of Revenue, Adjusted EBITDA, and Adjusted EPS is consistent with prior years.”
“Net Income conversion ~95% • CAPEX: ~2% of sales * The phasing of Revenue, Adjusted EBITDA, and Adjusted EPS is consistent with prior years.”
“Key Metrics Revenue - Total Ingersoll Rand 3 3-5% Ingersoll Rand (Organic) 2 1-3% Industrial Technologies & Services (Organic) 1-3% Precision & Science Technologies (Organic) 1-3% FX Impact 4 (~2%) M…”