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12:00
Jul 31 ◎

IR FY2026 Q2 Watch

Ingersoll Rand Inc. (IR) FY2026 Q2 Earnings Call

IR ▾

Vicente Reynal

Management raised revenue guidance and is confident in the second half, driven by strong July order growth, particularly from long-cycle projects that were previously delayed, indicating improved demand momentum.

"we have had a great start to July where we have seen double digit order growth through the first four weeks of the month. We have seen strong realization of several long cycle orders which were delayed in the first half across all of our"

IR WATCH

MED

12:00
Apr 29 ◎

IR FY2026 Q1 Watch

Ingersoll Rand Inc. (IR) FY2026 Q1 Earnings Call

IR ▾

Vicente Rinal

Management maintains a cautiously optimistic tone, citing signs of short-cycle stabilization and improvement, a strong backlog, and a solid M&A pipeline, while expecting low single-digit organic growth in the second half.

"Q1 kind of came in as we expected, and even actually, if you were to exclude the Middle East pushouts, it kind of came even better than what we expected."

IR WATCH

HIGH

13:00
Feb 13 ◎

IR FY2025 Q4 Watch

Ingersoll Rand Inc. (IR) FY2025 Q4 Earnings Call

EMR PH RTX ▾

Vicente Renal

China finished the year with a third consecutive quarter of positive organic order growth, while the rest of Asia was up mid-20s in Q4. — The persistent recovery in China and the rest of Asia, even without overall market growth, signals a competitive share shift and an improving demand environment for industrial equipment in the region.

"This marks the third quarter in a row where we saw organic water growth in China, underscoring our agility through the effective use of IRX and the success of our demand generation activities delivering consistent growth in what remains a"

EMR WATCH PH WATCH

Vicente Renal

Life sciences organic order growth was mid-teens in Q4, while the aerospace and defense segment declined due to order timing and is expected to move sideways from 2025 to 2026. — A sideways aerospace business for IR contrasts with the strong demand from other aerospace suppliers, possibly pointing to different sub-segments or market share dynamics.

"The last piece is basically the aerospace and defense business, which is down due to order timing. Nothing unexpected as the business is generally moving sideways from 2025 to 2026."

RTX WATCH

MED

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