| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 39 | 29.9x | 17.8x | Bottom tier | |
Growth | 63 | 7.8% | 7.1% | Around median | |
Quality | 65 | 7.9% | 4.5% | Around median | |
Safety | 70 | 1.9x | 2.6x | Top tier | |
Capital Return | 22 | 0.11% | 2.12% | Bottom tier | |
Momentum | 36 | 7.8% | 2.9% | Bottom tier | |
Sentiment | 92 | 9 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Ingersoll Rand operates in mission-critical flow technologies and industrial equipment, selling compressor, blower, pump, vacuum, filtration, and dosing systems, alongside parts and services. Its business is divided between the Industrial Technologies and Services segment ITS and the Precision and Science Technologies segment PST, while its aftermarket business provides a more recurring source of revenue; it represented 36% of fiscal Q2 2026 revenue. The company serves applications including general industries, food and beverage, biopharma, power generation, electrical infrastructure, air separation for semiconductors and electronics, and shipbuilding.
In fiscal Q2 2026, revenue according to EDGAR data was approximately $2.0 billion, gross profit was $862.6 million, net income was $256.8 million, and diluted earnings per share were $0.66. Operationally, the company reported year-over-year revenue growth of 9% and organic growth of 4%, while adjusted earnings before interest, taxes, depreciation, and amortization rose 2% to $520 million, but its margin declined 160 basis points to 25.4%. On a trailing twelve-month basis in 2026, the company recorded revenue of $7.9 billion, gross profit of $3.4 billion, and net income of $959.1 million.
ITS revenue rose approximately 9% in fiscal Q2 2026, including 4% organically, and its adjusted earnings before interest, taxes, depreciation, and amortization reached $435 million at a margin of 26.8%. PST increased revenue by 8%, including 4% organically, and its adjusted earnings rose 15% to $135 million, with margin expanding 200 basis points to 31.5%. This contrast highlights that strong execution in PST partially offset pricing, inflation, and commercial investment pressures within ITS, particularly in China.
The analyst consensus for IR stock is “Buy,” with an average price target of $90.6 and a target range of $84 to $103. The average target is below the 52-week high of $100.96, while the highest target is slightly above that peak, reflecting a positive outlook conditional on sustained demand and margin improvement. This optimism is counterbalanced by clear execution risk due to the 160-basis-point decline in adjusted earnings margin in fiscal Q2 2026 and the dependence of second-half improvement on pricing, productivity, and normalization of corporate costs.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Ingersoll Rand's revenue reached approximately $2.0 billion in fiscal Q2 2026, with year-over-year growth of 9% and organic growth of 4%. The company recorded gross profit of $862.6 million and net income of $256.8 million, while adjusted earnings per share were $0.86 according to the earnings call. Growth came from a broad base of markets, with ITS revenue rising approximately 9% and PST revenue increasing 8%. In contrast, the company's adjusted earnings margin declined to 25.4% due to inflation, pricing pressures in China, investments, and higher corporate costs.
ITS generated adjusted earnings of $435 million and a margin of 26.8% in fiscal Q2 2026, with organic revenue growth of 4% and approximately flat organic orders. The segment was primarily affected by difficulty passing inflation through to prices in China and by commercial investments in new technologies. PST, meanwhile, recorded adjusted earnings of $135 million, up 15%, and expanded its margin by 200 basis points to 31.5%. PST was supported by low-double-digit growth in life sciences orders and mid-single-digit growth in precision technologies, with particular strength in biopharma applications.
Automated analysis for informational purposes only — not investment advice.
Ingersoll Rand closed the acquisition of Lone Star Blowers on July 31, 2026, and expects the acquired company to add approximately $50 million in annual revenue. The transaction expands IR's expertise in blower technologies and adds an established services business and rental fleet that support aftermarket revenue. The company also signed an agreement to acquire Italy's Fai Filtri, which is expected to close in fiscal Q4 2026 and add approximately $30 million in annual revenue. The two transactions aim to strengthen aftermarket and filtration capabilities within the disciplined bolt-on acquisition strategy.
The company expects fiscal 2026 revenue growth of 4.5%–6.5%, including organic growth of 1%–3%, a 2.5% contribution from acquisitions, and 1% from foreign currency. It maintained its adjusted earnings before interest, taxes, depreciation, and amortization range at $2.13–$2.19 billion. It also maintained expected adjusted earnings per share at $3.45–$3.57, with results expected near the high end of the range, and set free cash flow conversion at approximately 95%. This guidance does not include any benefit from a refund of IEEPA tariffs or additional amounts expected from the ILC Dover claim.
Organic order growth during the first four weeks of July 2026 reached the low-to-mid teens range, driven by the conversion of long-cycle projects and continued strength in short- and medium-cycle businesses. However, long-cycle projects typically take 6 to 18 months, so management explained that they are primarily building the 2027 backlog. A portion of their revenue may be recognized during the second half of fiscal 2026, but the data do not specify its size. This timing difference limits the use of the July reading alone to estimate near-term revenue.
The adjusted earnings before interest, taxes, depreciation, and amortization margin declined 160 basis points to 25.4% in fiscal Q2 2026. Pricing pressure relative to inflation in China was the largest factor, alongside investment in technologies and commercial applications and an increase in unallocated costs to $49 million from $34.6 million a year earlier. The improvement plan for the second half of fiscal 2026 depends on the realization of pricing and productivity actions and the management incentive settlement not recurring at the same level. In contrast, PST demonstrated a better ability to protect profitability, raising its margin to 31.5%, and management expects it to reach approximately 32% or slightly higher during the second half.
