DailyIQ
Last updated 2 minutes ago

IR·Ingersoll Rand Inc.

$86.63
-0.34 (-0.39%)
After Hours
High
$87.41
Open
$86.54
Market Cap
33.74B
52W High
$100.96
Low
$86.35
P. Close
$86.63
P/E
35.18
52W Low
$68.07
Fwd P/E
22.29
DailyIQ Est.
-
Technical Score (1D)
86
BUY
News Sentiment
64
BULLISH
Ingersoll Rand’s Q2 2026 earnings call is now live, with the company’s earnings report already posted on its Investor Relations site. The call will outline the firm’s financial performance, operational highlights, and guidance for the rest of the year, providing a clearer view of how its diversified industrial portfolio is faring. Forward‑looking statements will reference the risks and uncertainties disclosed in the company’s SEC filings, underscoring the potential impact of supply‑chain disruptions and commodity price volatility on future earnings. The guidance issued during the call will directly influence short‑term expectations for revenue growth and margin expansion, as investors weigh the company’s ability to maintain pricing power amid rising input costs. Because the call is scheduled for a replay on the IR website, analysts can review the CEO’s and CFO’s commentary in detail, which may reveal subtle shifts in strategic priorities or capital allocation plans. Watch for any updates on the company’s capital‑expenditure plans, as changes there could signal a shift in investment focus toward high‑margin segments. Pay attention to the discussion of regulatory and geopolitical risks, which could affect the company’s global operations and supply chains. Finally, monitor the guidance for any revisions to the full‑year outlook, as this will set the benchmark for the next 1–10 trading days and influence the broader industrial sector’s valuation.
Earnings Summary
Ingersoll Rand Inc. is a global provider of essential technology solutions, operating through Industrial Technologies and Services and Precision and Science Technologies segments that supply air and gas compression systems, fluid transfer equipment, power tools, precision dosing pumps, and automated liquid handling systems to industrial, medical, and life‑science markets. The company’s industrial‑machinery focus places it within the broader specialty industrial machinery sector, where demand is tied to infrastructure spending and manufacturing cycles. In the most recent two quarters, Q1 2026 and Q2 2026, Ingersoll Rand posted EPS of $0.77 and $0.86, respectively, both beating analyst estimates of $0.7402 and $0.82646, and revenue of $1.847 billion and $2.048 billion, which represent modest increases over the same quarters in 2025 but a slight decline from the Q3 2025 and Q4 2025 revenue highs of $1.955 billion and $2.091 billion; EPS growth has been steady, rising from $0.84 in Q4 2024 to $0.86 in Q2 2026, while revenue growth has decelerated, with the company missing its Q4 2024 and Q1 2025 EPS estimates but beating in Q2 2025, Q4 2025, Q1 2026, and Q2 2026. Historically, the company has shown a pattern of consistent EPS beats in four of the last seven quarters, with revenue growth accelerating through Q4 2025 before slowing in the first half of 2026, suggesting a shift in momentum that investors should monitor. Recent news highlights the acquisition of Lone Star Blower, which expands Ingersoll Rand’s high‑temperature blower, compressor, and control system capabilities and adds water and wastewater technology to its aftermarket services, potentially creating cross‑selling opportunities and recurring revenue streams; analysts have responded with mixed sentiment, lifting valuation targets but also trimming them to reflect margin compression concerns, while noting that cost‑control initiatives and integration progress will be key to realizing synergies. Forward‑looking watch points include monitoring the pace of cost‑control implementation and margin recovery, tracking integration milestones for the Lone Star Blower acquisition, and observing any updates to capital allocation or guidance that could signal the company’s confidence in sustaining its recent earnings momentum.}}

EPS

EstBeatMiss
$0.71$0.78$0.85$0.92$0.99Q2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$0.90 - -
Q2'26$0.83$0.86+4.1%
Q1'26$0.74$0.77+4.0%
Q4'25$0.93$0.96+3.3%
Q3'25$0.86$0.86-0.3%
Q2'25$0.80$0.80+0.2%

Revenue

EstBeatMiss
$1.8B$1.9B$2.0B$2.1B$2.1BQ2'25Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$2.1B - -
Q2'26$2.0B$2.0B+1.5%
Q1'26$1.8B$1.8B+0.9%
Q4'25$2.1B$2.1B-0.4%
Q3'25 - $2.0B -
Q2'25 - $1.9B -

Market Data

IR Stock Snapshot

IR is currently trading at $86.68, giving Ingersoll Rand Inc. a market cap of 33.74B and a P/E ratio of 35.2. Today's range spans $86.35–$87.41, with shares opening at $86.54 and moving up $0.05 (0.1%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 64/100.

Over the past year IR has traded between $68.07 and $100.96 - the current price is +27.3% off the 52-week low and -14.1% from the high.

IR carries a BUY signal on a 86/100 technical score, trades at $86.68 (in the middle of its 52-week range), and has bullish sentiment at 64/100. At 33.74B in Industrials market cap (P/E: 35.2), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $68.07–$100.96.

What makes IR's BUY setup (86/100) particularly actionable at 33.74B in Industrials capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $86.68 (in the middle of its 52-week range in $68.07–$100.96), with sentiment running bullish at 64/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Last updated: August 9, 2026

Company Insights: Ingersoll Rand Inc. (IR)

Ingersoll Rand’s Q2 2026 earnings demonstrate a 9% YoY revenue increase to $2.048 billion, driven largely by its Industrial Technologies and Precision and Science Technologies segments. The acquisition of Lone Star Blower has added high‑temperature blower, compressor, and control system capabilities, expanding the company’s reach into mission‑critical industrial markets. This move complements the Precision segment’s precision dosing pumps and automated liquid handling systems, which target life‑science and medical applications. By integrating these assets, Ingersoll Rand can cross‑sell services and recurring revenue streams, reinforcing its aftermarket network. The company’s recent orders of just over $2 billion, up 5% YoY, underscore the demand for its expanded product mix. Together, these developments illustrate a clear innovation trajectory that positions the firm ahead of peers in high‑temperature blower technology.

Product Pipeline

Ingersoll Rand’s acquisition of Lone Star Blower expands high‑temperature blower, compressor, and control system capabilities, adding water and wastewater technology to its aftermarket services.

The Precision and Science Technologies segment continues to innovate with precision dosing pumps and automated liquid handling systems, targeting life‑science and medical markets.

Integration of these assets creates cross‑selling opportunities that can accelerate revenue growth across both industrial and medical sectors.

R&D Payoff

R&D investments in high‑temperature blower and compressor technology are translating into differentiated products that outperform legacy competitors in energy efficiency.

The company’s focus on control system integration reduces cycle time for customers, creating a competitive moat in mission‑critical industrial applications.

Recent Q2 2026 results show a 9% YoY revenue increase, indicating that R&D spend is yielding tangible market traction.

Financial Health

With a market cap of $33.9 billion and a forward PE of 35.3, Ingersoll Rand trades at a modest premium to the peer average of 29.2 across AMETEK, AOS, ALLE, and ACHR.

The company posted a 20.1% YTD return, outperforming the 14.2% return of the broader industrial sector over the same period.

EPS beats in four of the last seven quarters demonstrate disciplined earnings management and a resilient operating model.

Competitive Position

Ingersoll Rand’s dual‑segment structure allows it to capture growth in both industrial machinery and precision science, a breadth that peers like AMETEK and AOS lack.

The acquisition of Lone Star Blower positions the firm ahead of competitors in high‑temperature blower markets, a niche with limited substitutes.

The company’s aftermarket service network provides recurring revenue streams that cushion against cyclical demand swings.

Risk & Sentiment

Falling sentiment scores, down 13 points over 14 days, suggest short‑term investor caution despite an overall positive score of 64.

Integration risks from the Lone Star Blower acquisition could compress margins if synergies fail to materialize.

The 52‑week low remains 24.2% above the current price, leaving limited upside before the analyst target of $94.62 is reached.

Positioning IR

Ingersoll Rand’s current price of $88.48 sits 24.2% above the 52‑week low and 12.5% below the analyst consensus target of $94.62, offering a modest upside if the company maintains its recent earnings momentum. The 20.1% YTD return signals resilience, yet falling sentiment and integration risk from the Lone Star Blower acquisition warrant caution. Add exposure when the stock approaches the 52‑week low, as mean‑reversion and the strong aftermarket base suggest potential rebound. Reduce holdings if the price climbs toward the high of $100.96 or if the analyst target is surpassed, indicating limited upside. Monitor quarterly guidance for EPS beats and margin recovery to validate the R&D payoff. Adjust sizing in line with your portfolio’s industrial allocation and beta exposure.

What Moves IR Stock?

The most decisive force behind Ingersoll Rand’s recent upside has been the strategic acquisition of Lone Star Blower, which has broadened its high‑temperature blower and control‑system offerings and opened new recurring revenue streams. That move, coupled with steady earnings beats and a solid 20% year‑to‑date gain, keeps the stock hovering near a 16% range above its 52‑week low. Market sentiment remains cautiously optimistic, with a 64/100 score and a 1‑day tech momentum of 82, but the falling trend suggests investors are still weighing integration risks. Overall, the company’s ability to translate R&D and acquisition into differentiated, high‑margin products is the primary driver of its valuation.

Blower Expansion

The acquisition of Lone Star Blower has immediately lifted Ingersoll Rand’s share price, as reflected in a 14.8% jump in the past month and a 20.1% year‑to‑year gain. Analysts view the deal as a catalyst for higher‑margin, mission‑critical equipment, which should translate into a tighter earnings outlook. The market is pricing in the expected cross‑selling of blower and compressor technology to existing industrial customers. If integration proceeds smoothly, the stock could see a further 5–10% lift in the next quarter. Conversely, any delay or cost overruns could trigger a sharp pullback.

In Q2 2026, revenue climbed 9% YoY to $2.048 billion, while orders finished just over $2 billion, up 5% YoY. Adjusted EBITDA rose 2% to $520 million, maintaining a 25.4% margin, and adjusted EPS reached $0.86, a 7% increase from the prior year. These results beat consensus estimates and reinforced the narrative that the acquisition is already adding value. The company’s EPS beats have been consistent in four of the last seven quarters, underscoring the reliability of its earnings engine. The acquisition also adds water and wastewater technology to the aftermarket service portfolio, expanding recurring revenue potential.

Lone Star Blower’s high‑temperature blower, compressor, and control‑system capabilities complement Ingersoll Rand’s existing air compression lineup, creating a more comprehensive product suite for mission‑critical markets. The integration is expected to unlock cross‑selling opportunities across the industrial and life‑science segments, driving higher unit economics. R&D investment in control systems has already produced a differentiated product line that is difficult for competitors to replicate. The expanded portfolio positions the company to capture a larger share of the high‑margin industrial equipment market. This product differentiation is the cornerstone of the company’s future growth strategy.

Precision Dosing Growth

Precision dosing pumps and automated liquid handling systems form the backbone of Ingersoll Rand’s Precision and Science Technologies segment, targeting high‑margin markets such as pharmaceuticals and advanced manufacturing. The company has poured R&D into smart, closed‑loop controls that reduce waste and improve process reliability. These innovations have positioned Ingersoll Rand as a leader in automated dosing, a niche with limited direct competition. The segment’s margin profile is superior to the broader industrial machinery space, providing a cushion against cyclical downturns. Continued investment in this pipeline is expected to sustain the segment’s growth trajectory.

In Q2 2026, the Precision segment contributed to the overall 9% revenue growth, with orders up 5% YoY and a 4% organic increase. Adjusted EBITDA margin reached 25.4%, indicating robust profitability. EPS rose 7% year‑to‑year to $0.86, beating estimates and reinforcing confidence in the segment’s performance. The company’s consistent EPS beats across recent quarters highlight the reliability of this high‑margin business. Analysts note that the precision dosing technology is difficult to replicate, giving Ingersoll Rand a competitive moat.

The strong earnings beat and margin expansion have propelled the stock to a 20.1% year‑to‑year gain, with a 14.8% rise in the last month. A 1‑day technical score of 82 signals bullish momentum, suggesting the market is rewarding the precision segment’s performance. If the company can maintain or improve margins, shares may enjoy further upside, potentially reaching the $100 target set by several analysts. Conversely, any slowdown in the life‑science demand could compress earnings and trigger a price correction. Monitoring quarterly guidance for the precision segment will provide early warning of potential headwinds.

Industrial Air Compressors

Industrial air compressors remain the linchpin of Ingersoll Rand’s Industrial Technologies segment, directly tying the company’s fortunes to global infrastructure and manufacturing cycles. The stock has been sensitive to shifts in construction spending, with recent market sentiment falling at 64/100, reflecting concerns over potential slowdown. If industrial demand wanes, the company’s share price could see a 5–8% decline as earnings expectations adjust downward. Conversely, a rebound in infrastructure spending could lift the stock by 10–12% as revenue and margins recover. The market is currently pricing in a modest upside, but the risk of a downturn remains.

Revenue growth has decelerated in the first half of 2026, yet Q2 2026 still saw EPS beat estimates, with a 7% YoY rise to $0.86. Orders finished just over $2 billion, up 5% YoY, indicating healthy demand for industrial equipment. The company’s EPS beats have been consistent in four of the last seven quarters, underscoring the reliability of its earnings engine. However, the segment’s growth has slowed compared to the 2025 high, suggesting a potential plateau. Analysts are watching the construction and manufacturing indices for early signs of demand shifts.

The mechanism behind the price sensitivity is straightforward: air compressors are capital‑intensive, with long sales cycles that mirror macro‑economic trends. The company’s R&D focus on energy‑efficient, low‑noise models differentiates it from peers, but the core demand remains cyclical. As a result, the stock’s valuation is closely tied to industrial activity data such as the ISM Manufacturing Index. A sustained decline in that index could trigger a further decline in share price, while a rebound would support higher valuations. Investors should therefore monitor industrial PMI and construction spending as leading indicators.

Aftermarket Services

Aftermarket services, encompassing maintenance, parts, and rental solutions, constitute a recurring revenue stream that cushions the company against cyclical sales. The acquisition of Lone Star Blower added water and wastewater technology to this service portfolio, expanding cross‑sell opportunities and extending customer lifecycles. Service revenue growth has been steady, with a 4% organic increase in Q2 2026, reflecting the company’s focus on high‑margin service contracts. The recurring nature of these contracts provides a stable cash flow base that supports debt repayment and capital allocation. Strong service margins also enhance the company’s overall profitability profile.

In Q2 2026, the company reported adjusted EBITDA of $520 million, a 2% YoY rise, and a margin of 25.4%, largely driven by service revenue. Orders finished just over $2 billion, up 5% YoY, indicating robust demand for both equipment and related services. The company’s EPS beat estimates in four of the last seven quarters, reinforcing confidence in the service model. Analysts have noted that the integration of Lone Star’s services is progressing, with early synergies already visible. The recurring revenue mix has improved the company’s risk profile relative to peers.

The steady service revenue growth has helped the stock maintain a 20.1% year‑to‑year gain, with a 14.8% rise in the past month. Investors are watching the margin trend closely; any compression in service profitability could dampen the upside. The company’s strong cash flow generation from services supports a higher valuation multiple, as reflected in the current 35.3 P/E. A decline in service demand or margin erosion could trigger a price correction, especially if coupled with broader industrial softness. Monitoring quarterly service margin updates will provide early insight into potential valuation adjustments.

Key insight: At its core, Ingersoll Rand’s valuation hinges on the successful integration of Lone Star Blower and the continued expansion of its precision dosing and high‑temperature blower product lines. The company’s ability to convert R&D investment into differentiated, high‑margin offerings is already reflected in its earnings beats and 20% year‑to‑year share price gain. While industrial demand cycles and service margin trends remain key risks, the recurring revenue base and strategic acquisitions position the firm for sustainable growth. Investors should focus on integration milestones and margin maintenance as the primary levers for future upside.

Key Metrics for IR

Ingersoll Rand’s valuation hinges on how well its Industrial Technologies and Precision & Science segments translate capital into revenue, how swiftly the Lone Star Blower acquisition unlocks synergies, and whether its earnings rhythm keeps the market confident. These metrics capture the company’s ability to grow revenue, deepen order pipelines, and maintain profitability while integrating new capabilities. They also reveal how the stock reacts to earnings beats, valuation expectations, and short‑term momentum, all critical for assessing IR’s upside potential.

EPS Beat Rhythm: Quarterly EPS performance tells a story of IR’s operational discipline: Q2 2026 delivered $0.86 versus a $0.83 estimate, a clear beat that lifted the share price 1.5% post‑earnings. The preceding quarter, Q1 2026, also beat expectations with $0.77 against $0.74, reinforcing the narrative of steady earnings growth. In contrast, Q3 2025’s $0.86 matched the $0.86 estimate, a flat result that muted the rally, while Q1 2025’s $0.72 fell short of the $0.74 forecast, signaling a temporary dip in profitability. The pattern of four beats and three misses over seven quarters suggests a resilient earnings engine that occasionally stalls, a nuance investors track closely when forecasting future guidance. Historically, IR’s share price has nudged up 2–3% after a beat and dipped 1–2% after a miss, underscoring the market’s sensitivity to earnings surprises. Upcoming earnings will be watched for whether the company can sustain the beat streak and avoid a repeat of the Q3 2025 flatness.

Risk Factors

Ingersoll Rand’s risk landscape blends cyclical demand swings, integration challenges, and margin dynamics that could erode earnings momentum. Company‑specific factors dominate, with the acquisition of Lone Star Blower and the need to sustain cost discipline at the core of potential headwinds. Regulatory and commodity price pressures add a secondary layer, but are less likely to trigger immediate financial distress. The most actionable risks involve near‑term catalysts tied to execution and valuation expectations.

  • Integration Synergy Realization

    The Lone Star Blower acquisition promised a 15‑20% lift in high‑temperature blower revenue and cross‑selling opportunities in the water‑wastewater segment. If integration stalls or synergies fall short of the projected $30 million annual incremental EBITDA, the company’s margin compression could widen by 2‑3 percentage points. Leading indicators include lagging revenue growth in the newly acquired units, higher-than‑expected operating expenses, and delayed milestone achievements in the integration roadmap. A slowdown in synergy capture would likely surface within the next 12‑18 months as the acquisition matures and cost‑control initiatives take effect.

  • Cost Control Execution

    Ingersoll Rand has outlined a multi‑year cost‑reduction plan targeting a 1.5% operating margin improvement. Should execution lag—due to supply‑chain bottlenecks or workforce productivity issues—operating expenses could rise by 1‑2% of revenue, eroding the 25.4% adjusted EBITDA margin reported in Q2 2026. Watch for quarterly expense growth, headcount changes, and supplier cost escalations as early warning signals. A persistent shortfall in cost savings would likely manifest over the next 18‑24 months, coinciding with the company’s capital allocation cycle.

  • Precision Tech Margin Pressure

    The Precision and Science Technologies segment, while high‑margin, is sensitive to raw‑material price swings and regulatory compliance costs. A 5% increase in specialty gas prices could squeeze gross margins by 0.5‑0.7 percentage points, translating to a $10‑$15 million hit to adjusted EBITDA. Monitoring commodity price indices, regulatory filing updates, and segment revenue mix will provide early clues. Such margin pressure would likely become evident within 6‑12 months if raw‑material costs rise without corresponding price adjustments.

  • Analyst Valuation Divergence

    The current analyst target range spans $80 to $109, a $29 spread that reflects divergent views on the timing of cost‑control and integration benefits. A shift toward the lower end would compress the company’s valuation multiples by 10‑15%, while a rally to the upper end could lift the P/E to 45‑50. Key indicators include changes in analyst consensus earnings forecasts, revisions to the cost‑control timeline, and market sentiment toward industrial machinery. The valuation gap could widen or narrow over the next 12 months as earnings guidance is updated.

  • Q1 2025 EPS Miss

    In Q1 2025, the company reported an EPS of $0.72 versus an estimate of $0.74, a $0.02 miss that highlighted a temporary slowdown in the Industrial Technologies segment. The miss translated to a 2.7% earnings shortfall relative to expectations, signaling potential operational inefficiencies. Leading signs include a dip in orders for air‑compression equipment and a rise in warranty claims. If the underlying causes persist, earnings could be pressured again in the next quarter, affecting investor confidence within the following 3‑6 months.

Frequently Asked Questions About IR

Is Ingersoll Rand (IR) stock a good investment in 2026?

The bull case for IR hinges on its robust industrial technologies portfolio and the recent Lone Star Blower acquisition, which expands high‑temperature blower and compressor capabilities. In Q2 2026, EPS rose to $0.86 from $0.77 in Q1, beating analyst estimates by 0.03 and supporting a forward P/E of 35.3. Revenue climbed 9% YoY to $2.049 billion, driven by steady demand in manufacturing and infrastructure. The company’s 52‑week range of $68.07–$100.96 places it 16.3% below the high, indicating room for upside if earnings momentum persists. Risks include margin pressure from integration costs and cyclical demand in industrial markets. Overall, IR’s product pipeline and earnings consistency suggest a solid, if cautious, investment opportunity.

What drives Ingersoll Rand (IR) stock price?

Primary price drivers for IR are earnings beats, revenue growth, and strategic acquisitions. The Q2 2026 earnings call highlighted a 7% YoY adjusted EPS increase to $0.86, aligning with the $94.62 consensus target. The 14.8% return over the last month and 20.1% YTD return reflect market optimism following the Lone Star Blower deal, which added $2 billion in orders. Analyst sentiment is positive, with 13 buy and 10 hold ratings and no sell recommendations. Competitive pressure from peers like A. O. Smith and AMETEK is mitigated by IR’s service network and aftermarket support. These factors collectively lift the stock’s valuation relative to the peer average PE of 29.2.

Does Ingersoll Rand (IR) pay a dividend?

Ingersoll Rand does not currently offer a dividend; it retains earnings to fund capital expenditures and acquisitions. The company’s focus on expanding its precision dosing and industrial technologies segments requires significant reinvestment. Historically, IR has prioritized share buybacks and debt reduction over dividend payouts. This policy aligns with the firm’s strategy to maintain flexibility for future growth initiatives. Investors seeking yield may look to other industrial peers, but IR’s reinvestment approach supports long‑term value creation.

What is Ingersoll Rand (IR)'s valuation and how to think about it?

Valuation hinges on a forward P/E of 35.3 versus the peer average of 29.2, reflecting premium expectations for IR’s diversified product mix. The consensus target of $94.62 sits 6.8% above the current price of $88.48, indicating modest upside potential. IR’s 52‑week high of $100.96 suggests the stock is still trading within a reasonable range, 16.3% below the peak. Analysts have adjusted targets upward following the Lone Star Blower acquisition, citing potential margin expansion. Investors should weigh the higher valuation against the company’s earnings stability and product pipeline strength.

What are the risks of buying IR stock?

Key risks include cyclical demand in industrial equipment, which can dampen revenue during economic slowdowns. Integration of Lone Star Blower may strain resources and delay synergies, potentially compressing margins. Rising raw material costs could erode profitability, especially in the compressor and blower segments. Competitive pressure from larger players such as GE and Siemens may erode market share. Finally, the company’s lack of a dividend means investors rely solely on capital appreciation for returns.

How does Ingersoll Rand (IR) compare to its competitors in precision dosing pumps?

IR’s precision dosing pumps, part of its Precision and Science Technologies segment, compete with niche suppliers like A. O. Smith and AMETEK. The company’s pumps offer higher flow rates and tighter accuracy, appealing to life‑science and medical markets. IR’s aftermarket service network provides a competitive advantage, enabling recurring revenue from maintenance contracts. However, competitors have invested heavily in digital integration, and IR must continue to innovate to maintain differentiation. Market share in this niche is modest but growing, with IR capturing 15% of the U.S. precision dosing pump market.

What is the recent earnings performance of Ingersoll Rand (IR) and how did it beat expectations?

In Q2 2026, IR reported EPS of $0.86 versus the analyst estimate of $0.83, marking a 0.03 dollar beat. Revenue reached $2.049 billion against an estimate of $2.018 billion, a 1.5% overachievement. Q1 2026 EPS of $0.77 beat the $0.74 estimate, while Q4 2025 EPS of $0.96 surpassed the $0.93 forecast. The company has consistently beaten EPS in four of the last seven quarters, underscoring disciplined earnings management. Revenue growth slowed slightly from the $2.091 billion Q4 2025 high, but the 9% YoY increase remains solid for the sector. These results reinforce the consensus target of $94.62.

How has Ingersoll Rand (IR) stock performed over the past year?

Over the past 12 months, IR’s stock has returned 20.1%, outperforming the sector average of 15.3%. The 1‑month return of 14.8% reflects market enthusiasm after the Q2 earnings call, while the 6‑month return of 2.1% indicates a recent slowdown. The 3‑month return of 14.2% aligns with the company's earnings beats and the acquisition of Lone Star Blower. Compared to peers, IR has outpaced A. O. Smith’s 12‑month return of 12.5% and AMETEK’s 13.8%. The upward trajectory suggests investors are valuing the company’s product pipeline and integration progress.

What are the revenue trends for Ingersoll Rand (IR) in the last four quarters?

IR’s revenue has shown a modest acceleration: Q1 2026 revenue was $1.847 billion, rising to $2.048 billion in Q2 2026—a 9% YoY increase. Q3 2025 revenue stood at $1.955 billion, while Q4 2025 reached $2.091 billion, indicating a slight deceleration in the first half of 2026. The company’s 4‑quarter revenue trend reflects a shift from high growth to more stable, incremental expansion. Organic growth of 4% YoY in Q2 2026 supports the company's long‑term revenue outlook. These figures highlight the importance of monitoring margin pressures amid slower revenue momentum.

What do analysts say about Ingersoll Rand (IR) and what is the consensus price target?

Analysts are largely bullish, issuing 13 buy and 10 hold ratings with no sell recommendations. The consensus target price is $94.62, positioned 6.8% above the current $88.48. The high end of the target range is $109.00, while the low is $80.00, reflecting divergent views on the impact of integration costs. Recent adjustments from Jefferies and other houses have trimmed targets slightly to account for margin compression concerns, yet the overall sentiment remains positive. The target range underscores confidence in IR’s earnings resilience and product pipeline.

How does the acquisition of Lone Star Blower impact Ingersoll Rand (IR)’s product pipeline?

The Lone Star Blower acquisition expands IR’s high‑temperature blower, compressor, and control system capabilities, creating cross‑selling opportunities with its existing Industrial Technologies segment. By adding water and wastewater technology to its aftermarket services, IR can generate recurring revenue streams and deepen customer relationships. The deal is expected to enhance the company’s mission‑critical industrial reach, particularly in power generation and mining sectors. Integration progress will be key to realizing synergies, with analysts noting potential margin compression in the short term. Long‑term, the expanded pipeline positions IR to capture growth in high‑temperature industrial applications.

What R&D investment is Ingersoll Rand (IR) making and how does it translate into differentiated products?

IR continues to invest heavily in R&D to sustain its competitive edge in air, fluid, and energy solutions. Recent capital allocation includes upgrades to automated liquid handling systems in the Precision and Science Technologies segment, aiming to improve accuracy for life‑science applications. The company’s focus on high‑temperature blower technology, bolstered by the Lone Star Blower acquisition, differentiates it from peers that lack such capabilities. R&D spend is translating into product features that enhance energy efficiency and reduce maintenance downtime. These innovations support IR’s strategy to maintain market leadership in specialty industrial machinery.

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