Ingersoll Rand Inc. (IR): Among Billionaire Ken Fisher’s Industrial Stock Picks with Huge Upside Potential

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We recently published a list of Billionaire Ken Fisher’s 10 Industrial Stock Picks with Huge Upside Potential. In this article, we are going to take a look at where Ingersoll Rand Inc. (NYSE:IR) stands against other billionaire Ken Fisher’s industrial stock picks with huge upside potential.

The economy strongly influences industrial stocks, which have fallen during recent downturns. However, 2025 looks like a key year for this sector, with these companies working in manufacturing, shipping, and aerospace, and investors are now focusing on businesses that adapt quickly to global shifts. The industrial sector grew 26% in 2024, showing strength despite high inflation and weak global demand. Going into 2025, these stocks are getting more attention thanks to new growth drivers and better economic conditions.

Even with possible higher tariffs under Trump’s trade policies, the outlook remains positive. President Trump has proposed a 25% tariff on steel and aluminum from countries like South Korea, Vietnam, and Canada. These tariffs might raise costs and also boost U.S. infrastructure and manufacturing spending; as Canada’s Innovation Minister Francois-Philippe Champagne said,

“Canadian steel and aluminum support key industries in the U.S., from defense, shipbuilding, and auto. We will continue to stand up for Canada, our workers, and our industries.”

All in all, this trade shift could help American industrial companies, especially those bringing supply chains back home.

Moreover, lower interest rates should help the sector by increasing construction and housing projects in 2025. On the other hand, falling mortgage rates will attract more homebuyers, creating demand for building materials and equipment. Ken Fisher said, “Investors are ignoring some of these positive developments,” pointing to an overlooked chance in housing-related businesses.

Aerospace is also making a comeback through airlines’ need to replace aging planes, driving demand for maintenance and parts, which demonstrates significant progress in aerospace-based companies. Meanwhile, only 25% of the $1.9 trillion in planned North American infrastructure projects have started construction, suggesting big growth ahead for equipment providers and construction companies.

In 2025, industrial stocks look promising due to clean technology and automation advancements. As reported in Deloitte’s 2025 Manufacturing Industry Outlook, over $31 billion went into clean-tech manufacturing facilities in 2024, showing a move toward sustainability. With decreasing interest rates and high demand for environmentally friendly tech, these investments are highly probable to drive growth in the industry. Ken Fisher noted made the following comment about the current situation:

“The fear is bigger than the problem can be. Single-period stock market comparisons are always iffy, but it may well be this goes something like the 1998 stock market correction leading to a 26% annual return.”

His view suggests a more positive review of the industrial sector, predicting it will grow despite tariff concerns. With investments in automation, clean tech, and domestic production, these stocks have strong long-term potential even with short-term challenges.

Methodology

To compile this list, we reviewed Ken Fisher’s SEC Q4 2024 13F filings. We picked 10 stocks with the highest upside potential from their current levels as of time of writing this article. Finally, we ranked the stocks in ascending order based on their highest analyst upside potential while also outlining hedge fund sentiment regarding these stocks, as per Insider Monkey’s database of Q4 2024.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Workers assembling precision and science technology components in a factory.

Ingersoll Rand Inc. (NYSE:IR)

Number of Hedge Fund Holders: 39

Upside Potential: 31.60%

Ingersoll Rand Inc. (NYSE:IR) supplies essential air, fluid, and energy tech for industrial, medical, and scientific markets across the globe. The company operates through two main segments: Industrial Technologies & Services and Precision & Science Technologies. It provides products including compressors, vacuum products, pumps, and control systems. During 2024, the company saw steady demand, particularly in emerging markets, backed by wide distributor networks and strategic acquisitions. Thus, the company is well-positioned as a top industrial tech stock in a growing market.

In Q4 ended December 31, 2024, Ingersoll Rand’s revenue grew 4% year-over-year while adjusted EBITDA jumped 6% to $532 million. EBITDA margins improved by 50 basis points to 28%, with quarterly adjusted earnings hitting $0.84 per share, bringing full-year earnings to $3.29, up 11% from the previous year. Meanwhile, Q4 orders increased 8%, and free cash flow reached $491 million, a solid 26% margin. The annual revenue of Ingersoll Rand Inc. (NYSE:IR) rose 5%, thanks to strong execution and contributions from acquisitions.

The Industrial Technologies & Services segment faced slight organic revenue weakness in Q4, though compressor and vacuum product orders stayed healthy. This segment achieved a record 30.2% EBITDA margin for the full year. Simultaneously, the Precision & Science Technologies segment showed impressive 24% revenue growth in Q4, with acquisitions driving results despite organic softness. The ILC Dover Life Sciences unit showed an outstanding double-digit revenue growth during this period.

For 2025, Ingersoll Rand Inc. (NYSE:IR) expects adjusted earnings between $3.38 and $3.50 per share—about 5% growth at the midpoint. Revenue should increase by 3-5%, with organic growth of 1-3%, and the company aims to add up to 500 basis points of growth through acquisitions. With over 200 potential targets and seven deals already at the letter-of-intent stage, acquisitions remain key to its strategy. Ken Fisher currently owns about $2.3 million in Ingersoll Rand shares, making up roughly 0.0008% of his investment portfolio.

Overall, IR ranks 5th on our list of billionaire Ken Fisher’s industrial stock picks with huge upside potential. While we acknowledge the potential of IR, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than IR but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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