Abstract

Ingersoll Rand Inc. will report fiscal Q4 2025 results on February 12, 2026 Post Market, with consensus pointing to continued revenue and EPS growth supported by resilient demand across compressors, vacuum, and flow technologies.

Market Forecast

For the current quarter, market estimates indicate total revenue of USD 2.04 billion, up 6.97% year over year, EBIT of USD 0.49 billion with an estimated 6.72% year-over-year increase, and adjusted EPS of USD 0.90, reflecting an estimated 7.12% year-over-year rise; the company is expected to sustain solid margins, though consensus does not provide explicit gross margin or net margin forecasts. The main business is projected to remain healthy, supported by demand for aftermarket services and industrial technologies, with balanced growth across end markets. Precision and scientific technologies appears to be the most promising segment, benefiting from momentum in vacuum and life-science solutions; consensus expects robust expansion, though specific quarterly segment revenue and year-over-year data are not disclosed in external estimates.

Last Quarter Review

In the previous quarter, Ingersoll Rand Inc. recorded revenue of USD 1.96 billion, gross profit margin of 43.74%, GAAP net profit attributable to the parent company of USD 244.00 million, net profit margin of 12.49%, and adjusted EPS of USD 0.86, with revenue rising 5.05% year over year and EPS increasing 2.38% year over year. A notable highlight was strong sequential profitability, with quarter-over-quarter net profit growth of 311.71%, underpinned by operating efficiency and favorable mix. Main business performance was led by Industrial Technologies and Services revenue of USD 1.54 billion and Precision and Scientific Technologies revenue of USD 414.50 million, indicating resilient demand and a stable revenue contribution split.

Current Quarter Outlook

Industrial Technologies and Services

Industrial Technologies and Services remains the core cash generator this quarter, anchored by compressors, blowers, and aftermarket service contracts that typically support stable pricing and recurring revenue. The most recent quarter’s revenue of USD 1.54 billion points to a favorable installed base and ongoing service attachment, which tends to lower cyclicality versus solely new equipment sales. Into fiscal Q4 2025, the revenue estimate of USD 2.04 billion at the total company level suggests the segment will likely deliver modest sequential growth, supported by backlog conversion and steady order intake in North America and EMEA. Margin sustainability should be helped by price realization and supply-chain normalization, while mix shifts toward parts and services could support gross profitability even if new equipment volumes fluctuate. Investors should watch lead-time trends and book-to-bill ratios disclosed in management commentary, because they can foreshadow whether order momentum is outpacing shipments, a key driver for near-term earnings resilience.

Precision and Scientific Technologies

Precision and Scientific Technologies continues to show attractive growth characteristics due to exposure to vacuum technologies, specialty pumps, and life-science applications. With USD 414.50 million in revenue last quarter, the segment’s contributions have been growing in importance for the company’s profitability profile. In fiscal Q4 2025, market estimates for total company revenue and EPS imply that this segment’s mix could expand on favorable end-demand in laboratories, semiconductor-related vacuum, and process industries. EBIT estimates of USD 0.49 billion combined with sustained gross margin performance last quarter indicate that higher-value engineered products can lift consolidated margin quality. Attention should focus on orders and backlog within precision applications, where shorter cycle times can transmit demand signals quickly; upside risk may come from improved project releases, while downside risk could be tied to capital spending pauses in specialized end-markets.

Stock Price Drivers This Quarter

The stock’s performance around earnings will be most sensitive to the interplay of margin execution and revenue quality, rather than volume alone. Consensus expects adjusted EPS of USD 0.90 on revenue of USD 2.04 billion, implying stable conversion; any variance in gross profit margin versus the prior quarter’s 43.74% will be scrutinized for signs of pricing durability or input-cost pressure. Management’s commentary on aftermarket penetration, service mix, and price-cost balance will be closely watched as these factors are key to sustaining net profit margin near the double-digit range implied by last quarter’s 12.49%. Order trends and backlog conversion timing could tilt sentiment: stronger sequential orders would support a bullish view of calendar 2026 demand, while a softer book-to-bill or elongated lead times could raise questions about the pace of conversion. Finally, clarity on capital deployment—acquisition cadence and returns discipline—can influence how investors frame medium-term EPS compounding expectations.

Analyst Opinions

Most institutional views gathered over the past six months are constructive, highlighting durable aftermarket demand and balanced exposure across end markets rather than dependence on a single cyclical vertical. Analysts emphasizing compressors and vacuum platforms point to continued pricing realization and supply-chain stability, supporting the view that adjusted EPS can meet or modestly exceed the USD 0.90 estimate with revenue near USD 2.04 billion. Commentary also underlines that operating leverage from scale, combined with disciplined cost control, can sustain EBIT close to USD 0.49 billion, reinforcing confidence in the quarter. The bullish majority expects incremental margin expansion in high-value engineered products and services, while noting that monitoring order momentum and backlog conversion remains essential for validating the near-term trajectory.