Equity Profile

IR

Ingersoll Rand Inc.

IndustrialsIndustrial Machinery & Supplies & Components$27.6B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ingersoll Rand Inc. (IR) operates in the industrial machinery sector, providing products and services that enhance productivity and efficiency across various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.80

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IR Q2-2026 Earnings Preview

Context

Company Snapshot

Ingersoll Rand Inc. (IR) operates in the industrial machinery sector, providing products and services that enhance productivity and efficiency across various industries. With a market cap of $28 billion, the company plays a significant role in the industrial supply chain, focusing on technologies that support sustainable operations and energy efficiency.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.12%

Avg Stock Reaction

-0.74%

Last Quarter Recap

In Q1 2026, Ingersoll Rand reported an EPS of $0.77, surpassing estimates by 7.69%. However, the stock dropped 3.36% the following day, indicating mixed investor sentiment despite the earnings beat.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to sustainable product development.
Plans to expand market presence in emerging sectors.

Expectations

Wall Street Expectations

Overall, expectations for Ingersoll Rand's upcoming earnings are cautious, given the mixed reactions to previous earnings beats. Investors are looking for clarity on revenue growth and operational efficiency.

Bull Case

If Ingersoll Rand can demonstrate strong revenue growth and maintain or improve its operating margins, it could lead to a positive market reaction and renewed investor confidence.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining revenue, it could further dampen investor sentiment and lead to a significant stock decline.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.80

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Operating Margin

N/A

Operating margin provides insight into the company's operational efficiency and cost management.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for assessing ongoing profitability and investor confidence.

How is revenue growth trending in key markets?

Understanding revenue trends will help gauge the company's market position and growth potential, which are critical for long-term valuation.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to leverage operational efficiencies and sustainable practices to drive revenue growth.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Recent insider selling could reflect confidence in the company's long-term strategy rather than immediate concerns.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment in favor of the company.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ingersoll Rand can sustain its earnings momentum amid economic uncertainties.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.75 would confirm the bear case, suggesting potential revenue issues.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move of approximately 15.77%, indicating heightened uncertainty around the earnings report.

Options are pricing ±15.8% while IR has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

32.9%

Calls (2K)P/C Ratio: 0.00Puts (56K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

30,492 sh

1 insider

Net

$2.7M

Net selling

Most Active Insiders· 1 open-market trade

See RemarksReynal Vicente
$2.7M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingersoll Rand beats expectations, history suggests a potential average one-day move of +1.73%, confirming positive market sentiment.

In-Line / Cautious

A cautious in-line report could lead to muted reactions, reflecting ongoing investor uncertainty.

Miss

If the company misses EPS expectations, history suggests a potential average one-day move of -0.74%, likely leading to further declines.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key markets.
2Updates on cost management and operational efficiencies.
3Any commentary on future product development and sustainability initiatives.
4Insights into market conditions and demand trends.
5Management's outlook on economic factors affecting the business.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Ingersoll Rand Inc. (IR) operates in the industrial machinery sector, providing products and services that enhance productivity and efficiency across various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.80

Revenue Growth

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+6.12%

Avg Stock Reaction

-0.74%

Last Quarter Recap

In Q1 2026, Ingersoll Rand reported an EPS of $0.77, surpassing estimates by 7.69%. However, the stock dropped 3.36% the following day, indicating mixed investor sentiment despite the earnings beat.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to sustainable product development.
Plans to expand market presence in emerging sectors.

Expectations

Wall Street Expectations

Bull Case

If Ingersoll Rand can demonstrate strong revenue growth and maintain or improve its operating margins, it could lead to a positive market reaction and renewed investor confidence.

Bear Case

Conversely, if the company fails to meet EPS expectations or shows signs of declining revenue, it could further dampen investor sentiment and lead to a significant stock decline.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.80

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to increase sales and market share, which is crucial for long-term success.

Operating Margin

N/A

Operating margin provides insight into the company's operational efficiency and cost management.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for assessing ongoing profitability and investor confidence.

How is revenue growth trending in key markets?

Understanding revenue trends will help gauge the company's market position and growth potential, which are critical for long-term valuation.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to leverage operational efficiencies and sustainable practices to drive revenue growth.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Recent insider selling could reflect confidence in the company's long-term strategy rather than immediate concerns.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Key Risk

If revenue growth exceeds expectations, it could significantly shift market sentiment in favor of the company.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ingersoll Rand can sustain its earnings momentum amid economic uncertainties.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.75 would confirm the bear case, suggesting potential revenue issues.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move of approximately 15.77%, indicating heightened uncertainty around the earnings report.

Options are pricing ±15.8% while IR has averaged ±1.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

32.9%

Calls (2K)P/C Ratio: 0.00Puts (56K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

30,492 sh

1 insider

Net

$2.7M

Net selling

Most Active Insiders· 1 open-market trade

See RemarksReynal Vicente
$2.7M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingersoll Rand beats expectations, history suggests a potential average one-day move of +1.73%, confirming positive market sentiment.

In-Line / Cautious

A cautious in-line report could lead to muted reactions, reflecting ongoing investor uncertainty.

Miss

If the company misses EPS expectations, history suggests a potential average one-day move of -0.74%, likely leading to further declines.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key markets.
2Updates on cost management and operational efficiencies.
3Any commentary on future product development and sustainability initiatives.
4Insights into market conditions and demand trends.
5Management's outlook on economic factors affecting the business.