Equity Profile

IR

Ingersoll Rand Inc.

IndustrialsIndustrial Machinery & Supplies & Components$33.0B

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 help businesses improve their efficiency and productivity....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

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 help businesses improve their efficiency and productivity. As a key player in the industrial space, its performance can be influenced by trends in manufacturing, construction, and energy sectors.

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 the last quarter (Q1-2026), Ingersoll Rand reported an EPS of $0.77, surpassing expectations by 7.69%. However, the stock declined by 3.36% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Ingersoll Rand's upcoming earnings report, given its history of beating EPS estimates. However, the lack of specific guidance raises concerns about future growth.

Bull Case

If Ingersoll Rand continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a positive market reaction and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could result in a significant drop in stock price, reflecting investor disappointment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for determining market sentiment and stock performance.

How is the company addressing supply chain challenges?

Supply chain issues have been affecting many industrial companies, and insights on this topic will be key to understanding future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Ingersoll Rand's ability to capitalize on emerging market opportunities, particularly in energy-efficient technologies.

Supporting Evidence

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

Options pricing suggests a larger move than historical averages, indicating potential for significant market reaction.

The industrial sector is showing signs of recovery, which could benefit Ingersoll Rand more than anticipated.

Key Risk

If the company reports an EPS significantly above $0.85, it could challenge current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ingersoll Rand can maintain its growth trajectory amid potential economic headwinds.

Bull Confirmed If

An EPS of $0.85 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingersoll Rand beats expectations, history suggests the stock could rise by around 1.73%, confirming ongoing operational strength.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

Should the company miss expectations, history indicates a potential decline of around 0.74%, signaling investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key segments such as energy-efficient products.
2Any updates on supply chain management and its impact on production.
3Insights into customer demand trends and order backlog.
4Management's outlook on economic conditions affecting the industrial sector.
5Comments on cost management strategies and their effectiveness.

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 help businesses improve their efficiency and productivity....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Ingersoll Rand continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a positive market reaction and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could result in a significant drop in stock price, reflecting investor disappointment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for determining market sentiment and stock performance.

How is the company addressing supply chain challenges?

Supply chain issues have been affecting many industrial companies, and insights on this topic will be key to understanding future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Ingersoll Rand's ability to capitalize on emerging market opportunities, particularly in energy-efficient technologies.

Supporting Evidence

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

Options pricing suggests a larger move than historical averages, indicating potential for significant market reaction.

The industrial sector is showing signs of recovery, which could benefit Ingersoll Rand more than anticipated.

Key Risk

If the company reports an EPS significantly above $0.85, it could challenge current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Ingersoll Rand can maintain its growth trajectory amid potential economic headwinds.

Bull Confirmed If

An EPS of $0.85 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Ingersoll Rand beats expectations, history suggests the stock could rise by around 1.73%, confirming ongoing operational strength.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

Should the company miss expectations, history indicates a potential decline of around 0.74%, signaling investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in key segments such as energy-efficient products.
2Any updates on supply chain management and its impact on production.
3Insights into customer demand trends and order backlog.
4Management's outlook on economic conditions affecting the industrial sector.
5Comments on cost management strategies and their effectiveness.