Equity Profile

IR

Ingersoll Rand Inc.

IndustrialsIndustrial Machinery & Supplies & Components$32.7B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Ingersoll Rand Inc. (IR) is a leading manufacturer in the industrial machinery sector, providing essential products and services for various industries....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.91

Revenue

Total revenue reflects the company's overall sales performance and demand for its products, which is vital for assessing growth.

$2.0B

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) is a leading manufacturer in the industrial machinery sector, providing essential products and services for various industries. The company plays a crucial role in areas like energy efficiency and sustainable manufacturing, which are increasingly important in today's economy.

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 mixed investor sentiment despite the positive earnings surprise.

Management Promises & Guidance

Continued focus on cost management and operational efficiency.
Commitment to innovation in energy-efficient products.
Plans to expand market presence in emerging economies.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Ingersoll Rand's upcoming earnings, with expectations for solid EPS and revenue figures. The consensus suggests that the company will continue its trend of beating earnings estimates.

Bull Case

If Ingersoll Rand can deliver strong earnings and demonstrate robust revenue growth, it may signal a recovery in industrial demand and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to further declines in stock price, especially given recent market volatility.

Key Metrics to Watch

EPS

$0.91

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$2.0B

Total revenue reflects the company's overall sales performance and demand for its products, which is vital for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.91?

A beat on EPS could reinforce investor confidence and support a positive stock reaction.

What guidance will management provide regarding revenue growth?

Management's outlook on revenue will be critical for assessing future performance and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to capitalize on emerging market demand, which could drive stronger revenue growth than anticipated.

Supporting Evidence

The company's recent focus on energy-efficient products aligns with growing global sustainability trends.

Historical performance shows a consistent ability to beat EPS estimates, suggesting potential for another surprise.

Options pricing indicates a significant expected move, reflecting heightened investor interest.

Key Risk

If revenue growth significantly exceeds $2.0B, it could challenge the current consensus expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Ingersoll Rand can maintain its growth trajectory amidst economic uncertainties.

Bull Confirmed If

An EPS of $0.93 or higher, coupled with revenue growth exceeding $2.0B, would confirm the bull case.

Bear Confirmed If

An EPS below $0.91 or revenue falling short of $2.0B would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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: 5 of 24 (21%)

This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (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 an average of 1.72%, confirming a positive outlook.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

Should the company miss expectations, the stock could decline, with historical data suggesting an average drop of 0.74% following such events.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in energy efficiency.
2Management's commentary on market demand in emerging economies.
3Insights into cost management strategies and their impact on margins.
4Guidance on future revenue growth and market conditions.
5Any changes in capital expenditure plans for the coming quarters.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

KRCAMC

Kilroy Realty Corporation

PreviewView

Jul27

PIIAMC

Company Snapshot

Ingersoll Rand Inc. (IR) is a leading manufacturer in the industrial machinery sector, providing essential products and services for various industries....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

$0.91

Revenue

Total revenue reflects the company's overall sales performance and demand for its products, which is vital for assessing growth.

$2.0B

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

Continued focus on cost management and operational efficiency.
Commitment to innovation in energy-efficient products.
Plans to expand market presence in emerging economies.

Expectations

Wall Street Expectations

Bull Case

If Ingersoll Rand can deliver strong earnings and demonstrate robust revenue growth, it may signal a recovery in industrial demand and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to further declines in stock price, especially given recent market volatility.

Key Metrics to Watch

EPS

$0.91

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue

$2.0B

Total revenue reflects the company's overall sales performance and demand for its products, which is vital for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $0.91?

A beat on EPS could reinforce investor confidence and support a positive stock reaction.

What guidance will management provide regarding revenue growth?

Management's outlook on revenue will be critical for assessing future performance and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to capitalize on emerging market demand, which could drive stronger revenue growth than anticipated.

Supporting Evidence

The company's recent focus on energy-efficient products aligns with growing global sustainability trends.

Historical performance shows a consistent ability to beat EPS estimates, suggesting potential for another surprise.

Options pricing indicates a significant expected move, reflecting heightened investor interest.

Key Risk

If revenue growth significantly exceeds $2.0B, it could challenge the current consensus expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will indicate whether Ingersoll Rand can maintain its growth trajectory amidst economic uncertainties.

Bull Confirmed If

An EPS of $0.93 or higher, coupled with revenue growth exceeding $2.0B, would confirm the bull case.

Bear Confirmed If

An EPS below $0.91 or revenue falling short of $2.0B would validate the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect 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: 5 of 24 (21%)

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 an average of 1.72%, confirming a positive outlook.

In-Line / Cautious

If results are in line but management's commentary is cautious, the stock may experience muted movement as investors reassess growth prospects.

Miss

Should the company miss expectations, the stock could decline, with historical data suggesting an average drop of 0.74% following such events.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in energy efficiency.
2Management's commentary on market demand in emerging economies.
3Insights into cost management strategies and their impact on margins.
4Guidance on future revenue growth and market conditions.
5Any changes in capital expenditure plans for the coming quarters.