The mixed quarterly results with organic revenue decline and margin compression in the largest segment (ITS) may offset the adjusted EPS beat. Watch for commentary on ITS organic order recovery and tariff impacts. The maintained guidance provides a floor, but execution risk is elevated.
Price Chart
Executive Summary
Ingersoll Rand reported Q1 2026 adjusted EPS of $0.77, beating consensus of $0.72 by ~7%, and revenue of $1.847B grew 7.6% reported but declined 0.3% organically. The Industrial Technologies segment saw organic order decline and margin compression, partially offset by strong Precision & Science growth. Full-year 2026 guidance was maintained, but free cash flow dropped to $163M from $223M a year ago.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS $0.77 vs consensus $0.72 (beat by ~7%)
- Reported revenue $1,847M, +7.6% YoY but organic revenue -0.3%
- ITS segment organic revenue -1.6%, Adjusted EBITDA margin down 210 bps to 26.7%
- PST segment organic revenue +4.4%, Adjusted EBITDA margin up 120 bps to 30.3%
- Full-year 2026 guidance maintained: revenue growth 2.5-4.5%, Adj. EBITDA $2,130-2,190M, Adj. EPS $3.45-3.57
- Free cash flow $163M vs $223M in prior year quarter
- Returned $97M to shareholders via buybacks ($89M) and dividends ($8M)
Financial Impact
Adjusted EPS beat by ~$0.05 (6.9%) but organic revenue declined and free cash flow fell 27%
Risk Factors
- ITS organic order decline of 2.6% and margin compression from tariffs and investments
- Free cash flow conversion weakening (8.8% margin vs 13.0% last year)
- Geopolitical/Middle East order disruption may persist
- Section 232 tariff impact not fully quantified
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-027949 |
| Document: iri-20260428.htm | 0001628280-26-027949 |
| Document: 0001628280-26-027949-index-headers.html | 0001628280-26-027949 |
| Document: 0001628280-26-027949-index.html | 0001628280-26-027949 |
| Document: 0001628280-26-027949.txt | 0001628280-26-027949 |
| 8-K Data (Synthetic) | 0001628280-26-027949 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | Insider Buy | $88.24 $75.40 | ▼ −14.55% | ▼ −15.15% | $76.08 (−13.78%) |
Jun 16, 2026 15w ago | 8-K | $77.07 $84.78 | ▲ +10.00% | ▲ +8.69% | $76.08 (−1.28%) |
Apr 28, 2026 22w ago | 8-K | $77.45 $70.79 | ▼ −8.60% | ▼ −14.65% | $76.08 (−1.77%) |
Apr 24, 2026 22w ago | DEFA14A | $83.76 $72.43 | ▼ −13.52% | ▼ −18.48% | $76.08 (−9.17%) |
Apr 8, 2026 25w ago | Press Release | $87.04 $78.65 | ▼ −9.64% | ▼ −17.20% | $76.08 (−12.59%) |
Feb 28, 2026 30w ago | Institutional Cluster | $93.95 $76.87 | ▼ −18.18% | ▼ −10.24% | $76.08 (−19.02%) |
US Market Status
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