GET DAILY SIGNALSIngersoll Rand (IR) Reports +5.6% Revenue Growth in Q3 2026 and Raises Full-Year Guidance
Key Takeaways
- Ingersoll Rand reported third quarter 2026 revenue of $2.06 billion, up 5.6% year over year and modestly ahead of consensus estimates of about $2.05 billion.
- Adjusted earnings per share (EPS) came in at $1.07, well above the analyst consensus estimate of $0.90.
- Total orders climbed roughly 21% year over year to $2.35 billion, signaling a strengthening demand environment across short-, medium-, and long-cycle businesses.
- Management raised its full-year adjusted EPS guidance to $3.64 at the midpoint, reflecting improved operating momentum.
- Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) reached $584.4 million, a 28.3% margin, while free cash flow jumped to $623 million.
Why These Results Matter
Ingersoll Rand’s third quarter results matter because they offer a direct read on industrial demand across the flow creation, life sciences, and industrial solutions markets the company serves. The quarter for the period ended September 30, 2026 arrived against a backdrop of mixed macroeconomic signals, including lingering inflationary pressure on input costs. I was watching closely for evidence that order momentum and pricing discipline could offset those headwinds. With double-digit order growth, expanding margins, and a full-year EPS guidance raise, the report suggests IR is translating an improving demand environment into stronger profitability—an encouraging signal for a diversified industrial manufacturer navigating a still-uneven global economy.
Breaking Down the Reported Results
For the third quarter of 2026, Ingersoll Rand reported revenue of $2.06 billion, an increase of 5.6% compared with the prior-year period and slightly above the consensus estimate of about $2.05 billion. Adjusted diluted EPS came in at $1.07, comfortably exceeding the $0.90 analysts had expected, while GAAP EPS was $1.73.
The company’s adjusted EBITDA rose 7% year over year to $584.4 million, representing a 28.3% margin. Total orders were a standout, increasing approximately 21% to $2.35 billion, reflecting healthy activity across geographies and end markets. Free cash flow improved sharply to $623 million, up from $326 million in the same period a year earlier.
Management raised its full-year adjusted EPS guidance to $3.64 at the midpoint, an increase of roughly 3.7%, and reiterated full-year adjusted EBITDA guidance of approximately $2.16 billion at the midpoint. On balance, both revenue and earnings exceeded expectations, with no major metric falling short of consensus. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Market Reaction and Investor Sentiment
Shares of Ingersoll Rand closed at $80.01 ahead of the report and moved higher in after-hours trading, rising roughly 6% as investors digested the earnings beat and the improved full-year outlook. The market’s response centered on the strength in orders and the company’s ability to expand profitability despite ongoing inflationary pressures. Sentiment was also supported by the full-year adjusted EPS guidance raise, which signaled management confidence in sustained demand. While the stock had lagged broader benchmarks on a year-to-date basis heading into the report, the third quarter results provided a catalyst that refocused attention on the company’s operating execution and cash generation.
Forward Outlook and Key Factors to Monitor
Looking ahead, investors will be watching whether the order momentum Ingersoll Rand demonstrated in the third quarter translates into sustained revenue growth over the coming quarters. The company’s raised full-year adjusted EPS guidance of $3.64 at the midpoint reflects management’s confidence, but the durability of that trajectory depends on continued demand across both short-cycle and long-cycle product lines.
Input cost inflation remains a key variable. While margin expansion in the quarter showed strong cost discipline, persistent pricing pressure in materials, labor, and logistics could test profitability in future periods. Management’s ability to maintain pricing power and productivity gains will be an important factor to monitor.
Finally, free cash flow generation and capital allocation deserve attention. With free cash flow rising to $623 million in the quarter and a healthy liquidity position, the company retains flexibility for strategic acquisitions and shareholder returns. Upcoming catalysts include any updates to full-year guidance, commentary on geographic demand trends, and the pace of order-to-revenue conversion across Ingersoll Rand’s end markets.
Using Tickeron’s AI Screener in Practice
In my own research workflow, Tickeron’s AI Screener has become a reliable way to quickly filter stocks and ETFs by technical patterns, fundamentals, and AI-driven signals. It helps surface comparable names in the industrial space and highlights potential breakout candidates more efficiently than manual screening. I find it especially useful when evaluating quarterly results like these to see how IR stacks up against peers on volatility, trends, and performance metrics.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
IR in upward trend: 10-day moving average crossed above 50-day moving average on October 15, 2026
The 10-day moving average for IR crossed bullishly above the 50-day moving average on October 15, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 41 of 55 cases where IR's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 75%.
Following a +2.79% 3-day Advance, the price is estimated to grow further. Considering data from situations where IR advanced for three days, in 211 of 321 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
IR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 185 of 269 cases where IR Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 69%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 22, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IR as a result. In 46 of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 53%.
The Moving Average Convergence Divergence Histogram (MACD) for IR turned negative on October 22, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 50 similar instances when the indicator turned negative. In 25 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 50%.
IR moved below its 50-day moving average on October 22, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where IR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating steady price growth. IR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 60 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock slightly better than average.
The Tickeron Valuation Rating of 63 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.876) is normal, around the industry mean (3.949). P/E Ratio (31.049) is within average values for comparable stocks, (39.002). Projected Growth (PEG Ratio) (0.619) is also within normal values, averaging (1.879). Dividend Yield (0.001) settles around the average of (0.030) among similar stocks. P/S Ratio (3.547) is also within normal values, averaging (186.943).
The Tickeron SMR rating for this company is 73 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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General Information
an industrial conglomerate which provides diversified quality and security products and services
Industry IndustrialMachinery
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