Ingersoll Rand Inc. — Cyborg Score 8/10

Strong
Industrial Manufacturing - Flow Creation & Precision Technologies

Strategic Profile

The company recently reported Q4 2025 results that beat analyst expectations with adjusted earnings of $0.96 per share and revenue of $2.09 billion, representing 14.3% earnings growth and 10.1% revenue growth year-over-year. Ingersoll Rand is building recurring, high-margin revenue streams through expansion of aftermarket services with aftermarket revenue growing to 37% of total.

Cyborg Score Rationale

Strong Q4 earnings beat on both revenue and adjusted EPS with disciplined execution. Stock up 25% year-to-date with 52-week highs. Growing recurring revenue streams provide earnings stability.

Top Insights

  • Q4 2025 earnings beat on both revenue ($2.09B vs $2.04B consensus) and EPS ($0.96 vs $0.90 consensus) with 14.3% earnings growth
  • Aftermarket and service revenue now 36-37% of total revenue, providing recurring, high-margin cash flows and earnings stability
  • Recent Scinomix acquisition in January 2026 expands life sciences automation capabilities and M&A-driven growth strategy
  • Stock has delivered 125% 5-year total shareholder return with momentum continuing into 2026, currently trading near 52-week highs

Named Competitors

  • Compressor Systems — Industrial compressors and vacuum solutions
  • Fluid Transfer Equipment — Industrial fluid handling and motion control
  • Flow Control Solutions — Diversified industrial equipment and software
  • Precision Pumps — Specialized flow management and pump solutions

Recent Developments

  • (January 2026) Acquired Scinomix, Inc., a life sciences automation technology manufacturer
  • (February 2026) Q4 2025 earnings beat Wall Street forecasts; stock jumped 6.1%
  • (December 2025) Jerome Guillen appointed to Board of Directors
  • (November 2025) Acquired Transvac Systems to expand vacuum technology portfolio

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