Equity Profile

IR

Ingersoll Rand Inc.

IndustrialsIndustrial Machinery & Supplies & Components$28.3B

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 enhance productivity and efficiency for various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and overall financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for long-term success.

N/A

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 enhance productivity and efficiency for various industries. As a key player in industrial machinery and supplies, its performance can be influenced by trends in manufacturing, construction, and global economic conditions.

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, Ingersoll Rand reported an EPS of $0.77, surpassing expectations by 7.69%. However, the stock experienced a decline of 3.36% the following day, indicating market skepticism despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts have mixed expectations for Ingersoll Rand's upcoming earnings report, with a focus on how the company continues to manage costs and drive revenue growth in a challenging economic environment.

Bull Case

If Ingersoll Rand can demonstrate strong revenue growth and maintain or improve its profit margins, it could lead to a positive reaction from investors, reinforcing confidence in its business strategy.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining demand in key markets, it could result in a negative market reaction, further impacting the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Ingersoll Rand's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending in key sectors?

Understanding revenue growth in critical markets will help investors assess the company's ability to navigate economic challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to leverage operational efficiencies and cost management, which could lead to better-than-expected results.

Supporting Evidence

Ingersoll Rand has consistently beaten EPS estimates in the past quarters, indicating strong management performance.

The options market is pricing in a significant move, suggesting that traders expect volatility that may not align with consensus expectations.

Key Risk

If the company reports an EPS significantly above $0.80, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is particularly significant as it will provide insights into Ingersoll Rand's resilience amid economic fluctuations.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case and suggest strong operational performance.

Bear Confirmed If

An EPS below $0.70 would support the bear case, indicating potential issues in demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move of approximately 15.77%, suggesting 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

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

30,492 sh

1 insider

Net

$2.7M

Net selling

Most Active Insiders· 1 open-market trade

See RemarksReynal Vicente
$2.7M
Net selling

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 positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of 0.74% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Details on revenue growth in key sectors such as manufacturing and construction.
3Insights into supply chain challenges and how they are being addressed.
4Management's outlook on market conditions for the remainder of the year.
5Any commentary on new product developments or innovations.

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 enhance productivity and efficiency for various industries....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and overall financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, which is vital for long-term success.

N/A

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

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of declining demand in key markets, it could result in a negative market reaction, further impacting the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Ingersoll Rand's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

How is revenue growth trending in key sectors?

Understanding revenue growth in critical markets will help investors assess the company's ability to navigate economic challenges and capitalize on opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Ingersoll Rand's ability to leverage operational efficiencies and cost management, which could lead to better-than-expected results.

Supporting Evidence

Ingersoll Rand has consistently beaten EPS estimates in the past quarters, indicating strong management performance.

The options market is pricing in a significant move, suggesting that traders expect volatility that may not align with consensus expectations.

Key Risk

If the company reports an EPS significantly above $0.80, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is particularly significant as it will provide insights into Ingersoll Rand's resilience amid economic fluctuations.

Bull Confirmed If

An EPS of $0.80 or higher would confirm the bull case and suggest strong operational performance.

Bear Confirmed If

An EPS below $0.70 would support the bear case, indicating potential issues in demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±15.77%

Historical Avg

±1.7%

Pricing rich

The options market is pricing in a significant move of approximately 15.77%, suggesting 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

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.7M

30,492 sh

1 insider

Net

$2.7M

Net selling

Most Active Insiders· 1 open-market trade

See RemarksReynal Vicente
$2.7M
Net selling

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 positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline, with historical patterns indicating an average drop of 0.74% following such outcomes.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Details on revenue growth in key sectors such as manufacturing and construction.
3Insights into supply chain challenges and how they are being addressed.
4Management's outlook on market conditions for the remainder of the year.
5Any commentary on new product developments or innovations.