Q3 2025 Ingersoll Rand Inc Earnings Call Transcript

Oct 31, 2025 / 12:00PM GMT

Release Date Price: €66.08 (-3.34%)

Transcript 10-Q8-K

Key Points

Positve

Ingersoll Rand Inc (IR) reported strong free cash flow generation, which supports disciplined capital deployment and strategic flexibility.
The company executed 14 transactions year-to-date, with 9 additional transactions under letters of intent, enhancing technological capabilities.
Ingersoll Rand Inc (IR) achieved a third consecutive quarter of positive organic order growth in its IPS segment.
The PST segment delivered a significant improvement in adjusted EBITDA margins, up 80 basis points year-over-year.
The company maintains a robust balance sheet with $3.8 billion in total liquidity, enabling continued investment in high-return opportunities.

Negative

The year-over-year margin decline was primarily driven by tariff-related dilution and targeted investments to support organic growth.
The company's adjusted EPS guidance was reduced due to the impact of incremental tariffs and delayed realization of pricing actions.
Ingersoll Rand Inc (IR) faces challenges from a dynamic tariff environment, impacting margin expansion.
The backlog growth resulted in a delayed realization of pricing actions, affecting short-term financial performance.
The company anticipates muted margin expansion in the first half of 2026 due to ongoing tariff impacts.

Operator

Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I'd like to welcome everyone to the Ingersoll Rand third-quarter 2025 earnings conference call. (Operator Instructions)

I'd now like to turn the conference over to Matthew Fort, Vice President, Investor Relations. Please go ahead.

Matthew Fort

Ingersoll Rand Inc - Vice President, Investor Relations and Global Financial Planning and Analysis

Thank you and welcome to the Ingersoll Rand 2025 third-quarter earnings call. I'm Matthew Fort, Vice President of Investor Relations. And joining me this morning are Vicente Reynal, Chairman and CEO; and Vik Kini, Chief Financial Officer. We issued our earnings release and presentation yesterday afternoon, and we will be referencing these during the call. Both are available on the Investor Relations section of our website.

In addition, a replay of this conference call will be available later today. Before we start, I want to remind everyone that certain statements on this call are forward

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