Q4 2025 Ingersoll Rand Inc Earnings Call Transcript
Key Points
- Ingersoll Rand Inc (IR) ended the year with low single-digit organic order growth, indicating positive momentum heading into 2026.
- The company exceeded $450 million in recurring revenue for 2025, with a backlog of approximately $1.1 billion in future revenue from existing contracts.
- Ingersoll Rand Inc (IR) demonstrated strong execution in M&A, investing $525 million across 16 transactions, generating approximately $275 million in annualized inorganic revenue.
- The company completed its first acquisition of 2026 with Scinomix, enhancing its Life Science strategy and technological capabilities.
- Adjusted earnings per share for the fourth quarter was $0.96, up 14% year-over-year, reflecting strong financial performance.
- Adjusted EBITDA margins faced year-over-year pressure due to tariff impacts and intentional commercial investments for growth.
- Organic revenue for the full year finished down 1% due to tough first-half comparisons, despite a positive trajectory in the latter half of the year.
- The ITS segment experienced a decline in adjusted EBITDA margins, largely driven by the dilutive impact of tariffs.
- The PST segment's Aerospace and Defense business faced order timing issues, contributing to a decline in organic orders.
- The guidance for 2026 anticipates only modest organic revenue growth of 2.5% to 4.5%, with no significant market recovery embedded.
Hello, and welcome to the Ingersoll Rand fourth quarter 2025 earnings call. (Operator Instructions)
I would now like to turn the conference over to Matthew Fort, Vice President, Investor Relations. You may begin.
Thank you, and welcome to the Ingersoll Rand 2025 fourth 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 reference 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-looking in nature and are subject to the risks and uncertainties discussed in our previous SEC filings, which you should read
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