Ingersoll Rand was formed through the merger of Gardner Denver and Ingersoll Rand's industrial segment. The firm's portfolio consists of two business lines: industrial technologies and services, and precision and science technologies.
It is a $30.6B industrial company. Revenue grew 7.8% over the last year, it keeps 12¢ of every dollar of sales as profit, and its net debt equals ~2.9 years of free cash flow. It trades at 31.9× earnings — in the cheapest third of its own history.
- Website
- irco.com
- Location
- Davidson, NC
- Employees
- 21 000
- Sector
- Industrials
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong growth and quality; Health and Moat lag behind.
Valuation64
- P/E vs own history32th pct · 20/25
- FCF yield4.0% · 12/25
- P/S3.8x · 20/25
- EV/EBITDA18.5x · 12/25
Growth76
- Revenue CAGR10.4% · 20/25
- Net income CAGR0.8% · 6/25
- EPS CAGR ~5Y26.0% · 25/25
- Fwd implied growth63.5% · 25/25
Profitability57
- ROIC4.3% · 5/25
- ROE9.5% · 12/25
- Net margin12.1% · 20/25
- Operating margin18.1% · 20/25
Health40
- Altman Zn/a · 0/25
- Current ratio1.62 · 18/25
- Interest coverage4.9x · 10/25
- Net cash / debtD/A 19% · 12/25
Quality85
- Piotroski F6/9 · 15/25
- Beneish M-2.67 · 25/25
- FCF conversion127% · 25/25
- Margin stabilityσ 7.0% · 20/25
Moat43
- ROIC >12% years0/9 yrs · 0/25
- Median gross margin38.6% · 13/25
- FCF-positive years9/9 yrs · 25/25
- Worst-year net marginworst -0.7% · 5/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2024FinancialBest year on record$839M net income
- 2024AcquisitionIngersoll Rand acquired Friulair, a company out of Friuli, Italy which specializes in chillers and…
- 2020AcquisitionThe company was formed in February 2020 through the spinoff of the industrial segment of Ingersoll-Rand plc (now…
- FY2017FinancialFirst recorded profitable year$18.4M net income
- FY2017FinancialRevenue already above $1B$2.38B in first reported year
- FY2017FinancialPositive free cash flow every year since9-year streak
- 2013AcquisitionGardner Denver Inc traded on the New York Stock Exchange until it was acquired by private equity firm Kohlberg…
- 1994MilestoneCooper spun off the Gardner Denver Industrial Machinery Division as an independent company
- 1979AcquisitionGardner Denver was acquired by C-B's successor, Cooper Industries Inc
- 1943IPOGardner Denver was listed on the New York Stock Exchange for the first time
- 1927AcquisitionThe Gardner Governor Company merged with the Denver Rock Drill Company in 1927 to form Gardner-Denver
- 1905AcquisitionIngersoll-Sergeant Drill Company merged with the Rand Drill Company to form Ingersoll Rand
- 1871AcquisitionSimon Ingersoll founded Ingersoll Rock Drill Company in 1871 in New York
- 1859ProductRobert Gardner founded the Gardner Governor Company in 1859 in Quincy, Illinois and introduced an early effective…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (42.8%)
- Strong cash conversion — FCF is 15.4% of revenue
Watch-outs
- Loss-making in 1 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+7.8% YoY
- Profitable — makes more than it spends$959M TTM
- Profit growing — earnings are higher than last year-0.6% YoY
- Generates cash — cash left after running and investing$1.22B TTM
- Debt under control — could handle its obligations~2.9y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$30.6B market cap
- Not printing shares — share count not ballooning — you keep your slice+55.6% shares over ~5y
- Proven track record — years of profitability behind it8/9 profitable years
- Financially stable — balance sheet not near distresshealth score 28/100
- Pays a dividend — returns cash to shareholdersyield 0.10%
- Valuation not extreme — price not wildly above earningsP/E 31.9
Peer comparisonIngersoll Rand Inc. vs 6 largest industrials peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| IR this company | $30.6B | 31.9 | +7.8% | 12.1% | Strained |
| LRCX Lam Research Corp | $399.2B | 54.9 | +26.0% | 31.3% | Strong |
| CAT Caterpillar Inc. | $368.0B | 33.9 | +18.4% | 14.5% | Solid |
| RTX RTX Corporation | $251.3B | 32.4 | +11.8% | 8.3% | Strained |
| DE Deere & Company | $167.7B | 34.4 | +8.3% | 10.2% | Solid |
| ETN Eaton Corporation, plc | $167.2B | 43.6 | +15.5% | 12.8% | Mixed |
| UNP Union Pacific Corp. | $166.8B | 22.6 | +4.2% | 28.8% | Strained |
Head-to-head: IR vs LRCX · IR vs CAT · IR vs RTX
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2017–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/IR
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Deeper analysis of IR on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $78.75 · market cap $30.6B.