Ingersoll Rand (IR)
Market Price (4/14/2026): $87.7 | Market Cap: $34.4 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Ingersoll Rand (IR)
Market Price (4/14/2026): $87.7Market Cap: $34.4 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% Stock buyback supportStock Buyback 3Y Total is 1.5 Bil Low stock price volatilityVol 12M is 32% Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and Sustainable Infrastructure. Themes include Factory Automation, Show more. | Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -8.1% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 59x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.2% Key risksIR key risks include [1] significant execution and financial risks from its heavy reliance on acquisitions to offset sputtering underlying organic growth. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% |
| Stock buyback supportStock Buyback 3Y Total is 1.5 Bil |
| Low stock price volatilityVol 12M is 32% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Water Infrastructure, and Sustainable Infrastructure. Themes include Factory Automation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -8.1% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 59x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.2% |
| Key risksIR key risks include [1] significant execution and financial risks from its heavy reliance on acquisitions to offset sputtering underlying organic growth. |
Qualitative Assessment
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Ingersoll Rand (IR) stock has gained about 10% since 12/31/2025 because of the following key factors:
1. Ingersoll Rand reported stronger-than-expected financial results for the fourth quarter and full-year 2025, coupled with an optimistic outlook for 2026.
The company's Q4 2025 revenue increased by 10% year-over-year to $2.09 billion, surpassing analyst estimates of $2.04 billion. Adjusted earnings per share (EPS) for the quarter rose 14% to $0.96, exceeding the consensus forecast of $0.90. Furthermore, Ingersoll Rand provided robust full-year 2026 guidance, projecting revenue growth of 2.5% to 4.5% and Adjusted EPS in the range of $3.45 to $3.57, representing a 3% to 7% increase over the prior year, which was above analysts' average forecasts.
2. The company continued its strategic focus on mergers and acquisitions (M&A) and demonstrated strong recurring revenue generation.
In 2025, Ingersoll Rand completed 16 M&A transactions, investing $525 million and adding $275 million in annualized inorganic revenue. This momentum continued into early 2026 with the acquisition of Scinomix in January, expanding its life sciences capabilities. This strategic growth through acquisitions, combined with a resilient recurring revenue stream that accounted for approximately 36% of total revenue in 2025, instilled investor confidence in the company's long-term growth trajectory.
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1. Ingersoll Rand reported stronger-than-expected financial results for the fourth quarter and full-year 2025, coupled with an optimistic outlook for 2026.
The company's Q4 2025 revenue increased by 10% year-over-year to $2.09 billion, surpassing analyst estimates of $2.04 billion. Adjusted earnings per share (EPS) for the quarter rose 14% to $0.96, exceeding the consensus forecast of $0.90. Furthermore, Ingersoll Rand provided robust full-year 2026 guidance, projecting revenue growth of 2.5% to 4.5% and Adjusted EPS in the range of $3.45 to $3.57, representing a 3% to 7% increase over the prior year, which was above analysts' average forecasts.
2. The company continued its strategic focus on mergers and acquisitions (M&A) and demonstrated strong recurring revenue generation.
In 2025, Ingersoll Rand completed 16 M&A transactions, investing $525 million and adding $275 million in annualized inorganic revenue. This momentum continued into early 2026 with the acquisition of Scinomix in January, expanding its life sciences capabilities. This strategic growth through acquisitions, combined with a resilient recurring revenue stream that accounted for approximately 36% of total revenue in 2025, instilled investor confidence in the company's long-term growth trajectory.
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Stock Movement Drivers
Fundamental Drivers
The 10.7% change in IR stock from 12/31/2025 to 4/13/2026 was primarily driven by a 4.0% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 4132026 | Change |
|---|---|---|---|
| Stock Price ($) | 79.20 | 87.69 | 10.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,458 | 7,651 | 2.6% |
| Net Income Margin (%) | 7.3% | 7.6% | 4.0% |
| P/E Multiple | 57.5 | 59.2 | 2.9% |
| Shares Outstanding (Mil) | 396 | 393 | 0.8% |
| Cumulative Contribution | 10.7% |
Market Drivers
12/31/2025 to 4/13/2026| Return | Correlation | |
|---|---|---|
| IR | 10.7% | |
| Market (SPY) | -5.4% | 48.9% |
| Sector (XLI) | 11.4% | 78.8% |
Fundamental Drivers
The 6.2% change in IR stock from 9/30/2025 to 4/13/2026 was primarily driven by a 7.1% change in the company's Net Income Margin (%).| (LTM values as of) | 9302025 | 4132026 | Change |
|---|---|---|---|
| Stock Price ($) | 82.58 | 87.69 | 6.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,364 | 7,651 | 3.9% |
| Net Income Margin (%) | 7.1% | 7.6% | 7.1% |
| P/E Multiple | 63.3 | 59.2 | -6.4% |
| Shares Outstanding (Mil) | 400 | 393 | 2.0% |
| Cumulative Contribution | 6.2% |
Market Drivers
9/30/2025 to 4/13/2026| Return | Correlation | |
|---|---|---|
| IR | 6.2% | |
| Market (SPY) | -2.9% | 47.2% |
| Sector (XLI) | 12.4% | 76.2% |
Fundamental Drivers
The 9.7% change in IR stock from 3/31/2025 to 4/13/2026 was primarily driven by a 54.1% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4132026 | Change |
|---|---|---|---|
| Stock Price ($) | 79.95 | 87.69 | 9.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,235 | 7,651 | 5.7% |
| Net Income Margin (%) | 11.6% | 7.6% | -34.4% |
| P/E Multiple | 38.4 | 59.2 | 54.1% |
| Shares Outstanding (Mil) | 403 | 393 | 2.6% |
| Cumulative Contribution | 9.7% |
Market Drivers
3/31/2025 to 4/13/2026| Return | Correlation | |
|---|---|---|
| IR | 9.7% | |
| Market (SPY) | 16.3% | 66.8% |
| Sector (XLI) | 33.2% | 78.6% |
Fundamental Drivers
The 51.2% change in IR stock from 3/31/2023 to 4/13/2026 was primarily driven by a 52.5% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4132026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.01 | 87.69 | 51.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 5,916 | 7,651 | 29.3% |
| Net Income Margin (%) | 10.2% | 7.6% | -25.7% |
| P/E Multiple | 38.9 | 59.2 | 52.5% |
| Shares Outstanding (Mil) | 405 | 393 | 3.1% |
| Cumulative Contribution | 51.2% |
Market Drivers
3/31/2023 to 4/13/2026| Return | Correlation | |
|---|---|---|
| IR | 51.2% | |
| Market (SPY) | 63.3% | 63.6% |
| Sector (XLI) | 78.0% | 75.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IR Return | 36% | -15% | 48% | 17% | -12% | 8% | 88% |
| Peers Return | 32% | -13% | 21% | 8% | 15% | 7% | 85% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 81% |
Monthly Win Rates [3] | |||||||
| IR Win Rate | 75% | 33% | 58% | 50% | 50% | 75% | |
| Peers Win Rate | 68% | 40% | 55% | 57% | 60% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| IR Max Drawdown | -10% | -36% | 0% | -3% | -26% | -3% | |
| Peers Max Drawdown | -7% | -28% | -8% | -9% | -19% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TMO, PH, ITW, DOV, NDSN. See IR Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/13/2026 (YTD)
How Low Can It Go
| Event | IR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -35.6% | -25.4% |
| % Gain to Breakeven | 55.3% | 34.1% |
| Time to Breakeven | 328 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -50.3% | -33.9% |
| % Gain to Breakeven | 101.1% | 51.3% |
| Time to Breakeven | 230 days | 148 days |
| 2018 Correction | ||
| % Loss | -48.4% | -19.8% |
| % Gain to Breakeven | 93.9% | 24.7% |
| Time to Breakeven | 364 days | 120 days |
Compare to TMO, PH, ITW, DOV, NDSN
In The Past
Ingersoll Rand's stock fell -35.6% during the 2022 Inflation Shock from a high on 12/31/2021. A -35.6% loss requires a 55.3% gain to breakeven.
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About Ingersoll Rand (IR)
Ingersoll Rand Inc. provides various mission-critical air, fluid, energy, specialty vehicle and medical technologies in the United States, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments, Industrial Technologies and Services, and Precision and Science Technologies. The Industrial Technologies and Services segment designs, manufactures, markets, and services various air and gas compression, vacuum, and blower products; fluid transfer equipment and loading systems; and power tools and lifting equipment, including associated aftermarket parts, consumables, air treatment equipment, controls, other accessories, and services. The Precision and Science Technologies segment designs, manufactures, and markets a range of specialized positive displacement pumps, fluid management systems, accessories and aftermarket parts for liquid and gas dosing, transfer, dispensing, compression, sampling, pressure management and flow control in specialized or critical applications. The company's products are used in medical, laboratory, industrial manufacturing, water and wastewater, chemical processing, precision irrigation, energy, food and beverage, agriculture, and vacuum and automated liquid handling end-markets, as well as various manufacturing and industrial facilities applications. It sells through an integrated network of direct sales representatives and independent distributors under the Ingersoll Rand, Gardner Denver, Club Car, CompAir, Nash, Elmo Rietschle, Robuschi, Thomas, Milton Roy, Seepex, ARO, Emco Wheaton, Runtech Systems, Air Dimensions, Albin, Dosatron, Haskel, LMI, Maximus, MP, Oberdorfer, Welch, Williams, Zinnser Analytic, and YZ brands. The company was formerly known as Gardner Denver Holdings, Inc. and changed its name to Ingersoll Rand Inc. in March 2020. Ingersoll Rand Inc. was founded in 1859 and is headquartered in Davidson, North Carolina.
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Think of it as **Honeywell for industrial pumps, compressors, and fluid management technologies.**
It's like **Bosch for industrial and scientific fluid and air handling systems.**
Consider it a **specialized General Electric for critical industrial and scientific equipment like pumps, compressors, and vacuum systems.**
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- Air and Gas Compression Products: Equipment designed for compressing air and various gases for diverse industrial applications.
- Vacuum Products: Systems and devices for generating and maintaining vacuum environments across different sectors.
- Blower Products: Equipment utilized for moving air or gas at high volumes, typically at lower pressures.
- Fluid Transfer Equipment: Devices and systems for efficiently moving liquids and gases, encompassing specialized pumps and loading systems.
- Power Tools: Industrial-grade tools powered by air, electricity, or other means for manufacturing, assembly, and maintenance tasks.
- Lifting Equipment: Machinery and apparatus designed for safely raising, lowering, and positioning heavy loads in industrial settings.
- Fluid Management Systems: Comprehensive systems for precise dosing, transfer, dispensing, compression, sampling, pressure management, and flow control of liquids and gases in critical applications.
- Aftermarket Parts & Consumables: Essential replacement components, wear items, and supplies required for the ongoing maintenance and operation of the company's equipment.
- Air Treatment Equipment & Controls: Products for purifying and treating compressed air (e.g., dryers, filters) and integrated control systems for managing equipment operation.
- Equipment Servicing: Comprehensive maintenance, repair, and ongoing technical support services for their full range of industrial and precision technologies.
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Ingersoll Rand Inc. (IR) sells primarily to other companies (B2B) rather than directly to individual consumers. The provided company description does not list specific major customer company names. Instead, it details the various industries and end-markets that utilize Ingersoll Rand's technologies and products. Based on this, the major categories of customers Ingersoll Rand serves include:
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Industrial Manufacturing and Facilities: Companies engaged in general industrial manufacturing, automotive, aerospace, and other sectors requiring mission-critical air and gas compression, vacuum, blower products, fluid transfer equipment, power tools, and lifting equipment. This category also includes a wide range of manufacturing and industrial facilities utilizing the company's automated liquid handling and other industrial solutions.
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Process Industries and Critical Applications: Businesses in sectors such as medical, laboratory, water and wastewater treatment, chemical processing, energy, and food and beverage. These customers rely on Ingersoll Rand's specialized positive displacement pumps, fluid management systems, accessories, and aftermarket parts for liquid and gas dosing, transfer, dispensing, compression, sampling, pressure management, and flow control in critical applications.
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Agriculture and Specialty Transportation: Customers in precision irrigation and agriculture, as well as those utilizing specialty vehicles (e.g., golf courses, resorts, industrial campuses, and recreational users for utility vehicles sold under the Club Car brand).
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Vicente Reynal
Chairman, President and Chief Executive Officer
Vicente Reynal has served as President and CEO of Ingersoll Rand since March 2020, following the transformational merger between Gardner Denver and the Industrials Segment of Ingersoll Rand. He was named Chairman in November 2021. Reynal joined Gardner Denver in 2015 as CEO of its Industrials Segment and became President and CEO in January 2016. He led Gardner Denver through its initial public offering in 2017. Prior to Gardner Denver, he spent 11 years at Danaher Corporation in various senior executive leadership roles and also held operational and executive roles at Thermo Fisher Scientific and AlliedSignal Corp.
Vikram Kini
Senior Vice President, Chief Financial Officer
Vikram Kini was appointed as Senior Vice President and Chief Financial Officer of Ingersoll Rand in June 2020. He possesses nearly 20 years of financial experience, with almost a decade spent at Ingersoll Rand (formerly Gardner Denver). During his tenure, Kini has held various senior positions, including leading the global Financial Planning & Analysis organization and serving as the head of investor relations. He also served as the vice president of finance for the Industrials Segment and held leadership roles within treasury and IT. Before joining Ingersoll Rand in 2011, Kini held finance roles of increasing responsibility at General Electric and SABIC.
Andrew Schiesl
Senior Vice President, General Counsel, Chief Compliance Officer and Secretary
Andrew Schiesl serves as Senior Vice President, General Counsel, Chief Compliance Officer and Secretary for Ingersoll Rand.
Elizabeth Meloy Hepding
Senior Vice President, Strategy & Corporate Development
Elizabeth Meloy Hepding holds the position of Senior Vice President, Strategy & Corporate Development at Ingersoll Rand.
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```htmlKey Business Risks for Ingersoll Rand (IR)
- Decelerating Organic Revenue Growth and Macroeconomic Headwinds: Ingersoll Rand has experienced struggles with organic sales growth, with recent quarters showing declines, and analysts projecting slim growth for the near future. This reflects a cautious outlook on global capital expenditure cycles, indicating that customers may be delaying large equipment purchases. As the industrial sector is cyclical, broader macroeconomic uncertainties and a slowdown in industrial demand pose a significant risk to the company's performance.
- Rising Costs, Supply Chain Disruptions, and Geopolitical Tensions: The company faces ongoing pressure from increasing operating costs, including raw materials, component parts, and selling and administrative expenses. Additionally, global supply chain disruptions and geopolitical tensions, such as tariffs and trade disputes, contribute to higher costs and impact profitability. These factors create a timing mismatch between rising costs and the revenue generated from price adjustments, pressuring profit margins.
- Intense Competition and Acquisition Integration Risks: Ingersoll Rand operates in a highly competitive industrial landscape, where technological advancements and pricing strategies by rivals can lead to market share erosion. Furthermore, the company frequently utilizes acquisitions as a growth strategy, which inherently carries risks such as difficulties in integrating new businesses, failing to realize anticipated synergies and benefits, and the potential for overpaying, which can negatively impact financial performance and dilute margins.
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Ingersoll Rand Inc. (IR) operates in several mission-critical technology markets globally. The addressable markets for its main products and services are substantial:
- Industrial Air Compressors: The global industrial air compressor market size was valued at USD 18.96 billion in 2025 and is projected to reach USD 33.82 billion by 2034, with a compound annual growth rate (CAGR) of 6.80% during the forecast period. Another estimate indicates the global market size was USD 19,966.6 million in 2025 and is expected to reach USD 28,333.1 million by 2033, growing at a CAGR of 4.5% from 2026 to 2033.
- Fluid Handling Systems: The global fluid handling systems market size was valued at USD 71.35 billion in 2024 and is predicted to increase from USD 74.75 billion in 2025 to approximately USD 113.59 billion by 2034, expanding at a CAGR of 4.76% from 2025 to 2034.
- Power Tools: The global power tools market size accounted for USD 36.60 billion in 2025 and is predicted to reach around USD 68.04 billion by 2034, growing at a CAGR of 7.1% from 2025 to 2034. Asia Pacific held the largest share of the power tools market in 2024.
- Positive Displacement Pumps: The global positive displacement pumps market size was estimated at USD 20,721.9 million in 2025 and is projected to reach USD 31,304.3 million by 2033, growing at a CAGR of 5.4% from 2026 to 2033. North America accounts for approximately 40% of the market share, with Europe holding around 30% and Asia-Pacific approximately 25%.
- Fluid Dispensing Systems: The global fluid dispensing systems market size was valued at USD 39,978.4 million in 2023 and is expected to grow at a compound annual growth rate (CAGR) of 6.0% from 2024 to 2030.
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Ingersoll Rand (symbol: IR) is expected to drive future revenue growth over the next 2-3 years through a combination of strategic initiatives and market dynamics:- Strategic Acquisitions (Inorganic Growth): Ingersoll Rand has a consistent strategy of executing "bolt-on" acquisitions to expand its market presence and enhance its portfolio. The company completed 16 acquisitions in 2025, contributing approximately $275 million in annualized inorganic revenue, and aims for 400-500 basis points of annualized inorganic growth in 2026. The acquisition pipeline remains robust, with a strategic focus on high-margin sectors and expanding its total addressable market.
- Expansion of Recurring Revenue and Aftermarket Services: The company is actively growing its recurring revenue streams, which surpassed $450 million in 2025 and are supported by a substantial backlog of approximately $1.1 billion in future revenue from existing contracts. This growth is primarily driven by service contracts and aftermarket solutions, with a target of reaching $1 billion in recurring revenue by 2027.
- Organic Growth through Market Penetration and Strategic Segment Expansion: Ingersoll Rand anticipates moderate organic growth, supported by efforts to reach new customer accounts and the effectiveness of its Ingersoll Rand Execution Excellence (IRX) strategy. Specifically, the Precision and Science Technologies (PST) segment is expected to maintain momentum, fueled by strong demand for life sciences solutions and product innovation. The company projects 0-2% organic revenue growth for 2026.
- Leveraging Pricing Power: Ingersoll Rand expects price increases to be a contributor to revenue growth and anticipates them helping to offset tariff impacts, particularly in the second half of 2026, thereby supporting margin expansion.
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Share Repurchases
- Ingersoll Rand repurchased treasury stocks worth $1.02 billion in 2025.
- The Board of Directors approved a $1 billion increase to the share repurchase authorization in April 2024, with the company expecting to fully utilize the existing $750 million authorization by the end of fiscal year 2024.
- An additional $1 billion increase to the existing share repurchase program was authorized in May 2025. In Q1 2025, Ingersoll Rand was targeting up to $750 million of share repurchases over the remainder of 2025.
Share Issuance
- Ingersoll Rand's shares outstanding have shown a consistent decline, indicating net repurchases rather than significant issuances. Shares outstanding decreased by 1.52% in 2025 to 0.401 billion, 0.44% in 2024 to 0.407 billion, and 0.29% in 2023 to 0.409 billion.
Outbound Investments
- In Q4 2025, acquisitions contributed 4% to total revenues, including Transvac Systems Ltd. in November 2025 and Dave Barry Plastics in August 2025.
- In April 2025, the company acquired G & D Chillers, Inc. and Advanced Gas Technologies Inc., expanding its air treatment portfolio, and in February 2025, it acquired SSI Aeration, Inc.
- In Q4 2024, Ingersoll Rand deployed $200 million to mergers and acquisitions, including ILC Dover, SSI Aeration, Excelsior Blower Systems, and Toshniwal Industries Pvt.
Capital Expenditures
- Ingersoll Rand's capital expenditures for fiscal years ending December 2020 to 2024 averaged $83.689 million, peaking at $143.9 million in December 2024.
- For the full year 2024, capital expenditures were $35 million. In 2023, capital expenditures were $30 million.
- For 2025, capital expenditures were expected to be approximately 2% of revenue.
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 276.30 |
| Mkt Cap | 56.9 |
| Rev LTM | 12,068 |
| Op Inc LTM | 2,863 |
| FCF LTM | 1,964 |
| FCF 3Y Avg | 2,062 |
| CFO LTM | 2,241 |
| CFO 3Y Avg | 2,346 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.2% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 8.8% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 20.4% |
| Op Mgn 3Y Avg | 19.5% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 18.0% |
| CFO/Rev 3Y Avg | 19.1% |
| FCF/Rev LTM | 16.1% |
| FCF/Rev 3Y Avg | 16.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 56.9 |
| P/S | 4.7 |
| P/EBIT | 21.4 |
| P/E | 29.2 |
| P/CFO | 25.0 |
| Total Yield | 4.0% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 3.9% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.1% |
| 3M Rtn | 6.5% |
| 6M Rtn | 18.4% |
| 12M Rtn | 28.9% |
| 3Y Rtn | 43.6% |
| 1M Excs Rtn | 4.6% |
| 3M Excs Rtn | 8.4% |
| 6M Excs Rtn | 13.6% |
| 12M Excs Rtn | 0.5% |
| 3Y Excs Rtn | -20.6% |
Comparison Analyses
Segment Financials
Assets by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Industrial Technologies and Services | 10,370 | 10,139 | 9,205 | 9,102 | 9,113 |
| Precision and Science Technologies | 5,884 | 3,465 | 3,540 | 3,572 | 2,853 |
| Corporate and other | 1,756 | 1,960 | 2,021 | 2,465 | 1,892 |
| Assets of discontinued operations | 16 | 2,200 | |||
| Total | 18,010 | 15,564 | 14,766 | 15,154 | 16,059 |
Price Behavior
Price Behavior
| Market Price | $87.69 | |
| Market Cap ($ Bil) | 34.4 | |
| First Trading Date | 05/12/2017 | |
| Distance from 52W High | -11.2% | |
| 50 Days | 200 Days | |
| DMA Price | $88.42 | $82.97 |
| DMA Trend | indeterminate | indeterminate |
| Distance from DMA | -0.8% | 5.7% |
| 3M | 1YR | |
| Volatility | 38.9% | 32.1% |
| Downside Capture | 0.31 | 0.73 |
| Upside Capture | 109.30 | 126.27 |
| Correlation (SPY) | 41.1% | 55.9% |
IR Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.58 | 1.18 | 1.38 | 1.15 | 1.22 | 1.22 |
| Up Beta | 1.43 | 0.36 | 1.16 | 0.74 | 1.07 | 1.20 |
| Down Beta | 1.99 | 1.72 | 1.97 | 1.28 | 1.27 | 1.17 |
| Up Capture | 99% | 113% | 144% | 127% | 142% | 173% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 18 | 29 | 58 | 122 | 377 |
| Down Capture | 171% | 114% | 96% | 114% | 125% | 106% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 24 | 34 | 67 | 129 | 373 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IR | |
|---|---|---|---|---|
| IR | 19.8% | 32.2% | 0.59 | - |
| Sector ETF (XLI) | 37.9% | 15.6% | 1.86 | 75.1% |
| Equity (SPY) | 18.7% | 13.7% | 1.06 | 58.7% |
| Gold (GLD) | 53.7% | 27.6% | 1.55 | 2.9% |
| Commodities (DBC) | 25.2% | 16.2% | 1.37 | 5.0% |
| Real Estate (VNQ) | 14.8% | 14.0% | 0.76 | 47.6% |
| Bitcoin (BTCUSD) | -11.7% | 43.0% | -0.17 | 23.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IR | |
|---|---|---|---|---|
| IR | 11.9% | 29.6% | 0.41 | - |
| Sector ETF (XLI) | 13.3% | 17.3% | 0.60 | 77.3% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 68.2% |
| Gold (GLD) | 21.8% | 17.8% | 1.01 | 7.7% |
| Commodities (DBC) | 11.7% | 18.8% | 0.51 | 19.5% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 51.7% |
| Bitcoin (BTCUSD) | 4.6% | 56.6% | 0.30 | 22.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IR | |
|---|---|---|---|---|
| IR | 15.4% | 34.3% | 0.56 | - |
| Sector ETF (XLI) | 14.1% | 19.9% | 0.62 | 71.3% |
| Equity (SPY) | 13.9% | 17.9% | 0.67 | 63.0% |
| Gold (GLD) | 14.2% | 15.9% | 0.74 | 1.8% |
| Commodities (DBC) | 8.8% | 17.6% | 0.42 | 29.0% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 49.1% |
| Bitcoin (BTCUSD) | 67.5% | 66.9% | 1.07 | 15.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/12/2026 | 4.6% | 1.5% | -11.0% |
| 10/30/2025 | -3.0% | -1.3% | 0.6% |
| 7/31/2025 | -11.4% | -9.9% | -6.1% |
| 5/1/2025 | 0.7% | 4.0% | 6.4% |
| 2/13/2025 | -7.4% | -9.6% | -10.3% |
| 10/31/2024 | -2.1% | 7.8% | 9.5% |
| 7/31/2024 | -9.1% | -13.0% | -9.5% |
| 5/2/2024 | -6.6% | -2.0% | -3.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 15 | 15 |
| # Negative | 11 | 8 | 8 |
| Median Positive | 2.2% | 4.2% | 8.4% |
| Median Negative | -3.2% | -6.1% | -5.5% |
| Max Positive | 7.7% | 18.9% | 23.2% |
| Max Negative | -11.4% | -13.0% | -11.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/17/2026 | 10-K |
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue Growth | 2.5% | 3.5% | 4.5% | -30.0% | -1.5% | Lowered | Guidance: 5.0% for 2025 |
| 2026 Adjusted EBITDA | 2.13 Bil | 2.16 Bil | 2.19 Bil | 4.1% | Raised | Guidance: 2.08 Bil for 2025 | |
| 2026 Adjusted EPS | 3.45 | 3.51 | 3.57 | 7.0% | Raised | Guidance: 3.28 for 2025 | |
| 2026 Free Cash Flow to Adj. Net Income conversion | 0.95 | ||||||
Prior: Q3 2025 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue Growth | 4.0% | 5.0% | 6.0% | 0 | 0 | Affirmed | Guidance: 5.0% for 2025 |
| 2025 Organic Revenue Growth | -2.0% | -1.0% | 0.0% | 0 | 0 | Affirmed | Guidance: -1.0% for 2025 |
| 2025 Adjusted EBITDA | 2.06 Bil | 2.08 Bil | 2.09 Bil | -2.6% | Lowered | Guidance: 2.13 Bil for 2025 | |
| 2025 Adjusted EPS | 3.25 | 3.28 | 3.31 | -3.5% | Lowered | Guidance: 3.4 for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Scheske, Michael J | VP, Chief Accounting Officer | Direct | Sell | 12032025 | 80.63 | 1,477 | 119,086 | 979,874 | Form |
| 2 | Reynal, Vicente | See Remarks | Direct | Sell | 5222025 | 83.03 | 38,657 | 3,209,768 | 16,040,620 | Form |
| 3 | Hepding, Elizabeth Meloy | See Remarks | Direct | Sell | 5152025 | 83.78 | 3,500 | 293,230 | 920,407 | Form |
| 4 | Schiesl, Andrew R | See Remarks | Direct | Sell | 5152025 | 84.90 | 11,500 | 976,316 | 1,864,678 | Form |
| 5 | Reynal, Vicente | See Remarks | Direct | Sell | 1212026 | 88.12 | 191,000 | 16,830,920 | 17,023,550 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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