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Ingersoll Rand 8-K Report, Financial Results (Oct 29, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 29, 2026
Period End
October 29, 2026
Security
IR
In the record · 2017–202610-K910-Q298-K113

IR filed 9 annual reports (10-K), 29 quarterly reports (10-Q) and 113 current reports (8-K) between 2017 and 2026.

  1. Material agreement8-K · May ’18May ’18
  2. Material agreement8-K · Jul ’20Jul ’20
  3. Leadership change8-K · Aug ’22Aug ’22
  4. Leadership change8-K · Dec ’25Dec ’25

01—Abstract

Summary

Summary of the 8-K filed October 29, 2026. Cited figures are marked; the original filing is the authoritative source.

Ingersoll Rand Inc. (NYSE: IR) reported third quarter 2026 results on October 29, 2026, with reported orders of $2,345 milliona, up 21% (up 18% organic), and reported revenues of $2,065 million, up 6% (up 4% organic).

Reported net income attributable to Ingersoll Rand Inc. was $670 millionb, or $1.73 per diluted share, which includes a $380.1 million recovery of acquisition related losses. Adjusted net income attributable to Ingersoll Rand Inc. was $415 million, or $1.07 per share, up 24%; excluding IEEPA Tariff Refunds, it was $390 million, or $1.01 per share, up 17%. Adjusted EBITDA was $584 million, up 7%, with a 28.3% margin, or $552 million excluding IEEPA Tariff Refunds, up 1%, with a 26.7% margin.

The company generated reported operating cash flow of $648 millionc and free cash flow of $623 million in the quarter. Liquidity stood at $3.9 billion as of September 30, 2026, including $1.3 billion of cash on hand and $2.6 billion of undrawn credit facility capacity. Net debt to LTM Adjusted EBITDA leverage was 1.6x, down 0.2x year over year.

The Board authorized a $2 billiond increase to the share repurchase program, incremental to the $313 million remaining, and the company returned approximately $358 million to shareholders in the quarter through $350 million of buybacks and $8 million of dividends. Ingersoll Rand also disclosed ILC Dover transaction recoveries of approximately $425.1 million gross, including the $187.5 million recovery announced in July 2026, with $25.0 million collected in Q2 2026, $162.5 million collected in Q3 2026, and the remainder expected in Q4.

The company updated full-year 2026 guidance, calling for revenue growth of 5.5% to 7.0%, adjusted EBITDA excluding Q3 IEEPA Tariff Refunds of $2,130 million to $2,190 million, and adjusted EPS excluding Q3 IEEPA Tariff Refunds of $3.58 to $3.70. Management expects free cash flow conversion of 100% or more, including the ILC Dover recoveries.

02—Key points

Key Highlights

  1. Third quarter reported orders rose 21% to $2,345 million (up 18% organic), and reported revenues rose 6% to $2,065 million (up 4% organic).
  2. Reported net income attributable to Ingersoll Rand Inc. was $670 million ($1.73 per diluted share), while adjusted EPS was $1.07, up 24%, or $1.01 excluding IEEPA Tariff Refunds, up 17%.
  3. Adjusted EBITDA was $584 million with a 28.3% margin; excluding IEEPA Tariff Refunds, it was $552 million with a 26.7% margin, up 1%.
  4. Industrial Technologies and Services orders rose 25% with a 1.17x book-to-bill, including a ~$195 million long-cycle engineered-to-order order; Precision and Science Technologies Segment Adjusted EBITDA margin excluding IEEPA Tariff Refunds was 32.6%, up 180 basis points.
  5. The Board authorized a $2 billion increase to the share repurchase program, on top of $313 million remaining; the company repurchased $350 million of shares in Q3.
  6. ILC Dover settlement recoveries total approximately $425.1 million gross, with $187.5 million of the total announced in July 2026, $187.5 million collected to date, and remaining amounts expected in Q4 2026.
  7. Full-year 2026 guidance was updated, with revenue growth of 5.5% to 7.0%, adjusted EBITDA excluding Q3 IEEPA Tariff Refunds of $2,130 million to $2,190 million, and adjusted EPS of $3.58 to $3.70.

03—Questions

Frequently Asked Questions

  1. How did Ingersoll Rand perform in the third quarter of 2026?

    Reported orders were $2,345 million, up 21% (18% organic), and reported revenues were $2,065 million, up 6% (4% organic). Reported net income attributable to Ingersoll Rand Inc. was $670 million, or $1.73 per diluted share, which includes a $380.1 million recovery of acquisition related losses.

  2. What drove the difference between reported and adjusted results?

    Reported results include a $380.1 million recovery of acquisition related losses, which is excluded from adjusted net income. Adjusted net income attributable to Ingersoll Rand Inc. was $415 million, or $1.07 per share, and $390 million, or $1.01 per share, excluding IEEPA Tariff Refunds.

  3. How much capital did the company return to shareholders and what is its remaining buyback capacity?

    The company returned approximately $358 million in Q3 2026, including $350 million in share repurchases and $8 million in dividends. The Board authorized a $2 billion increase to the repurchase program, which is incremental to the $313 million remaining under the existing authorization, with no expiration date.

  4. What is the status of the ILC Dover recoveries?

    Settlement agreements with insurance carriers and other third parties provide gross recoveries of approximately $425.1 million, including the $187.5 million announced in July 2026. $25.0 million was collected in Q2 2026 and $162.5 million in Q3 2026, with the remainder expected in the fourth quarter.

  5. What is the updated full-year 2026 outlook?

    Revenue growth is expected to be 5.5% to 7.0%, with organic growth of +2% to +3.5%, currency of about +1%, and M&A of about +2.5%. Adjusted EBITDA excluding Q3 IEEPA Tariff Refunds is guided to $2,130 million to $2,190 million, adjusted EPS excluding those refunds to $3.58 to $3.70, and free cash flow conversion to 100% or more including ILC Dover recoveries.

04—Continue

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