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IRIR

Ingersoll Rand Inc.

$IR·$28B·Industrial - Machinery·Industrials
$71.83-1.1%YTD-9.0%1Y-11.9%
Price updated 11h ago·X counts updated 8d ago
IRIR
$IRIngersoll Rand Inc.
$71.83-1.13%66 posts0.8×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

66X posts · last 7 days
Sep 2Sep 12
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $IR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-13

The $IR tape is heavily dominated by non-financial off-topic content (an unrelated dominance/humiliation account posting persistent messages), with only a single financial signal: $204K in Ingersoll Rand January $95 calls (24% OTM). Not enough coherent equity-sentiment content to assess directionally.

Read what X is saying about $IR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Ingersoll Rand at 11% of 52-week range — mature-industrial-diversified compounder waiting for a catalyst.

Ingersoll Rand is the global air-compressor and industrial-flow-systems franchise — vacuum pumps, blowers, and medical fluid-handling. The equity is at 11% of the 52-week range and the setup rhymes with a value-plus-defensive-growth trade.

  • The operating trajectory is stable: Q2 EPS $0.86 beat consensus by 4%, Q1 by 4.1%, revenue +8.5% YoY at $2.05B — those are steady mid-cycle numbers for a mature industrial, and 22% operating margin reflects the specific pricing power of Ingersoll Rand's mission-critical categories.
  • The valuation is where diversified-industrial value works: 36.5x TTM earnings and 4.4x sales for a business with 21% operating margin and 3.5% FCF yield — those aren't cheap-industrial multiples, but they're reasonable for the specific mission-critical franchise.
  • Volume running 2.35x the 30-day average against a stock 12.2% below the 200DMA reflects real institutional repositioning — either accumulation ahead of the Oct 29 print or defensive rotation, and the $204K January $95 call trade (24% OTM) is a specific institutional-positioning bet.

Oct 29 Q3 earnings is the referee. A confirming beat plus specific Industrial Technologies segment margin commentary breaks the coil upward; a soft data-center-cooling comment or a specific Industrial-Technologies-margin miss resets. Watch $65 as coil support and $80 as the breakout level. The diversified-industrial cohort (ITW, DOV, EMR, IR) sets direction on macro-industrial days.

Agrees with X sentimentThe X sample is contaminated with off-topic non-financial content, but the $204K January $95 calls signal is real institutional-positioning that supports the coiled-setup thesis. Treat the sentiment as thin rather than misleading.

What to watch: Oct 29 Q3 earnings — Industrial Technologies revenue growth, gross margin, and any data-center-cooling application commentary. Watch $65 coil support.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $IR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Industrial manufacturer of compressed air, vacuum, and fluid management equipment serving diverse factory, medical, and life science markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $IR.

Industrial - Machinery · Industrials

AI data-center power and cooling capex is sustaining industrial-machinery order books; GE Vernova's gas turbines are a gating factor for hyperscaler power procurement, while grid-electrification demand remains multi-year. Reshoring and nuclear restart optionality layer secular demand above the cyclical recovery.

What this means for $IR

Partial — compressed air and vacuum systems serve industrial automation and pharma; benefits from industrial upcycle without concentrated AI data center exposure.

Industry benchmark

29-name peer basket
+18.4%YTD
+6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
37.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.86$0.83+4.0%
Q1 2026Apr 28, 2026$0.77$0.74+4.1%
Q4 2025Feb 12, 2026$0.96$0.91+5.8%
Q3 2025Oct 30, 2025$0.86$0.86-0.2%
Next earningsThu, Oct 29·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.0B+8.5%42.1%18.6%$0.66$268.9M
Q1 FY26$1.8B+7.6%42.9%15.7%$0.49$163.4M
Q4 FY25$2.1B+10.1%24.1%31.7%$0.68$461.5M
Q3 FY25$2.0B+5.1%43.7%19.2%$0.62$325.5M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$8.1B – $8.1B$3.54$3.48 – $3.5910
FY27$8.5B$8.4B – $8.7B$3.90$3.81 – $3.9510
FY28$8.9B$8.6B – $9.3B$4.25$3.91 – $4.4810
FY29$9.5B$9.3B – $9.6B$4.59$4.50 – $4.705
FY30$10.0B$9.8B – $10.1B$4.99$4.90 – $5.115

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.11%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-12.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 390.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.155-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 3Aurobind SatpathyDirector11.5K sh$1.0MSellApr 13Vicente ReynalSee Remarks30.5K sh$2.7M
+ 18 other (11 exempts · 7 inkinds) in window

See when $IR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

IR announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can affect IR's strategic direction and investor confidence.

+ 19 other (9 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ingersoll Rand Inc. (IR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.com·3d agoIngersoll Rand Inc. (IR) Presents at Jefferies Global Industrials Conference 2026 Transcriptseekingalpha.com·10d agoHsbc Holdings PLC Has $65.40 Million Stock Position in Ingersoll Rand Inc. $IRdefenseworld.net·13d agoBeacon Pointe Advisors LLC Purchases New Position in Ingersoll Rand Inc. $IRdefenseworld.net·20d agoIngersoll Rand to Participate in Upcoming Investor Conferencesbusinesswire.com·25d ago

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Voices on X · last 7 days

No standout posts about $IR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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