Ingersoll Rand IR
Ingersoll Rand scores average on business quality (5.2 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Ingersoll Rand does
Ingersoll Rand designs and builds industrial equipment like air compressors, pumps, and blowers, selling directly to factories and processing plants globally. The business pushes to expand its recurring aftermarket parts revenue and specialized fluid management systems through recent acquisitions.
- What it does best
Ingersoll Rand converts sales into free cash flow at an elite level, generating $1.2B in free cash flow on $7.9B of revenue. This outpaces peers like XYL with a 10.5% FCF margin, anchored by high-margin aftermarket service contracts.
- The main risk
Net debt sits at $3.5B against total debt of $4.8B, creating pressure if industrial demand softens and borrowing costs eat into earnings. Interest coverage of 5.8x leaves a narrow cushion for macro shocks.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin reaches 18.8% and gross margin hits 42.8%, placing both in the top quartile of the sector. The business scales efficiently as revenue grows past $7.9B.
Switching costs protect its industrial compressor base, locking in enterprise clients who rely on continuous uptime. Gross margin hits a top-quartile sector rank of 70 at 42.8%, limiting rival entry.
Revenue grew 5.7% to $7.9B, matching a middle-of-the-pack sector rank of 55 for growth, showing a moderate expansion pace compared to its historical climb from $5.2B in 2021.
Total debt sits at $4.8B with interest coverage at 5.8x, while free cash flow hits $1.2B and remains steady, pointing to a stable capital structure getting softer.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $1.0M on the open market.
Our sealed record on IR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Ingersoll Rand scores average on the Cluenex quality check (5.2 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $1.0M on the open market.
Oct 29, 2026.
See IR today
- Today's verdict on IR, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Ingersoll Rand (IR)”, https://cluenex.com/stocks/ir/, data as of Oct 10, 2026.