Ingersoll Rand (5GD) AI Stock Analysis

Company Guidance

For 2026, Ingersoll Rand expects revenue growth for the year to be in the range of 5.5% and 7%, including organic growth expected between 2%-3.5%, approximately 2.5% growth from M&A, and approximately 1% from FX; adjusted EBITDA guidance, excluding Q3 IEEPA tariff refunds, is unchanged at $2.13 billion-$2.19 billion, with the company currently expecting to finish at the bottom half of the range, and corporate costs at approximately $170 million. Adjusted EPS, excluding Q3 IEEPA tariff refunds, is expected at $3.58-$3.70, with an adjusted tax rate of approximately 20%, a share count of approximately 390.5 million, and net interest expenses of approximately $230 million; free cash flow is expected to deliver more than 100% conversion of adjusted net income, including the ILC Dover-related recoveries, while underlying operational free cash flow conversion remains unchanged at approximately 95% and CapEx remains at approximately 2% of sales. For 2026, the company expects to be approximately 200 basis points-300 basis points of annualized inorganic revenue versus its unchanged 400 basis point-500 basis point target over the cycle; Q4 total-company organic growth is expected in the 2%+ kind of range, with both segments looking fairly comparable, and ITS margins are expected to show approximately 100 basis points of sequential improvement.