Ingersoll Rand Inc. · NYSE:IR
Ingersoll Rand — Q4 2025 Earnings Presentation
20 slides from Ingersoll Rand's earnings presentation, Feb 13, 2026
Slide 1: Q4 and full year 2025 earnings presentation
Q4 and full year 2025 earnings presentation Making Life Better
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements related to expectations of Ingersoll Rand Inc. (the “Company” or “Ingersoll Rand”) regarding the performance of its busi
Slide 3: Premier growth compounder with iconic brands and market leading positions
01 Our Economic Growth Engine delivers durable financial results Despite the complex global environment, including pressure from tariffs, we delivered positive organic orders growth, low single-digit adjusted EPS growth, and healthy free cash flow. We are a Premier growth 02 compounder with Robust M
Slide 4: Inorganic growth flywheel remains strong
Inorganic growth flywheel remains strong Acquiring market-leading products and technologies, focused on bolt-on acquisitions M&A Highlight: Scinomix, Inc. Full year 2025 key metrics Acquisition funnel update1 Description: A leading manufacturer of technologies that help to streamline automation $525
Slide 5: Q4 2025 vs. Q4 2024 financial performance
Q4 2025 vs. Q4 2024 financial performance1 ($M, excl. EPS) Orders Revenue Adj. EBITDA & Margin1 Adj. Diluted EPS1,2 Up 8% Up 10% Up 9%, down 30 bps 5 Up 14% • Organic orders up 1% YoY with • Organic revenue1 up 3% YoY • Adjusted EBITDA margin decreased • Adjusted Diluted EPS up 14% YoY positive orga
Slide 6: FY 2025 vs. FY 2024 financial performance
FY 2025 vs. FY 2024 financial performance1 ($M, excl. EPS) Orders Revenue Adj. EBITDA & Margin1 Adj. Diluted EPS1,2 Up 9% Up 6% Up 4%, down 50 bps 5 Up 2% • Organic orders up 1% YoY with • Aftermarket: 36% of total revenue • Adjusted EBITDA margin decreased • Adjusted Diluted EPS up 2% YoY positive
Slide 7: Q4 2025 financial performance
Q4 2025 financial performance Free Cash Flow1 ($M) Leverage Cash Flows from Operations less Capex (Net Debt / LTM Adjusted EBITDA) Liquidity and Leverage 4 • Total available liquidity of $3.8B including: ($38) • Cash and Cash Equivalents: ($35) $1.2B • Available Revolving Credit Facility Balance: $2
Slide 8: Industrial Technologies and Services
Industrial Technologies and Services Broad range of compressor, vacuum, blower, and air treatment solutions as well as industrial technologies including power tools and lifting equipment Q4 2025 vs. Q4 2024 ($M) Q4 2025 vs. Q4 2024 Revenue/Orders Bridge Current Year Prior Year YoY ∆ Ex-FX YoY ∆ Orga
Slide 9: Precision and Science Technologies
Precision and Science Technologies Mission-critical precision liquid, gas, air, and powder handling technologies for life sciences and industrial applications as well as aerospace and defense applications Q4 2025 vs. Q4 2024 ($M) Q4 2025 vs. Q4 2024 Revenue/Orders Bridge Current Year Prior Year YoY
Slide 10: 2026 full-year guidance
2026 full-year guidance1 Guidance Metric Full Year 2026 Full Year Assumptions • Currency4: +1% • M&A5: +1.5% Revenue Growth2 2.5% to 4.5% • Organic growth: flat to +2% • Revenue phasing: 1H 48% | 2H 52% • Corporate costs: ~$170M Adjusted EBITDA3 $2,130M - $2,190M • Adj. EBITDA phasing: 1H 46% | 2H 5
Slide 11: Key Takeaways
Remain nimble in what Continuing to differentiate continues to be a complex Ingersoll Rand as an investment: global environment ▪ Proven track record of ▪ We will further leverage our robust agility and performance global in-region, for-region ▪ Execute on the multiple levers available manufacturing
Slide 12: Appendix
A p p e n d i X am Ingersoll Rand.
Slide 13: Q4 2025 financial performance – As Reported
Q4 2025 financial performance – As Reported ($M, excl. EPS) Net Income1 Diluted EPS2 Up 16% Up $0.10 13 1 Net Income as reported defined as Net Income Attributable to Ingersoll Rand Inc. 2 Diluted EPS defined as (Net Income Attributable to Ingersoll Rand Inc.) / (Diluted Average Shares Outstanding).
Slide 14: FY 2025 financial performance – As Reported
FY 2025 financial performance – As Reported ($M, excl. EPS) Net Income1 Diluted EPS2 Down 31% Down $(0.61) 14 1 Net Income as reported defined as Net Income Attributable to Ingersoll Rand Inc. 2 Diluted EPS defined as (Net Income Attributable to Ingersoll Rand Inc.) / (Diluted Average Shares Outstan
Slide 15: Non-GAAP measures of financial performance
Non-GAAP measures of financial performance In addition to consolidated GAAP financial measures, Ingersoll Rand reviews various non-GAAP financial measures, including “Organic Revenue Growth/(Decline),” “Adjusted EBITDA,” “Adjusted EBITDA Margin,” “Adjusted Net Income,” “Adjusted Net Income Attributa
Slide 16: Combined Financial Information by Segment
Combined Financial Information by Segment For the Three Months For the Twelve Months Ended December 31, 2025 Ended December 31, 2025 Ingersoll Rand Orders $ 1,951.7 $ 7,715.9 Revenue $ 2,091.2 $ 7,650.9 Adjusted EBITDA $ 580.1 $ 2,093.8 Adjusted EBITDA Margin 27.7% 27.4% Adjusted Net Income $ 384.1
Slide 17: Reconciliation of Net Income to Adjusted Net Income and Adjusted Diluted EPS
Reconciliation of Net Income to Adjusted Net Income and Adjusted Diluted Earnings per Share (Unaudited; in millions, except per share amounts) For the Three Month Period For the Twelve Month Period Ended December 31, Ended December 31, 2025 2024 2025 2024 Net Income $ 268.4 $ 231.9 $ 588.8 $ 846.3 P
Slide 18: Reconciliation of Net Income to Adjusted EBITDA and Free Cash Flow
Reconciliation of Net Income to Adjusted EBITDA and Adjusted Net Income and Cash Flows from Operating Activities to Free Cash Flow For the Three Month Period For the Twelve Month (Unaudited; in millions) Ended December 31, Period Ended December 31, 2025 2024 2025 2024 Net Income $ 268.4 $ 231.9 $ 58
Slide 19: Reconciliation of Segment Adjusted EBITDA to Net Income
Reconciliation of Segment Adjusted EBITDA to Net Income (Unaudited; in millions) For the Three Month Period For the Twelve Month Period Ended December 31, Ended December 31, 2025 2024 2025 2024 Orders Industrial Technologies and Services $ 1,549.5 $ 1,422.2 $ 6,119.6 $ 5,706.6 Precision and Science
Slide 20: Orders and revenue growth by Segment
Orders and revenue growth by Segment1 (Unaudited) For the Three Month Period Ended December 31, 2025 Orders Revenue Ingersoll Rand Organic growth 1.1% 2.9% Impact of foreign currency 3.0% 3.3% Impact of acquisitions 4.4% 4.0% Total adjusted orders and revenue growth 8.5% 10.2% Industrial Technologie