Ingersoll Rand Q4 orders up 9% to $1.55B, acquisitions boost revenues 4%

GTESGTES

Ingersoll Rand’s Industrial Technologies & Services segment saw Q4 orders of $1.55 billion, up 9% year-over-year, while its Precision and Science Technologies division recorded $402.2 million in orders, a 6.5% increase. Acquisitions added 4% to revenues, though cost of sales rose 6.1% and corporate costs are projected at $170 million in 2026.

1. Segment Performance

The Industrial Technologies & Services segment recorded $1.55 billion in orders for the fourth quarter of 2025, marking a 9% year-over-year increase driven by higher demand for industrial vacuums, blowers, power tools and compressors. The Precision and Science Technologies division saw orders of $402.2 million, up 6.5%, fueled by growth in fluid handling and biopharma solutions.

2. Acquisition Strategy

Acquisitions contributed 4% to total revenues in Q4 2025. Key transactions include Transvac Systems Ltd. in November 2025, Dave Barry Plastics in August 2025 and Lead Fluid in June 2025 for enhanced life sciences capabilities, as well as G&D Chillers, Advanced Gas Technologies and SSI Aeration to expand air treatment and aeration offerings.

3. Cost Inflation and Expenses

Cost of sales increased 6.1% year-over-year in 2025 due to higher raw material and component prices, while selling and administrative expenses rose 7.1%, increasing to 18.8% of revenues. Investments in demand generation, digital and IT initiatives contributed to elevated operating costs, and corporate expenses are expected to total about $170 million in 2026.

4. Shareholder Returns

In 2025, the company paid dividends of $31.8 million and repurchased $1.02 billion of treasury stock. The board authorized two separate $1 billion increases to its share repurchase program in April 2024 and May 2025, underscoring a commitment to returning capital to shareholders.

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