Ingersoll Rand (IR) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Joe O'Dea. I'm on the multi industry team at Wells Fargo, and we are excited to kick off the industrials conference with Ingersoll Rand and Vic Kinney, CFO, and Matthew Fort, who runs IR and FP and A at Ingersoll. Thank you so much for being with us this morning. Thanks for having us. So let's kick it off. Common kind of theme. We'll just talk sort of demand trends when we think about kind of how thin ...

Key Takeaways Ingersoll Rand has acquired Lead Fluid to strengthen its life science business capabilities. Lead Fluid offers pumps designed for sterile, precise fluid handling in life science applications. The acquisition supports IR's growth in China and enhances its Precision and Science Technologies segment.Ingersoll Rand Inc. (IR) recently completed the acquisition of Lead Fluid (Baoding) Intelligent Equipment Manufacturing Co., Ltd (Lead Fluid). The financial terms of the transaction have been kept u ...

Execution of bolt-on acquisition supports Ingersoll Rand’s in-region, for-region strategyAcquisition will enhance company capabilities in life science applicationsPre-synergy Adjusted EBITDA purchase multiple in low double-digits DAVIDSON, N.C., June 03, 2025 (GLOBE NEWSWIRE) -- Ingersoll Rand Inc., (NYSE: IR) a global provider of mission-critical flow creation and life science and industrial solutions, has acquired Lead Fluid (Baoding) Intelligent Equipment Manufacturing Co., Ltd. (“Lead Fluid”), reflectin ...

纪要涉及的公司 英格索兰（Ingersoll Rand） 纪要提到的核心观点和论据 1. **公司发展成果**：自合并成立英格索兰已过去近五年，公司进行了两次重大资产剥离和超65次收购，打造了ITS和PST两个领先业务平台，具备强大韧性和增长潜力[3]。 2. **订单情况** - Q1两个业务板块有机订单均有约3%的增长，ITS在三个地区、PST在美洲和EMEA两个最大地区均有订单增长[7]。 - 短周期和长周期业务都有良好势头，领先指标MQLs保持低两位数增长，长周期项目在Q1也有不错进展，4月延续类似表现[8][10]。 3. **全年营收指引调整原因** - 调整后指引中，关税定价带来2%的营收增长，FX带来1.5%的顺风，M&A带来0.5%的增长，总计4%的营收顺风因素[14][16][17]。 - 为谨慎起见，全年有机销量预期下调约4个百分点，这有助于降低下半年风险，且下半年有机销量仍有改善空间[18][19]。 4. **关税应对措施** - 采用标价和附加费相结合的方式，确保价格附加费能一对一抵消关税，不会产生额外利润，仍会稀释利润率[22]。 - 成立关税战室，从多个角度应对，包括区域内调整和寻找第三方供应商，但供应链调整需要时间，目前暂未考虑其对今年业绩的影响，若能加速推进，四季度可能带来一定顺风[23][25][26]。 5. **供应链布局**：公司一直坚持区域内供应模式，中国业务98%供应本地，目前不会大规模转移产能，而是寻找局部优化机会，如在东欧、印度等地寻找新的供应源[30][33]。 6. **长周期项目情况**：约20%-25%的原始设备业务为长周期项目，涉及压缩机、鼓风机真空等多个领域，尽管决策流程曾有延迟，但Q1已有项目取得进展，预计Q2和下半年将继续保持势头[35][36][37]。 7. **服务业务转型** - 服务业务占总收入的30%以上，占ITS收入的40%以上，正从传统的维修模式向CARE和软件物联网模式转变[44]。 - CARE是一种风险转移协议，能为公司带来稳定的年金收入流，毛利率可达60%以上，客户满意度高，公司计划在2027年将其收入基础扩大到10亿美元，目前仍处于早期阶段，渗透率较低[46][47][49][53]。 8. **利润率情况** - ITS目前利润率约为30%，今年指引略高于此，中期目标约为30%，公司认为在经常性收入、有机增长、价格与通胀、生产率等因素推动下，仍有一定的利润率提升空间，预计每年可提升约50个基点[57][60][61]。 - PST一季度EBITDA利润率约为29%，指引显示到四季度将提升至30%以上，未来有望达到35%左右，主要驱动因素包括季节性因素、生产率提升和M&A整合[58][62][63]。 9. **并购情况** - 今年迄今已完成6笔收购，混合协同前调整后的EBITDA收购倍数为9倍，预计通过小型附加收购实现400 - 500个基点的年度无机增长[66][67]。 - 9份意向书（LOI）涉及的收购项目性质与以往类似，具有良好的全球分布和业务组合，ILC Dover作为生命科学领域的并购平台正逐步发挥作用，其运营情况有所改善，团队正在采用公司的核心工具包，未来有良好的增长空间[67][68][69][71][72]。 其他重要但是可能被忽略的内容 1. 公司在三四年前重新开放了纽约布法罗的工厂，将大型多级齿轮离心业务从中国迁回美国，目前正在印度开设新的压缩机制造工厂[31][32]。 2. 加速折旧概念理论上对长周期项目有推动作用，但目前尚未能明确其与订单增长的关联[43]。

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________to___________ Commission File Number: 001-38095 Ingersoll Rand Inc. FORM 10-Q ____________________________ (Exact Name of Registrant as Specified in Its Charter) ____________________________ Delaware 46-2393770 ☒ QUARTERLY REPORT PURSUANT T ...

Ingersoll Rand Inc. (IR) reported first-quarter 2025 adjusted earnings of 72 cents per share, which missed the Zacks Consensus Estimate of 73 cents. The bottom line decreased 7.7% year over year.Total revenues of $1.72 billion missed the consensus estimate of $1.73 billion. However, the top line increased 2.8% year over year. Acquisitions contributed 8.4% to revenues while organic revenues decreased 3.9%. Foreign currency movements had a negative impact of 1.7%.Orders totaled $1.88 billion, up 10.2% year ov ...

Ingersoll Rand (IR) Q1 2025 Earnings Call May 02, 2025 08:00 AM ET Speaker0 Hello, and welcome to the Ingersoll Rand Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Matthew Fort, Vice President of Investor Relations. You may begin. Speaker1 Thank you, and welcome to the Ingersoll Rand twenty twenty five First Quarter Earnings Call. ...

Ingersoll Rand (IR) Q1 2025 Earnings Call May 02, 2025 08:00 AM ET Company Participants Matthew Fort - VP of IR & Corporate FP&AVicente Reynal - Chairman, CEO & PresidentVikram Kini - SVP & CFOMichael Halloran - Associate Director of ResearchJeffrey Sprague - Founder and Managing PartnerRob Wertheimer - Director of ResearchAndrew Kaplowitz - Managing DirectorNigel Coe - Managing DirectorJoe Ritchie - Managing DirectorStephen Volkmann - Managing DirectorJoseph O'Dea - Managing DirectorChris Snyder - Executiv ...

Ingersoll Rand (IR) reported $1.72 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 2.8%. EPS of $0.72 for the same period compares to $0.78 a year ago.The reported revenue represents a surprise of -1.00% over the Zacks Consensus Estimate of $1.73 billion. With the consensus EPS estimate being $0.73, the EPS surprise was -1.37%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

文章核心观点 - 英格索兰本季度财报未达预期，股价年初以来表现不佳，未来走势取决于管理层财报电话会议评论及盈利预期变化，当前Zacks评级为卖出，同行业的ATS公司即将公布财报 [1][3][6] 英格索兰财报情况 - 本季度每股收益0.72美元，未达Zacks共识预期的0.73美元，去年同期为0.78美元，本季度盈利意外为 -1.37%，上一季度无盈利意外 [1] - 过去四个季度，公司两次超过共识每股收益预期，截至2025年3月季度营收17.2亿美元，未达Zacks共识预期1%，去年同期为16.7亿美元，过去四个季度仅一次超过共识营收预期 [2] 英格索兰股价表现 - 自年初以来，英格索兰股价下跌约16.6%，而标准普尔500指数下跌 -5.3% [3] 英格索兰未来展望 - 股票近期价格走势及未来盈利预期的可持续性主要取决于管理层财报电话会议评论 [3] - 公司盈利前景可帮助投资者判断股票走向，实证研究表明近期股价走势与盈利预测修正趋势密切相关，投资者可自行跟踪或借助Zacks评级工具 [4][5] - 财报发布前，英格索兰盈利预测修正趋势不利，当前Zacks评级为4（卖出），预计近期股价表现逊于市场 [6] - 未来几天，下一季度和本财年的盈利预测变化值得关注，当前下一季度共识每股收益预期为0.84美元，营收18.7亿美元，本财年共识每股收益预期为3.36美元，营收74.7亿美元 [7] 行业情况 - Zacks行业排名中，制造业 - 通用工业目前处于250多个Zacks行业的后41%，研究显示排名前50%的行业表现优于后50%超两倍 [8] 同行业公司情况 - 同行业的ATS公司尚未公布2025年3月季度财报，预计本季度每股收益0.26美元，同比变化 -45.8%，过去30天该季度共识每股收益预期未变，预计营收4.7709亿美元，较去年同期下降18.7% [9]