Ingersoll Rand Inc. · NYSE:IR

Ingersoll Rand — Q3 2026 Earnings Presentation

19 slides from Ingersoll Rand's earnings presentation, Oct 30, 2026

  1. Slide 1: Q3 2026 Earnings Presentation

    Q3 2026 Earnings Presentation

  2. 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

  3. Slide 3: Premier growth compounder with iconic brands and market leading positions

    01 Strong organic orders and revenue growth 18% organic orders growth and 4% organic revenue growth1 reflect an improved demand environment and continued execution by our teams. We are a Premier growth 02 compounder with Robust M&A funnel enabling future inorganic growth iconic brands and We remain

  4. Slide 4: IRX remains our key enabler of execution excellence

    IRX remains our key enabler of execution excellence 4

  5. Slide 5: We are committed to our disciplined M&A strategy

    We are committed to our disciplined M&A strategy Acquiring market-leading products and technologies, focused on bolt-on acquisitions Closed transaction1: U.S.-based pump Acquisition funnel update1 manufacturer 8 Description: A leading manufacturer of small-volume precision Transactions closed or sig

  6. Slide 6: Q3 2026 vs. Q3 2025 financial performance

    Q3 2026 vs. Q3 2025 financial performance ($M, excl. EPS) Orders Revenue Adj. EBITDA & Margin1 Adj. Diluted EPS1,2 Up 21% Up 6% Up 1% excl. IEEPA Tariff Refunds Up $0.15 excl. IEEPA Tariff Refunds $584 $1.07 IEEPA $1.01 Tariff IEEPA Refunds Tariff Refunds $552 $545 28.3% $0.86 Incl. Refunds 27.9% 26

  7. Slide 7: Q3 2026 financial performance

    Q3 2026 financial performance Free Cash Flow1 ($M) Leverage Liquidity and Leverage Cash Flows from Operations less Capex (Net Debt / LTM Adj. EBITDA) • Total 4 available liquidity of $3.9B including: • Cash and Cash Equivalents: $1.3B • Available Revolving Credit Facility Balance: $2.6B ($24) • Liqu

  8. 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 Q3 2026 vs. Q3 2025 ($M) Q3 2026 vs. Q3 2025 Revenue/Orders Bridge Current Year Prior Year YoY ∆ Ex-FX YoY ∆ Orga

  9. 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 Q3 2026 vs. Q3 2025 ($M) Q3 2026 vs. Q3 2025 Revenue/Orders Bridge Current Year Prior Year YoY

  10. Slide 10: 2026 full-year guidance

    2026 full-year guidance1 Revised as of 10/30/2026 Guidance Metric Full Year 2026 Full Year Assumptions • Currency4: ~+1% Revenue Growth2 5.5% to 7.0% • M&A5: ~+2.5% • Organic growth: +2% to +3.5% Adjusted EBITDA3 excl. $2,130M - $2,190M • Corporate costs: ~$170M Q3 IEEPA Tariff Refunds • Net interes

  11. 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 agility ▪ We will further leverage our robust and performance global in-region, for-region ▪ Execute on the multiple levers available manufacturing

  12. Slide 12: Appendix

    A p p e n d i xX GR Ingersoll Rand.

  13. Slide 13: Q3 2026 financial performance – As Reported

    Q3 2026 financial performance – As Reported ($M, excl. EPS) Net Income1 Diluted EPS2 Up 174% Up $1.12 13 1 Net Income as reported defined as Net Income (Loss) Attributable to Ingersoll Rand Inc. 2 Diluted EPS defined as (Net Income (Loss) Attributable to Ingersoll Rand Inc.) / (Diluted Average Share

  14. Slide 14: 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

  15. Slide 15: Adjusted Financial Information

    Adjusted Financial Information (Unaudited; in millions) For the Three Month Period Ended September 30, 2026 2025 Revenues $ 2,064.9 $ 1,955.0 Adjusted EBITDA $ 584.4 $ 544.6 Adjusted EBITDA Margin 28.3 % 27.9 % Adjusted Net Income $ 416.6 $ 345.6 Adjusted Net Income Margin 20.2 % 17.7 % Free Cash Fl

  16. Slide 16: 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 Nine Month Period Ended September 30, Ended September 30, 2026 2025 2026 2025 Net Income $ 671.6 $ 245.8 $ 1,123.4 $ 320.4

  17. Slide 17: 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 Nine Month Period (Unaudited; in millions) Ended September 30, Ended September 30, 2026 2025 2026 2025 Net Income $ 671.6 $ 245.8 $ 1,

  18. Slide 18: 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 Nine Month Period Ended September 30, Ended September 30, 2026 2025 2026 2025 Orders Industrial Technologies and Services $ 1,897.5 $ 1,522.2 $ 5,076.1 $ 4,570.1 Precision and Science

  19. Slide 19: Orders and revenue growth by Segment

    Orders and revenue growth by Segment1 (Unaudited) For the Three Month Period Ended September 30, 2026 Orders Revenue Ingersoll Rand Organic growth 18.2% 3.9% Impact of foreign currency 0.8% 0.3% Impact of acquisitions 1.7% 1.4% Total orders and revenue growth 20.7% 5.6% Industrial Technologies & Ser

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