Ingersoll Rand (NYSE:IR) Surpasses Estimates with 10.1% Q4 Sales and 6.6% EPS Beat

Ingersoll Rand (NYSE:IR) reported Q4 CY2025 results exceeding expectations: sales rose 10.1% YoY to $2.09B, and non-GAAP EPS reached $0.96, 6.6% above consensus. The operating margin for the quarter was 18.7%, down 1.3 percentage points from a year ago as share count declined 6.8% and SG&A increased. Supporting context: Sales growth over the past five years averaged 7.3% CAGR, while EPS expanded 17.5% CAGR. The two-year annualized EPS growth slowed to 6.2% in 2024, and sell-side analysts project revenue to grow 4.1% and full-year EPS to $3.34 in 2026, up 6.6% from 2025. The stock rose $2.7 to $96.89 in after-hours trading following the report. While the quarter was strong, sector deceleration and moderate forward guidance suggest investors should consider valuation alongside fundamentals when evaluating the stock.