Ingersoll Rand Q3 FY2026: $1.07 adjusted EPS beats, orders up 20.7%
Ingersoll Rand beat on the adjusted line and on orders: adjusted EPS of $1.07 topped the $0.928 consensus by 15.3%, and total orders rose 20.7% to $2.35 billion. Read the quarter in two layers. The GAAP headline of $1.73 per share is inflated by a $380.1 million insurance recovery. The operating story is slower, with 3.9% organic revenue growth and a 120 basis point margin squeeze in the largest segment.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $1.73 is roughly 2.8 times last year's $0.61, and most of that jump is a $380.1 million ILC Dover insurance recovery booked as a credit against operating expense rather than as sales. Strip out the one-offs and adjusted EPS was $1.07, up 24.0% from $0.86 and 15.3% above the $0.928 consensus. Even excluding the IEEPA tariff refunds, adjusted EPS of $1.01 beat consensus.
Revenue of $2.06 billion rose 5.6% from $1.96 billion a year ago, but only 3.9% of that was organic; the rest came from currency and acquisitions. Gross margin jumped to 44.8% from 43.7%, so gross profit grew faster than the top line.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-03
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