IR at a glance
Ingersoll Rand (IR, SEC CIK 1699150) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as August 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ingersoll Rand (IR) reported revenue of $7.7 billion (up 5.7% from FY2024) and net income of $581.4 million. Diluted EPS was $1.45.
- As of June 30, 2026, 41 institutional investment managers tracked by SignalX reported holding Ingersoll Rand (IR) shares worth $15.7 billion in 13F-HR filings.
- In the last 90 days, IR insiders reported 1 open-market purchase ($1.0M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.7B
- +5.7% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$1.0M
- 13F holders
- 41 funds
- $15.7B · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $7,650.9M, up 5.7% YoY from $7,235.0M; driven by acquisitions $419.9M and FX $92.0M, offset by organic decline $96.0M
- Operating margin 15.0% vs 18.0%; net income $581.4M vs $838.6M; net income margin 7.7% vs 11.7% due to goodwill impairments and equity losses
- Best segment: Precision and Science Technologies, revenues up 12.5% to $1,594.5M, Adjusted EBITDA up 14.1% to $478.0M with margin 30.0% vs 29.6%
- Worst segment: Industrial Technologies and Services, revenues up 4.1% to $6,056.4M, Adjusted EBITDA down 0.4% to $1,747.9M with margin down 130bps to 28.9%
- Operating cash flow $1,355.7M, free cash flow $1,220.1M; capital expenditures $135.6M; share repurchases $1,018.0M; dividends $31.8M
- Management expects capital expenditures ~2% of revenues for 2026; notes risks include input cost inflation, tariff impacts, and acquisition timing uncertainties
Business Overview
- Core business model: global provider of flow creation products and industrial/life science solutions, including compressors, pumps, vacuum and blower products
- New acquisitions: SSI Aeration ($97.8M) and TMIC/Adicomp ($193.2M) expanding wastewater and renewable natural gas product offerings
- Strategic emphasis on combining technologies for comprehensive end-to-end solutions and reinforcing aftermarket services as 36.5% of revenue
- Workforce: 21,000 employees worldwide with voluntary turnover rates improving to 8.1% hourly and 7.8% salaried in 2025
- Share repurchases totaling $1,018 million, reflecting strong capital return to shareholders in fiscal 2025
Risk Factors
- Regulatory risk: exposure to income taxation in 50+ jurisdictions, including US federal and state taxes, impacting effective tax rate variability
- Geopolitical risk: 54% revenue in non-US currencies exposing earnings to foreign exchange fluctuations in 2025
- Operational risk: dependence on steel, aluminum, copper, and castings as key raw materials under global sourcing strategy
- Competitive risk: threat from innovative technologies by competitors in clean energy and medical technology sectors not named explicitly
- Financial risk: significant portion of revenue (36.5%) from aftermarket parts and services dependent on installed product base maintenance
AI summary of the IR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2,048.8M, up 8.5% YoY from $1,887.9M
- Operating margin 18.6% vs 4.0% YoY; adjusted EBITDA margin 25.4% vs 27.0%
- Gross margin 42.1% vs 43.7% YoY, pressured by unfavorable product mix
- Operating cash flow $295.9M vs $245.7M; free cash flow $268.9M vs $210.4M
- Headwinds: input-cost inflation, tariffs, geopolitical instability, and macroeconomic volatility in the near term
Risk Factors
- No material risk-factor changes from the 2025 Annual Report
- Regulatory and compliance risks carried forward without quarterly updates
- Operational and competitive risks unchanged from the 2025 Annual Report
- Financial risks, including liquidity requirements, unchanged from the 2025 Annual Report
AI summary of the IR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results released July 30, 2026, covering the quarter ended June 30, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $2,049M, up 9%, while orders rose 5%; organic revenue growth reached 4.1%, supporting full-year momentum
- Adjusted EPS $0.86, up 7%; Adjusted EBITDA $520M, but margin compressed to 25.4% from 27.0%
Item 5.07: Submission of Matters to a Vote of Security Holders
- 95.3% shareholder participation, with 372,965,993 shares present or represented
- All 10 director nominees elected through the 2027 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026
- Press release issued April 28, 2026, with financial details in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 revenue $1,847M, up 8%, and orders $1,978M, up 5%, supporting continued growth visibility
- Adjusted EPS $0.77, up 7%, while adjusted EBITDA $469M rose 2%; margin declined to 25.4% from 26.8%
AI summaries of IR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IR
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- Fund moves. Which tracked funds opened, added or cut IR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hepding Elizabeth Meloy | F | Aug 20, 2026 | 189 | $79.33 |
| Kini Vikram | F | Aug 20, 2026 | 390 | $79.33 |
| Hepding Elizabeth Meloy | M | Aug 20, 2026 | 435 | - |
| Weatherred Michael A | M | Aug 20, 2026 | 967 | - |
| Weatherred Michael A | M | Aug 20, 2026 | 967 | - |
| Kini Vikram | M | Aug 20, 2026 | 898 | - |
| Weatherred Michael A | F | Aug 20, 2026 | 429 | $79.33 |
| Kini Vikram | M | Aug 20, 2026 | 898 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.2B | $7.7B |
| Gross Profit | $2.9B | $3.2B | $3.3B |
| Operating Income | - | $1.3B | $1.1B |
| Net Income | $778.7M | $838.6M | $581.4M |
| Gross Margin | - | 43.8% | 43.6% |
| Op. Margin | - | 18.0% | 15.0% |
| Net Margin | - | 11.6% | 7.6% |
| Balance Sheet | |||
| Total Assets | $15.6B | $18.0B | $18.3B |
| Equity | - | $10.2B | $10.1B |
| ROE | - | 8.2% | 5.8% |
| Per Share | |||
| EPS | $1.90 | $2.06 | $1.45 |
| Cash Flow | |||
| Operating CF | - | $1.4B | $1.4B |
Source: XBRL data in Ingersoll Rand (IR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 41 | $15.73B |
| Q1 2026 | 41 | $15.43B |
| Q4 2025 | 40 | $11.86B |
| Q3 2025 | 43 | $15.00B |
| Q2 2025 | 37 | $15.31B |
| Q1 2025 | 33 | $11.45B |
| Q4 2024 | 30 | $10.25B |
| Q3 2024 | 25 | $4.99B |
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- FMR LLC (Fidelity)−7.72M (-37%)
- JPMorgan Chase & Co−4.49M (-30%)
- Franklin Resources−1.48M (-9%)
- Morgan Stanley−916.0K (-11%)
- Goldman Sachs Group−84.7K (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 290 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| SC 13G | May 15, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| SC 13G | May 6, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 15, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
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IR SEC filings: frequently asked questions
Are IR insiders buying or selling?
In the last 90 days, Ingersoll Rand (IR) officers, directors and 10% owners reported 1 open-market purchase worth $1.0 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IR stock?
As of June 30, 2026, the largest Ingersoll Rand (IR) holders among the 13F filers tracked by SignalX were BlackRock ($2.5 billion), T. Rowe Price Group ($2.2 billion), Vanguard Capital Management LLC ($2.0 billion), Vanguard Portfolio Management LLC ($1.4 billion), State Street Corp ($1.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ingersoll Rand (IR) reported revenue of $7.7 billion (up 5.7% from FY2024) and net income of $581.4 million. Diluted EPS was $1.45. The figures come from the XBRL data in the 10-K.
What are the main risks in IR's latest 10-K?
In the 10-K filed February 17, 2026, Ingersoll Rand (IR) flagged: Regulatory risk: exposure to income taxation in 50+ jurisdictions, including US federal and state taxes, impacting effective tax rate variability. Geopolitical risk: 54% revenue in non-US currencies exposing earnings to foreign exchange fluctuations in 2025. (AI summary of the Risk Factors section.)
What did IR report in its latest 8-K?
Ingersoll Rand (IR) filed an 8-K on July 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results released July 30, 2026, covering the quarter ended June 30, 2026.
What are the latest IR SEC filings?
Ingersoll Rand (IR) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on August 21, 2026.
What is IR's SEC CIK number?
Ingersoll Rand (IR)'s SEC Central Index Key (CIK) is 1699150. EDGAR lists every IR filing under that number.
Ask anything about IR
The research agent reads IR's filings, financials, insider trades and 13F holders, then answers with sources.