This summary was created by AI, based on 2 opinions in the last 12 months.
Ingersoll-Rand Co (IR-N) is a re-constituted company that is showing promising potential after a period of stagnation. Recent earnings results revealed an earnings per share (EPS) of 78 cents, surpassing estimates, while revenue of $1.69 billion fell slightly short of expectations. The company has demonstrated consistent growth in recent years, with a notable expansion in margins, and its debt levels have become more manageable, reflected in a net debt to EBITDA ratio of 0.7x. However, despite these positives, the revenue outlook has disappointed, leading to a dip in stock performance following earnings reports. While IR is viewed as a stable investment, some experts caution that its current valuation at nearly 27 times forward earnings appears expensive, particularly given the anticipated slow growth ahead.
EPS had a nice beat on estimates of 69c coming in at 78c. Revenue did miss estimates of $1.7B coming in at $1.69B. IR has been growing nicely over the last few years and margins have also expanded substantially in recent periods. Debt is also at more manageble levels now with a net debt/EBITDA ratio at 0.7x. Revenue outlook for the year came in below expectations which caused the stock to take a bit of a hit after earnings were released. It is a stable name but with an expensive valuation at nearly 27x forward earnings. Debt is less of a concern now, but valuation is expensive for a slow-growth name. IR will likely be a stable investment opportunity that should continue to expand its bottom line, while top line growth will be slow. We think it is a good company, but not overly exciting.
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Capital spending in the US is set to rise. 85% of their business is environmental control. HVAC systems are being put in or being replaced in commercial buildings. If there is an infrastructure spend on schools and hospitals, that is a big spend. Their compressor systems are used in construction sites. Dividend yield of 1.95%. (Analysts’ price target is $85.50.)
An industrial company. They’ve grown their earnings 15% a year over the last 5 years, in a world where companies have not been spending on capital spending. They have a compressor business which is industrial. They have HVAC. If there was a pickup in spending in infrastructure in the US, this company will win. If there is a pickup in non-residential construction they will win. They are already performing and making new highs. Dividend yield of 2.12%. (Analysts’ price target is $77.72.)
Ingersoll-Rand Co is a American stock, trading under the symbol IR-N on the New York Stock Exchange (IR). It is usually referred to as NYSE:IR or IR-N
In the last year, 2 stock analysts published opinions about IR-N. 0 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Ingersoll-Rand Co.
Ingersoll-Rand Co was recommended as a Top Pick by on . Read the latest stock experts ratings for Ingersoll-Rand Co.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Ingersoll-Rand Co In the last year. It is a trending stock that is worth watching.
On 2025-04-01, Ingersoll-Rand Co (IR-N) stock closed at a price of $80.61.
Hold. They are a re-constituted company and doing a lot of things right. It's been flat, but it's about to re-accelerate.