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Ingersoll Rand (IR) investor relations material
Ingersoll Rand 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and performance
Achieved $7.5B in revenue, 27% EBITDA margin, and 17% free cash flow margin, with a $34B market cap.
Since 2017, delivered over 330% total shareholder return and double-digit EPS CAGR despite industry headwinds.
37% of revenue comes from consumable aftermarket, with strong positions in industrial and life science technologies.
Improved EBITDA margins by 600+ basis points in five years through the IRX operating system.
Created $30B in shareholder value and outperformed S&P and industry peers.
Strategic growth and M&A
Acquired 76 companies in five years, focusing on founder-led, family-owned businesses.
M&A flywheel enables annual bolt-on acquisitions, typically at 9x pre-synergy multiples, reduced post-integration.
Life science exposure grew from 4% in 2020 to 18% in 2024, with further expansion targeted.
Active pipeline of about 100 companies, with 10 in active discussions at any time.
Four life science deals in the past year, averaging 10x EBITDA multiples and targeting mid-teens ROIC within three years.
Life science technologies platform
Platform includes brands like ILC Dover and Flexan, serving pharma, biopharma, and medtech markets.
Focus areas: flow control solutions, biopharma/pharma solutions, and medical device solutions.
85% of revenue is recurring consumables, with highly specified products integrated into customer applications.
Positioned in high-growth segments: weight loss therapies, oncology, minimally invasive procedures, and diagnostics.
Global footprint with scale in North America, Europe, and growing presence in Asia.
- TimeTickerHeadlineOpen
- 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B.
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