Item 2.02 - Results of Operations and Financial Condition: The filing reports on Ingersoll Rand Inc.'s operational and financial results as of February 12, 2026 Item 9.01 - Financial Statements and Exhibits: The filing includes financial statements and exhibits related to the reported results Company Information: Ingersoll Rand Inc. (formerly Gardner Denver Holdings, Inc.) is a Delaware…

Our analysis rates this filing CAUTIOUS. Ingersoll Rand presents a CAUTIOUS picture with elevated but not critical concerns. The company faces three legitimate headwinds: tariff-driven margin compression (140 bps YoY decline), a significant gap between organic and reported growth (revealing…

Concern level: ELEVATED (5.8/10). Key factors: Tariff-driven margin compression: IT&S Adjusted EBITDA margin declined 140 basis points YoY, representing a structural cost headwind with unclear resolution timeline; Organic growth significantly lags reported growth: IT&S organic orders +1% vs. 11% reported; P&ST organic orders +1-2% vs. 6% reported, indicating heavy M&A dependency and softer…

Notable risk changes: Tariff headwinds explicitly disclosed as primary margin pressure in IT&S segment - 140 bps margin compression YoY indicates structural cost challenge that may persist; Organic growth significantly trails reported growth across both segments (1-4% organic vs. 6-11% reported), revealing heavy reliance on M&A to drive headline growth and raising questions about underlying market demand; 2026…

No earnings surprise data disclosed in filing.

The model predicts IR will underperform the S&P 500 by about 0.0% over 30 days (model confidence 50%). This is model analysis for research, not investment advice.