IR · 10-Q · 2026Q3 · Full report

Order Backlog and Demand Trends

Ingersoll Rand Inc. · 2026-10-30 · Importance 60 · Surprise 58 · Contradicted

For the nine months ended September 30, 2026, the segment reported first had orders of $5,076.1 million, up 11.1% from $4,570.1 million, including $300.6 million of organic growth, $105.6 million from acquisitions, and $99.8 million from currency. Orders included an approximately $195 million engineered-to-order data center infrastructure solution, quoted at a margin below the segment profile to establish a strategic position in that end market. Precision and Science Technologies' nine-month orders rose 8.0% to $1,289.9 million, including $48.2 million of organic growth, $29.7 million from acquisitions, and $17.9 million from currency.

Key facts

• Ingersoll Rand’s Industrial Technologies and Services segment orders increased 24.7% to $1,897.5 million in the three months ended September 30, 2026, from $1,522.2 million in 2025. source
• Industrial Technologies and Services segment orders rose because of $336.6 million (22.1%) higher organic orders, $21.6 million (1.4%) from acquisitions, and $17.1 million (1.1%) from favorable foreign currencies; organic orders were driven by several large long-cycle ETO orders. source
• For the nine months ended September 30, 2026, Segment Orders were $5,076.1 million, up $506.0 million or 11.1%, driven by organic orders up $300.6 million (6.6%), acquisitions of $105.6 million (2.3%), and favorable currency impact of $99.8 million (2.2%). source
• Ingersoll Rand’s Industrial Technologies and Services segment orders included an approximately $195 million order for an ETO data center infrastructure solution; its quoted margin was below the segment profile margin to support strategic entry into the end market. source
• For the three months ended September 30, 2026, Precision and Science Technologies Segment Orders were $447.6 million, up $27.5 million or 6.5%, from $420.1 million; organic orders increased $17.8 million (4.2%) and acquisitions added $10.7 million (2.5%), partly offset by unfavorable currency impact of $1.0 million (0.2%). source
• For the nine months ended September 30, 2026, Precision and Science Technologies Segment Orders were $1,289.9 million, up $95.8 million or 8.0%, from $1,194.1 million; organic orders increased $48.2 million (4.0%), acquisitions added $29.7 million (2.5%), and favorable currency impact was $17.9 million (1.5%). source
• As of September 30, 2026, Ingersoll Rand expected to recognize $971.2 million of revenue from unsatisfied or partially satisfied performance obligations in the next 12 months and $900.1 million thereafter. source
• Ingersoll Rand stated that customer demand for most of its products depends on new capital investment and planned and unplanned maintenance spending, which in turn depends on economic conditions and access to capital at reasonable cost. source

Impact estimates