财务数据和关键指标变化 - 公司2023年第四季度和全年业绩均创历史新高,尽管宏观经济环境不断变化 [9][10][11] - 2023年公司收入、调整后EBITDA、调整后每股收益和自由现金流均实现两位数增长,超过投资者日承诺 [11][18][19][20][30][31] - 公司2023年第四季度调整后EBITDA增长19%,调整后EBITDA利润率提升160个基点至27.5% [26][28] - 公司2023年全年自由现金流达13亿美元,自由现金流率为18%,转换率达105% [26][32] - 公司2023年第四季度调整后每股收益增长19%至0.86美元 [29] 各条业务线数据和关键指标变化 - 工业技术与服务(ITS)业务2023年第四季度有机订单和收入分别增长5%,调整后EBITDA增长26%,利润率提升260个基点至30% [34][35] - 精密与科学技术(PST)业务2023年第四季度有机收入基本持平,调整后EBITDA增长约2%,利润率为30.1% [38][39] 各个市场数据和关键指标变化 - 美洲市场需求强劲,中国市场受宏观环境影响有所下滑,欧洲和印度市场相对稳定 [50][51] - 公司在中国市场仍能保持优于市场的增长,通过灵活机敏的方式应对市场变化 [84][85] 公司战略和发展方向及行业竞争 - 公司通过IRX持续提升运营效率和盈利能力,并积极进行并购整合,不断扩大可服务的市场空间 [12][13][22][23] - 公司在可持续发展、数字化和生活质量等全球大趋势下保持良好发展势头,预计未来5年平均中单位数有机增长 [18][19] - 公司在高度分散的55亿美元可服务市场中保持领先地位,通过多品牌、多渠道策略持续增加市场份额 [13] - 公司积极进行并购整合,2023年完成13笔收购,并有10笔收购正在洽谈,预计2024年将完成400-500个基点的并购收购 [22][23][40][41] 管理层对经营环境和未来前景的评论 - 公司保持灵活机敏,密切关注宏观经济和地缘政治的不确定性,专注于可控因素的执行 [11] - 公司对2024年的需求保持乐观,尽管宏观环境存在不确定性,但有信心实现既定目标 [11][45] - 公司认为短周期订单和收入有望在下半年加速,但第一季度受去年同期高基数影响将相对平稳 [44] 问答环节重要的提问和回答 问题1 **Mike Halloran 提问** 询问公司对2024年宏观环境和各区域市场的预期 [49] **Vicente Reynal 回答** - 美洲市场需求强劲,欧洲市场相对稳定,中国市场受宏观环境影响有所下滑,但公司仍能保持优于市场的增长 [50][51][84][85] - 公司将继续保持灵活机敏,利用需求创造和IRX等手段应对市场变化 [52][53] 问题2 **Julian Mitchell 提问** 询问公司2024年各季度的收入和利润贡献情况 [57][58] **Vik Kini 和 Vicente Reynal 回答** - 公司2024年各季度的收入和利润贡献预计与2023年保持类似的季节性模式 [58][59][60][61] - 公司2024年整体毛利率预计保持35%-40%的较高水平 [58][59][60] 问题3 **Jeff Sprague 提问** 询问公司在生命科学业务方面的情况 [65][66] **Vicente Reynal 回答** - 生命科学业务占PST业务的25%-30%,预计在下半年开始恢复正常增长 [66][74] - 公司将继续利用需求创造等手段,在生命科学等业务中保持优于市场的表现 [71][72][73]

Ingersoll Rand (IR) reported $1.82 billion in revenue for the quarter ended December 2023, representing a year- over-year increase of 12.2%. EPS of $0.86 for the same period compares to $0.72 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.76 billion, representing a surprise of +3.78%. The company delivered an EPS surprise of +13.16%, with the consensus EPS estimate being $0.76. While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...

Ingersoll Rand Inc. 业绩预测 - 预计工业技术与服务部门的强劲需求和订单将推动Ingersoll Rand的第四季度业绩[2] - 预计通过收购Howden Roots和SPX FLOW的空气处理业务，将提升本季度的收入[3] - 工业业务的强劲表现和收购的贡献可能是精密与科学技术部门的主要增长驱动力[4]

Ingersoll Rand (IR)财务表现 - 预计Ingersoll Rand (IR)将在本季度实现每股盈利0.76美元，同比增长5.6%[1] - 预计Ingersoll Rand (IR)本季度营收将达到17.6亿美元，同比增长8.1%[1] - 分析师们一致认为，Ingersoll Rand (IR)的调整后EBITDA-精密科学技术部门将达到9623万美元，较去年同期的9270万美元有所增长[8] - 分析师们预测Ingersoll Rand (IR)的调整后EBITDA-工业技术与服务部门将达到4.1128亿美元，较去年同期的3.606亿美元有所增长[9]

DAVIDSON, N.C.--(BUSINESS WIRE)--Ingersoll Rand Inc., (NYSE: IR) a global provider of mission-critical flow creation and industrial solutions, announced that Vicente Reynal, chairman and chief executive officer, Vik Kini, chief financial officer and Mike Weatherred, senior vice president, Ingersoll Rand Execution Excellence (IRX) and Commercial Excellence, will participate in fireside chats at the following upcoming investor conferences: - The Barclays Industrial Select Conference on Wednesday, February 21, ...

Several companies in the Zacks Industrial Products sector, including major player Caterpillar (CAT) , have reported fourth-quarter 2023 earnings results. As a widely recognized economic bellwether, Caterpillar's performance is closely monitored by investors, offering valuable insights into the sector's potential. CAT's recent report showed a notable 35.5% improvement in fourth-quarter earnings, surpassing expectations on increased demand for its energy and transportation products, and favorable price realiz ...

DAVIDSON, N.C.--(BUSINESS WIRE)--Ingersoll Rand Inc. (NYSE: IR), a global provider of mission-critical flow creation and industrial solutions, closed on the acquisition of Friulair S.r.l. (“Friulair”) in an all-cash upfront purchase price of approximately $146M. Based in Italy, Friulair is recognized globally for its design and production of dryers, filters, aftercoolers, and accessories for the treatment of compressed air as well as its chiller product line. The addition of Friulair will increase the scale ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. What ...

公司业绩 - Ingersoll Rand Inc. (NYSE:IR)在多年的运营中创造了强大的价值增长[1] - IR通过收购和产品扩张实现了强劲的增长[1] - IR在2020年的合并后，收入几乎翻了一番，之后又增长了68%[2] - IR的收入增长主要来自非有机增长，但这种增长策略并不冒险[4] - IR在过去几年表现出色，持续击败EPS预期[6] 股价表现 - IR的股价表现优异，但仍低于历史平均水平[10] - IR的股价目标为$103，预计在未来12个月内有18.9%的上涨空间[11] 业务增长 - IR的工业技术和服务部门是业务增长的关键[13] - IR的工业技术和服务部门保持高增长，订单和收入均有显著增长[13] - IR预计将在2024年实现70亿美元的年收入[13] - IR的调整后EBITDA利润率增长强劲，表现优于行业平均水平[13] M&A策略 - IR在2020年的合并后通过M&A策略取得了令人印象深刻的成果[15]

Ingersoll Rand Inc. (IR) is poised to benefit from its presence across diversified end markets, which enables it to mitigate weakness in one market with strength across others. The company has been witnessing higher orders across its product portfolio of compressors, vacuum and blowers and power tools and lifting within the Industrial Technologies & Services unit. Pricing actions and acquisition benefits augur well for the Precision & Science Technologies segment. For 2023, Ingersoll Rand expects revenue gr ...