Ingersoll Rand (IR) 18th Annual Global Transportation & Industrials Conference summary

Business transformation and resilience

• Over five years, completed two major divestitures and over 65 acquisitions, building a resilient platform in ITS and PST segments.

• Successfully navigated challenges including COVID-19, wars, and tariffs, integrating companies virtually and maintaining operational stability.

• Maintains a compounding growth model with strong cash generation and redeployment for organic and inorganic growth.

Recent performance and market trends

• Q1 saw approximately 3% organic orders growth in both ITS and PST, with momentum across all major regions.

• April performance remained in line with Q1, with no significant regional or behavioral changes observed.

• Leading indicators such as MQLs are up double digits, supporting both short and long cycle business momentum.

• Backlog remains healthy, providing visibility and execution runway into the second quarter and beyond.

Guidance, tariffs, and contingency planning

• Revenue guidance reflects 4% tailwinds from tariffs, FX, and M&A, but organic volume expectations were reduced by 4% for prudence.

• Tariff pricing and surcharges are expected to offset costs one-for-one, with no bottom line impact.

• A dedicated tariff war room is managing cost mitigation, supply chain adjustments, and sourcing strategies.

• Supply chain realignment is ongoing, with a focus on in-region sourcing and building redundancy, but major shifts are not anticipated.