Subtext

Ingersoll Rand Inc. IR

SectorIndustrials
Transcripts69
Date range2007-07-27 – 2025-05-02
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-11+0+11+212007 Q22010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q2 · Overall: +1.32007 Q4 · Overall: +1.82008 Q1 · Overall: +1.82008 Q2 · Overall: +2.92008 Q3 · Overall: -3.82008 Q4 · Overall: -10.72009 Q1 · Overall: -3.22009 Q2 · Overall: -4.52009 Q4 · Overall: +2.42010 Q1 · Overall: +4.52010 Q2 · Overall: +5.82010 Q4 · Overall: +4.02011 Q1 · Overall: +1.92011 Q2 · Overall: +3.32011 Q3 · Overall: +2.02011 Q4 · Overall: +3.62012 Q1 · Overall: +1.22012 Q2 · Overall: +3.42012 Q3 · Overall: +6.72012 Q4 · Overall: +4.12013 Q1 · Overall: +5.22013 Q2 · Overall: +7.22013 Q3 · Overall: +7.62013 Q4 · Overall: -0.62014 Q1 · Overall: -1.72014 Q2 · Overall: +8.72014 Q3 · Overall: -1.02014 Q4 · Overall: +4.12015 Q1 · Overall: +7.82015 Q2 · Overall: +0.22015 Q3 · Overall: +4.42015 Q4 · Overall: +3.02016 Q1 · Overall: +12.62016 Q2 · Overall: +4.82016 Q3 · Overall: +10.72016 Q4 · Overall: +8.42017 Q1 · Overall: +12.52017 Q2 · Overall: +13.22017 Q3 · Overall: +8.92017 Q4 · Overall: +16.72018 Q1 · Overall: +17.42018 Q2 · Overall: +13.92018 Q3 · Overall: +15.42018 Q4 · Overall: +12.12019 Q1 · Overall: +7.32019 Q2 · Overall: +14.42019 Q3 · Overall: +9.42019 Q4 · Overall: +9.82020 Q1 · Overall: +6.82020 Q2 · Overall: +9.62020 Q3 · Overall: +18.02020 Q4 · Overall: +15.32021 Q1 · Overall: +14.22021 Q2 · Overall: +13.72021 Q3 · Overall: +11.82021 Q4 · Overall: +18.42022 Q1 · Overall: +15.22022 Q2 · Overall: +17.72022 Q3 · Overall: +13.72022 Q4 · Overall: +13.72023 Q1 · Overall: +8.42023 Q2 · Overall: +11.72023 Q3 · Overall: +12.32023 Q4 · Overall: +11.62024 Q1 · Overall: +0.72024 Q2 · Overall: +10.92024 Q3 · Overall: +11.72024 Q4 · Overall: +9.72025 Q1 · Overall: +10.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322007 Q22010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q2 · CEO: +2.22008 Q2 · CEO: +9.52008 Q4 · CEO: -6.52009 Q1 · CEO: -3.32009 Q2 · CEO: -2.62009 Q4 · CEO: +6.92010 Q1 · CEO: +5.22010 Q2 · CEO: +6.42010 Q4 · CEO: +3.62011 Q1 · CEO: +4.82011 Q2 · CEO: +6.42011 Q3 · CEO: +6.72011 Q4 · CEO: +2.92012 Q1 · CEO: +5.12012 Q2 · CEO: +6.22012 Q3 · CEO: +11.72012 Q4 · CEO: +5.12013 Q1 · CEO: +10.82013 Q2 · CEO: +10.92013 Q3 · CEO: +10.82013 Q4 · CEO: +3.82014 Q1 · CEO: +5.22014 Q2 · CEO: +10.22014 Q3 · CEO: +2.32014 Q4 · CEO: +6.52015 Q1 · CEO: +11.12015 Q2 · CEO: +1.92015 Q3 · CEO: +8.22015 Q4 · CEO: +6.22016 Q2 · CEO: +10.72016 Q3 · CEO: +15.92016 Q4 · CEO: +8.62017 Q1 · CEO: +15.82017 Q2 · CEO: +16.42017 Q3 · CEO: +12.32017 Q4 · CEO: +18.22018 Q1 · CEO: +25.12018 Q2 · CEO: +20.82018 Q3 · CEO: +18.32018 Q4 · CEO: +12.12019 Q1 · CEO: +14.62019 Q2 · CEO: +18.42019 Q3 · CEO: +11.52019 Q4 · CEO: +11.52020 Q1 · CEO: +10.42020 Q2 · CEO: +14.32020 Q3 · CEO: +27.72020 Q4 · CEO: +17.62021 Q1 · CEO: +15.32021 Q2 · CEO: +18.12021 Q3 · CEO: +15.12021 Q4 · CEO: +26.12022 Q1 · CEO: +21.82022 Q2 · CEO: +21.82022 Q3 · CEO: +19.22022 Q4 · CEO: +19.52023 Q1 · CEO: +10.52023 Q2 · CEO: +17.42023 Q3 · CEO: +16.32023 Q4 · CEO: +21.12024 Q1 · CEO: +10.22024 Q2 · CEO: +19.82024 Q3 · CEO: +15.22024 Q4 · CEO: +17.72025 Q1 · CEO: +19.22007 Q2 · CFO: +3.82007 Q4 · CFO: -6.62008 Q1 · CFO: +3.62008 Q2 · CFO: -1.12008 Q3 · CFO: -4.32008 Q4 · CFO: -12.92009 Q1 · CFO: +5.92009 Q2 · CFO: +2.52009 Q4 · CFO: +3.32010 Q2 · CFO: +10.12010 Q4 · CFO: +7.42011 Q1 · CFO: +4.12011 Q2 · CFO: +7.52011 Q3 · CFO: +5.22011 Q4 · CFO: +8.02012 Q1 · CFO: -3.02012 Q2 · CFO: +3.72012 Q3 · CFO: +4.32012 Q4 · CFO: +6.02013 Q1 · CFO: +1.52013 Q2 · CFO: +4.52013 Q3 · CFO: +11.22013 Q4 · CFO: -0.52014 Q1 · CFO: +3.72014 Q2 · CFO: +5.32014 Q3 · CFO: -0.82014 Q4 · CFO: +4.12015 Q1 · CFO: +6.92015 Q2 · CFO: +1.12015 Q3 · CFO: +3.52016 Q2 · CFO: +1.42016 Q3 · CFO: +11.82016 Q4 · CFO: +10.82017 Q1 · CFO: +14.82017 Q2 · CFO: +17.62017 Q3 · CFO: +9.12017 Q4 · CFO: +21.42018 Q1 · CFO: +16.92018 Q2 · CFO: +20.82018 Q3 · CFO: +20.22018 Q4 · CFO: +22.72019 Q1 · CFO: +11.52019 Q2 · CFO: +20.52019 Q3 · CFO: +17.52019 Q4 · CFO: +14.32020 Q1 · CFO: -4.52020 Q2 · CFO: +7.22020 Q3 · CFO: +12.82020 Q4 · CFO: +16.12021 Q1 · CFO: +16.12021 Q2 · CFO: +18.12021 Q3 · CFO: +10.02021 Q4 · CFO: +11.22022 Q1 · CFO: +14.12022 Q2 · CFO: +17.72022 Q3 · CFO: +14.92022 Q4 · CFO: +8.82023 Q1 · CFO: +10.02023 Q2 · CFO: +6.92023 Q3 · CFO: +13.02023 Q4 · CFO: +12.62024 Q1 · CFO: -6.82024 Q2 · CFO: +8.12024 Q3 · CFO: +16.82024 Q4 · CFO: +8.22025 Q1 · CFO: +9.6
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-33-17+0+17+332007 Q22010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q2 · Prepared remarks: +5.82007 Q4 · Prepared remarks: +1.92008 Q1 · Prepared remarks: +3.32008 Q2 · Prepared remarks: +6.52008 Q3 · Prepared remarks: -1.02008 Q4 · Prepared remarks: -22.62009 Q1 · Prepared remarks: -13.72009 Q2 · Prepared remarks: -9.42009 Q4 · Prepared remarks: +7.32010 Q1 · Prepared remarks: +12.22010 Q2 · Prepared remarks: +14.12010 Q4 · Prepared remarks: +11.92011 Q1 · Prepared remarks: +6.72011 Q2 · Prepared remarks: +8.02011 Q3 · Prepared remarks: +7.82011 Q4 · Prepared remarks: +7.12012 Q1 · Prepared remarks: +5.92012 Q2 · Prepared remarks: +4.82012 Q3 · Prepared remarks: +6.32012 Q4 · Prepared remarks: +6.72013 Q1 · Prepared remarks: +2.02013 Q2 · Prepared remarks: +7.62013 Q3 · Prepared remarks: +6.52013 Q4 · Prepared remarks: +0.92014 Q1 · Prepared remarks: -15.72014 Q2 · Prepared remarks: +2.02014 Q3 · Prepared remarks: -3.22014 Q4 · Prepared remarks: +5.32015 Q1 · Prepared remarks: +9.12015 Q2 · Prepared remarks: +0.32015 Q3 · Prepared remarks: +4.12015 Q4 · Prepared remarks: +0.92016 Q1 · Prepared remarks: +11.82016 Q2 · Prepared remarks: +9.42016 Q3 · Prepared remarks: +18.52016 Q4 · Prepared remarks: +12.32017 Q1 · Prepared remarks: +17.12017 Q2 · Prepared remarks: +24.42017 Q3 · Prepared remarks: +9.42017 Q4 · Prepared remarks: +25.22018 Q1 · Prepared remarks: +28.82018 Q2 · Prepared remarks: +28.02018 Q3 · Prepared remarks: +28.62018 Q4 · Prepared remarks: +26.32019 Q1 · Prepared remarks: +12.82019 Q2 · Prepared remarks: +24.12019 Q3 · Prepared remarks: +20.32019 Q4 · Prepared remarks: +12.62020 Q1 · Prepared remarks: +7.32020 Q2 · Prepared remarks: +10.52020 Q3 · Prepared remarks: +20.22020 Q4 · Prepared remarks: +16.62021 Q1 · Prepared remarks: +13.02021 Q2 · Prepared remarks: +15.42021 Q3 · Prepared remarks: +13.02021 Q4 · Prepared remarks: +23.32022 Q1 · Prepared remarks: +22.82022 Q2 · Prepared remarks: +18.52022 Q3 · Prepared remarks: +20.22022 Q4 · Prepared remarks: +16.02023 Q1 · Prepared remarks: +8.92023 Q2 · Prepared remarks: +12.12023 Q3 · Prepared remarks: +11.72023 Q4 · Prepared remarks: +19.02024 Q1 · Prepared remarks: +4.62024 Q2 · Prepared remarks: +12.02024 Q3 · Prepared remarks: +17.62024 Q4 · Prepared remarks: +15.22025 Q1 · Prepared remarks: +13.42007 Q2 · Q&A responses: +1.82008 Q1 · Q&A responses: +2.82008 Q2 · Q&A responses: +1.12008 Q3 · Q&A responses: -4.12008 Q4 · Q&A responses: -2.12009 Q1 · Q&A responses: +5.82009 Q2 · Q&A responses: +3.72009 Q4 · Q&A responses: +4.12010 Q1 · Q&A responses: +3.62010 Q2 · Q&A responses: +0.32010 Q4 · Q&A responses: +0.32011 Q1 · Q&A responses: +1.22011 Q2 · Q&A responses: +5.62011 Q3 · Q&A responses: +1.02011 Q4 · Q&A responses: +3.62012 Q1 · Q&A responses: +0.42012 Q2 · Q&A responses: +5.32012 Q3 · Q&A responses: +9.72012 Q4 · Q&A responses: +4.12013 Q1 · Q&A responses: +11.82013 Q2 · Q&A responses: +9.12013 Q3 · Q&A responses: +13.52013 Q4 · Q&A responses: +0.72014 Q1 · Q&A responses: +5.02014 Q2 · Q&A responses: +13.02014 Q3 · Q&A responses: +2.62014 Q4 · Q&A responses: +5.92015 Q1 · Q&A responses: +10.72015 Q2 · Q&A responses: +2.52015 Q3 · Q&A responses: +7.42015 Q4 · Q&A responses: +8.22016 Q1 · Q&A responses: +16.62016 Q2 · Q&A responses: +2.92016 Q3 · Q&A responses: +6.82016 Q4 · Q&A responses: +5.62017 Q1 · Q&A responses: +13.02017 Q2 · Q&A responses: +9.82017 Q3 · Q&A responses: +13.02017 Q4 · Q&A responses: +10.52018 Q1 · Q&A responses: +19.02018 Q2 · Q&A responses: +13.02018 Q3 · Q&A responses: +12.92018 Q4 · Q&A responses: +5.52019 Q1 · Q&A responses: +13.52019 Q2 · Q&A responses: +12.62019 Q3 · Q&A responses: +6.02019 Q4 · Q&A responses: +10.02020 Q1 · Q&A responses: +9.92020 Q2 · Q&A responses: +13.72020 Q3 · Q&A responses: +23.02020 Q4 · Q&A responses: +16.92021 Q1 · Q&A responses: +15.82021 Q2 · Q&A responses: +19.22021 Q3 · Q&A responses: +12.52021 Q4 · Q&A responses: +18.82022 Q1 · Q&A responses: +15.82022 Q2 · Q&A responses: +19.42022 Q3 · Q&A responses: +14.52022 Q4 · Q&A responses: +14.42023 Q1 · Q&A responses: +11.02023 Q2 · Q&A responses: +15.92023 Q3 · Q&A responses: +16.22023 Q4 · Q&A responses: +17.22024 Q1 · Q&A responses: +5.22024 Q2 · Q&A responses: +19.02024 Q3 · Q&A responses: +13.52024 Q4 · Q&A responses: +13.22025 Q1 · Q&A responses: +16.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.01$2.37$3.742007 Q22010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42017 Q2: $1.202017 Q3: $1.392017 Q4: $1.592018 Q1: $1.752018 Q2: $1.902018 Q3: $1.972018 Q4: $1.942019 Q1: $1.932019 Q2: $1.972019 Q3: $1.742019 Q4: $1.502020 Q1: $1.722020 Q2: $1.312020 Q3: $1.532020 Q4: $1.772021 Q1: $1.942021 Q2: $1.952021 Q3: $2.122021 Q4: $2.312022 Q1: $2.412022 Q2: $2.482022 Q3: $2.502022 Q4: $2.472023 Q1: $2.622023 Q2: $2.832023 Q3: $2.992023 Q4: $3.192024 Q1: $3.292024 Q2: $3.442024 Q3: $3.55

Forward P/E

8.7818.8328.882007 Q22010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42017 Q2: 19.462017 Q3: 17.782017 Q4: 20.022018 Q1: 18.892018 Q2: 15.472018 Q3: 14.792018 Q4: 10.172019 Q1: 14.342019 Q2: 17.682019 Q3: 17.672019 Q4: 24.112020 Q1: 11.192020 Q2: 22.562020 Q3: 24.182020 Q4: 25.042021 Q1: 25.662021 Q2: 24.542021 Q3: 25.932021 Q4: 25.772022 Q1: 20.852022 Q2: 18.002022 Q3: 19.822022 Q4: 22.162023 Q1: 20.222023 Q2: 22.622023 Q3: 22.002023 Q4: 23.102024 Q1: 27.472024 Q2: 27.492024 Q3: 26.42

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q3 tone ↓ -4.3 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -3.5 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -3.0 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.9 fwd EPS ↓ -0.41 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -2.7 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -3.2 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -4.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -5.3 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -10.9 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+10.9——View →
2024 Q42025-02-14+9.7——View →
2024 Q32024-11-01+11.7$3.5526.4View →
2024 Q22024-08-01+10.9$3.4427.5View →
2024 Q12024-05-03+0.7$3.2927.5View →
2023 Q42024-02-16+11.6$3.1923.1View →
2023 Q32023-11-02+12.3$2.9922.0View →
2023 Q22023-08-03+11.7$2.8322.6View →