Investment Thesis
Ingersoll Rand supplies mission-critical flow creation equipment (compressors, blowers, vacuums) with high aftermarket mix. Lean operations and serial M&A drive profitable growth.
- Aftermarket Base: Services/parts exceed 40% of revenue.
- Portfolio Focus: Spin-offs sharpened focus on flow creation.
- Capital Deployment: Healthy balance sheet funds bolt-ons and buybacks.