IR

3M Company MMM is scheduled to release second-quarter 2026 results on July 21, before market open.The Zacks Consensus Estimate for MMM’s second-quarter revenues is pegged at $6.38 billion, indicating growth of 3.6% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $2.27 per share, which increased 1.3% in the past 60 days. The figure indicates growth of 5.1% from the year-ago quarter's figure.The company delivered better-than-expected results in each of the trailing four quarters, the earnings surprise being 4.6% on average. In the last reported quarter, its earnings of $2.14 per share beat the consensus estimate of $2.02 by 5.9%.Let’s see how things have shaped up for 3M this earnings season. 3M’s Safety and Industrial segment’s results are expected to perform well, driven by strength across personal safety, industrial adhesives and tapes, abrasives and electrical markets. Stable demand for electrical infrastructure products like medium voltage cable accessories and insulation tapes is likely to have been a tailwind as well. The Zacks Consensus Estimate for the segment’s second-quarter revenues is pegged at $3.03 billion, indicating approximately a 6.1% increase from the year-ago number.Solid momentum in the aerospace and defense, commercial branding and automotive markets is likely to have supported 3M‘s Transportation and Electronics segment’s performance. Also, strength in the commercial branding and automotive markets, driven by demand for new products and expanding sales coverage, is proving beneficial for the segment as well.Healthy demand across the home and auto care business is expected to have benefited the Consumer segment’s performance in the second quarter. The Zacks Consensus Estimate for revenues from the Consumer segment is pegged at $1.29 billion, indicating an increase of 1.4% year over year. However, persistent weakness in the packaging and expression and home improvement businesses is likely to mar the segment’s results.Nevertheless, 3M has undertaken structural reorganization actions that include streamlining its geographic footprint, simplifying the supply chain and optimizing manufacturing operations. These actions are expected to have supported margins in the to-be-reported quarter.However, MMM’s performance has been negatively impacted by high costs and expenses. The company’s solid investments in res...

Alcoa Corporation AA is likely to register an increase in the top line from last year’s quarterly reading when it reports second-quarter 2026 earnings on July 16, after market close. The Zacks Consensus Estimate for revenues is pegged at $3.93 billion, indicating an increase of 30.2% from the prior-year’s quarterly figure.The bottom line of this leading producer of bauxite, alumina and aluminum products is also expected to have increased from the earlier year’s quarterly figure. Over the past 30 days, the consensus estimate for earnings per share grew 3%. The figure indicates a surge of 518% from last year’s quarterly level.The company has a trailing four-quarter earnings surprise of 35.3%, on average, beating estimates all through. Healthy demand across packaging, electrical and transportation end markets is expected to have benefited Alcoa’s Aluminum segment in the second quarter of 2026. Also, the restart of the San Ciprián smelter in Spain, Alumar in Brazil and Lista in Norway is likely to have aided the segment’s sales.For the second quarter, the Zacks Consensus Estimate for the Aluminum segment’s total sales is pegged at $3.34 billion, indicating a 70.4% rise from the year-ago reported number.Alcoa’s Alumina segment is expected to have benefited from higher alumina shipments driven by the restart of the San Ciprián smelter. However, the segment’s results are expected to put up a weak show due to shipment delays in Australia arising from the Middle East war and Cyclone Narelle. The consensus mark for the Alumina segment’s third-party sales is pegged at $490 million, implying a 41.9% decrease from the year-ago number. The consensus mark for the Alumina segment’s total sales is pegged at $976 million, indicating a 35.7% decline from the year-ago number.Nevertheless, synergistic gains from partnerships and acquisitions made by the company are expected to have boosted revenues. In March 2025, Alcoa and IGNIS EQT entered into a joint venture agreement. Under the agreement, AA owns 75% of the equity and continues to operate the San Ciprián production site. In August 2024, Alcoa acquired Alumina Limited. This acquisition bolstered its position as a pure-play and upstream aluminum company worldwide.However, the escalating cost of sales due to higher input costs poses a threat to Alcoa’s bottom line.Given the company’s extensive geographic presence, its operatio...

Cintas Corporation CTAS is scheduled to release fourth-quarter fiscal 2026 (ended May 2026) results on July 15, before market open.The Zacks Consensus Estimate for CTAS’ fiscal fourth-quarter revenues is pegged at $2.88 billion, indicating growth of 7.8% from the prior-year quarter’s figure. The consensus mark for earnings is pinned at $1.24 per share, which has been stable in the past 60 days. The figure indicates growth of 13.8% from the year-ago quarter's figure.The company has a stellar earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average beat being 1.3%. In the last reported quarter, its earnings of $1.24 per share beat the consensus estimate of $1.23 by 0.8%.Let’s see how things have shaped up before Cintas’ fiscal fourth-quarter earnings release. Strong customer retention and penetration of additional products and services into existing customers are expected to have driven the Uniform Rental and Facility Services segment’s performance in the fiscal fourth quarter. The Zacks Consensus Estimate for the segment’s revenues is pegged at $2.17 billion, indicating a 7% jump from the year-ago reported number.Solid demand for the company’s AED Rentals is likely to have supported the performance of the First Aid and Safety Services segment. Also, strong customer retention levels and an improved sales mix are likely to have boded well for the segment. The consensus mark for the segment’s revenues is pegged at $358 million, which implies a 10.5% increase from the year-ago reported figure.Also, synergistic gains from the acquisitions of Paris Uniform Services (March 2024) and SITEX (February 2024) are expected to have boosted Cintas’ top line in the to-be-reported quarter. While the Paris Uniform Services buyout has strengthened CTAS’ market presence in Pennsylvania, New York, Maryland and West Virginia, the SITEX acquisition has enhanced its footprint in the U.S. central Midwest region.However, the escalating selling, general and administrative (SG&A) expenses pose a threat to CTAS’ bottom line. Increase in employee-partner related expensesare expected to have pushed up the SG&A expenses, which are likely to have impacted the company’s margins in the fiscal fourth quarter.Given Cintas’ extensive geographic presence, its operations are subject to global political risks and foreign exchange headw...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Ingersoll Rand (IR) is back in focus ahead of its upcoming fiscal second quarter earnings release, with analysts projecting diluted earnings of $0.80 per share, compared with $0.77 in the same quarter a year earlier. See our latest analysis for Ingersoll Rand. At a share price of $78.85, Ingersoll Rand has seen a 6.55% 1 month share price gain, but the 1 year total shareholder return is down 11.34%, while the 5 year total shareholder return of 64.64% points to a stronger longer term record. If this earnings setup has you thinking more broadly about opportunities in industrial and infrastructure related plays, it could be a good time to scan 34 power grid technology and infrastructure stocks The recent rebound in Ingersoll Rand, set against a weaker one year return, creates a basic tension: is this move a fresh read on earnings potential, or simply sentiment resetting ahead of results as valuation is reassessed next? Against Ingersoll Rand's last close at $78.85, the most followed narrative points to a fair value of $93.20, framing the current move as a discount to that view rather than a stretch. Read the complete narrative. Want to see what sits behind that aftermarket focus and the fair value uplift it feeds into? The key is how revenue mix, margin expansion, and future earnings power are connected into one valuation story. Result: Fair Value of $93.20 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Ingersoll Rand's heavy use of acquisitions and exposure to shifting trade policies could still disrupt margins and compress the earnings profile behind that 15.4% undervalued case. Find out about the key risks to this Ingersoll Rand narrative. While the narrative points to Ingersoll Rand trading below an estimated fair value of $93.20, the share price of $78.85 sits on a P/E of 52.6x, compared with 26.8x for the US Machinery industry, 35x for peers, and a fair ratio of 38.4x in the Simply Wall St model. That gap implies investors are already paying a steep premium for Ingersoll Rand's earnings, which could limit upside if future profit growth or margins do not track current expectations. The question is whether you see that premium as justified or as a source of valu...

Ingersoll Rand, based in Davidson, North Carolina, recently released its fiscal second-quarter 2026 results after market close, with analysts having expected diluted earnings of US$0.80 per share, about 4% higher than the prior-year quarter’s US$0.77. The company’s pattern of meeting or beating earnings estimates over the last four quarters has heightened investor attention ahead of this latest report. We’ll now explore how expectations for modest profit growth and Ingersoll Rand’s consistent track record against estimates shape its broader investment narrative. The future of work is here. Discover the 30 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Ingersoll Rand, you typically need to believe in steady demand for mission critical industrial equipment, a growing base of higher margin aftermarket revenue, and disciplined capital allocation across M&A and buybacks. The upcoming Q2 2026 report, with expectations for modest EPS growth to US$0.80, matters most for confirming earnings quality after recent one off charges. It does not materially change the biggest near term risk, which remains execution and valuation discipline around acquisitions. The most relevant recent announcement here is the multiyear partnership with Garrett Motion to co develop oil free air technologies, with first products expected this year. This ties directly into one of Ingersoll Rand’s key catalysts: tapping rising demand for energy efficient and sustainable equipment, which could support pricing and margins even if near term orders in core compressor and tools businesses stay subdued around the Q2 print. But while earnings expectations look steady, investors should be aware of how past impairments highlight the risk that... Read the full narrative on Ingersoll Rand (it's free!) Ingersoll Rand's narrative projects $9.0 billion revenue and $1.4 billion earnings by 2029. This requires 4.9% yearly revenue growth and an earnings increase of about $0.8 billion from $587.0 million. Uncover how Ingersoll Rand's forecasts yield a $93.20 fair value, a 18% upside to its current price. Some of the most optimistic analysts were already assuming revenue near US$9.4 billion and earnings around US$1.5 billion by 2029, which is far more bullish than consensus, especially given the added execution risks around expanding into underp...

Davidson, North Carolina-based Ingersoll Rand Inc. (IR) provides various mission-critical air, fluid, energy, and medical technologies services and solutions worldwide. Valued at $30 billion by market cap, the company offers vacuum systems, bottle blowers, pumps, and air and gas compressors. The global provider of industrial equipment and services is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Thursday, Jul. 30. Ahead of the event, analysts expect IR to report a profit of $0.80 per share on a diluted basis, up 3.9% from $0.77 per share in the year-ago quarter. The company beat or matched the consensus estimates in each of the last four quarters. Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process. SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For the full year, analysts expect IR to report EPS of $3.37, up 4% from $3.24 in fiscal 2025. Its EPS is expected to rise 8.9% year over year to $3.67 in fiscal 2027. IR stock has underperformed the S&P 500 Index’s ($SPX) 20.4% gains over the past 52 weeks, with shares down 12.1% during this period. Similarly, it underperformed the State Street Industrial Select Sector SPDR ETF’s (XLI) 20.8% gains over the same time frame. IR underperformed as caution grew around slowing equipment demand and a shaky industrial backdrop. Although management flagged stabilization, buying hesitancy persisted where manufacturing activity stayed weak. As a result, the market focused more on decelerating organic growth than on the company’s strong profitability and resilient service business. Analysts’ consensus opinion on IR stock is reasonably bullish, with a “Moderate Buy” rating overall. Out of 16 analysts covering the stock, eight advise a “Strong Buy” rating, and eight give a “Hold.” IR’s average analyst price target is $92.80, indicating a potential upside of 20.4% from the current levels. On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for in...

DAVIDSON, N.C., July 01, 2026--(BUSINESS WIRE)--Ingersoll Rand Inc. (NYSE: IR), a global provider of mission-critical flow creation and life science and industrial solutions, will issue its second quarter 2026 earnings release after the market closes on Thursday, July 30, 2026. Ingersoll Rand will also host a live earnings conference call to discuss the second quarter results on Friday, July 31, 2026, at 8 a.m. Eastern Time. To participate in the call, please dial +1-888-330-3073, domestically, or +1-646-960-0683, internationally, and use access code 8970061. A real-time audio webcast of the presentation can be accessed via the Events and Presentations section of the Ingersoll Rand Investor Relations website here, where related materials will be posted prior to the conference call. A replay of the webcast will be available after conclusion of the conference and can be accessed on Investor Relations Website here. About Ingersoll Rand Inc. Ingersoll Rand Inc. (NYSE: IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to Making Life Better for our employees, customers, shareholders, and planet. Customers lean on us for exceptional performance and durability in mission-critical flow creation and life science and industrial solutions. Supported by over 80+ respected brands, our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity, and efficiency. For more information, visit IRCO.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701877599/en/ Contacts Investors:Matthew [email protected] Media: Sara [email protected]

Donaldson Company, Inc. DCI is scheduled to release third-quarter fiscal 2026 (ended April 30) results on June 2, before market open.The company’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters, while missing the mark in one. The average surprise was negative 0.4%. In the last reported quarter, its earnings of 83 cents per share missed the Zacks Consensus Estimate of 90 cents by 7.8%.Let’s see how things have shaped up for Donaldson this earnings season. In the third quarter of fiscal 2026, the Industrial Solutions segment’s results are expected to benefit from strong momentum in the industrial filtration solutions business, driven by increased demand for products in the power generation end market and industrial gases. The Zacks Consensus Estimate for the segment’s revenues is pegged at $290 million, indicating a 2.5% jump from the year-ago reported number.The Life Sciences segment has been reaping the benefits from an increase in demand for disk drives and food & beverage products. The consensus mark for the segment’s revenues is pegged at $79 million, which implies a 6.8% increase from the year-ago reported figure.Higher volume in the aftermarket business, driven by higher vehicle utilization rates in Europe, the Middle East and Africa (EMEA) and Asia Pacific (APAC), is expected to have driven the performance of the Mobile Solutions segment. The consensus estimate for the segment’s revenues stands at $613 million. This represents a 5.1% increase from the same quarter last year.The Zacks Consensus Estimate for the company’s revenues is pegged at $979.1 million, which implies an increase of 4.2% from the year-ago quarter’s reported figure. The consensus estimate for adjusted earnings is pinned at $1.1 per share, indicating a 6.1% increase from the year-ago quarter’s reported number.However, the escalating selling, general and administrative (SG&A) expenses pose a threat to DCI’s bottom line. Increasing headcount and incremental expenses are expected to have pushed up the SG&A expenses, which are likely to have impacted Donaldson’s margins in the fiscal third quarter.Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability. Ingersoll Rand Inc. price-eps-surprise | Ingersoll Rand Inc. Quote Our proven model predicts an earnings beat for...

Nordson Corporation NDSN is scheduled to release second-quarter fiscal 2026 (ended April 30) results on May 20, after market close.The Zacks Consensus Estimate for fiscal second-quarter earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters. The average surprise was 2.5%.The consensus estimate for fiscal second-quarter revenues is pegged at $731 million, suggesting growth of 7% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $2.82 per share, indicating a 16.5% increase from the year-ago quarter’s number.Let’s see how things have shaped up for Nordson this earnings season. The Industrial Precision Solutions segment’s results are likely to benefit from growing demand for industrial and automotive product lines. Continued investments in packaging, product assembly and precision agriculture end markets are expected to have boosted revenues. The consensus mark for the segment’s revenues is pegged at $337 million, indicating a 5.6% increase from the year-ago figure.The Advanced Technology Solutions segment is expected to have benefited on the back of increased demand for semiconductor application products. Also, a rise in demand for electronics dispense systems is expected to support the segment’s results. The consensus mark for the segment’s revenues is pegged at $190 million, indicating a 18.8% increase from the year-ago figure.Increased demand for fluid solutions product lines is likely to have aided the Medical and Fluid Solutions segment in the to-be-reported quarter. The consensus mark for the segment’s revenues is pegged at $213 million, indicating a 4.9% increase from the year-ago figure.However, rising costs and operating expenses have been concerns for Nordson for some time now. The impacts of high labor and raw material costs are likely to have affected its margin and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance.Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability. Nordson Corporation price-eps-surprise | Nordson Corporation Quote Our proven model does not conclusively predict an earnings beat...

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on its holding companies' growth and business values. The firm anticipates improved returns in the future, although recent results have been frustrating. The Fund continues to focus on its best ideas and plans to actively reshape the portfolio in response to market conditions, potentially increasing cash levels more than in recent years. In addition, please check the Strategy’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Weitz Investment Large Cap Equity Fund highlighted stocks like Ingersoll Rand Inc. (NYSE:IR). Ingersoll Rand Inc. (NYSE:IR) is an industrial machinery company that provides mission-critical air, fluid, clean energy, and medical technologies services and solutions. On May 12, 2026, Ingersoll Rand Inc. (NYSE:IR) closed at $73.21 per share. One-month return of Ingersoll Rand Inc. (NYSE:IR) was -12.21%, and its shares lost 12.05% over the past 52 weeks. Ingersoll Rand Inc. (NYSE:IR) has a market capitalization of $28.65 billion. Weitz Investment Large Cap Equity Fund stated the following regarding Ingersoll Rand Inc. (NYSE:IR) in its Q1 2026 investor letter: Ingersoll Rand Inc. (NYSE:IR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 37 hedge fund portfolios held Ingersoll Rand Inc. (NYSE:IR) at the end of the fourth quarter, compared to 46 in the previous quarter. While we acknowledge the potential of Ingersoll Rand Inc. (NYSE:IR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Ingersoll Rand Inc. (NYSE:IR) and shared Parnassus Mid Cap Fund's insights on the company. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds an...

Zebra Technologies Corporation ZBRA reported first-quarter 2026 adjusted earnings of $4.75 per share, which beat the Zacks Consensus Estimate of $4.21. The bottom line increased 18.2% from $4.02 per share reported in the year-ago quarter. Total revenues of $1.50 billion surpassed the consensus estimate of $1.47 billion. The top line increased 14.3% year over year, driven by broad-based growth across segments and regions. Consolidated organic net sales increased 4.3% year over year. Effective from the fourth quarter of 2025, the company started reporting under two segments, namely Connected Frontline and Asset Visibility & Automation. Revenues from the Connected Frontline segment rose 20.6% year over year to $825 million. Organic net sales increased 3.8%. The Asset Visibility & Automation segment’s revenues totaled $670 million, up 7.4% year over year. Organic net sales increased 4.8%. Zebra Technologies Corporation price-consensus-eps-surprise-chart | Zebra Technologies Corporation Quote In the first quarter of 2026, Zebra Technologies’ cost of sales totaled $753 million, up 13.6% year over year. Total operating expenses increased 17.1% year over year to $527 million. The company reported net income of $135 million compared with $136 million in the year-ago quarter. Adjusted net income increased to $235 million from $208 million reported in the prior-year quarter. Zebra Technologies had cash and cash equivalents of $114 million at the end of the first quarter compared with $125 million at the end of 2025. Long-term debt totaled $2.39 billion compared with $2.36 billion at the end of 2025. In the first three months of 2026, Zebra Technologies generated net cash of $176 million in operating activities compared with $178 million in the year-ago period. The company incurred capital expenditure of $13 million in the same time frame. Free cash flow amounted to $163 million compared with $158 million in the prior-year period. For the second quarter of 2026, Zebra Technologies expects net sales growth in the band of 14-17% year over year. The guidance includes an approximately 10.5 point favorable impact from acquisitions and foreign currency. Adjusted EBITDA margin is anticipated to be a little higher than 21% in the second quarter. Adjusted earnings per share are expected to be in the band of $4.20-$4.50. For 2026, ZBRA raised its financial outlook. The company no...

Plug Power Inc. PLUG is scheduled to release first-quarter 2026 results on May 11, after market close. The company has a mixed earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate twice in the trailing four quarters and missed the mark in two, the average surprise being 9%. Let’s see how things have shaped up for Plug Power this earnings season. Revenues from services performed on fuel cell systems and related infrastructure are expected to have grown, driven by an increase in the sales of service parts, a surge in pricing of service agreements and an improvement in the scope of services provided to certain customers. The Zacks Consensus Estimate for services performed on fuel cell systems and related infrastructure net revenues is pegged at $22.7 million, implying a 34.3% increase from the year-ago number. Increased fuel prices and a rise in the number of customer sites with fuel contracts are expected to have aided revenues from fuel delivered to customers and related equipment in the first quarter. The Zacks Consensus Estimate for fuel delivered to customers and related equipment net revenues is pegged at $30.8 million, implying a 4.4% increase from the year-ago number. Revenues from Power Purchase Agreements (PPAs) are expected to have been buoyed by an increase in pricing of the PPAs. The Zacks Consensus Estimate for net revenues from the same is $27.4 million, indicating an increase of 18.1% from the prior-year quarter. However, a decline in revenues related to hydrogen site installations, liquefiers and cryogenic equipment is expected to have adversely impacted the sales of equipment, related infrastructure and others. However, an increase in demand for electrolyzers is expected to have provided some relief. The Zacks Consensus Estimate for net revenues from the sale of equipment, related infrastructure and others is $64 million, in line with the prior-year quarter. Rising costs and operating expenses have been concerns for Plug Power for some time now. The impacts of high labor and raw material costs are likely to have affected its margin and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance. Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability....