IR

Ingersoll Rand Inc. stock research

Mar 31, 2025

FY2025 Q1

Ingersoll Rand (IR) Gross Margin — Quarter Ended Mar 31, 2025

Revenue remained flat compared to the same quarter last year but declined from the prior quarter, while gross profit rose slightly year over year. Gross margin improved sequentially but was essentially stable compared with the year-ago quarter.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue remained flat compared to the same quarter last year but declined from the prior quarter, while gross profit rose slightly year over year. Gross margin improved sequentially but was essentially stable compared with the year-ago quarter.

  • The sequential improvement in gross margin was driven by a proportionally larger decrease in cost of revenue relative to the decline in revenue. This relationship underscores the sensitivity of margin to the relative movements of revenue and cost of revenue.
  • Compared with the prior quarter, gross margin was higher as cost of revenue fell more sharply than revenue. Versus the same quarter a year ago, gross margin was slightly lower, with cost of revenue increasing modestly while revenue held steady.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

44.6%

Gross profit

$765.5M

Revenue

$1.7B

Cost of revenue

$951.3M

Quarter-over-quarter change

+1.6 pts

Year-over-year change

-0.1 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$1.8B$793.3M$1.0B43.9%
Sep 30, 2024$1.9B$815.0M$1.0B43.8%
Dec 31, 2024$1.9B$815.4M$1.1B42.9%
Mar 31, 2025$1.7B$765.5M$951.3M44.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

+1.6 pts

Year-over-year change

Mar 31, 2024

-0.1 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was driven by a proportionally larger decrease in cost of revenue relative to the decline in revenue. This relationship underscores the sensitivity of margin to the relative movements of revenue and cost of revenue.

Compared with the prior quarter, gross margin was higher as cost of revenue fell more sharply than revenue. Versus the same quarter a year ago, gross margin was slightly lower, with cost of revenue increasing modestly while revenue held steady.

Monitor the relative movement of cost of revenue and revenue to see if the sequential margin improvement can be maintained.