Ingersoll Rand Inc. (IR) sixteenth Annual Wells Fargo Industrials & Supplies Convention June 10, 2026 3:15 PM EDT
Firm Contributors
Vikram Kini – Senior VP & CFO
Convention Name Contributors
Joseph O’Dea – Wells Fargo Securities, LLC, Analysis Division
Presentation
Joseph O’Dea
Wells Fargo Securities, LLC, Analysis Division
All proper. Right here we go. I am Joe O’Dea. I lead the multis workforce at Wells Fargo, and we’re more than happy to proceed discussions with Ingersoll Rand and Vik Kini, who’s the CFO of the corporate. Vik, thanks very a lot for being with us at present.
Vikram Kini
Senior VP & CFO
Sure. Thanks for having us.
Query-and-Reply Session
Joseph O’Dea
Wells Fargo Securities, LLC, Analysis Division
We’ll go proper into the Q&A. And let’s begin on short-cycle demand aspect of issues, no scarcity of curiosity in that. After we take a look at PMI within the U.S., we take a look at sturdy items orders, the overall tone really from this convention, short-cycle enthusiasm stays and there is assist behind the info traits. I feel one of many key focus questions we get is we do see a lag between that natural progress kicking into gear at Ingersoll relative to, say, the overall short-cycle group in multi-industry. And so simply dig into that just a little bit for us when it comes to what you are seeing within the traits, how you concentrate on that lag.
Vikram Kini
Senior VP & CFO
Positive. So sure, I imply I feel if you concentrate on — I am going to take them in items right here. So in the beginning, the short-cycle aspect, the momentum and issues of that nature. I feel as we expressed in our Q1 name, whether or not it was within the IT&S aspect or the P&ST aspect, we undoubtedly see traits getting higher there, much like sort of what you stated. I feel when it comes to the place you have seen sort of
