ITT Inc. Earnings Recaps
Q1 2026
May 7, 2026
The stock declined 2.3% following earnings, reflecting investor caution despite solid top-line growth and margin expansion; concerns likely center on the cautious outlook embodied in modest organic growth guidance and integration execution risks, rather than any outright earnings or revenue disappointment.
Key takeaways
- Reported revenue rose 33% (11% organically), driven by all segments with Flow Technologies leading at 61% growth (12% organic), reflecting strong acquisition synergies.
- Orders increased 26% (8% organically) with broad-based strength, including double-digit gains in aerospace, industrial connectors, and friction products.
- Operating margins expanded by 130 basis points to 21.1%, supported by volume growth and productivity gains offsetting price pressure; Flow Technologies improved margin by 100 basis points to 23.7%.
- Adjusted EPS increased 25%, though guidance for full-year organic revenue growth of 5% and adjusted EPS range of $7.70–$8.00 (9% growth midpoint) signals a more cautious outlook.
- Integration of SPX FLOW is progressing, with $80 million synergies targeted and early execution on cost reductions, but ongoing integration risks may weigh on sentiment.
Q2 2025
Aug 1, 2025
ITT reported robust second-quarter results with a 7% increase in revenue and a 10% growth in adjusted EPS, reflecting strong demand across all segments and successful integration of recent acquisitions.
Key takeaways
- Orders surged 16%, driven by significant contributions from the kSARIA and Svanehøj acquisitions, with a backlog growth of 34% year-over-year.
- Record quarterly revenue exceeded $970 million, marking a 4% organic growth across all business segments.
- Adjusted EPS increased by 10%, with an operating margin expansion of over 100 basis points, highlighting strong operational efficiency.
- Free cash flow reached $214 million year-to-date, supporting a robust share buyback of $500 million.
- Full-year adjusted EPS guidance raised to $6.45, indicating a projected growth of 10% compared to the previous year.