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ITT Inc.
🏹 Trader: 🎯 Near 52W High View all →
$15.5B
Market Cap
28.4
P/E
1.88
PEG
17.1%
ROCE
14.3%
ROE
0.21
D/E
18.2%
OPM
-11.1%
% from 52W High
61
α RS
🔍 ITT is showing a high-conviction setup because it matches 12 of 39 tracked screener presets, Sector RRG has Industrials in the Improving quadrant with the trail still strengthening, and RS Rating is 61. Net: Broad signal stack, not a recommendation. ? Conviction RRG RS Rating
Sources
Conviction 12/39 · Industrials in Improving quadrant · RS Rating 61
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🌏 Global Investor Returns
Currency-adjusted total returns for ITT including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

ITT Inc., together with its subsidiaries, manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets. The company operates three segments: Motion Technologies, Industrial Process, and Connect & Control Technologies. The Motion Technologies segment manufactures brake pads, shock absorbers, energy absorption components, and damping technologies primarily for the transportation industry, including passenger cars, trucks, light and heavy-duty commercial and military vehicles, buses, and trains. This segment sells its products under the ITT Friction Technologies, KONI, Axtone, and Novitek brand names. The Industrial Process segment provides industrial pumps, valves, plant optimization, and remote monitoring systems and services; and aftermarket solutions, such as replacement parts and services. It serves various customers in the energy, chemical and petrochemical, pharmaceutical, general industrial, marine, mining, pulp and paper, food and beverage, power generation, and biopharmaceutical industries. This segment sells its products under the Goulds Pumps, Bornemann, Engineered Valves, Hamworthy Pumps, PRO Services, C'treat, Svanehøj, Rheinhütte Pumpen, and Habonim brand names. The Connect & Control Technologies segment offers engineered connectors, cable assemblies, and specialized products for critical applications supporting various markets, including aerospace and defence, industrial, transportation, medical, and energy under the Cannon, VEAM, BIW Connector Systems, CIA&D, Compulink, Aerospace Controls, Enidine, Compact Automation, Charles E. Gillman, Turn-Act, Neo-Dyn, TopFlite Components, Conoflow, VIDAR, kSARIA, and Micro-Mode brand names. It operates in North America, Europe, Asia, the Middle East, Africa, and South America. The company was incorporated in 1920 and is headquartered in Stamford, Connecticut.

Key Ratios Snapshot
📈 Growth Pattern
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⭐ Superinvestors Holding ITT
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 362.1K $69.0M 0.11% Mar 2026
Steve Cohen Point72 Asset Management 198.1K $37.7M 0.05% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED ITT delivers 33% revenue growth in Q1 2026, led by SPX FLOW acquisition and organic outgrowth
Revenue & Profitability
First quarter 2026 revenue was $1.2 billion, up 33% year-over-year. Operating income grew 42%, with margin expanding 130 basis points. Adjusted EPS was $1.98, up 25%. Free cash flow was $14 million, impacted by $71 million of one-time acquisition-related costs. Full-year guidance calls for 37% total revenue growth, 5% organic growth at the midpoint, and adjusted EPS of $7.70–$8.00 (up 9% at midpoint).
Outlook
Management sees sustained above-market growth across segments. Aerospace & defense demand is strong due to modernization programs in the U.S. and Europe. Flow Technologies has an elevated project funnel, especially in North America. Friction outperformed global auto production by 1,400 bps in Q1, and hybrid/EV production growth is a tailwind. Middle East exposure is 4% of revenue; conflict had minimal Q1 impact, but commercial conversations are frozen.
Growth Drivers
Key growth drivers include market share gains in friction (39 new platform awards in Q1), industrial connectors (27% growth), flow short-cycle (valves up 19%), and project business (Svanehøj up 44% with book-to-bill above 1.2). SPX FLOW contributed 17 points to total revenue growth, and commercial synergies are beginning to materialize (e.g., first twin screw pump cross-sell). Defense ramp in Europe and U.S. and China high-speed train growth (KONI >$200 million) are also drivers.
Balance Sheet & CapEx
Not discussed in detail on the call. Management mentioned strategic investments in programs such as VIDAR, FLRAA, friction high-performance, and Geo-Pad to sustain long-term growth, but no specific CapEx guidance or capacity figures were provided.
Margins
Q1 operating margin expanded 130 basis points, with all segments contributing: Flow Technologies margin 23.7% (up 100 bps), Motion Technologies 21.1% (up 130 bps), Connect & Control Technologies 19.3% (driven by volume and price). Full-year margin expansion of about 70 basis points to approximately 20% is expected. SPX FLOW's Q1 margin benefited from a five-week March and is not expected to repeat in subsequent quarters.
Key Risks
Risks flagged include: the Middle East conflict (4% of revenue, frozen commercial conversations), global auto production decline (down 3% in Q1), tariff fluidity (though offset by commercial and productivity actions in 2025), and higher interest expense from the $2.9 billion debt to fund SPX FLOW (leverage at 2.7x). The tax rate increased to 24.9% due to SPX FLOW, with limited near-term mitigation.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Record Q2 with 51% revenue growth (13% organic), 18% EPS increase, and strong cash flow. Raised full-year guidance for revenue, margin, and EPS, driven by robust orders, successful acquisitions, and margin expansion. Leverage reduced and strategic bolt-ons continue.
Q1 2026 Q1 2026 2026-05-06
Q1 delivered 33% revenue growth, 25% EPS growth, and strong margin expansion, with all segments contributing and SPX FLOW immediately accretive. 2026 guidance calls for 37% revenue growth, 9% EPS growth, and robust free cash flow, supported by synergy capture and market share gains.
Q4 2025 Q4 2025 2026-02-05
Strong 2025 results with revenue up 8%, EPS up 14%, and free cash flow up 27%. Q4 saw record orders and revenue, and the SPX FLOW acquisition is set to close in March, expected to drive further growth and margin expansion in 2026.
Q3 2025 Q3 2025 2025-10-29
Q3 delivered 13% revenue growth, 21% EPS increase, and robust free cash flow, with all segments contributing and acquisitions outperforming. Raised 2025 guidance for revenue, EPS, and cash flow, supported by strong backlog and market share gains.
Q2 2025 Q2 2025 2025-07-31
Record Q2 revenue and orders, strong margin expansion, and robust cash flow were driven by broad-based growth and successful acquisitions. Raised full-year EPS and revenue guidance, with continued outperformance in key segments and strong project backlog supporting future growth.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
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Information Sources:
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