ITT (NYSE:ITT) Announces Earnings Results

ITT (NYSE:ITT) released its quarterly earnings results on Thursday. The conglomerate reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $0.06, FiscalAI reports. The company had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.01 billion. ITT had a return on equity of 18.96% and a net margin of 12.67%.The business’s revenue for the quarter was up 13.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.50 earnings per share. ITT updated its Q1 2026 guidance to 1.680-1.72 EPS.

Here are the key takeaways from ITT’s conference call:

• ITT reported a strong 2025 — revenue +8% (5% organic), EPS up mid-teens (18% ex-divestiture/equity raise), operating margin 18.2%, backlog of $1.9 billion, and > $550 million free cash flow with Q4 revenue and orders topping $1 billion.
• The SPX FLOW acquisition is expected to close in March and management forecasts net single‑digit EPS accretion in 2026 plus roughly $80 million of synergies over three years (G&A, procurement, footprint), with teams already working on day‑one readiness.
• Strong end‑market momentum — Q4 CCT orders rose an organic 40%, IP and CCT each grew >11% organically in Q4, and a high‑double‑digit Boeing contract price adjustment should materially boost aerospace profitability.
• Robust cash and capital deployment — free cash flow conversion >100% enabled early‑2025 share repurchases of about $500 million while management continues to fund M&A and productivity investments.
• Near‑term dilution and execution risks — Q1 guidance already includes dilution from the December equity offering ( ~$0.03 EPS impact) and the Wolverine divestiture trimmed EPS by $0.16; SPX integration, acquisition accounting changes (amortization exclusion post‑close) and lumpy orders (e.g., Svanehøj) could add variability.

ITT Trading Up 1.6%

ITT stock traded up $3.31 during midday trading on Friday, reaching $205.36. The stock had a trading volume of 225,961 shares, compared to its average volume of 867,497. The stock’s 50-day simple moving average is $179.73 and its 200 day simple moving average is $176.57. ITT has a twelve month low of $105.64 and a twelve month high of $205.97. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.05 and a current ratio of 1.52. The stock has a market capitalization of $17.67 billion, a PE ratio of 34.11, a price-to-earnings-growth ratio of 1.67 and a beta of 1.37.

ITT Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, April 6th. Investors of record on Friday, March 6th will be given a $0.386 dividend. This is an increase from ITT’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.54 annualized dividend and a dividend yield of 0.8%. ITT’s dividend payout ratio is 23.26%.

Key Stories Impacting ITT

Here are the key news stories impacting ITT this week:

• Positive Sentiment: Q4 results beat estimates — adjusted EPS of $1.85 and revenue of ~$1.05B beat consensus, with revenue up ~13.5% year-over-year, supporting momentum and valuation. BusinessWire: ITT Reports Fourth Quarter Earnings
• Positive Sentiment: Upgraded near-term outlook — ITT raised Q1 2026 EPS guidance to $1.68–$1.72 (above consensus) and gave revenue targets above Street expectations, which improves short-term earnings visibility. MarketWatch: ITT 4Q Net Up
• Positive Sentiment: SPX FLOW acquisition driving growth and synergies — management highlighted integration progress, targeted synergy gains and at least 50 basis points of margin expansion for 2026, pointing to structural margin improvement. Seeking Alpha: ITT: Adding Flow With SPX FLOW
• Positive Sentiment: Dividend raise — ITT announced a 10% increase in its quarterly dividend, signaling confidence in cash flow and returning capital to shareholders (supports income investor demand).
• Neutral Sentiment: Management commentary and slides available — the earnings call transcript and slide deck detail segment performance, aftermarket strength, and capital allocation priorities; useful for modeling but not new directional news. Yahoo Finance: ITT Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst coverage remains constructive — multiple buy ratings and price targets clustered above current levels, which can support momentum but are already reflected in recent moves. TipRanks: Earnings Call Highlights
• Negative Sentiment: Insider selling and some institutional rebalancing — disclosures show insider sales and mixed flows among large funds, which could temper sentiment if sustained. Quiver Quant: ITT Releases Q4 2025 Earnings

Institutional Trading of ITT

Several large investors have recently added to or reduced their stakes in ITT. Triumph Capital Management purchased a new stake in shares of ITT during the third quarter valued at approximately $37,000. Measured Wealth Private Client Group LLC bought a new position in ITT during the third quarter worth $43,000. EverSource Wealth Advisors LLC lifted its position in shares of ITT by 171.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 700 shares of the conglomerate’s stock worth $110,000 after buying an additional 442 shares during the last quarter. Advisory Services Network LLC bought a new position in ITT in the third quarter worth about $164,000. Finally, Concentric Capital Strategies LP bought a new stake in shares of ITT in the 3rd quarter worth approximately $203,000. 91.59% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Citigroup raised their price target on shares of ITT from $207.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. KeyCorp restated an “overweight” rating and set a $230.00 target price (up previously from $215.00) on shares of ITT in a research report on Friday. DA Davidson reiterated a “buy” rating and issued a $215.00 price target on shares of ITT in a report on Monday, December 8th. Wall Street Zen cut ITT from a “buy” rating to a “hold” rating in a report on Monday, January 19th. Finally, Stifel Nicolaus set a $228.00 price objective on ITT in a research report on Friday. Nine analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $209.38.

About ITT

ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.

The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.