ITT (ITT) Company Report

ITT reported strong Q3 2025 results, with total revenue growth of +13% and organic growth of +6% compared to Q3 2024, leading to a +21% increase in Adjusted EPS to $1.78.
The company raised its full-year 2025 adjusted EPS guidance to a range of $6.62 - $6.68 and anticipates generating $0.5 billion in free cash flow for the full year.
Over the three-year period from December 31, 2021, to December 31, 2024, ITT achieved a 9% Organic Revenue CAGR and a 13% Adjusted EPS CAGR, with a Total Shareholder Return of +45%.
For 2024, ITT's pro forma revenue was $3.7 billion, with its largest business segments being Motion Technologies and Industrial Process, each contributing 37% of revenue.

2 days ago

Presentation

ITT Discusses Strong Growth, Strategic Outlook, and Product Innovations at UBS Conference

ITT

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

ITT, a roughly $4 billion revenue company, reported 9% organic revenue growth over the past three years and low teens adjusted EPS growth, and is on track to deliver $500 million of cash for the full year.
The company aims for 10% average annual growth until 2030, combining 5% organic growth with an additional 500 basis points from capital deployment.
Key product innovations include the Vidar motor for Industrial Process, offering 50-80% energy savings and being the only industrial motor available with an integrated variable frequency drive, with meaningful revenue contribution expected between 2027 and 2028.
In Motion Technologies, ITT expects to outperform OE production by 300-400 basis points for the full year and is developing the Geopad product for brake pads, which is expected to enhance margins.
ITT is strategically expanding its defense exposure through its CCT segment, winning significant contracts like $40 million on the F-35 Joint Strike Fighter over the next two years.

2 days ago

Transcript

ITT Highlights Strong Performance, Strategic Growth, and Product Innovation at UBS Conference

ITT

Guidance Update

New Projects/Investments

M&A

ITT reported 9% organic revenue growth and low teens adjusted EPS growth over the past three years, raising its EPS guidance range for the third consecutive time after Q3 numbers and expecting to deliver $500 million in cash for the full year.
The company targets 5% organic growth annually until 2030, supplemented by 500 basis points from capital deployment, aiming for an average 10% annual growth. ITT anticipates 2026 to be a growth year across all segments, driven by backlog conversion, secured platforms, and defense contract wins.
Key product innovations include the Vidar motor, launched in June, which offers 50-80% energy savings in industrial applications, and the Geopad brake pads, which promise margin enhancement through simplified production and superior performance.
Strategically, ITT is using M&A to reduce automotive revenue weighting to approximately 20% by focusing on flow and connector businesses, and recently executed a $500 million share buyback.

2 days ago

Transcript

ITT Discusses Strong Growth, Product Innovations, and Strategic M&A at UBS Conference

ITT

Revenue Acceleration/Inflection

Product Launch

M&A

ITT, a roughly $4 billion revenue company, reported 9% organic revenue growth over the past three years and 6% in Q3, with adjusted EPS growth in the low teens. The company raised its EPS guidance for the third consecutive time and is on track to deliver $500 million in cash for the full year.
The company expects to achieve 10% average annual growth until 2030, combining 5% organic growth with 500 basis points from capital deployment. Management anticipates 2026 to be a growth year across all segments, driven by backlog conversion, secured platforms, and defense contract wins.
ITT consistently outperforms its markets, with its friction business exceeding OE production by approximately 800 basis points annually over the last decade and expecting to outperform auto production by 300-400 basis points for the full year.
Key product innovations include the VIDAR motor for Industrial Process, offering 50-80% energy savings with meaningful revenue contribution expected between 2027 and 2028. The Geo-Pad brake pad formulation is also being tested, promising improved performance, reduced costs, and margin enhancement.
The company's M&A strategy aims to shift its portfolio away from automotive, targeting a 20% automotive revenue weighting by expanding its flow and connector businesses. ITT recently bought back $500 million in shares and has a healthy M&A pipeline.

2 days ago

Transcript

ITT Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ITT

Earnings

Guidance Update

M&A

ITT delivered strong Q3 2025 financial results, with total revenue growing 13% and organic revenue up 6% to $999 million, and adjusted EPS increasing by 21%.
Operating margin expanded over 100 basis points excluding M&A, driven by strong performance across all segments, including Industrial Process (IP), Connect and Control Technologies (CCT), and Motion Technologies (MT).
The company reported nearly $1 billion in total orders for the third consecutive quarter, achieving a year-to-date book-to-bill of 1.08 and an ending backlog of nearly $2 billion, up 13% compared to prior year-end.
ITT raised its full-year 2025 adjusted EPS guidance, with the midpoint increasing by $0.20 to $6.65, and expects full-year free cash flow to reach $500 million.
Acquisitions like Casoria and Svanehøj are performing ahead of expectations, contributing to growth, and the company has deployed $500 million in share repurchases year-to-date.

Oct 29, 2025, 12:30 PM

Transcript

ITT Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ITT

Earnings

Guidance Update

Revenue Acceleration/Inflection

ITT reported Q3 2025 revenue of $999 million, marking a +13% total growth and +6% organic growth compared to Q3 2024.
Adjusted EPS for Q3 2025 increased 21% to $1.78, while adjusted operating margin was 18.5%.
The company generated $154.1 million in free cash flow for Q3 2025, achieving a 15.4% free cash flow margin.
ITT raised its full-year 2025 adjusted EPS guidance to $6.62 - $6.68 and its free cash flow guidance to ~$500 million.

Oct 29, 2025, 12:30 PM

Presentation

ITT Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ITT

Earnings

Guidance Update

Revenue Acceleration/Inflection

ITT reported strong Q3 2025 results, with $999 million in revenue, marking a 13% total increase and 6% organic growth, alongside Adjusted EPS of $1.78, up 21% year-over-year.
The company achieved nearly $1 billion in total orders for the third consecutive quarter, contributing to a year-to-date order growth of 19% to over $3 billion and an ending backlog of nearly $2 billion.
Full-year 2025 guidance was raised, with the Adjusted EPS midpoint increasing by $0.20 to $6.65, and free cash flow is now expected to reach $500 million.
Operating margin expanded over 100 basis points excluding M&A, and the free cash flow margin in Q3 was over 15%.
All segments contributed positively, with Industrial Process growing 11% organically, Connect and Control Technologies growing 6% organically, and Motion Technologies' Friction OE outperforming global auto production with 4% organic growth.

Oct 29, 2025, 12:30 PM

Transcript

ITT Reports Strong Q3 2025 Results and Raises Full-Year Guidance

ITT

Earnings

Guidance Update

M&A

ITT reported strong Q3 2025 results, with $999 million in revenue, up 13% total and 6% organic, and adjusted EPS growing 21% to $1.78. Operating margin expanded over 100 basis points excluding M&A, and Q3 free cash flow margin was over 15%.
The company delivered nearly $1 billion in total orders for the third consecutive quarter, resulting in a year-to-date book-to-bill of 1.08 and an ending backlog of nearly $2 billion, up 13% compared to prior year-end.
ITT raised its full-year 2025 adjusted EPS outlook, with the midpoint increasing by $0.20 to $6.65, and now expects total revenue growth of 6% to 7%. Full-year free cash flow is projected to reach $500 million.
Acquisitions, including Casoria and Svanehøj, are performing ahead of expectations, contributing to strong orders and margin expansion, while the company continues to invest in innovations like Vidar.

Oct 29, 2025, 12:30 PM

Transcript

ITT Inc. Reports Q3 2025 Earnings, Raises Full-Year Guidance, and Declares Dividend

ITT

Earnings

Guidance Update

Dividends

ITT Inc. reported Q3 2025 revenue of $999 million, a 13% increase (6% organic), and adjusted EPS of $1.78, up 21% compared to the prior year.
For Q3 2025, net cash from operating activities increased 40% to $174 million, and free cash flow rose 77% to $154 million.
The company is raising its full-year 2025 guidance, with adjusted EPS now expected to be $6.62 to $6.68 and free cash flow projected at $500 million.
A quarterly dividend of $0.351 per share for the fourth quarter of 2025 was announced, payable on December 31, 2025.

Oct 29, 2025, 10:35 AM

8-K

ITT Reports Strong Q3 2025 Earnings and Raises Full Year Guidance

ITT

Earnings

Guidance Update

Dividends

ITT reported $999 million in revenue for the third quarter of 2025, marking a 13% increase (6% organic) compared to the prior year.
For Q3 2025, the company's Earnings Per Share (EPS) was $1.62, and adjusted EPS increased 21% to $1.78.
Net cash from operating activities for the quarter was $174 million, up 40%, and free cash flow increased 77% to $154 million.
The company is raising its full-year 2025 adjusted EPS guidance to $6.62 to $6.68 and expects $500 million in free cash flow.
ITT announced a quarterly dividend of $0.351 per share for the fourth quarter of 2025.

Oct 29, 2025, 10:30 AM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for ITT.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Luca Savi say about margins?What are ITT's strategic priorities?How is ITT positioned vs competitors?How did ITT do last quarter?

Let Fintool AI Agent track ITT's earnings for you

Get instant analysis when filings drop