ITT Reports Q4 Revenue of $1.05B, Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy ITT?
Reports Q4 revenue $1.05B, consensus $1.01B. "2025 was a milestone. We delivered exceptional cash flow and outstanding profitable growth, all in all a strong start to the next ITT chapter as outlined at Capital Markets Day. We grew orders 10% and revenue 8% whilst continuing to expand margin. Our teams furthered ITT's differentiation in the market thanks to their disciplined execution across all three segments as well as the investments we made in innovation that powered new product introductions. In addition to this strong performance, the announced acquisition of SPX FLOW accelerates the strategic shift of our portfolio towards higher-growth, higher-margin businesses. SPX FLOW's leading brands and strong engineering capabilities will strengthen our Industrial Process business, creating a world-class flow platform. Thanks to the ITT team's hard work, we grew free cash flow 27% and delivered 14% free cash flow margin for the year, already at the level of performance we targeted for 2030 at Capital Markets Day. With a $1.9 billion backlog, our share gain momentum and the expected addition of SPX FLOW later in the first quarter, we are positioned for another solid year and well on our way to deliver our 2030 targets," said Luca Savi, ITT's CEO and President.
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Analyst Views on ITT
Wall Street analysts forecast ITT stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 192.960
Low
190.00
Averages
215.50
High
225.00
Current: 192.960
Low
190.00
Averages
215.50
High
225.00
About ITT
ITT Inc. is a diversified manufacturer of highly engineered critical components and customized technology solutions for the transportation, industrial and energy markets. Its segments include Motion Technologies (MT), Industrial Process (IP), and Connect & Control Technologies (CCT). MT is a global manufacturer of highly engineered brake pads, shock absorbers and damping technologies for the automotive and rail markets. IP is a global manufacturer of industrial pumps, valves, and monitoring and control systems, and provides aftermarket services for the energy, chemical and petrochemical, pharmaceutical, general industrial, marine, mining, pulp and paper, food and beverage, power generation and biopharmaceutical markets. CCT is a global designer and manufacturer of harsh-environment interconnect solutions and critical energy absorption and flow control components, primarily for the aerospace, defense and industrial markets. Its brands include Axtone, Novitek, Goulds Pumps and Cannon.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ITT Shows Strong Long-Term Growth Momentum Amidst Market Uncertainty
- Stable Sales Growth: ITT has achieved a 9.7% compound annual growth rate over the past five years, surpassing the industry average, indicating strong customer resonance with its offerings and enhancing its competitive position in the market.
- Excellent Operating Margin: ITT's operating margin has averaged 17.2% over the last 12 months, a top-tier level for industrial companies, reflecting its efficient cost structure and economies of scale, which ensure sustained profitability.
- Significant Free Cash Flow Growth: Over the past five years, ITT's free cash flow margin expanded by 17.6 percentage points to 14.1%, indicating a more capital-efficient business model that strengthens its financial health.
- Market Outlook Uncertain: Despite ITT's strong fundamentals, with a current share price of $184.56 (25.6× forward P/E), investors should cautiously assess the potential impact of market volatility on future stock performance.
See More
ITT Inc. to Participate in Global Industrials Conference 2026
- Conference Participation: ITT Inc. will participate in the Bank of America Global Industrials Conference 2026 in London on March 17, with CEO Luca Savi presenting from 1:50 to 2:30 p.m. local time, likely drawing significant investor and industry interest.
- Live Webcast: The presentation will be accessible via the ITT investor website, where related materials will be posted beforehand, enhancing information accessibility and transparency for investors.
- Presentation Replay: After the live event, a replay will be available for 30 days, ensuring that investors who cannot attend in real-time can still access critical insights and updates.
- Company Overview: ITT is a diversified leading manufacturer focused on providing highly engineered critical components and customized technology solutions for the transportation, industrial, and energy markets, underscoring its essential role in modern life.
See More
Hedge Funds Heavily Invest in Industrials Sector
- Hedge Fund Allocation Analysis: Goldman Sachs analyzed regulatory filings from over 1,000 hedge funds, revealing that these funds had gross equity positions totaling $4.4 trillion at the start of 2026, with an overweight in the industrials sector exceeding 7.34 percentage points relative to the Russell 3000, marking a record high.
- Cyclical Sector Rotation: In Q4 2025, hedge funds increased their overweight in the industrials sector by 371 basis points, the largest change among all sectors, indicating strong confidence in economic recovery.
- Strong Sector Performance: The S&P 500 industrials sector has risen 14.2% year-to-date, making it the third-best performing sector, while over the past 12 months, industrials have surged 31.5%, becoming the largest gainer within the benchmark during that period.
- Popular Stock Dynamics: T1 Energy saw 36 hedge funds increase their positions in Q4 2025, and despite a 7% decline year-to-date, the stock has soared over 250% in the past 12 months, reflecting strong confidence from hedge funds.
See More
ITT Inc. to Participate in Investor Conferences
- Investor Conference Schedule: ITT Inc. will present at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, with CEO Luca Savi and CFO Emmanuel Caprais expected to draw significant investor interest.
- Key Presentation Dates: The executives will also speak at the Gabelli 36th Annual Pump, Valve & Water Systems Symposium in New York on February 26, further showcasing the company's leadership in critical industries.
- Live Webcast Access: Investors can access the audio webcasts of both presentations through ITT's website, enhancing interaction and transparency between the company and its investors.
- Company Background Overview: ITT is a diversified leading manufacturer focused on providing highly engineered critical components and customized technology solutions for the transportation, industrial, and energy markets, demonstrating its extensive influence in the global market.
See More
ITT INC: STIFEL INCREASES TARGET PRICE TO $228, UP FROM $218
- Price Increase Announcement: ITT Inc. has raised its target price from $218 to $228.
- Market Impact: This adjustment reflects the company's positive outlook and potential growth in the market.
See More
Software Stocks Plunge for Eighth Session Amid AI Demand Concerns
- Software Sector Decline: Software stocks fell for the eighth consecutive session on Thursday, marking the longest losing streak since May 2021, as investor concerns about AI undermining demand in the SaaS economy intensified.
- ETF Performance: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) dropped 1.9%, extending its decline to approximately 30% from late October highs, indicating a waning confidence in tech stocks.
- Individual Stock Movements: Palantir Technologies Inc. (NASDAQ:PLTR) fell 4.4% after an 11% drop on Wednesday, suggesting a diminishing market expectation for its growth prospects in the AI-driven landscape.
- Broader Economic Impact: Bitcoin slid 9% to $66,000, negatively impacting software stocks tied to crypto markets, while commodities also faced broad declines, with silver plunging 13% to $76 an ounce and gold slipping 2% to $4,865 per ounce.
See More
ITT Shows Strong Long-Term Growth Momentum Amidst Market Uncertainty
- Stable Sales Growth: ITT has achieved a 9.7% compound annual growth rate over the past five years, surpassing the industry average, indicating strong customer resonance with its offerings and enhancing its competitive position in the market.
- Excellent Operating Margin: ITT's operating margin has averaged 17.2% over the last 12 months, a top-tier level for industrial companies, reflecting its efficient cost structure and economies of scale, which ensure sustained profitability.
- Significant Free Cash Flow Growth: Over the past five years, ITT's free cash flow margin expanded by 17.6 percentage points to 14.1%, indicating a more capital-efficient business model that strengthens its financial health.
- Market Outlook Uncertain: Despite ITT's strong fundamentals, with a current share price of $184.56 (25.6× forward P/E), investors should cautiously assess the potential impact of market volatility on future stock performance.
See More
ITT Inc. to Participate in Global Industrials Conference 2026
- Conference Participation: ITT Inc. will participate in the Bank of America Global Industrials Conference 2026 in London on March 17, with CEO Luca Savi presenting from 1:50 to 2:30 p.m. local time, likely drawing significant investor and industry interest.
- Live Webcast: The presentation will be accessible via the ITT investor website, where related materials will be posted beforehand, enhancing information accessibility and transparency for investors.
- Presentation Replay: After the live event, a replay will be available for 30 days, ensuring that investors who cannot attend in real-time can still access critical insights and updates.
- Company Overview: ITT is a diversified leading manufacturer focused on providing highly engineered critical components and customized technology solutions for the transportation, industrial, and energy markets, underscoring its essential role in modern life.
See More
Hedge Funds Heavily Invest in Industrials Sector
- Hedge Fund Allocation Analysis: Goldman Sachs analyzed regulatory filings from over 1,000 hedge funds, revealing that these funds had gross equity positions totaling $4.4 trillion at the start of 2026, with an overweight in the industrials sector exceeding 7.34 percentage points relative to the Russell 3000, marking a record high.
- Cyclical Sector Rotation: In Q4 2025, hedge funds increased their overweight in the industrials sector by 371 basis points, the largest change among all sectors, indicating strong confidence in economic recovery.
- Strong Sector Performance: The S&P 500 industrials sector has risen 14.2% year-to-date, making it the third-best performing sector, while over the past 12 months, industrials have surged 31.5%, becoming the largest gainer within the benchmark during that period.
- Popular Stock Dynamics: T1 Energy saw 36 hedge funds increase their positions in Q4 2025, and despite a 7% decline year-to-date, the stock has soared over 250% in the past 12 months, reflecting strong confidence from hedge funds.
See More
ITT Inc. to Participate in Investor Conferences
- Investor Conference Schedule: ITT Inc. will present at the Barclays 43rd Annual Industrial Select Conference in Miami on February 17, 2026, with CEO Luca Savi and CFO Emmanuel Caprais expected to draw significant investor interest.
- Key Presentation Dates: The executives will also speak at the Gabelli 36th Annual Pump, Valve & Water Systems Symposium in New York on February 26, further showcasing the company's leadership in critical industries.
- Live Webcast Access: Investors can access the audio webcasts of both presentations through ITT's website, enhancing interaction and transparency between the company and its investors.
- Company Background Overview: ITT is a diversified leading manufacturer focused on providing highly engineered critical components and customized technology solutions for the transportation, industrial, and energy markets, demonstrating its extensive influence in the global market.
See More
ITT INC: STIFEL INCREASES TARGET PRICE TO $228, UP FROM $218
- Price Increase Announcement: ITT Inc. has raised its target price from $218 to $228.
- Market Impact: This adjustment reflects the company's positive outlook and potential growth in the market.
See More
Software Stocks Plunge for Eighth Session Amid AI Demand Concerns
- Software Sector Decline: Software stocks fell for the eighth consecutive session on Thursday, marking the longest losing streak since May 2021, as investor concerns about AI undermining demand in the SaaS economy intensified.
- ETF Performance: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) dropped 1.9%, extending its decline to approximately 30% from late October highs, indicating a waning confidence in tech stocks.
- Individual Stock Movements: Palantir Technologies Inc. (NASDAQ:PLTR) fell 4.4% after an 11% drop on Wednesday, suggesting a diminishing market expectation for its growth prospects in the AI-driven landscape.
- Broader Economic Impact: Bitcoin slid 9% to $66,000, negatively impacting software stocks tied to crypto markets, while commodities also faced broad declines, with silver plunging 13% to $76 an ounce and gold slipping 2% to $4,865 per ounce.
See More
