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ITT Corp (ITT)
NYSE:ITT
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.7Last Year’s EPS
1.45Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong tone: broad-based revenue and EPS growth, margin expansion, significant free cash flow generation, record quarterly scale, and successful recent acquisitions—offset by near-term dilution from the December equity raise, one-time divestiture impacts, some lumpy/orderly project risk, and expected modest cyclicality in automotive. Management provided a constructive outlook (mid-single-digit organic revenue for 2026, at least 50 bps margin expansion, and SPX Flow accretion) while acknowledging integration work and that some exceptional 2025 growth rates may not fully repeat.Company Guidance
Full-Year Revenue and Organic Growth
Total revenue grew 8% in 2025 with 5% organic growth, demonstrating broad top-line expansion across the company.
Earnings and Margin Expansion
Full-year EPS grew 14% (18% excluding a $0.16 Wolverine divestiture impact and $0.03 dilution from the December equity offering). Operating income rose 11% and adjusted operating margin expanded 40 basis points to 18.2%.
Strong Q4 Performance — Record Scale
In Q4, ITT delivered over $1 billion in both orders and revenue for the first time. Q4 orders grew 15% (9% organic) and revenue grew 13% (9% organic). Q4 operating margin expanded 90 basis points to 18.4%, and EPS was $1.85 (up 23% excluding equity raise dilution).
Free Cash Flow and Capital Allocation
Free cash flow exceeded $550 million (up 27% year-over-year), free cash flow margin improved to 14% (up 200 basis points), cash conversion was well over 100%, and the company deployed $500 million to share repurchases during 2025.
Orders, Backlog and Book-to-Bill Strength
Orders grew 10% to $4.0 billion (5% organic), and backlog ended at $1.9 billion (up 18% year-over-year). Management highlighted book-to-bill greater than one at SPX Flow and robust backlog growth there as well.
Successful Integration and Acquisitions Driving Margin
Recent acquisitions (Svanehøj and Kessler) expanded margins versus prior year; Svanehøj grew >50% in Q4 and Kessler contributed meaningfully. Management expects SPX Flow to be accretive (net single-digit EPS accretion for full-year 2026) and outlined ~$80 million of synergies over three years (G&A, procurement, footprint opportunities).
Operational Improvements and Quality & Safety Gains
Operational KPIs improved: IP reduced recordable incidents by 50%; IP had 20% fewer quality claims; CCT achieved a 60% TPM reduction; on-time delivery in IP improved 600 basis points and a specific NC pump product line improved 2,700 basis points in December—all contributing to margin expansion.
Segment Highlights and End-Market Wins
Notable wins include: CCT orders up 40% organic in Q4 (connectors +20%, controls +70%, aftermarket +35%), IP pump projects up 30% organically, KONI defense orders grew >70% in 2025 and approach $15M in orders, and Friction OE outperformed global vehicle production by 400 basis points with aftermarket +9%.
ITT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ITT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $185.15 | $202.05 | +9.13% |
Oct 29, 2025 | $175.55 | $195.10 | +11.14% |
Jul 31, 2025 | $158.98 | $169.29 | +6.49% |
May 01, 2025 | $136.16 | $137.09 | +0.68% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does ITT Corp (ITT) report earnings?
ITT Corp (ITT) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is ITT Corp (ITT) earnings time?
ITT Corp (ITT) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ITT EPS forecast?
ITT EPS forecast for the fiscal quarter 2026 (Q1) is 1.7.