ITT Corp (ITT)
NYSE:ITT
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ITT
(NYSE:ITT)
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Rating:78Outperform
Price Target:
$231.00
▲(9.96% Upside)
Action:ReiteratedDate:03/02/26
Score is driven primarily by strong financial performance (growth, profitability, and low leverage) and a constructive earnings outlook with expected margin expansion. Technicals are supportive with clear uptrend signals, while the main restraint is valuation (higher P/E and low dividend yield), alongside execution risk tied to SPX Flow integration and equity-raise dilution.
Positive Factors
Conservative balance sheet & ratings
ITT's low trailing leverage, sizable equity base and strong ROE provide durable financial flexibility. Investment-grade ratings and conservative capital structure support continued M&A optionality, dividend growth and resilience through industrial cycles, reducing refinancing risk over 2–6 months.
Negative Factors
SPX Flow integration & equity dilution risk
Large transaction and recent equity raise increase near-term execution and capital-structure risk. Integration complexity, deferred accounting changes and short-term share count dilution can pressure EPS and distract management, creating multi-quarter uncertainty for realized synergies.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet & ratings
ITT's low trailing leverage, sizable equity base and strong ROE provide durable financial flexibility. Investment-grade ratings and conservative capital structure support continued M&A optionality, dividend growth and resilience through industrial cycles, reducing refinancing risk over 2–6 months.
Read all positive factors
ITT (ITT) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$18.08B
Dividend Yield0.79%
Average Volume (3M)953.01K
Price to Earnings (P/E)28.2
Beta (1Y)1.34
Revenue Growth8.01%
EPS Growth2.67%
CountryUS
Employees11,700
SectorIndustrials
Sector Strength72
IndustryIndustrial - Machinery
Share Statistics
EPS (TTM)1.85
Shares Outstanding86,040,016
10 Day Avg. Volume665,273
30 Day Avg. Volume953,015
Financial Highlights & Ratios
PEG Ratio-9.42
Price to Book (P/B)3.37
Price to Sales (P/S)3.50
P/FCF Ratio25.16
Enterprise Value/Market Cap0.95
Enterprise Value/Revenue4.38
Enterprise Value/Gross Profit12.40
Enterprise Value/Ebitda20.48
Forecast
1Y Price Target
$236.10Price Target Upside12.39% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering11
EPS Forecast (FY)7.41
Revenue Forecast (FY)$5.31B
ITT Business Overview & Revenue Model
Company Description
ITT Inc. manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets worldwide. The company operates through three segments: Motion Technologies, Industrial Proce...
How the Company Makes Money
ITT generates revenue through several key streams, primarily by selling products across its three main business segments. The Industrial Process segment provides engineered solutions and products for fluid and thermal management, contributing sign...
ITT Key Performance Indicators (KPIs)
Any
Revenue By Segment
Breaks down revenue by different business units, highlighting which segments are driving growth and which may be underperforming, offering insight into the company's strategic focus and market dynamics.
Breaks down revenue by different business units, highlighting which segments are driving growth and which may be underperforming, offering insight into the company's strategic focus and market dynamics.
Data provided by:
The Fly
The FlyITT Earnings Call Summary
Earnings Call Date:Feb 05, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 30, 2026
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.Positive Updates
Full-Year Revenue and Organic Growth
Total revenue grew 8% in 2025 with 5% organic growth, demonstrating broad top-line expansion across the company.
Negative Updates
Equity Raise and EPS Dilution in Near Term
A December equity offering to fund the SPX Flow acquisition increased share count (86 million shares referenced) and produced a dilutive impact (~$0.03) on EPS; Q1 guidance excludes SPX accounting changes and includes dilution from the raise.
Read all updates
Q4-2025 Updates
Positive
Negative
Full-Year Revenue and Organic Growth
Total revenue grew 8% in 2025 with 5% organic growth, demonstrating broad top-line expansion across the company.
Read all positive updates
Company Guidance
Management guided Q1 2026 to strong year‑over‑year improvement, calling for total revenue growth of approximately 115% organically (driven by mid‑single‑digit growth in IP and CCT, low‑single‑digit growth in MT and four more selling days), all segments expanding margin to deliver over 100 basis points of EBIT margin improvement, and Q1 EPS of $1.70 at the midpoint (management said this is up ~29% excluding the December equity offering and was also characterized as ~17% EPS growth at midpoint), with Svanehøj and Kessler expected to improve profitability and the quarter reflecting a share count of ~86 million, a flat tax rate and higher corporate expenses; for full‑year 2026 ITT expects mid‑single‑digit organic revenue growth, at least 50 basis points of margin expansion, and — assuming the SPX Flow close in March — management still estimates net single‑digit EPS accretion from SPX for full‑year 2026 (Q1 guidance excludes SPX accretion and amortization accounting will be revised after close).ITT Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
90
Very Positive
Cash Flow
79
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 3.94B | 3.63B | 3.28B | 2.99B | 2.77B |
| Gross Profit | 1.39B | 1.25B | 1.11B | 922.30M | 899.50M |
| EBITDA | 842.80M | 821.50M | 647.90M | 580.10M | 521.60M |
| Net Income | 488.00M | 518.30M | 410.50M | 367.00M | 316.30M |
Balance Sheet | |||||
| Total Assets | 6.31B | 4.71B | 3.93B | 3.78B | 3.57B |
| Cash, Cash Equivalents and Short-Term Investments | 1.74B | 439.30M | 489.20M | 561.20M | 647.50M |
| Total Debt | 927.20M | 756.50M | 285.20M | 536.60M | 291.60M |
| Total Liabilities | 2.22B | 1.94B | 1.39B | 1.52B | 1.33B |
| Stockholders Equity | 4.08B | 2.76B | 2.53B | 2.25B | 2.23B |
Cash Flow | |||||
| Free Cash Flow | 547.50M | 438.20M | 430.10M | 173.90M | -96.00M |
| Operating Cash Flow | 668.80M | 562.60M | 537.70M | 277.80M | -7.60M |
| Investing Cash Flow | -119.80M | -817.90M | -181.00M | -255.10M | -82.30M |
| Financing Cash Flow | 728.90M | 234.90M | -432.30M | -83.30M | -99.80M |
ITT Technical Analysis
Positive
210.08
Price Trends
193.61
Positive
186.37
Positive
178.10
Positive
Market Momentum
1.63
Negative
67.50
Neutral
94.09
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ITT, the sentiment is Positive. The current price of 210.08 is above the 20-day moving average (MA) of 190.03, above the 50-day MA of 193.61, and above the 200-day MA of 178.10, indicating a bullish trend. The MACD of 1.63 indicates Negative momentum. The RSI at 67.50 is Neutral, neither overbought nor oversold. The STOCH value of 94.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ITT.
ITT Risk Analysis
ITT disclosed 27 risk factors in its most recent earnings report. ITT reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
ITT Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | $14.53B | 26.59 | 20.38% | 1.32% | 2.85% | 3.09% | |
78 Outperform | $18.08B | 28.23 | 16.15% | 0.79% | 8.01% | 2.67% | |
77 Outperform | $14.71B | 25.94 | 12.11% | 1.56% | 7.09% | -2.29% | |
74 Outperform | $15.32B | 28.71 | 17.30% | 1.64% | 3.78% | 4.85% | |
65 Neutral | $10.62B | 28.93 | 19.12% | 0.49% | -0.37% | 21.77% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | $11.91B | 50.02 | 6.19% | ― | 5.52% | 9.03% |
* Industrials Sector Average
ITT
ITT
210.08
85.73
68.94%
GNRC
Generac Holdings
202.93
88.28
77.00%
GGG
Graco
87.90
9.95
12.76%
IEX
IDEX
197.85
26.72
15.62%
NDSN
Nordson
274.57
89.86
48.65%
CR
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184.00
36.94
25.12%
ITT Corporate Events
Business Operations and StrategyM&A Transactions
ITT Completes Transformative Acquisition of SPX FLOW Business
Positive
Mar 2, 2026
On March 2, 2026, ITT completed its acquisition of SPX FLOW, Inc., a global provider of highly engineered process technologies used in industrial, chemical, energy, nutrition and personal care markets. SPX FLOW generated more than $1.3 billion in ...
Regulatory Filings and Compliance
ITT Updates Disclosure on Existing Material Agreement Obligations
Neutral
Feb 18, 2026
ITT filed a brief regulatory disclosure indicating that information previously described under Item 1.01, concerning entry into a material definitive agreement, is being formally incorporated by reference into another section of its filing. The no...
Business Operations and StrategyM&A TransactionsPrivate Placements and Financing
ITT Completes $1.31 Billion Stock Offering
Positive
Dec 10, 2025
On December 8, 2025, ITT Inc. announced an underwritten public offering of 7,000,000 shares of its common stock at $167.00 per share, raising approximately $1.31 billion. The proceeds are intended to fund part of the acquisition of SPX FLOW, Inc.,...
M&A Transactions
ITT Announces Acquisition Agreement with LSF11 Redwood
Neutral
Dec 8, 2025
On December 4, 2025, ITT Inc. entered into a Membership Interest Purchase Agreement to acquire 100% of the membership interests of LSF11 Redwood TopCo LLC. The completion of this acquisition is contingent upon customary closing conditions, includi...
Executive/Board ChangesM&A Transactions
ITT Announces Major Acquisition of SPX FLOW
Positive
Dec 5, 2025
On December 4, 2025, ITT Inc. announced a significant acquisition agreement to purchase SPX FLOW, Inc., a provider of engineered equipment and process technologies, for $4.775 billion. This strategic acquisition, involving both cash and stock cons...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.