10-Q · October 29, 2025
ITT reported Q3 2025 revenue of $999.1 million, up 12.9% year-over-year, with GAAP diluted income from continuing operations of $1.62 per share and adjusted EPS of $1.78. Revenue strength was broad-based (IP and CCT led…
Earnings analysis · 10-Q
ITT earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
ITT Inc. reported strong Q1 2026 results, with revenues of $1.212 billion, up 32.7% year-over-year, driven by acquisitions and strong organic growth across segments. However, despite revenue growth, operating income and…
Read full summary
ITT Inc. reported strong Q1 2026 results, with revenues of $1.212 billion, up 32.7% year-over-year, driven by acquisitions and strong organic growth across segments. However, despite revenue growth, operating income and net income decreased due to higher operating expenses linked to acquisition costs. Adjusted EPS increased by 25% to $1.98, exceeding consensus estimates and reflecting robust operational performance.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.98
- Segment
- Flow Technologies
- Segment
- Motion Technologies
- Segment
- Connect & Control Technologies
What stood out
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Revenue Beat Expectations: $1.212B
Q1 2026 revenue rose 32.7% YoY to $1.212 billion, surpassing estimates by 8.45%.
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Earnings Exceed Consensus: $1.98 EPS
Diluted EPS for Q1 2026 was $1.98, exceeding estimates by 13.79% and showing a 25% increase YoY.
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Strong Organic Revenue Growth: 10.9%
Organic revenue grew 10.9% driven by strong demand in Flow and Motion Technologies.
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Significant Operating Income Growth: FT
Operating income from Flow Technologies increased 29.3% to $82.1 million.
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Adjusted EPS Increased 25% YoY
Adjusted EPS rose to $1.98, up from $1.58 in Q1 2025.
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Improved Gross Profit: $428.8M, 35.4% Margin
Gross profit surged 32.7% to $428.8 million with a stable gross margin of 35.4%.
What to watch
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Higher Operating Expenses: $287.6M
Operating expenses increased by 66.9% to $287.6 million, driven by acquisition-related costs.
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Debt Levels Rising Significantly
Interest expense surged by 165.6% to $24.7 million due to increased debt levels post-acquisition.
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Geopolitical Risks Impacting Operations
Ongoing geopolitical tensions, particularly related to Iran, pose risks to supply chain and market conditions.
Management's outlook
FY2026 adjusted EPS guidance revised downward to $4.15 to $4.45 due to acquisition impacts.
Earlier filings 4
10-Q · July 31, 2025
ITT reported Q2 2025 revenue of $972.4 million, up $66.5 million (7.3%) year-over-year, with operating income rising to $175.1 million (+9.6%) and GAAP diluted income from continuing operations of $1.52 per share (up…
10-Q · May 1, 2025
ITT reported Q1 2025 revenue of $913.0 million (flat YoY) and GAAP diluted EPS of $1.33 (down $0.02 YoY). Gross margin expanded to 34.6% (up 150 bps YoY) while consolidated operating margin was stable at 16.5%. Cash…
10-K · February 10, 2025
ITT reported a strong 2024 with revenue of $3,630.7 million (up 10.6%), operating income of $676.0 million (operating margin 18.6%, +250 bps) and income from continuing operations of $6.30 per diluted share (up 26.8%).…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.