ITT Inc
🔔 Watch stock
Assessment
Our Rating
A journalistic assessment by our editorial team at the time of the deep dive — it rates the company, not the entry point. Not investment advice and not a solicitation to buy or sell.
The business works in principle, but one material question is open. As long as it stays open, our findings do not carry a quality verdict.
Why this colour
ITT's core business is solid: three diversified industrial segments, double-digit organic growth, a track record of smoothly digesting smaller acquisitions, and deleveraging that is running faster than promised. The open operational question is the size of the SPX FLOW deal: an acquisition worth more than a third of the old revenue base is only five months old, and whether the promised synergies actually materialize — and reported earnings converge back toward adjusted earnings — will only be shown by several more quarterly reports. That is not a substance risk, but it is an unproven promise, which is why the light stays yellow for now. The decision is yours.
What the thesis turns on
Assessment: Opportunities & Risks
ITT shows revenue growth of 32.7 and 51.5 percent in our in-house "revenue accelerator" scanner — but only 10.9 and 12.7 percentage points of that are organic; the rest is the $4.3 billion SPX FLOW acquisition that closed March 2, 2026. The organic business is growing solidly and broadly, yet reported earnings per share are guided roughly a quarter below 2025, and debt has more than quadrupled. The scanner-reported leverage figure of 4.17 cannot be reconciled against the SEC balance sheet and should not be used. Not investment advice.
Organic core business
Excluding the acquisition, ITT grew 12.7 percent in the second quarter of 2026 (Q1 2026: 10.9 percent) — solid, broadly spread across all three segments, led by aerospace and defense in CCT and pump projects in FT. The "old" business carries itself.
Earnings quality
Reported earnings per share are guided to come in roughly a quarter below 2025's $6.11, weighed down by amortization and one-time costs from the SPX FLOW acquisition. In the second quarter of 2026 alone it already fell 37.5 percent to $0.95, while adjusted earnings rose 18.2 percent.
SPX FLOW integration risk
The deal, with $1.34B of its own 2025 revenue, is more than a third of the old ITT base and has only been part of the company since March 2, 2026. Synergies ($80M identified) are running ahead of plan by management's account, but a five-month track record is not yet a multi-year proof point.
Leverage
Interest-bearing debt rose from $782.8M to $3,728.2M. Management reports net debt of 2.5 times EBITDA, falling faster than promised ($124M paid down in Q2 2026 alone); the scanner-reported 4.17 figure cannot be reconciled against the SEC balance sheet (roughly 1.3 by our own calculation) and is unusable.
Valuation
A P/E of 35.3 on a GAAP basis looks expensive, dropping to 25.2 on the adjusted earnings analysts expect. Fifteen analysts rate the stock at an average 4.4 out of 5 with roughly 19.7 percent upside versus the closing price of $208.10 on August 21, 2026 (analyst data as of August 24, 2026) — notably more optimistic than the raw GAAP metric.
Capital discipline
A low payout ratio (roughly 19.6%) and deleveraging running six months ahead of its own schedule point to a management that did not overextend to fund the deal. Two earlier acquisitions (Svanehøj, kSARIA, both 2024) were already integrated without drama.
Worth Noting
ITT landed on our research list via our in-house "revenue accelerator" stock scanner (rank 4 of 28 hits, as of August 24, 2026) — two quarters of 30 to 70 percent growth after four quiet quarters in 2025. The scanner only shows the pattern, not the cause; this analysis supplies the cause.
The scanner-reported "debt-to-equity 4.17" was checked against the SEC balance sheet as of July 4, 2026 and could not be confirmed (roughly 1.3 or 0.8 by our own calculation, depending on the basis used); it is not used in this analysis.
All valuation metrics are evergreen and dated (metrics August 24, 2026, closing price on August 21, 2026, balance sheet data July 4, 2026); a daily price is not a buy argument.
Stock Watch
This analysis is as of August 26, 2026. Stock Watch will tell you what's changed at ITT since then.
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Price history
Chart
Interactive price chart (TradingView).
52-week range: 169.50 $ to 221.70 $ · Last price: 202.80 $ (As of: September 17, 2026)
Key figures
Key figures at a glance
Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 09/18/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
Comparison
Industry comparison
The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.
Industry: Specialty Industrial Machinery
| Company | Market cap ($B) | P/E | EV/EBITDA | Gross Margin % | EBIT Margin % | Sales Growth (Year) % | Perf. 1Y % |
|---|---|---|---|---|---|---|---|
| ITT Inc ITT | 18.2 | 34.8 | 22.7 | 35.0 | 16.9 | 8.5 | 13.9 |
| GE Vernova LLC GEV | 270.8 | 26.0 | 81.5 | 20.6 | 5.5 | 8.9 | 50.8 |
| Eaton Corporation PLC ETN | 171.0 | 38.7 | 28.8 | 36.0 | 16.1 | 10.3 | 13.9 |
| Parker-Hannifin Corporation PH | 118.5 | 34.3 | 21.7 | 37.6 | 21.5 | -0.4 | 26.3 |
| Emerson Electric Company EMR | 86.6 | 33.8 | 18.4 | 53.2 | 24.2 | 3.0 | 14.3 |
| Illinois Tool Works Inc ITW | 78.5 | 25.1 | 17.7 | 44.2 | 25.7 | 0.9 | 4.5 |
| Cummins Inc CMI | 75.0 | 25.8 | 15.3 | 25.8 | 9.8 | -1.3 | 29.1 |
| Ametek Inc AME | 53.7 | 35.1 | 22.7 | 36.9 | 26.3 | 6.6 | 26.6 |
| Rockwell Automation Inc ROK | 47.8 | 42.5 | 28.0 | 49.1 | 20.7 | 1.0 | 22.9 |
| Median of companies shown | 78.5 | 34.3 | 22.7 | 36.9 | 20.7 | 3.0 | 22.9 |
Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →
Fiscal years
Annual Figures
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
Revenue, operating income and net income per fiscal year $M
Revenue Operating income Net income
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 2,405 | 277 | 186 | 2.07 | 253 | 1,428 | 3,602 |
| 2017 | 2,585 | 319 | 114 | 1.28 | 245 | 1,598 | 3,700 |
| 2018 | 2,745 | 397 | 334 | 3.76 | 368 | 1,825 | 3,847 |
| 2019 | 2,846 | 411 | 325 | 3.67 | 359 | 2,078 | 4,108 |
| 2020 | 2,478 | 227 | 73 | 0.83 | 437 | 2,128 | 4,278 |
| 2021 | 2,765 | 504 | 316 | 3.66 | -8 | 2,231 | 3,565 |
| 2022 | 2,988 | 468 | 367 | 4.38 | 278 | 2,248 | 3,780 |
| 2023 | 3,283 | 528 | 411 | 4.96 | 538 | 2,528 | 3,933 |
| 2024 | 3,631 | 676 | 518 | 6.30 | 562 | 2,763 | 4,711 |
| 2025 | 3,939 | 685 | 488 | 6.11 | 668 | 4,084 | 6,310 |
Quarters
Quarterly Figures
Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
Click the chart or tab into it, then use ← and → to step through the periods.
None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.
· Total · per year
These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.
The figures could not be loaded right now.
Source: fundamental data
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 1.54 | 39.30 | 929 | 12.00 | 13.70 | 223 | 187 |
| 2025: Q1 | 1.33 | -1.10 | 913 | 0.30 | 11.90 | 113 | 77 |
| 2025: Q2 | 1.48 | 2.40 | 972 | 7.30 | 12.40 | 154 | 137 |
| 2025: Q3 | 1.62 | -17.50 | 999 | 12.90 | 12.70 | 174 | 146 |
| 2025: Q4 | 1.64 | 6.30 | 1,054 | 13.50 | 12.50 | 228 | 187 |
| 2026: Q1 | 0.89 | -33.00 | 1,212 | 32.70 | 6.40 | 40 | 14 |
| 2026: Q2 | 0.95 | -35.80 | 1,473 | 51.50 | 5.80 | 191 | 191 |
What Do These Terms Mean?
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Screening
Appears in These Scanners
This stock currently matches 12 of our scanner strategies — each hit links to the scanner.
Backtested Scanners
Quality & Balance Sheet
Aktien.Guide
Breakout & Setup
Dividends
Momentum & Trend
Research
Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners
Outlook
Analysts & Price Target
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Distribution of Recommendations
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 8.25 | 8.13 – 8.41 | 5,520 | 22.8% | 14 |
| 12/31/2027 | 9.60 | 9.15 – 10.10 | 6,018 | 16.4% | 14 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Valuation
What is priced in?
Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.
Today’s market value implies roughly 15.6% growth in free cash flow per year over ten years (assumptions: discount rate 10.0%, terminal growth 2.5%).
| Free cash flow (last twelve months) | $508.8M |
|---|---|
| Market cap | $18.23B |
| Free cash flow in year ten | $2.17B |
| Terminal value as a share of market value | 62.9% |
For comparison: over the past five years free cash flow grew by 7.9% per year.
It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.
A simplified model calculation — not a forecast and not a recommendation.
AI classification
AI Rating
ITT setzt Machine Learning und generative KI intern zur Effizienzsteigerung in Technik, Fertigung und Cybersicherheit ein (eigenes GenAI-Governance-Committee) und verkauft keine KI-Produkte; die Risikofaktoren zu KI sind allgemeine Cybersicherheits- und Wettbewerbsrisiken, keine spezifische Bedrohung des Geschäftsmodells.
View the full file — quotes, sources, reviewed filings
„We may leverage machine learning (“ML”) and artificial intelligence (“AI”), including generative AI (“GenAI”), in our business to improve efficiency and innovation within our operations."
Wir setzen unter Umständen maschinelles Lernen („ML“) und künstliche Intelligenz („KI“), einschließlich generativer KI („GenAI“), in unserem Geschäft ein, um Effizienz und Innovation innerhalb unserer Betriebsabläufe zu verbessern.
10-K · 2026-02-09 · View SEC filing
„ITT has established a GenAI Governance committee to review GenAI use-cases to enable the business while ensuring that security, privacy, bias, legal and ethical concerns are reviewed and addressed before widespread implementation."
ITT hat ein GenAI-Governance-Komitee eingerichtet, das GenAI-Anwendungsfälle prüft, um das Geschäft zu unterstützen und dabei sicherzustellen, dass Sicherheits-, Datenschutz-, Verzerrungs-, Rechts- und Ethikfragen vor einer breiten Einführung geprüft und adressiert werden.
10-K · 2026-02-09 · View SEC filing
Filings Reviewed: 10-K 2026-02-09 · 10-Q 2026-08-06
Rated on August 24, 2026 · How the Rating Is Built
Growth
Growth Score
Ten checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years 9.6%
- More than 10% revenue growth is expected for the coming year 9.0%
- Share count grows by less than 3% a year -1.5%
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 22.4%
- Gross margin at 40% or higher and without meaningful erosion 35.4%
- Goodwill from acquisitions does not grow faster than revenue 24.0%
- Net debt below twice EBITDA 816 m net cash
- Operating cash flow covers the profits of the last three years 351 m
- Return on capital at 15% or higher, or up versus two years ago 13.7%
- Insiders hold at least 10% or are net buyers 0.5%
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Quality check
AAQS
9/10 Quality stockThe AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).
- Sales growth 10Y > 5% 5.6%
- Exp. sales growth 3Y > 5% 23.6%
- EBIT growth 10Y > 5% 10.6%
- Exp. EBIT growth 3Y > 5% 25.4%
- Net debt < 4x EBIT -1.2x
- EBIT positive, 10Y straight 10
- Max. EBIT decline < 50% 44.9%
- Return on equity > 15% 22.8%
- ROCE > 15% 13.7%
- Expected return > 10% 29.2%
View stocks with the full AAQS score · Read the methodology at AlleAktien
Source: fundamental data
Insiders
Insider Transactions
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Makowiecki Bartlomiej | See Remarks | Other | 1,003 | 202.20 | 202,807 |
| Aug 31, 2026 | Savi Luca | President and CEO | Buy | 5,019 | 199.56 | 1,001,592 |
| Aug 7, 2026 | de Mesa Graziano Cheryl | Vice President & CAO | Sell | 700 | 214.54 | 150,175 |
| Aug 1, 2026 | Loy Bertrand | Director | Other | 756 | 0.00 | – |
| Aug 1, 2026 | Wheeler Kevin J. | Director | Other | 756 | 0.00 | – |
The company
About the Company
ITT Inc. fertigt und verkauft mit ihren Tochtergesellschaften technische kritische Komponenten und kundenspezifische Technologielösungen für die Märkte Transport, Industrie und Energie.
- CEO Insider Trades (12 Mo.)
- selling own stock
- Employees
- 11,600
- Headquarters
- Stamford, CT
- Address
- 100 Washington Boulevard, 06902 Stamford, United States
- Phone
- 914-641-2000
- Website
- itt.com
- IPO Date
- 12/18/1995
- ISIN
- US45073V1089
- Stock Split
- 10000:3316 on 11/01/2011
- Stock Split
- 2:1 on 02/22/2006
Management
| Name | Title | Birth Year |
|---|---|---|
| Luca Savi | CEO, President & Director | 1966 |
| Lori Beth Marino | Senior VP, Chief Legal Officer, Corporate Secretary & Chief Compliance Officer | 1975 |
| Davide Barbon | Senior VP and President of Motion Technologies & Asia Pacific | 1970 |
| Bartek Makowiecki | Senior VP, Chief Strategy Officer and President of Flow Technologies | 1979 |
| Michael J. Savinelli | Interim CFO, VP, Treasurer, Chief Tax Officer & Assistant Secretary | 1971 |
| Cheryl De Mesa Graziano | VP & Chief Accounting Officer | 1973 |
| Carleen Salvage | Vice President of Investor Relations and FP&A | – |
| Emrana Sheikh | Senior VP & Chief Human Resources Officer | 1972 |
| Michael G. Guhde | Senior VP and President of Connect & Control Technologies Business | 1970 |
| Karen T. LaRue | Controller & Executive Director | 1979 |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Filings
Company Filings (8-K)
An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).
- 08/06/2026 ITT INC. (ITT): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.