ITT Inc.
- Open
- 196.28
- Day high
- 196.28
- Day low
- 192.41
- Prev close
- 197.76
- Volume
- 91K
- Mkt cap
- $17.3B
- P/E (TTM)
- 34.0
- EPS (TTM)
- $5.70
- P/B
- 3.7
- P/S
- 4.1
- Yield
- 0.76%
- Per share
- $1.47
- ▼Insiders net selling -$1.5M over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions accumulating (13F)
ITT Inc. (ITT) is a Industrials company listed on NYSE. The stock is up 25% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4).
ITT Inc. (ITT) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ITT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $1.77 | $1.98 | +11.9% | $1.2B | +8.5% |
| Feb 5, 2026 | $1.79 | $1.85 | +3.4% | $1.1B | +6.1% |
| Oct 29, 2025 | $1.67 | $1.78 | +6.6% | $999M | +2.5% |
| Jul 31, 2025 | $1.62 | $1.64 | +1.2% | $972M | +0.8% |
| May 1, 2025 | $1.44 | $1.45 | +0.7% | $913M | -2.6% |
| Feb 6, 2025 | $1.48 | $1.50 | +1.4% | $929M | +0.2% |
| Aug 1, 2024 | $1.46 | $1.49 | +2.1% | $906M | -1.2% |
| May 2, 2024 | $1.36 | $1.42 | +4.4% | $911M | +3.1% |
| Feb 8, 2024 | $1.34 | $1.34 | +0.0% | $829M | +1.8% |
| Nov 2, 2023 | $1.27 | $1.37 | +7.9% | $822M | +1.3% |
| Aug 3, 2023 | $1.18 | $1.33 | +12.7% | $834M | +4.8% |
| May 4, 2023 | $1.11 | $1.17 | +5.4% | $798M | +2.6% |
ITT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 3, 2026 | Chu Maggiedirector | Grant | 935 | — |
| Jun 3, 2026 | Berryman Kevin Cdirector | Grant | 935 | — |
| Jun 3, 2026 | O'Shea Christopherdirector | Grant | 935 | — |
| Jun 3, 2026 | DEFOSSET DONdirector | Grant | 935 | — |
| Jun 3, 2026 | KEENE NAZZIC Sdirector | Grant | 1,402 | — |
| Jun 3, 2026 | DELGROSSO DOUGLAS Gdirector | Grant | 935 | — |
| Jun 3, 2026 | Laschinger Mary Adirector | Grant | 935 | — |
| Jun 3, 2026 | MCDONALD REBECCA ANNdirector | Grant | 935 | — |
| Jun 3, 2026 | Szafranski Sharondirector | Grant | 935 | — |
| May 26, 2026 | MCDONALD REBECCA ANNdirector | Grant | 909 | — |
| May 26, 2026 | KEENE NAZZIC Sdirector | Grant | 1,376 | — |
| May 26, 2026 | Berryman Kevin Cdirector | Grant | 909 | — |
| May 26, 2026 | DELGROSSO DOUGLAS Gdirector | Grant | 909 | — |
| May 26, 2026 | DEFOSSET DONdirector | Grant | 909 | — |
| May 26, 2026 | Laschinger Mary Adirector | Grant | 909 | — |
Source: ITT SEC Form 4 filings, latest Jun 3, 2026. For informational purposes only — not investment advice.
See the full ITT insider & 13F page →ITT Inc. company profile
Overview
ITT Inc. (NYSE:ITT) is a diversified industrial manufacturer founded in 1920 and headquartered in White Plains, New York. Originally incorporated as International Telephone and Telegraph Corporation, the company has evolved through decades of strategic transformation to become a focused provider of engineered critical components and customized technology solutions. Today, ITT operates as a pure-play industrial company serving the transportation, industrial process, and energy markets globally through three distinct business segments, having divested its telecommunications and other non-core operations over the years.
Business
ITT Inc. operates in the industrial machinery sector, manufacturing highly engineered components and systems that are critical to the operation of various industrial and transportation applications. The company's business is organized into three primary segments: Motion Technologies (approximately 40% of revenue) manufactures friction materials, sealing technologies, and shock absorption components primarily for the global transportation industry. This segment produces brake pads, brake shims, shock absorbers, and advanced sealing solutions for passenger cars, commercial trucks, military vehicles, buses, and trains. The friction products are essential safety components that enable vehicles to stop effectively, while the sealing technologies prevent fluid leakage in automotive and industrial applications. Industrial Process (approximately 35% of revenue) designs and manufactures pumps, valves, and plant optimization systems for critical industrial applications. This segment serves chemical processing, energy generation, mining, and other heavy industrial markets where reliable fluid handling is essential. The product portfolio includes centrifugal pumps, positive displacement pumps, industrial valves, and aftermarket services including replacement parts and remote monitoring systems. These products handle everything from water treatment to chemical processing in mission-critical applications. Connect & Control Technologies (approximately 25% of revenue) produces specialized electrical connectors and control components for high-reliability applications in aerospace, defense, medical, and industrial markets. The connector portfolio includes circular, rectangular, fiber optic, and radio frequency connectors, as well as cable assemblies. The control products encompass actuators, valves, pumps, and switches used in aircraft systems, along with advanced composite materials for engine applications.
Revenue model
ITT generates revenue primarily through direct product sales to original equipment manufacturers (OEMs) and aftermarket customers across its three business segments. The company operates on a business-to-business model, selling to automotive manufacturers, industrial equipment producers, aerospace companies, and defense contractors. The Motion Technologies segment derives revenue from selling friction products and sealing solutions to automotive OEMs for new vehicle production, as well as aftermarket sales for replacement parts. The Industrial Process segment generates income through both equipment sales for new installations and a substantial aftermarket business providing replacement pumps, valves, parts, and services to existing customers. The Connect & Control Technologies segment sells connectors and control components primarily to aerospace, defense, and industrial OEMs. Several factors influence ITT's profitability margins. Positive margin drivers include the company's focus on value-based pricing, particularly in specialized applications where ITT's products provide critical performance advantages. The substantial aftermarket business, especially in Industrial Process, typically carries higher margins than original equipment sales. Market share gains in growing segments like electric vehicles and defense spending also support margin expansion. The company's lean manufacturing initiatives and operational improvements contribute to cost reduction. Margin pressures come from raw material cost inflation, particularly for metals and polymers used in manufacturing. Competitive pricing pressure in commodity-like products can compress margins. Economic downturns that reduce industrial activity and automotive production directly impact demand. Currency fluctuations affect the company's global operations, and potential tariffs on imported components or exported products pose additional cost pressures.
Competitive moat
ITT's competitive moat is moderately strong, built primarily on its technical expertise in highly engineered applications and long-standing customer relationships. The company benefits from switching costs in many of its markets, as customers are reluctant to change suppliers for critical components that have been tested and validated in their systems, particularly in aerospace and automotive applications where safety and reliability are paramount. The company's technical differentiation provides advantages in specialized applications. For example, ITT's friction materials are engineered for specific vehicle platforms and performance requirements, while its industrial pumps are designed for harsh operating conditions in chemical and energy applications. This technical specialization creates barriers for generic competitors. Customer relationships and certification requirements also contribute to ITT's moat. In aerospace and defense markets, the qualification process for new suppliers is lengthy and expensive, providing incumbent suppliers like ITT with protection. Similarly, automotive OEMs prefer working with established suppliers who can meet stringent quality and delivery requirements. However, ITT's moat faces challenges from several directions. Competitive threats include larger industrial conglomerates with greater resources and scale, as well as specialized competitors in each segment. The shift toward electric vehicles, while presenting opportunities, also introduces new competitors and potentially different technical requirements. In industrial markets, customers increasingly seek integrated solutions, which may favor larger competitors who can provide broader product portfolios. Additionally, some of ITT's markets are mature with limited growth, which intensifies competitive pressure on pricing and market share.
Risks & safety
ITT demonstrates a solid financial position with moderate margin of safety considerations: Liquidity and Solvency: • Cash position of $439 million provides adequate liquidity buffer • Current ratio of 1.19 indicates tight but manageable short-term liquidity • Debt-to-equity ratio of 0.30 represents conservative leverage • Free cash flow of $438 million annually demonstrates strong cash generation • No immediate solvency concerns given debt levels and cash flow Valuation Metrics: • P/E ratio of 24.1x appears reasonable for industrial company with growth prospects • EV/EBITDA of 18.0x suggests moderate valuation premium • Price-to-book ratio of 3.8x reflects market confidence in asset quality • Graham number analysis suggests stock trading above conservative valuation thresholds Other Considerations: • Cyclical exposure to automotive and industrial markets creates earnings volatility risk • Tariff exposure of $50-60 million annually represents manageable but notable headwind • Strong backlog of over $1 billion provides revenue visibility
Recent development
Over the past few years, ITT has executed a focused strategy of portfolio optimization and strategic acquisitions to enhance its position in higher-growth, higher-margin markets. The company completed several significant acquisitions including Svanehøj (marine pump technology), kSARIA ($475 million acquisition expanding defense and aerospace interconnect solutions), and Habonim (industrial valves), while divesting non-core businesses like the Wolverine automotive supplier operation. A major strategic initiative has been the development of VIDAR, described as "game-changing industrial motor technology" that targets a $6 billion addressable market in industrial motor efficiency. The company established VIDAR as a separate business unit, reflecting its potential significance to ITT's future growth. ITT has also made substantial investments in global manufacturing capabilities, including new facilities in Saudi Arabia and India, and a high-performance brake pad facility in China. These investments support the company's strategy to serve growing markets while managing costs. The company has maintained an active acquisition pipeline targeting $500-700 million in annual M&A deployments, focusing on flow control (pumps and valves) and connector technologies. Recent operational achievements include consistent market share gains in the electric vehicle segment, with ITT winning content on numerous electrified vehicle platforms. The Industrial Process segment has built a record backlog exceeding $1 billion, driven by strong project orders particularly in the Middle East and Asia Pacific regions. The Connect & Control Technologies segment has achieved significant growth in defense applications, with defense connectors growing over 20% in recent quarters.
ITT company profile · for informational purposes only — not investment advice.
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