ITT Q3 2025 Earnings
Reported Oct 29, 2025 at 6:35 AM ET · SEC Source
Q3 25 EPS
$1.78
BEAT +6.68%
Est. $1.67
Q3 25 Revenue
$999.1M
BEAT +2.55%
Est. $974.3M
vs S&P Since Q3 25
-3.2%
TRAILING MARKET
ITT +3.5% vs S&P +6.7%
Market Reaction
Did ITT Beat Earnings? Q3 2025 Results
ITT delivered a standout Q3 2025, posting adjusted EPS of $1.78 and beating the $1.67 consensus by 6.68%, while revenue of $999.10 million topped estimates by 2.55% and climbed 12.9% year over year. The quarter's momentum was fueled by broad-based ex… Read more ITT delivered a standout Q3 2025, posting adjusted EPS of $1.78 and beating the $1.67 consensus by 6.68%, while revenue of $999.10 million topped estimates by 2.55% and climbed 12.9% year over year. The quarter's momentum was fueled by broad-based execution across all three business segments, with the kSARIA and Svanehøj acquisitions providing meaningful lift in Connect & Control Technologies, which saw revenue surge 25%, and Industrial Process converting its pump project backlog at scale to deliver 15% revenue growth and a 21.4% operating margin. Adjusted operating income rose 14% to $184.70 million, with margin expanding 20 basis points to 18.5%, reflecting pricing discipline and productivity gains. Free cash flow of $154.10 million jumped 77% in the quarter, a particularly sharp result driven by favorable working capital dynamics. Building on the strength, ITT raised its full-year 2025 outlook, now guiding for adjusted EPS of $6.62 to $6.68, representing 13% to 14% growth, and free cash flow of approximately $500 million, underpinned by a roughly $2 billion backlog heading into Q4.
Key Takeaways
- • Pump project backlog execution in Industrial Process
- • Aerospace and defense demand in Connect & Control Technologies
- • Automotive share gains in Motion Technologies (Friction OE)
- • Productivity savings and pricing actions across segments
- • Contributions from kSARIA and Svanehøj acquisitions
- • Favorable foreign currency impacts in Motion Technologies
- • KONI rail demand strength
- • Favorable working capital from accounts receivable collections and vendor payments
ITT YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
ITT Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our results in Q3 are another step towards our 2030 targets shared at our Capital Markets Day in May. Once again, it was ITT's differentiation that drove our share gains and continued margin expansion, furthered by our acquisitions. We generated $999 million in revenue powered by the execution of our large pump project backlog, growth in aerospace and defense and compounded by our kSARIA and Svanehøj acquisitions. Adjusted operating income grew nearly twice the rate of organic sales growth thanks to productivity actions and pricing, leading to adjusted earnings growth of over twenty percent. And most importantly, we generated nearly 50% free cash flow growth year to date, well on our way to over a half billion dollars in 2025.”
— Luca Savi, Q3 2025 Earnings Press Release
ITT Earnings Trends
ITT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ITT EPS Trend
Earnings per share: estimate vs actual
ITT Revenue Trend
Quarterly revenue: estimate vs actual
ITT Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.74 | $1.98 | +14.11% | $1.21B | +9.57% |
| Q4 25 BEAT FY | $1.78 | $1.85 | +4.03% | $1.05B | +4.60% |
| FY Full Year | $6.64 | $6.72 | +1.14% | $3.94B | +1.38% |
| Q3 25 BEAT | $1.67 | $1.78 | +6.68% | $999.1M | +2.55% |
| Q2 25 BEAT | $1.61 | $1.64 | +1.79% | $972.4M | +2.52% |