ITT

ITT Q4 2025 Earnings

Reported Feb 5, 2026 at 6:31 AM ET · SEC Source

Q4 25 EPS

$1.85

BEAT +4.03%

Est. $1.78

Q4 25 Revenue

$1.05B

BEAT +4.60%

Est. $1.01B

vs S&P Since Q4 25

-13.1%

TRAILING MARKET

ITT -4.9% vs S&P +8.2%

Full Year 2025 Results

FY 25 EPS

$6.72

BEAT +1.14%

Est. $6.64

FY 25 Revenue

$3.94B

BEAT +1.38%

Est. $3.88B

Market Reaction

Did ITT Beat Earnings? Q4 2025 Results

ITT Inc. Closed out fiscal 2025 on a high note, posting Q4 adjusted EPS of $1.85 against a consensus estimate of $1.78, a 3.93% beat, while revenue of $1.05 billion topped expectations by 5.37% and grew 13.5% year-over-year, marking what CEO Luca Sav… Read more ITT Inc. Closed out fiscal 2025 on a high note, posting Q4 adjusted EPS of $1.85 against a consensus estimate of $1.78, a 3.93% beat, while revenue of $1.05 billion topped expectations by 5.37% and grew 13.5% year-over-year, marking what CEO Luca Savi called a "milestone" year for the company. The outperformance was anchored by broad segment strength, with Industrial Process leading the way on pump project momentum and contributions from the Svanehøj acquisition, while Connect & Control Technologies benefited from firm aerospace and defense demand and Motion Technologies posted double-digit gains on friction OE and aftermarket strength. Free cash flow surged to $555.40 million for the full year, hitting ITT's 2030 Capital Markets Day target five years ahead of schedule, a testament to the company's disciplined capital generation over time. Looking ahead, ITT guided Q1 2026 to roughly 11% revenue growth and adjusted EPS of $1.68 to $1.72, with the pending SPX FLOW acquisition, expected to close in Q1 2026, set to further reshape its industrial portfolio toward higher-margin businesses. Analysts lifted their price targets following the report, with at least one firm maintaining a Buy rating and a $245 target.

Key Takeaways

  • Higher volume from converting large pump projects and defense backlog
  • Pricing actions across all segments
  • Productivity improvements including supply chain savings
  • Friction OE outperformance and aftermarket growth in Motion Technologies
  • Strength in aerospace and defense connectors in Connect & Control Technologies
  • Contributions from Svanehøj and kSARIA acquisitions
24/7 Wall St

ITT YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

ITT Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q1 26

“2025 was a milestone. We delivered exceptional cash flow and outstanding profitable growth, all in all a strong start to the next ITT chapter as outlined at Capital Markets Day. We grew orders 10% and revenue 8% whilst continuing to expand margin. Our teams furthered ITT's differentiation in the market thanks to their disciplined execution across all three segments as well as the investments we made in innovation that powered new product introductions.”

— Luca Savi, Q4 2025 Earnings Press Release