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
ITT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ITT Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
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% |