ITT Set to Announce Q4 Earnings on February 5
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy ITT?
Source: seekingalpha
- Earnings Announcement: ITT is set to release its Q4 earnings on February 5 before market open, with consensus EPS estimates at $1.78, reflecting an 18.7% year-over-year increase, and revenue estimates at $1.01 billion, up 8.7%, indicating ongoing growth potential for the company.
- Historical Performance: Over the past two years, ITT has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, reinforcing investor confidence and demonstrating the company's competitive strength in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen three upward revisions and four downward adjustments, while revenue estimates experienced five upward revisions and three downward changes, reflecting mixed market sentiment regarding the company's future performance.
- Market Leadership: ITT continues to thrive with diversified market leadership and self-help strategies, showcasing its strong adaptability and growth potential within the industry.
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Analyst Views on ITT
Wall Street analysts forecast ITT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ITT is 215.50 USD with a low forecast of 190.00 USD and a high forecast of 225.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 202.050
Low
190.00
Averages
215.50
High
225.00
Current: 202.050
Low
190.00
Averages
215.50
High
225.00
About ITT
ITT Inc. is a diversified manufacturer of highly engineered critical components and customized technology solutions for the transportation, industrial and energy markets. Its segments include Motion Technologies (MT), Industrial Process (IP), and Connect & Control Technologies (CCT). MT is a global manufacturer of highly engineered brake pads, shock absorbers and damping technologies for the automotive and rail markets. IP is a global manufacturer of industrial pumps, valves, and monitoring and control systems, and provides aftermarket services for the energy, chemical and petrochemical, pharmaceutical, general industrial, marine, mining, pulp and paper, food and beverage, power generation and biopharmaceutical markets. CCT is a global designer and manufacturer of harsh-environment interconnect solutions and critical energy absorption and flow control components, primarily for the aerospace, defense and industrial markets. Its brands include Axtone, Novitek, Goulds Pumps and Cannon.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Impact: This adjustment reflects the company's positive outlook and potential growth in the market.
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- Earnings Per Share Increase: The EPS for Q4 reached $1.85, a 23% increase (26% excluding equity dilution), while the annual EPS grew by 14%, reflecting ongoing improvements in profitability that bolster investor confidence.
- Strong Cash Flow: Free cash flow surpassed $550 million, up 27% year-over-year, with cash conversion exceeding 100%, providing ample funding for future investments and acquisitions, particularly in the upcoming SPX FLOW deal.
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- Yield Performance: The forward yield of 0.76% not only provides shareholders with stable returns but may also attract more income-seeking investors, potentially driving the stock price higher.
- Payment Schedule: The dividend will be payable on April 6, with a record date of March 6 and an ex-dividend date also on March 6, ensuring shareholders receive their earnings promptly and enhancing the company's credibility in the capital markets.
- Market Reaction: The dividend increase reflects ITT's strong financial performance and is expected to have a positive impact on its stock price, further solidifying its competitive position in the industry.
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ITT (ITT) Q4 2025 Earnings Call Transcript
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- Cash Flow Growth: The company generated operating cash flow of $669 million for the year, up $106 million, achieving a 17% operating cash flow margin, while free cash flow reached $555 million, an increase of $117 million, with a 14% margin, showcasing strong cash management and financial health.
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- Price Increase Announcement: ITT Inc. has raised its target price from $218 to $228.
- Market Impact: This adjustment reflects the company's positive outlook and potential growth in the market.
See More
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- Software Sector Decline: Software stocks fell for the eighth consecutive session on Thursday, marking the longest losing streak since May 2021, as investor concerns about AI undermining demand in the SaaS economy intensified.
- ETF Performance: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) dropped 1.9%, extending its decline to approximately 30% from late October highs, indicating a waning confidence in tech stocks.
- Individual Stock Movements: Palantir Technologies Inc. (NASDAQ:PLTR) fell 4.4% after an 11% drop on Wednesday, suggesting a diminishing market expectation for its growth prospects in the AI-driven landscape.
- Broader Economic Impact: Bitcoin slid 9% to $66,000, negatively impacting software stocks tied to crypto markets, while commodities also faced broad declines, with silver plunging 13% to $76 an ounce and gold slipping 2% to $4,865 per ounce.
See More
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- Significant Performance Growth: ITT Inc. reported a 13% year-over-year revenue increase in Q4 2025, exceeding $1 billion, with orders up 15% and organic growth at 9%, indicating robust performance across all business segments that is expected to enhance future market share.
- Earnings Per Share Increase: The EPS for Q4 reached $1.85, a 23% increase (26% excluding equity dilution), while the annual EPS grew by 14%, reflecting ongoing improvements in profitability that bolster investor confidence.
- Strong Cash Flow: Free cash flow surpassed $550 million, up 27% year-over-year, with cash conversion exceeding 100%, providing ample funding for future investments and acquisitions, particularly in the upcoming SPX FLOW deal.
- Strategic Acquisition Acceleration: Management highlighted that the SPX FLOW acquisition will serve as a significant growth driver, with expected single-digit EPS accretion in 2026, further solidifying ITT's competitive position in the market.
See More
ITT Announces 10% Increase in Quarterly Dividend
- Dividend Increase: ITT has declared a quarterly dividend of $0.386 per share, representing a 10% increase from the previous $0.351, indicating ongoing improvements in profitability and cash flow management, which enhances investor confidence.
- Yield Performance: The forward yield of 0.76% not only provides shareholders with stable returns but may also attract more income-seeking investors, potentially driving the stock price higher.
- Payment Schedule: The dividend will be payable on April 6, with a record date of March 6 and an ex-dividend date also on March 6, ensuring shareholders receive their earnings promptly and enhancing the company's credibility in the capital markets.
- Market Reaction: The dividend increase reflects ITT's strong financial performance and is expected to have a positive impact on its stock price, further solidifying its competitive position in the industry.
See More
ITT (ITT) Q4 2025 Earnings Call Transcript
See More
ITT Reports Q4 Earnings Exceeding Expectations
- Earnings Beat: ITT reported a Q4 Non-GAAP EPS of $1.85, beating expectations by $0.07, with revenue of $1.05 billion reflecting a 13% year-over-year increase, surpassing market forecasts by $40 million, indicating robust market performance and profitability.
- Cash Flow Growth: The company generated operating cash flow of $669 million for the year, up $106 million, achieving a 17% operating cash flow margin, while free cash flow reached $555 million, an increase of $117 million, with a 14% margin, showcasing strong cash management and financial health.
- 2026 Guidance: For Q1 2026, ITT expects revenue growth of approximately 11%, with 5% organic growth, an operating margin of around 18%, and adjusted EPS projected between $1.67 and $1.71, reflecting confidence in future growth.
- Acquisition Impact: Following the anticipated completion of the SPX FLOW acquisition in fiscal 2026, ITT will revise its definitions of adjusted operating income and income from continuing operations to exclude acquisition-related intangible amortization expenses, which is expected to increase fiscal 2025 adjusted operating income by $47.3 million and adjusted EPS by $0.46, enhancing comparability with peers.
See More
