Core Insights - ITT Inc. reported adjusted earnings of $1.64 per share for Q2 2025, exceeding the Zacks Consensus Estimate of $1.62, marking a 10.1% year-over-year increase driven by sales growth in the Connect & Control Technologies segment [1][9] - Total revenues reached $972 million, surpassing the consensus estimate of $947 million, with a year-over-year growth of 7.3% [2][9] Segment Performance - The Industrial Process segment generated revenues of $355.9 million, up 7.6% year-over-year, with organic sales increasing by 5.5% and adjusted operating income rising by 12.6% [3] - The Motion Technologies segment reported revenues of $365.7 million, a decrease of 4.9% year-over-year due to the Wolverine divestiture, although organic revenues increased by 3% [4] - Revenues from the Connect & Control Technologies segment were $251.9 million, reflecting a 31.3% year-over-year increase, with adjusted operating income rising by 24.9% [5] Financial Metrics - ITT's cost of revenues increased by 6.2% year-over-year to $625.6 million, while gross profit rose by 9.5% to $346.8 million [6] - Adjusted operating income increased by 9.2% year-over-year to $179.0 million, with a margin expansion of 30 basis points to 18.4% [6] Balance Sheet and Cash Flow - As of the end of Q2 2025, ITT had cash and cash equivalents of $467.9 million, up from $439.3 million at the end of Q4 2024 [7] - In the first half of 2025, ITT generated net cash of $267.1 million from operating activities, an increase from $215.5 million in the prior year, with free cash flow reaching $213.9 million [8] 2025 Outlook - ITT raised its 2025 adjusted earnings guidance to a range of $6.35-$6.55 per share, indicating an 8-11% increase from the previous year [11] - Revenue growth is projected between 5-7%, with an adjusted operating margin estimated between 18.1% and 18.7% [12]

ITT (ITT) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsMark Macaluso - Vice President of Investor Relations & Global CommunicationsLuca Savi - CEO, President & DirectorEmmanuel Caprais - Senior VP & CFOJoe Ritchie - Managing Director Jeffrey Hammond - Managing DirectorBrad Hewitt - VP - Equity ResearchSabrina Abrams - Equity Research AssociateDamian Karas - Executive DirectorConference Call ParticipantsMichael Halloran - Senior Research Analyst & Associate Director - ResearchAdam Farl ...

Financial Data and Key Metrics Changes - In Q2 2025, the company reported $1 billion in orders, a 16% increase overall and a 13% increase organically, driven by strong performance across all businesses and acquisitions [7] - Quarterly revenue exceeded $970 million, reflecting a 7% total increase and a 4% organic increase, with all segments contributing [7][22] - Operating income grew more than twice the organic sales growth rate, and operating margin expanded over 100 basis points, excluding M&A impacts [7][13] - Adjusted EPS grew by 10% year-over-year, or 16% when excluding the impact of the WorldVerlin divestiture [7][25] - Free cash flow reached $214 million year-to-date, with a free cash flow margin of 14% in Q2 [7][26] Business Line Data and Key Metrics Changes - Industrial Process (IP) orders grew by 22%, with notable strength in Gulps Pumps and Svanohoi, where orders exceeded their full year 2024 revenue in the first half of 2025 [9][12] - Connect and Control (CCT) saw a 9% organic growth driven by Defense and Commercial Aerospace, with total orders increasing by 36% [10][22] - Motion Technologies (MT) reported a 7% organic growth, outperforming global auto production by over 500 basis points [24][12] - Overall, the company achieved a book-to-bill ratio of 1.1, resulting in an ending backlog of nearly $2 billion, up 34% year-over-year [12] Market Data and Key Metrics Changes - The automotive market showed a production increase of 2.6% in Q2, with expectations for the full year to be flat or slightly positive at around 90 million vehicles produced [41] - The company outperformed in all regions, including significant gains in China, Europe, and North America [42] Company Strategy and Development Direction - The company focuses on organic growth and margin expansion, complemented by strategic M&A activities [6][15] - The long-term financial targets include over 5% organic revenue growth and approximately 10% total growth annually, with margins expected to reach 23% by 2030 [20] - The company is actively pursuing acquisition targets, particularly in the $200 million to $400 million revenue range, to enhance its market position [76] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and raised the full-year adjusted EPS outlook to $6.45, reflecting a 10% growth compared to the previous year [15][30] - The company anticipates continued growth in the Project business, firm demand in Aerospace and Defense, and outperformance in Friction OE and Rail for the second half of the year [29] - Management noted that the economic environment remains less volatile, contributing to improved visibility for the second half of 2025 [29] Other Important Information - The company repurchased $500 million of its shares year-to-date, reducing the weighted average share count by 3% [8][26] - The company expects to deliver close to $500 million in free cash flow for the year, supported by strong operating income and improved working capital management [30] Q&A Session Summary Question: Thoughts on capital equipment and project hesitancy - Management noted strong order performance with only minor shifts in timing, indicating a healthy market environment [37][39] Question: Auto landscape outlook - The company expects flat or slightly positive production for the year, with significant outperformance across all regions and powertrains [41][42] Question: CCT orders growth and market share - CCT orders grew significantly, driven by defense and aerospace, with strong share gains noted [51][52] Question: FX impact on Motion Technologies margins - The depreciation of the dollar against the euro has created transaction impacts affecting margins, but overall performance remains strong [54] Question: Performance of Svanahoy - Svanahoy is expected to grow orders by over 20% for the full year, with strong execution and product differentiation driving success [62] Question: Pricing actions and tariff exposure - The company has reduced its tariff exposure estimate for 2025 and is implementing pricing actions to mitigate impacts [115][117] Question: M&A environment and deal activity - The company sees a fragmented market with opportunities for further acquisitions, particularly in flow-related sectors [120][121]

ITT (ITT) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.62 per share. This compares to earnings of $1.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.23%. A quarter ago, it was expected that this supplier of parts and services to a wide variety of industries would post earnings of $1.44 per share when it actually produced earnings of $1.45, delivering a surprise of +0.69% ...

Q2 2025 Earnings Safe Harbor and Non-GAAP Disclosures July 31, 2025 1 Safe Harbor This presentation contains "forward-looking statements" intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. In addition, the accompanying conference call may include, and officers and representatives of ITT may from time to time make and discuss, projections, goals, assumptions, and statements that may constitute "forward-looking statements". These forward ...

Exhibit 99.1 ITT REPORTS 2025 SECOND QUARTER EARNINGS PER SHARE (EPS) OF $1.52, ADJUSTED EPS OF $1.64; RAISING FULL YEAR REVENUE AND EPS GUIDANCE STAMFORD, Conn., July 31, 2025 – ITT Inc. (NYSE: ITT) today reported financial results for the second quarter ended June 28, 2025. The company reported revenue of $972 million, with growth of 7% (4% organic) versus prior year, driven by pump project shipments in Industrial Process (IP), aerospace and industrial connectors demand and pricing actions in Connect & Co ...

The market expects ITT (ITT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are better than expect ...

The Conglomerates group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Federal Signal (FSS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Conglomerates peers, we might be able to answer that question.Federal Signal is a member of our Conglomerates group, which includes 16 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank cons ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? ITT (ITT) , which belongs to the Zacks Diversified Operations industry, could be a great candidate to consider.This supplier of parts and services to a wide variety of industries has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters ...

Core Insights - ITT Inc. is an industrial compounder that is integrating mission-critical hardware with high-margin service and software offerings, indicating a strategic shift towards higher profitability [1] - The company’s legacy business is subject to cyclicality, but its growth potential is primarily in its service and software segments, which are expected to drive future revenue [1] Company Overview - ITT Inc. operates in the industrial sector, focusing on blending hardware with software and services to enhance its product offerings [1] - The company is positioned to capitalize on high-margin opportunities, suggesting a focus on improving profitability through diversification [1] Market Position - Despite challenges from its traditional business model, ITT Inc. is leveraging its capabilities to create a more resilient and growth-oriented business structure [1] - The shift towards software and services reflects a broader trend in the industrial sector, where companies are increasingly seeking to enhance value through technology integration [1]