Core Viewpoint - ITT Inc. is set to participate in investor conferences hosted by Barclays and Gabelli in February 2026 [1] Group 1 - The participation indicates ITT Inc.'s commitment to engaging with investors and enhancing its visibility in the market [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition period from_____ to _____ Commission File No. 001-05672 ITT INC. (State or Other Jurisdiction of Incorporation or Organization) 100 Washington Boulevard 06902 6th Floor, Stamford, CT (Zip Code) (Address of Principal Executive Offices) (914) 641-2000 ☑ ANNUAL REP ...

Core Insights - ITT Inc. reported fourth-quarter 2025 adjusted earnings of $1.85 per share, exceeding the Zacks Consensus Estimate of $1.79, marking a 23% year-over-year increase driven by improved operational performance [1] - Total revenues reached $1.1 billion, surpassing the consensus estimate of $1 billion, with a year-over-year growth of 13.5% [1] - Organic sales increased by 8.6% year over year, supported by higher volume, pricing actions, and contributions from acquisitions [1] Financial Performance - In 2025, ITT's net revenues were $3.94 billion, reflecting an 8.5% year-over-year increase, while adjusted earnings rose to $6.72 per share, up 14.3% year over year [2] - The Industrial Process segment generated revenues of $423.1 million, a 16.7% increase year over year, with organic sales up 11.3% and adjusted operating income growing by 22.5% [3] - The Motion Technologies segment reported revenues of $360.8 million, a 10.7% year-over-year increase, with organic revenues rising 3.4% and adjusted operating income increasing by 12.9% [4] - The Connect & Control Technologies segment achieved revenues of $271.2 million, up 12.5% year over year, with organic growth of 11.5% and adjusted operating income increasing by 21.4% [5] Margin and Cost Analysis - ITT's cost of revenues increased by 11% year over year to $679.9 million, while gross profit rose by 18.2% to $374.1 million [6] - General and administrative expenses surged by 45.4% year over year to $107.6 million, while sales and marketing expenses increased by 11.9% to $61.0 million [6] - Adjusted operating income grew by 19.2% year over year to $194.1 million, with the operating margin expanding by 90 basis points to 18.4% [6] Balance Sheet and Cash Flow - At the end of the fourth quarter, ITT had cash and cash equivalents of $1.74 billion, a significant increase from $439.3 million at the end of the fourth quarter of 2024 [7] - Short-term borrowings decreased to $261.3 million from $427.6 million at the end of December 2024 [7] - ITT generated net cash of $668.8 million from operating activities in 2025, compared to $562.6 million in the previous year, with free cash flow reaching $555.4 million [8] Dividend and Share Repurchase - ITT paid out dividends totaling $111.0 million in 2025, reflecting a 6% year-over-year increase, and repurchased shares worth $521 million during the same period [10] - The board announced a 10% increase in the quarterly dividend rate to 38.6 cents per share, payable on April 6, with a record date of March 6 [11] Future Outlook - For the first quarter of 2026, ITT expects adjusted earnings to be in the range of $1.68 to $1.72 per share, with projected revenue growth of approximately 11% (5% organically) and an operating margin estimated to exceed 18% [12]

Core Insights - ITT is actively reshuffling its portfolio to maintain a solid market position, indicating a strategic focus on improving business positioning [1]. Group 1: Company Strategy - The company is successfully enhancing its business positioning through active portfolio management [1]. - ITT is part of a broader trend where companies are focusing on strategic realignment to capitalize on market opportunities [1]. Group 2: Investment Opportunities - The investment group "Value In Corporate Events" provides insights into major corporate events such as IPOs, mergers, and earnings reports, aiming to identify the best investment opportunities [1]. - The service covers approximately 10 major events monthly, focusing on actionable ideas for investors [1].

Financial Data and Key Metrics Changes - Revenue grew by 8% in total and 5% organically for 2025, with EPS increasing by 14% or 18% when excluding certain impacts [7][19] - Operating income rose by 11%, and operating margin expanded by 40 basis points to 18.2% [7] - Free cash flow increased to over $550 million, up 27%, with a free cash flow margin of 14% [9][18] Business Line Data and Key Metrics Changes - In Q4, orders and revenue both exceeded $1 billion for the first time, with orders growing by 15% or 9% organically [8] - CCT saw an outstanding 40% organic growth, with contributions from both legacy business and kSARIA [8][17] - IP segment grew significantly, with Svanehøj increasing over 50% and legacy pump projects up 30% organically [17] Market Data and Key Metrics Changes - Backlog ended at $1.9 billion, up 18% year-over-year, indicating strong future demand [9] - Aerospace and defense sectors contributed significantly to growth, with CCT orders up 27% and 17% respectively [17] - The automotive market showed mixed signals, with expectations for flat to low single-digit growth in 2026 [49] Company Strategy and Development Direction - The company is focused on organic growth and M&A, with the pending acquisition of SPX FLOW expected to accelerate growth in higher margin flow business [10][26] - Investments in new products and technologies, such as VIDAR in flow and high-performance friction materials, are aimed at capturing previously unaddressed markets [10][12] - The company aims to leverage synergies from acquisitions while maintaining operational stability in existing businesses [68] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the 2026 outlook, expecting total revenue growth of approximately 11% and 5% organically [24] - The aerospace recovery is expected to drive growth, with significant contributions from aftermarket sales [48] - Management noted that while some cyclical improvements are observed, it is still early to determine the overall market trajectory [79] Other Important Information - The company completed an equity raise in December to fund the SPX FLOW acquisition, which is expected to close in March [5][26] - Significant progress was made in operational performance, with improvements in safety, quality, delivery, and cost metrics [20] Q&A Session Summary Question: Update on IP orders and funnel visibility - Management indicated that the funnel is stable compared to Q3, with growth in the Middle East and Asia Pacific [34][35] Question: Clarification on CCT's 40% organic growth - Management noted that the growth was broad-based, with connectors and controls seeing significant increases, and only minor price adjustments affecting the results [37] Question: Sustainability of SPX FLOW's order trajectory - Management expressed confidence in SPX FLOW's position in the nutrition and health segments, indicating a good CapEx cycle [46] Question: Changes in outlook for 2026 - Management confirmed that trends in aerospace and defense are strengthening, while the automotive market is expected to remain flat [49] Question: Competitive behavior in IP - Management reported no significant changes in competitive behavior, with improved performance leading to customer loyalty [92] Question: Incremental opportunities in biopharma valves - Management highlighted significant growth in the GLP-1 business and ongoing expansion opportunities in Europe [95]

Financial Data and Key Metrics Changes - Revenue grew by 8% in total and 5% organically for 2025, with EPS increasing by 14% or 18% excluding certain impacts [7][19] - Operating income rose by 11%, and operating margin expanded by 40 basis points to 18.2% [7] - Free cash flow exceeded $550 million, up 27%, with a free cash flow margin of 14% [9][18] Business Line Data and Key Metrics Changes - In Q4, orders and revenue both exceeded $1 billion for the first time, with orders growing 15% or 9% organically [8] - CCT saw outstanding organic growth of 40%, with contributions from both legacy business and kSARIA [8] - IP and CCT both grew more than 11% organically, while MT operating income grew 13% with a margin of 19.7% [17][18] Market Data and Key Metrics Changes - Orders in the defense sector grew by 27%, with significant contributions from soldier-worn and drone applications [15] - The backlog ended at $1.9 billion, up 18% year-over-year, indicating strong future demand [9] - The aerospace market is expected to drive meaningful growth, supported by a recovery in wide-body production [22] Company Strategy and Development Direction - The pending acquisition of SPX FLOW is expected to be a significant growth accelerator, focusing on a higher growth, higher margin flow business [10][11] - The company aims to compound organic growth with M&A, as evidenced by recent acquisitions like Svanehøj and kSARIA [16] - ITT is focused on delivering growth through innovation and operational excellence, with a strong emphasis on customer intimacy and loyalty [12][92] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the 2026 outlook, expecting total revenue growth of approximately 11% and 5% organically [24] - The company anticipates continued strong performance in aerospace and defense, with a focus on capturing market share [22][49] - Management noted that while some cyclical improvements are observed, it is still early to determine the overall market trajectory [78] Other Important Information - The company is preparing for the integration of SPX FLOW, focusing on identifying best practices and defining priorities for a seamless transition [11][60] - Significant progress has been made in operational performance, with improvements in safety, quality, delivery, and cost metrics [20] Q&A Session Summary Question: Update on IP orders and funnel visibility - Management noted that the funnel is stable compared to Q3, with growth in the Middle East and Asia Pacific [34][35] Question: Clarification on CCT's 40% organic growth - Management explained that the growth was broad-based, with connectors and controls seeing significant increases, and only minor price adjustments affecting the overall performance [37] Question: Sustainability of SPX FLOW's order trajectory - Management indicated strong customer relationships and a good CapEx cycle for SPX FLOW, suggesting sustainable growth opportunities [46] Question: Changes in outlook for 2026 - Management confirmed that trends in aerospace and defense are strengthening, while the auto market is expected to remain flat or slightly down [49] Question: Competitive behavior in IP - Management reported no significant changes in competitive behavior, with improved performance leading to customer loyalty [92]

Financial Data and Key Metrics Changes - Revenue grew by 8% in total and 5% organically for the year, with Q4 revenue increasing by 13% in total and 9% organically [5][15] - EPS increased by 14% for the full year, and 23% in Q4, reaching $1.85, with a 26% increase when excluding the dilutive impact of the equity offering [5][16] - Operating income grew by 11% for the year and 19% in Q4, with operating margin expanding by 40 basis points to 18.2% for the year and 90 basis points to 18.4% in Q4 [5][16] - Free cash flow reached over $550 million, up 27%, with a free cash flow margin of 14%, an increase of 200 basis points [7][16] Business Line Data and Key Metrics Changes - Industrial Process (IP) saw significant growth, with Svanehøj growing over 50% and legacy pump projects up 30% organically [15] - Connect and Control Technologies (CCT) orders grew by 40% organically, driven by strong performance in aerospace and defense [6][15] - Motion Technologies (MT) reported KONI Defense growing 13% as it penetrated the ground vehicle market in Europe [15] Market Data and Key Metrics Changes - Orders grew by 10% to $4 billion, with a backlog of $1.9 billion, up 18% year-over-year [7] - Aerospace and defense markets showed strong growth, with aftermarket sales in aerospace up over 20% [16][109] - The automotive market is expected to remain flat to slightly down in 2026, with production in Europe and North America showing weakness [45] Company Strategy and Development Direction - The company is focused on organic growth and M&A, with the pending acquisition of SPX FLOW expected to close in March, which will enhance growth in the higher margin flow business [8][20] - Investments in new products and technologies, such as VIDAR in flow and high-performance friction materials, are aimed at addressing previously unaddressed markets [8][10] - The company aims to leverage synergies from the SPX FLOW acquisition, targeting $80 million in savings over three years [80] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory for 2026, with expectations of mid-single-digit organic revenue growth across all segments [21][23] - The company anticipates continued strong performance in aerospace and defense, with a positive outlook for the biopharma valves business [92] - Management noted that while some signs of improvement in cyclical markets are observed, it is still early to draw definitive conclusions [76] Other Important Information - The company completed an equity raise in December to fund the SPX FLOW acquisition, which is expected to enhance long-term value [4] - The integration of SPX FLOW is being prepared with a focus on maintaining operational stability while achieving synergies [64] Q&A Session Summary Question: Update on the order funnel for IP - The funnel is slightly down year-over-year but stable in Q4, with growth in the Middle East and Asia Pacific [31][32] Question: Clarification on CCT's 40% organic growth - The growth was broad-based, with connectors up over 20% and controls up 70%, with only minor price adjustments affecting the results [34] Question: Sustainability of SPX FLOW's order momentum - SPX FLOW is well-positioned in the nutrition and health segments, with good customer relationships supporting future growth [42] Question: Changes in outlook for 2026 - Some trends have reinforced, particularly in aerospace and defense, while the automotive market is expected to be flat [44][45] Question: Competitive behavior in IP - No significant changes in competitive behavior have been observed, with improved performance leading to customer loyalty [88] Question: Opportunities in biopharma valves - The biopharma valves business is expanding, with significant growth opportunities in the U.S. and Europe [92]

2025 Results and 2026 Outlook February 5, 2026 1 Safe Harbor and Non-GAAP Disclosures 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 constitute "forward-looking statements". T ...

Exhibit 99.1 ITT REPORTS FOURTH QUARTER EARNINGS PER SHARE (EPS) OF $1.64, ADJUSTED EPS OF $1.85; REPORTS FULL YEAR EPS OF $6.11, ADJUSTED EPS OF $6.72 2025 Highlights: STAMFORD, Conn., February 5, 2026 – ITT Inc. (NYSE: ITT) today reported financial results for the fourth quarter and full year ended December 31, 2025. For the fourth quarter, the company reported a year-over-year revenue growth of 13%, up 9% on an organic basis, primarily driven by higher volume, pricing actions and contributions from the S ...

Core Insights - ITT Inc. reported its financial results for the fourth quarter and the full year ended December 31, 2025, indicating a significant performance overview for the company [1] Financial Performance - The company disclosed its earnings for the fourth quarter, highlighting key metrics that reflect its operational efficiency and market position [1] - Full-year results were also presented, showcasing overall growth and financial health [1]