Group 1 - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and companies that generate it [1] - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with oil and gas investment opportunities [2]

Core Insights - ITT Inc.'s KONI business has been awarded the 2025 Railsponsible Supplier Award, highlighting its commitment to sustainability and responsible sourcing in the rail industry [1] Company Summary - The recognition of KONI as the 2025 Railsponsible Supplier Award winner underscores the company's efforts in promoting sustainable practices within its operations [1]

Core Insights - The Zacks Diversified Operations industry is benefiting from strong performance in aerospace, defense, and oil & gas sectors, driven by growth in commercial aviation and demand in home and building products [1][4] - Challenges such as manufacturing sector weakness and supply-chain disruptions are impacting industry performance [2][6][7] - The industry is ranked 88 in the Zacks Industry Rank, indicating solid prospects with a positive earnings outlook [8][10] Industry Overview - The Zacks Diversified Operations industry encompasses companies in various sectors including oil & gas, industrial, electronics, aviation, and healthcare, providing a wide range of equipment and solutions [3] - Companies in this industry have a global presence, with operations in the U.S., Japan, India, China, and Canada [3] Major Trends - Strength in aerospace and defense markets is a key driver, with robust demand expected to continue due to air travel and government support [4] - Investments in innovation and technology are crucial for growth, with companies focusing on digitization to enhance operational efficiency [5] Challenges - The manufacturing sector has shown persistent weakness, with the Manufacturing Purchasing Manager's Index at 49.1% in September, indicating contraction [6] - Supply-chain disruptions, particularly in electrical and electronic components, are a concern for industry participants [7] Performance Metrics - The Zacks Diversified Operations industry has underperformed the S&P 500, declining 6.7% over the past year compared to the S&P 500's 16.5% increase [12] - The industry is currently trading at a forward P/E of 11.15X, significantly lower than the S&P 500's 23.29X [15] Notable Companies - **3M Company (MMM)**: Gained 11.3% in the past year, with strong momentum in safety and industrial segments [17][18] - **ITT Inc. (ITT)**: Shares increased by 11.7% in the past year, benefiting from demand in energy and industrial markets [21][22] - **Star Equity Holdings, Inc. (STRR)**: Expected to benefit from its Building Solutions division, with a significant earnings estimate increase of 154.5% over the past 60 days [25][26]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: ITT - ITT currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [3][4] - The company supplies parts and services across various industries, positioning it as a solid momentum pick [4] Price Performance - ITT shares have increased by 2.45% over the past week, outperforming the Zacks Diversified Operations industry, which rose by 1.19% [6] - Over the last month, ITT's stock price has changed by 4.51%, significantly better than the industry's 0.69% [6] - In the longer term, ITT shares have gained 14.44% over the past quarter and 21.41% over the last year, compared to the S&P 500's increases of 7.76% and 18.58%, respectively [7] Trading Volume - ITT's average 20-day trading volume is 449,988 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - Recent earnings estimate revisions show positive momentum, with 2 estimates moving higher for the full year and none lower, raising the consensus estimate from $6.48 to $6.50 [10] - For the next fiscal year, 1 estimate has increased, with no downward revisions during the same period [10] Conclusion - Given the positive price trends, strong earnings outlook, and favorable momentum indicators, ITT is positioned as a promising investment opportunity [11][12]

Core Viewpoint - ITT Inc. is scheduled to release its third quarter 2025 financial results before the opening of the New York Stock Exchange on Wednesday, October 29 [1] Company Summary - ITT Inc. will announce its financial performance for the third quarter of 2025 [1] - The announcement will take place prior to the market opening on October 29 [1] - The financial results will be made public through a press release [1]

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - ITT is currently recommended as a strong growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [3] - ITT has a historical EPS growth rate of 14.8%, with projected EPS growth of 11% this year, surpassing the industry average of 8.8% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [5] - ITT's year-over-year cash flow growth is 14.7%, significantly higher than the industry average of -9.5% [5] - The historical annualized cash flow growth rate for ITT is 6.6%, compared to the industry average of 4.4% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - The current-year earnings estimates for ITT have been revised upward, with a 0.1% increase in the Zacks Consensus Estimate over the past month [7] Group 5: Overall Positioning - ITT has achieved a Growth Score of B and a Zacks Rank 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [9]

Company Overview - ITT Inc. is a mid-cap industrial compounder with a diverse portfolio in essential markets such as auto brake pads, rail safety components, industrial pumps and valves, and connectivity/control devices [2] - The company is focused on operational excellence, margin expansion, and strategic mergers and acquisitions (M&A) to drive growth [2] Growth Strategy - ITT's growth strategy emphasizes productivity gains, value-based pricing, and operating leverage as volumes increase [3] - The company is shifting its revenue mix from cyclical auto original equipment (OE) to higher-margin niche industrial components, particularly in industrial flow and aerospace/defense connectors [3] - ITT aims to achieve over $11 in earnings per share (EPS) by 2030, with potential to exceed $12 EPS through planned ~$600 million in annual M&A and share repurchases [3] Financial Performance - ITT has a return on invested capital (ROIC) around 20% and free cash flow margins nearing 15% [4] - The company is positioned for a potential re-rating towards peers like Ingersoll, suggesting a price-to-earnings (P/E) ratio of 24–25x next twelve months (NTM) [4] - This could imply total returns of 20–25% internal rate of return (IRR) even before considering M&A benefits [4] Management and Market Position - ITT is supported by a capable management team with a strong track record in operational and financial execution [4] - The disciplined M&A approach, as seen in acquisitions like kSARIA and Svanehoj, enhances both earnings and strategic positioning [4] - The company presents a compelling opportunity for investors seeking steady industrial growth with multiple avenues for margin and value expansion [4]

Presentation Matt SummervilleD.A. Davidson & Co., Research Division Good morning, everyone. Thank you for joining us today. I'm Matt Summerville, Senior Research Analyst with D.A. Davidson, here to host a fireside chat with leadership from ITT. With us here today, we have Luca Savi, CEO and President; and Emmanuel Caprais, CFO. With that brief introduction, I'm going to turn it over to Emmanuel for covering -- to cover the safe harbor, and then they're going to make a few opening remarks. Emmanuel Caprai ...

ITT FY Conference Summary Company Overview - **Company**: ITT Inc. (NYSE: ITT) - **Date of Conference**: September 18, 2025 Key Points Industry and Market Position - ITT has experienced strong orders growth in Q2, indicating a positive trajectory for the company moving forward [3][4] - The automotive segment has seen a significant shift, with its contribution to EBIT decreasing from over 60% to approximately 30%, and projected to be around 20% by 2030 [4][5] - ITT aims for long-term targets of 5% organic growth, 10% total growth, and an operating margin of 23% or more [5] Financial Performance - ITT generated a free cash flow margin of 14% in Q2, which supports ongoing investments in R&D and M&A [3][6] - The company repurchased $500 million in shares this year, indicating a strong capital allocation strategy [18] Organic Growth Strategy - ITT has made significant investments in high-performance products across its segments, including automotive and industrial applications [9][10] - The automotive business has outperformed the market by approximately 700 basis points over the last decade, with market shares in Europe, China, and North America at 31%, 27%, and a healthy position respectively [10][11] - Major investments include a $50 million plant for high-performance vehicles, resulting in a 5% market share gain in that segment within 18 months [11][12] Inorganic Growth Strategy - ITT is actively pursuing M&A opportunities, focusing on high-margin businesses and establishing strong relationships with potential targets [14][15] - The company has a healthy M&A funnel and aims to deploy capital for acquisitions in the near future [15][16] Market Dynamics - The automotive market is expected to remain flat in production year-over-year, with China showing resilience while Europe and North America may decline [24][25] - ITT has maintained a strong market share in the automotive sector, with a focus on original equipment (OE) rather than aftermarket sales [23] Industrial Products (IP) Segment - The IP segment is experiencing moderate growth, particularly in spare parts, while the long-cycle business has seen a decline in the order funnel due to previous high order volumes [40][41] - The backlog for ITT stands at approximately $1.2 billion, with a significant portion expected to convert into revenue in 2025 and 2026 [47][48] Decarbonization Efforts - ITT is positioned to support customers in decarbonization efforts, particularly in oil and gas, with solutions that prevent flaring and enhance carbon capture [49][50] - The marine segment, particularly Svanehøj, is benefiting from a shift towards cleaner fuels like LNG and ammonia [50] Aerospace and Defense - The CCT segment, while smaller, has shown growth potential, particularly in defense applications [54][58] - ITT is negotiating new pricing terms with Boeing, aiming to adjust for increased material costs since previous contracts were set [56][57] Conclusion - ITT is strategically positioned for growth through a combination of organic and inorganic initiatives, with a strong focus on innovation, market share expansion, and capital allocation to enhance shareholder value [3][5][14]

Core Insights - The company is focused on the development of transcript-related projects, indicating a commitment to enhancing their offerings in this area [1] - The publication of thousands of quarterly earnings calls per quarter suggests a significant volume of content being generated and shared with readers [1] - The ongoing growth and expansion of coverage highlight the company's strategic direction towards increasing its market presence in transcript services [1]