Core Insights - ITT reported adjusted earnings per share of $1.64, exceeding the analyst forecast of $1.61, and revenue of $972.4 million, surpassing the consensus estimate of $948.47 million [1][2] - Orders exceeded $1 billion, resulting in a backlog of nearly $2 billion at the end of the quarter, indicating strong demand and growth across all major segments [1][5][8] Financial Performance - Adjusted EPS increased by 10.1% year-over-year, while revenue grew by 7.3% [2][5] - Operating margin improved to 18.0%, with company-wide operating income rising nearly 10% [2][7] - Free cash flow reached $137.3 million, a 2.1% increase from the previous year [2][9] Segment Performance - Motion Technologies reported sales of $365.7 million, a 4.9% decline, but showed organic growth of 3.0% [6] - Industrial Process generated $355.9 million in revenue, up 7.6% reported and 5.5% organically [6] - Connect & Control Technologies saw a 31.3% increase in sales to $251.9 million, with organic growth of 4.5% [6] Strategic Focus - ITT is focusing on global diversification and expanding in high-growth markets, with consistent investment in R&D [4] - Recent innovations include energy-saving industrial motor drives and targeted acquisitions to enhance exposure to aerospace and sustainability-linked markets [4] Future Outlook - Management raised full-year revenue guidance to a 5-7% increase, with adjusted EPS expected to be between $6.35 and $6.55, reflecting year-over-year growth of 8-11% [10] - Free cash flow is projected to be in the $450-500 million range, accounting for 12-13% of revenue [10] - Investors should monitor segment-level margin improvements, order trends, and the impact of tariff-related cost increases [11]

金十数据5月13日讯，Principal Asset Management首席全球策略师Seema Shah在一份报告中说，随着贸易 紧张局势的缓解，对美国的投资可能会增加，但全球多元化的主题比以往任何时候都更有意义。从长期 来看，美国及其机构的信誉问题不太可能消失。在欧洲，摆脱财政紧缩并考虑放松管制的好处，应该会 提升其长期经济状况。不过，如果美国不打算以牺牲近期经济实力为代价来重新划定贸易界线，那么人 们应该会重新对美国作为投资目的地抱有信心。一个关键问题是，围绕结束美国例外论的讨论现在是否 会停止。 策略师：全球多元化仍是投资者的一个重要主题 ...