ITT (NYSE:ITT) Earnings Call Presentation
ITT ITT (US:ITT)2025-12-02 13:50

Financial Performance - ITT reported Q3 2025 revenue of $999.1 million, a 12.9% increase compared to $885.2 million in Q3 2024[31] - Organic revenue growth for Q3 2025 was 6.1%[31] - Adjusted EPS for Q3 2025 was $1.78, a 21.1% increase compared to $1.47 in Q3 2024[43] - Free cash flow for Q3 2025 was $154.1 million, a 77% increase compared to $87.3 million in Q3 2024[17,53] - The company raised its full-year adjusted EPS guidance to a range of $6.62 to $6.68[16] Segment Performance (2024 Revenue) - Motion Technologies (MT) reported $1.4478 billion in revenue[26] - Industrial Process (IP) reported $1.361 billion in revenue[26] - Connect & Control Technologies (CCT) reported $825.1 million in revenue[26] Growth Metrics - The company achieved a 9% organic revenue CAGR and a 13% adjusted EPS CAGR over a 3-year period[11] - Average ROIC was 15%[11] - Total Shareholder Return (TSR) was +45%, outperforming the S&P 500 by +1,600 bps[11] Full Year 2024 vs 2021 (Organic) - Organic revenue grew by $805.3 million, a 30% increase[26] - Organic orders grew by $767.2 million, a 27% increase[28] Full Year 2025 Guidance - The company expects approximately $3.87 billion in revenue[53] - The company expects approximately $500 million in free cash flow[16,53]