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Mar 29

ITT Q1 2025 Earnings Report

reported steady Q1 results in line with pre-announcement, with strong order growth and operational improvements.

Key Takeaways

ITT Inc. delivered a solid start to 2025 with flat revenue, higher adjusted EPS, and significant free cash flow growth. Orders topped $1 billion for the first time, driven by acquisitions and strong performance in key sectors.

Adjusted EPS rose to $1.45, up from $1.42 last year

Orders exceeded $1 billion for the first time

VIDAR smart motor launched, targeting $6B addressable market

Free cash flow jumped 154% year-over-year

Total Revenue
$913M
Previous year: $911M
+0.3%
EPS
$1.45
Previous year: $1.42
+2.1%
MT Organic Growth
0.5%
IP Organic Growth
-1%
CCT Organic Growth
1.4%
Gross Profit
$316M
Previous year: $301M
+5.2%
Cash and Equivalents
$441M
Previous year: $423M
+4.2%
Free Cash Flow
$76.6M
Previous year: $30.1M
+154.5%
Total Assets
$4.83B
Previous year: $4.4B
+9.8%

ITT

ITT

ITT Revenue by Segment

Forward Guidance

ITT reaffirmed its full-year adjusted guidance, expecting mid-single digit organic revenue growth, margin expansion, and strong free cash flow.

Positive Outlook

  • Adjusted EPS expected between $6.10 and $6.50
  • Organic revenue growth forecasted at 3% to 5%
  • Adjusted operating margin expected to expand by up to 130 bps
  • Free cash flow projected between $450M and $500M
  • VIDAR launch opens entry into a $6B industrial motor market

Challenges Ahead

  • GAAP EPS outlook slightly lower due to restructuring and tax items
  • Foreign currency impacts remain a headwind
  • Lower demand in aerospace and automotive sectors
  • Higher restructuring and labor/material costs reported
  • No assumption for future trade policy changes in guidance

Revenue & Expenses

Visualization of income flow from segment revenue to net income