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Oct 02, 2021

ITT Q3 2021 Earnings Report

ITT reported strong results and raised 2021 outlook.

Key Takeaways

ITT Inc. reported a 17% year-over-year revenue increase, driven by growth in Motion Technologies’ Friction aftermarket business, the connector business in Connect & Control Technologies, and short cycle demand in Industrial Process. EPS was $1.00, up 282%, and adjusted EPS was $0.99, up 21%. The company raised its full-year adjusted earnings per share outlook to a new range of $4.01 to $4.06.

Revenue up 17%, organic revenue up 16% driven by demand across all segments

Segment operating margin of 16.1%, up 190 bps

Adjusted segment operating margin of 16.8%, up 60 bps

Earnings Per Share (EPS) of $1.00, up 282%; adjusted EPS of $0.99 up 21%; exceeding 2019

Total Revenue
$690M
Previous year: $591M
+16.6%
EPS
$0.99
Previous year: $0.82
+20.7%
Total Organic Growth
15.6%
Previous year: -18%
-186.7%
MT Organic Growth
20.3%
Previous year: -13%
-256.2%
IP Organic Growth
8.1%
Previous year: -19%
-142.6%
Gross Profit
$222M
Previous year: $191M
+16.5%
Cash and Equivalents
$586M
Previous year: $782M
-25.1%
Total Assets
$3.45B
Previous year: $4.18B
-17.3%

ITT

ITT

ITT Revenue by Segment

Forward Guidance

ITT raised its full-year 2021 guidance to reflect the strong third quarter results despite higher than anticipated headwinds from raw material costs, particularly in the Motion Technologies segment. We now expect earnings per share of $3.47 to $3.54, up 345% to 354%, and adjusted earnings per share of $4.01 to $4.06 per share, up 25% to 27%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income