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Dec 31, 2025
ITT Q4 2025 Earnings Report
ITT reported strong fourth quarter and full year results for 2025, driven by growth in orders, revenue, and cash flow, exceeding targets set at Capital Markets Day.
Key Takeaways
ITT Inc. announced robust financial results for the fourth quarter and full year ended December 31, 2025. The company reported a 13% increase in Q4 revenue, with adjusted EPS up 23%. Full year results also showed significant growth in orders, revenue, and operating cash flow, positioning the company well for future strategic initiatives, including the acquisition of SPX FLOW.
Fourth quarter revenue increased 13% year-over-year to $1,054.0 million, with organic growth of 9%.
Adjusted earnings per share for Q4 rose 23% to $1.85, driven by improved operational performance.
Full year orders grew 10% (5% organic), and full year revenue increased 8% (5% organic).
Operating cash flow for the full year reached $669 million, up $106 million, with a 17% margin, and free cash flow was $555 million, up $117 million, with a 14.1% margin.
Revenue by Segment
Forward Guidance
For Q1 2026, ITT expects revenue growth of approximately 11% (5% organic), operating margin of about 18%, and adjusted operating margin greater than 18% (up 100 bps). EPS is projected to be $1.67 to $1.71, and adjusted EPS $1.68 to $1.72. This outlook does not include the impact of the pending SPX FLOW acquisition.
Positive Outlook
- Expected revenue growth of roughly 11% (5% organic) for Q1 2026.
- Anticipated operating margin of approximately 18% for Q1 2026.
- Adjusted operating margin expected to be greater than 18%, an increase of approximately 100 bps.
- Projected adjusted EPS of $1.68 to $1.72 for Q1 2026.
- The company's dividend has grown at a 15% compounded annual growth rate since 2020, with a 10% increase announced for Q1 2026.
Challenges Ahead
- The Q1 2026 guidance does not reflect the impact of the pending SPX FLOW acquisition, which is expected to close in Q1 2026.
- It is not possible to estimate the impacts of foreign currency fluctuations, acquisitions, divestitures, and other special items for 2026 due to inherent uncertainty.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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