| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 27 | 39.9x | 17.8x | Bottom tier | |
Growth | 77 | 28.1% | 7.1% | Top tier | |
Quality | 63 | 8.6% | 4.5% | Around median | |
Safety | 64 | 2.8x | 2.6x | Around median | |
Capital Return | 32 | 0.72% | 2.12% | Bottom tier | |
Momentum | 61 | 25.5% | 2.9% | Around median | |
Sentiment | 84 | 9 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
ITT Inc. operates through three main industrial platforms: CCT for components and connectors used in aerospace, defense, and industrial applications; Motion Technologies for friction systems and KONI products related to vehicles, rail, and defense; and Flow Technologies for pumps, valves, mixers, and applications in energy, marine, hygienic, and pharmaceutical industries. The scope of Flow Technologies expanded following the acquisition of SPX FLOW on March 2, 2026, while Svanehøj supports the marine energy transition and kSARIA serves defense programs that include advanced night vision and fighter aircraft applications.
In Q2 of fiscal 2026, ITT recorded revenue of $1.5 billion, gross profit of $510.1 million, net income of $84.9 million, and EDGAR EPS of $0.95. These figures represent a gross margin of approximately 34.0% and a net income margin of approximately 5.7%, while the company reported adjusted EPS of $2.08, up 18% year over year. Reported revenue increased 51% and organic revenue increased 13%, while operating income grew 55% and adjusted operating margin expanded 40 basis points.
Organic growth came from all segments: CCT revenue increased 17% organically, Motion Technologies revenue increased 2% organically, and Flow Technologies revenue increased 21% organically. Operating margin reached 21.7% in CCT, 21.1% in Motion Technologies, and 21.4% in Flow Technologies; however, the inclusion of SPX FLOW for a full quarter reduced Flow Technologies margin by 160 basis points, despite a 70-basis-point expansion in the margin of the legacy Flow Technologies business.
The analyst consensus is "Buy," with an average price target of $250.86 and a relatively wide range of $229 to $273. The lowest target is near the 52-week range high of $230.32, while the average exceeds that high by approximately 8.9%, reflecting expectations that the increase in fiscal 2026 guidance and SPX FLOW savings will produce results above the historical peak within this range. Conversely, pressure on Flow Technologies margin, deferred orders in the Middle East, and acquisition expenses make the execution of these expectations an important condition for justifying analyst targets.
Figures in the text are as of 2026-08-29; the live price is shown at the top of the page.
ITT recorded revenue of $1.5 billion, gross profit of $510.1 million, and net income of $84.9 million. EDGAR EPS was approximately $0.95, while management-reported adjusted EPS was $2.08, up 18% year over year. Revenue increased 51% overall and 13% organically, while operating income grew 55% and margin expanded 40 basis points.
CCT orders increased 59% organically, and kSARIA orders grew 168% due to multiyear defense bookings. The cited programs included advanced night vision and fighter aircraft applications, while connector orders increased 38% across North America, Europe, and Asia. Management said on August 6, 2026, that kSARIA also recorded record orders in July and that some programs provide visibility through 2028 and beyond.
ITT acquired SPX FLOW on March 2, 2026, and its inclusion for a full quarter contributed to reported revenue growth during Q2 of fiscal 2026. SPX FLOW revenue grew 5% in the quarter and 9% year to date, with a book-to-bill ratio of 1.13. Conversely, SPX FLOW reduced Flow Technologies margin by 160 basis points, but management said cost savings were progressing ahead of plan and maintained its expected fiscal 2026 EPS contribution at $0.10–$0.14.
Automated analysis for informational purposes only — not investment advice.
ITT raised its organic revenue growth range to 5%–8% on August 6, 2026. The company is targeting an adjusted operating margin of approximately 20.5% at the midpoint, representing expansion of more than 100 basis points, and adjusted EPS of $8.22 at the midpoint. It also raised the midpoint of its free cash flow guidance to $565 million, equivalent to a free cash flow margin of between 10% and 11%.
Some Middle East orders were deferred, which management said could pressure regional growth over the next few quarters despite strong execution in the first half. The inclusion of SPX FLOW also diluted Flow Technologies margin by 160 basis points, and subsequent improvement depends on cost savings and productivity. In Motion Technologies, pricing does not fully recover cost inflation, while second-half factors include tougher comparisons and four fewer operating days in Q4 of fiscal 2026.
Year-to-date free cash flow in fiscal 2026 was approximately $176 million and was affected by $71 million of nonrecurring acquisition expenses. The company repaid $124 million of debt in Q2 of fiscal 2026, reducing leverage to 2.5 times six months ahead of the original schedule. Management is targeting approximately 2.3 times by the end of fiscal 2026, while keeping debt repayment and the realization of SPX FLOW savings among its capital allocation priorities.
