ITT Q4 EPS Jumps 23% to $1.85; Revenues Soar 13.5% to $1.1 B
ITT Inc. reported Q4 adjusted EPS of $1.85, beating estimates by $0.06 and rising 23% year over year, while revenues reached $1.1 billion, up 13.5% and $100 million above consensus. The company generated $555.4 million in free cash flow for 2025, raised its quarterly dividend 10% to $0.386 per share and repurchased $521 million of stock.
1. Q4 Earnings and Revenue Beat Estimates
ITT delivered adjusted Q4 EPS of $1.85 versus the $1.79 consensus, marking a 23% year-over-year increase, and reported revenues of $1.1 billion, up 13.5% from a year earlier and $100 million above estimates.
2. Segment Performance Highlights
Industrial Process sales rose 16.7% to $423.1 million with operating income up 22.5%, Motion Technologies delivered $360.8 million (+10.7%) and Connect & Control Technologies reached $271.2 million (+12.5%), all benefiting from volume growth, pricing actions and recent acquisitions.
3. Cash Flow, Dividend and Buybacks
ITT generated $668.8 million in operating cash and $555.4 million in free cash flow in 2025, ending Q4 with $1.74 billion cash. The board increased the quarterly dividend by 10% to $0.386 and repurchased $521 million of shares.
4. Outlook for Q1 2026
Management projects Q1 adjusted EPS of $1.68–$1.72 and revenue growth of approximately 11% (5% organic), with an estimated operating margin above 18%, reflecting continued pricing and volume momentum.