ITT Posts Q4 Revenue of $1.05 B, EPS $1.85 and 15% Order Surge
ITT reported Q4 revenue of $1.05 billion, a 13.5% year-on-year increase, and adjusted EPS of $1.85, beating estimates by 4%, driven by 15% order growth and margin expansion. A comparative analysis evaluates ITT’s earnings performance, institutional ownership, valuation metrics and dividend yield versus First Pacific to determine the superior multi-sector conglomerate investment.
1. Q4 Financial Highlights
ITT posted Q4 revenue of $1.05 billion (13.5% YoY growth), adjusted EPS of $1.85 (4% above estimates), an adjusted EBITDA margin of 21.8%, and guided Q1 adjusted EPS of $1.70, exceeding consensus forecasts.
2. Operational and Order Growth
Management attributed outperformance to robust order growth—15% overall and 9% organic—with Connect and Control Technologies organic orders up 40%, and successful integration of acquisitions Svanehøj and Kessler driving margin expansion and cash efficiency.
3. Top Analyst Queries
During the earnings call, analysts probed the sustainability of the order pipeline, SPX Flow order trajectory, repeatability of Svanehøj’s 44% growth, integration plans for SPX Flow and timing of commercial synergies, with management confirming stable funnel growth in key regions and multi-year synergy capture.
4. Comparison with First Pacific
A side-by-side review contrasts ITT’s earnings strength, institutional ownership levels, profitability ratios, valuation multiples and dividend yield against First Pacific to identify which conglomerate presents the more compelling investment case.