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ITT
ITT (ITT) investor relations material
ITT Barclays 43rd Annual Industrial Select Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 43rd Annual Industrial Select Conference summary17 Feb, 2026
Company overview and recent performance
Designs and manufactures critical components for harsh environments in transportation, defense, energy, and industrial sectors.
Structured into Industrial Process (pumps/valves), Motion Technologies (brake pads/shock absorbers), and Connect & Control Technologies (connectors/control components).
Achieved 7% organic growth over three years, with strong cash flow and EPS growth.
Value creation driven by organic growth, margin expansion, and recent M&A, including the SPX FLOW acquisition.
Long-term targets include 10% total growth, 5% organic growth, and adjusted operating margin of 23%+ through 2030.
Market trends and demand outlook
Positive order trends across sectors, especially in Q4 and January, with stable growth in automotive.
Backlog is healthy and profitable, with increased visibility and higher margins, especially in Aero & Defense.
Green projects in Industrial Process are growing significantly, with longer conversion cycles.
Aerospace & Defense expected to lead order growth, while automotive remains flat to slightly down but outperformed by the company.
Short cycle and spare parts demand remain strong, with project growth stabilizing at elevated levels.
Revenue, backlog, and segment performance
Revenue growth in Q4 was 9%, aided by easy comps due to prior Boeing work stoppage.
Defense segment, including kSARIA and KONI shock absorbers, is about 10% of the portfolio and growing rapidly.
Defense orders and revenue expected to grow double digits in 2026, with strong order book and modernization tailwinds.
CCT business guided for mid-high single digit growth, with repricing and volume growth as key drivers.
Industrial Process portfolio is over 50% petrochem/energy, with strong performance in energy transition and Saudi Arabia.
SPX FLOW growth drivers beyond market?
Automotive profitability strategy?
Defense portfolio double-digit growth drivers?
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Next ITT earnings date
Q1 202630 Apr, 2026
ITT
Next ITT earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
ITT Inc is a diversified manufacturer of engineered components and customized technology solutions for the transportation, industrial, and energy sectors. Its product lines include motion technologies, industrial pumps, and connectors. The company is headquartered in Stamford, Connecticut, and its shares are listed on the NYSE.
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