Upside case
Bull case
$328+54.3%
ITT would need investors to value it at roughly 43x earnings — about 15x more generous than today's 28x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated May 1, 2026
ITT Inc. (ITT) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
22
analysts
15 bullish · 0 bearish · 22 covering ITT
Strong Buy
0
Buy
15
Hold
7
Sell
0
Strong Sell
0
Consensus Target
$230
+8.0% vs today
Scenario Range
$128 – $328
Model bear to bull value window
Coverage
22
Published analyst ratings
Valuation Context
27.8x
Forward P/E · Market cap $18.3B
ITT price targets
Three scenarios for where ITT stock could go
Current
~$213
Confidence
62 / 100
Updated
May 1, 2026
Where we are now
Current · $213
Bear
$128
Base
$280
Bull
$328
Market caseClosest to today
Base case
$280+31.8%
At 37x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$128-40.0%
If investor confidence fades or macro conditions deteriorate, a 11x multiple contraction could push ITT down roughly 40% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
ITT Inc.
ITT · NYSEIndustrialsIndustrial - MachineryDecember year-end
ITT Inc. is an industrial manufacturer of engineered critical components and technology solutions for transportation, industrial, and energy markets. It generates revenue through three main segments: Motion Technologies (brake components and sealing systems), Industrial Process (pumps, valves, and monitoring systems), and Connect & Control Technologies (engineered connectors and control components). The company's competitive advantage lies in its specialized engineering expertise for critical applications—particularly in aerospace, defense, and industrial processes—where reliability and precision are paramount.
Market Cap
$18.3B
Revenue TTM
$3.9B
Net Income TTM
$488M
Net Margin
12.4%
ITT Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
92%Exceptional
12 quarters tracked
Revenue Beat Rate
75%Exceptional
vs consensus estimates
Avg EPS Surprise
+3.9%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Last 4 Quarters
EPS beats: 4 of 4Q2 2025
EPS
$1.45/$1.44
Revenue
$913M/$937M
Q3 2025
EPS
$1.64/$1.62
Revenue
$972M/$965M
Q4 2025
EPS
$1.78/$1.67
Revenue
$999M/$974M
Q1 2026
EPS
$1.85/$1.79
Revenue
$1.1B/$1.0B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q2 2025 | $1.45/$1.44 | +0.7% | $913M/$937M | -2.6% |
| Q3 2025 | $1.64/$1.62 | +1.2% | $972M/$965M | +0.8% |
| Q4 2025 | $1.78/$1.67 | +6.6% | $999M/$974M | +2.5% |
| Q1 2026 | $1.85/$1.79 | +3.4% | $1.1B/$1.0B | +4.6% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$4.5B
+14.2% YoY
FY2
$4.9B
+8.2% YoY
EPS Outlook
FY1
$7.10
+16.9% YoY
FY2
$8.05
+13.4% YoY
Trailing FCF (TTM)$548M
FCF Margin: 13.9%
Next Earnings
May 6, 2026
Expected EPS
$1.72
Expected Revenue
$1.1B
ITT beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
ITT Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2024
Total disclosed revenue $3.6B
Product Mix
Latest annual revenue by segment or product family
Segment breakdown not available for this company.
Geographic Mix
Latest annual revenue by reported region
North America
41.5%
+10.5% YoY
Tap, hover, or focus a slice to inspect segment detail.
North America is the largest reported region at 41.5%, up 10.5% YoY.
ITT Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Slightly Overvalued
Fair value est. $191 — implies -9.0% from today's price.
Premium to Fair Value
9.0%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
ITT
34.8x
vs
S&P 500
25.1x
+39% premium
vs Industrials Trailing P/E
ITT
34.8x
vs
Industrials
25.7x
+36% premium
vs ITT 5Y Avg P/E
Today
34.8x
vs
5Y Average
24.3x
+43% premium
Forward PE
27.8x
S&P 500
19.1x
+46%
Industrials
20.7x
+34%
5Y Avg
—
—
Trailing PE
34.8x
S&P 500
25.1x
+39%
Industrials
25.7x
+36%
5Y Avg
24.3x
+43%
PEG Ratio
0.71x
S&P 500
1.72x
-59%
Industrials
1.64x
-57%
5Y Avg
—
—
EV/EBITDA
20.3x
S&P 500
15.2x
+33%
Industrials
13.7x
+49%
5Y Avg
14.1x
+44%
Price/FCF
33.4x
S&P 500
21.1x
+58%
Industrials
21.2x
+58%
5Y Avg
28.5x
+17%
Price/Sales
4.6x
S&P 500
3.1x
+49%
Industrials
1.6x
+193%
5Y Avg
3.0x
+52%
Dividend Yield
0.65%
S&P 500
1.87%
-65%
Industrials
1.27%
-49%
5Y Avg
0.96%
-32%
| Metric | ITT | S&P 500 | Industrials | 5Y Avg ITT |
|---|---|---|---|---|
| Forward PE | 27.8x | 19.1x+46% | 20.7x+34% | — |
| Trailing PE | 34.8x | 25.1x+39% | 25.7x+36% | 24.3x+43% |
| PEG Ratio | 0.71x | 1.72x-59% | 1.64x-57% | — |
| EV/EBITDA | 20.3x | 15.2x+33% | 13.7x+49% | 14.1x+44% |
| Price/FCF | 33.4x | 21.1x+58% | 21.2x+58% | 28.5x+17% |
| Price/Sales | 4.6x | 3.1x+49% | 1.6x+193% | 3.0x+52% |
| Dividend Yield | 0.65% | 1.87% | 1.27% | 0.96% |
ITT trades above S&P 500 benchmarks on 5 of 6 measured multiples — commands a broad premium across most valuation dimensions.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolITT Financial Health
Verdict
Strong
ITT generates $548M in free cash flow at a 13.9% margin — 18.0% ROIC signals a durable competitive advantage · returns 3.5% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$3.9B
Revenue Growth
TTM vs prior year
+8.5%
Gross Margin
Gross profit as a share of revenue
35.4%
Operating Margin
Operating income divided by revenue
17.4%
Net Margin
Net income divided by revenue
12.4%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$6.08
Free Cash Flow (TTM)
Cash generation after capex
$548M
FCF Margin
FCF as share of revenue — the primary cash quality signal
13.9%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
18.0%
ROA
Return on assets, trailing twelve months
7.7%
Cash & Equivalents
Liquid assets on the balance sheet
$1.7B
Net Cash
Cash exceeds total debt — no net leverage
$1.5B
Debt Serviceability
Net debt as a multiple of annual free cash flow
Net cash ✓
ROE
Return on equity, trailing twelve months
11.9%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
3.5%
Dividend
0.7%
Buyback
2.8%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$521M
Dividend / Share
Annualized trailing dividend per share
$1.39
Payout Ratio
Share of earnings distributed as dividends
22.7%
Shares Outstanding
Declining as buybacks retire shares
80M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageITT Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Market Cyclicality
ITT's operations are significantly influenced by industry and economic cycles, particularly in sectors like energy, chemical, and mining. Fluctuations in demand due to these cycles can adversely affect financial performance.
High Risk
Global Economic and Political Uncertainties
With approximately 60% of ITT's revenue generated outside the U.S., the company is highly susceptible to geopolitical tensions, trade policies, and foreign currency exchange rate fluctuations. These factors can disrupt supply chains and impact customer demand.
High Risk
Acquisitions and Integration
The pending acquisition of SPX FLOW is expected to increase ITT's leverage and introduces integration risks. Successful integration within expected timeframes is crucial, as it carries potential risks like incremental tariff pressures and raw material inflation.
Medium
Raw Material Price Volatility
Fluctuations in the prices of key raw materials such as steel, oil, copper, and tin pose a risk to ITT's cost management and profitability. Significant price increases can directly impact margins.
Medium
Supply Chain Disruptions
ITT is exposed to vulnerabilities in its supply chain, particularly concerning specialty alloys and electronic components. Disruptions or quality issues can lead to product recalls and financial losses.
Medium
Dependence on Key Customers
A substantial portion of ITT's revenue is derived from customers in cyclical industries. The loss of significant customers or a decrease in sales could materially impact the company's financial results.
Lower
Cybersecurity Risks
As a global manufacturer, ITT is susceptible to cybersecurity threats that could disrupt operations and lead to financial losses. The increasing sophistication of cyber threats poses a continuous risk.
Lower
Regulatory and Environmental Compliance
Navigating a complex landscape of environmental laws and regulations can lead to increased compliance costs and potential liabilities for ITT. Investments in PFAS-free materials aim to mitigate these risks.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why ITT Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Strategic Acquisitions and Growth
ITT has a history of successful acquisitions, including Svanehøj and the pending acquisition of SPX FLOW. These strategic moves are aimed at accelerating the company's transition towards higher-growth, higher-margin sectors such as liquefied gas, energy transition, aerospace, defense, and electric vehicles.
Strong Financial Performance
In 2025, ITT reported revenue of $3.94 billion, marking an 8.5% increase from the previous year, while adjusted EPS grew by 14.3%. The company also increased its quarterly dividend by 10%, reflecting confidence in its financial health and a commitment to shareholder returns.
Focus on High-Growth Sectors
ITT is strategically pivoting towards sectors with strong growth trends, including aerospace, defense, energy transition, and the EV market. The company aims to capture significant market share in premium EV friction materials and expand its offerings for next-generation aircraft.
Operational Improvements and Margin Expansion
The implementation of the ITT Management System (IMS) is driving operational efficiency and margin expansion. Management targets EBITDA margins above 25% by 2030, supported by ongoing efficiency initiatives and a focus on higher-margin products.
Analyst Confidence
A significant majority of analysts rate ITT as a 'Strong Buy' or 'Buy,' highlighting the company's ability to execute its growth strategy and convert its backlog into revenue. This analyst confidence underscores ITT's strong market position and effective margin management.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
ITT Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$212.69
52W Range Position
86%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$140.43
+51.5% from the low
52-Week High
$224.12
-5.1% from the high
1 Month
+9.58%
3 Month
+5.27%
YTD
+22.1%
1 Year
+48.4%
3Y CAGR
+36.2%
5Y CAGR
+17.2%
10Y CAGR
+19.9%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
ITT vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
27.8x
vs 21.0x median
+32% above peer median
Revenue Growth
+14.2%
vs +5.0% median
+187% above peer median
Net Margin
12.4%
vs 10.7% median
+16% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
ITT ITT ITT Inc. | $18.3B | 27.8x | +14.2% | 12.4% | Buy | +8.0% |
XYL XYL Xylem Inc. | $27.7B | 21.0x | +6.5% | 10.7% | Hold | +30.2% |
FEL FELE Franklin Electric Co., Inc. | $4.4B | 21.8x | +5.0% | 6.9% | Hold | -0.0% |
GTL GTLS Chart Industries, Inc. | $9.9B | 16.4x | +16.7% | 0.9% | Buy | -6.7% |
PNR PNR Pentair plc | $12.6B | 14.5x | +2.4% | 16.0% | Hold | +45.9% |
IEX IEX IDEX Corporation | $16.0B | 25.6x | +4.7% | 14.4% | Hold | +12.2% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
ITT Dividend and Capital Return
ITT returns capital mainly through $521M/year in buybacks (2.8% buyback yield), with a modest 0.65% dividend — combining for 3.5% total shareholder yield. The dividend has grown for 23 consecutive years.
Dividend SustainableFCF Well Covered
Total Shareholder Yield
3.5%
Dividend + buyback return per year
Buyback Yield
2.8%
Dividend Yield
0.65%
Payout Ratio
22.7%
How ITT Splits Its Return
Div 0.65%
Buyback 2.8%
Dividend 0.65%Buybacks 2.8%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$1.39
Growth Streak
Consecutive years of dividend increases
23Y
3Y Div CAGR
10.0%
5Y Div CAGR
15.7%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$521M
Estimated Shares Retired
2M
Approx. Share Reduction
3.1%
Shares Outstanding
Current diluted share count from the screening snapshot
80M
At 3.1%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $0.39 | — | — | — |
| 2025 | $1.40 | +10.0% | 3.8% | 4.6% |
| 2024 | $1.28 | +10.0% | 0.9% | 1.8% |
| 2023 | $1.16 | +9.8% | 0.6% | 1.6% |
| 2022 | $1.06 | +20.0% | 3.6% | 4.9% |
FAQ
7 questionsITT Investor Questions
Common questions answered from live analyst data and company financials.
01Is ITT Inc. (ITT) stock a buy or sell in 2026?
ITT Inc. (ITT) is rated Buy by Wall Street analysts as of 2026. Of 22 analysts covering the stock, 15 rate it Buy or Strong Buy, 7 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $230, implying +8.0% from the current price of $213. The bear case scenario is $128 and the bull case is $328.
02What is the ITT stock price target for 2026?
The Wall Street consensus price target for ITT is $230 based on 22 analyst estimates. The high-end target is $245 (+15.2% from today), and the low-end target is $220 (+3.4%). The base case model target is $280.
03Is ITT Inc. (ITT) stock overvalued in 2026?
ITT trades at 27.8x times forward earnings. The stock trades at a notable premium to the broad market, which is typical for businesses with strong free cash flow and above-average growth expectations. Based on current multiples versus the peer group, the relative model signals slightly overvalued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for ITT Inc. (ITT) stock in 2026?
The primary risks for ITT in 2026 are: (1) Market Cyclicality — ITT's operations are significantly influenced by industry and economic cycles, particularly in sectors like energy, chemical, and mining. (2) Global Economic and Political Uncertainties — With approximately 60% of ITT's revenue generated outside the U. (3) Acquisitions and Integration — The pending acquisition of SPX FLOW is expected to increase ITT's leverage and introduces integration risks. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is ITT Inc.'s revenue and earnings forecast?
Analyst consensus estimates ITT will report consensus revenue of $4.5B (+14.2% year-over-year) and EPS of $7.10 (+16.9% year-over-year) for the upcoming fiscal year. The following year, analysts project $4.9B in revenue.
06When does ITT Inc. (ITT) report its next earnings?
ITT Inc. is expected to report its next earnings on approximately 2026-05-06. Consensus expects EPS of $1.72 and revenue of $1.1B. Over recent quarters, ITT has beaten EPS estimates 92% of the time.
07How much free cash flow does ITT Inc. generate?
ITT Inc. (ITT) generated $548M in free cash flow over the trailing twelve months — a free cash flow margin of 13.9%. ITT returns capital to shareholders through dividends (0.7% yield) and share repurchases ($521M TTM).