ITT (NYSE:ITT) Issues Q1 2026 Earnings Guidance

ITT (NYSE:ITT) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.680-1.72 for the period, compared to the consensus EPS estimate of 1.640. The company issued revenue guidance of $1.0 billion-$1.0 billion, compared to the consensus revenue estimate of $980.3 million.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. DA Davidson reissued a “buy” rating and set a $215.00 price objective on shares of ITT in a report on Monday, December 8th. Citigroup boosted their price target on ITT from $207.00 to $225.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. KeyCorp reaffirmed an “overweight” rating and set a $230.00 price objective on shares of ITT in a report on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of ITT in a research report on Thursday, January 22nd. Finally, Wall Street Zen cut ITT from a “buy” rating to a “hold” rating in a research report on Monday, January 19th. Nine equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $209.38.

ITT Trading Up 1.6%

Shares of NYSE:ITT traded up $3.27 during midday trading on Friday, reaching $205.32. The company’s stock had a trading volume of 110,492 shares, compared to its average volume of 862,379. The firm has a market cap of $17.67 billion, a price-to-earnings ratio of 34.11, a price-to-earnings-growth ratio of 1.67 and a beta of 1.37. The business has a 50 day moving average price of $179.73 and a 200 day moving average price of $176.57. ITT has a 1 year low of $105.64 and a 1 year high of $205.71. The company has a quick ratio of 1.05, a current ratio of 1.52 and a debt-to-equity ratio of 0.22.

ITT (NYSE:ITT) last issued its quarterly earnings results on Thursday, February 5th. The conglomerate reported $1.85 EPS for the quarter, topping the consensus estimate of $1.79 by $0.06. The firm had revenue of $1.05 billion during the quarter, compared to analyst estimates of $1.01 billion. ITT had a net margin of 12.67% and a return on equity of 18.96%. ITT’s revenue for the quarter was up 13.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.50 earnings per share. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS. Research analysts forecast that ITT will post 6.51 EPS for the current year.

ITT Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, April 6th. Shareholders of record on Friday, March 6th will be given a $0.386 dividend. This represents a $1.54 annualized dividend and a yield of 0.8%. This is a boost from ITT’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend is Friday, March 6th. ITT’s dividend payout ratio is 23.26%.

ITT News Summary

Here are the key news stories impacting ITT this week:

• Positive Sentiment: Q4 results beat — ITT reported adjusted EPS of $1.85 and revenue of ~$1.05B, topping consensus and showing 13.5% year-over-year revenue growth; the firm highlighted solid margins and ROE. ITT Reports Fourth Quarter Earnings (Business Wire)
• Positive Sentiment: Beat confirmed by market outlets — multiple earnings write-ups highlight the revenue and EPS beat vs. estimates, which supports the re-rating. ITT beats expectations with 13% revenue growth (Investing.com)
• Positive Sentiment: Upgraded near-term outlook — ITT raised Q1 FY2026 EPS guidance to $1.680–1.72 (above consensus) and gave revenue guidance above estimates, signaling sequential EPS growth into Q1. ITT 4Q Net Up, Sees Sequential 1Q EPS Growth (MarketWatch)
• Positive Sentiment: Margin expansion plan tied to SPX FLOW — Management quantified at least ~50 bps of margin expansion for 2026 and called out SPX FLOW synergy gains as a driver, supporting upside to operating leverage. ITT outlines at least 50 bps margin expansion (Seeking Alpha)
• Positive Sentiment: Dividend increase — ITT declared a quarterly dividend that represents a 10% raise from the prior payout, which can attract income-focused investors. (Company dividend announcement)
• Neutral Sentiment: Management detail / conference call — The earnings call and slide deck provided execution details on end markets, cash flow and buyback/return priorities; useful for modeling but not an immediate market mover beyond the beats. Q4 2025 Earnings Call Transcript (Yahoo)
• Negative Sentiment: Insider selling flagged — filings compiled in coverage note several senior executives sold shares in the past six months; while not uncommon, ongoing insider sales can temper enthusiasm for some investors. ITT Q4 release and insider activity (Quiver Quantitative)

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in ITT. Triumph Capital Management acquired a new stake in shares of ITT during the third quarter valued at about $37,000. Measured Wealth Private Client Group LLC purchased a new position in ITT in the third quarter valued at about $43,000. EverSource Wealth Advisors LLC grew its stake in ITT by 171.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 700 shares of the conglomerate’s stock valued at $110,000 after purchasing an additional 442 shares in the last quarter. Advisory Services Network LLC purchased a new stake in ITT during the 3rd quarter worth approximately $164,000. Finally, Concentric Capital Strategies LP acquired a new position in shares of ITT in the 3rd quarter valued at approximately $203,000. 91.59% of the stock is owned by institutional investors and hedge funds.

About ITT

ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.

The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.