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ITT Beats Q1 Earnings Estimates, Reaffirms 2025 EPS View

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ITT Inc.’s (ITT - Free Report) first-quarter 2025 adjusted earnings of $1.45 per share surpassed the Zacks Consensus Estimate of $1.44. The bottom line jumped 2.1% year over year, aided by an increase in sales across the Connect & Control Technologies segment.

Total revenues of $913 million matched the consensus estimate. The top line increased 0.3% year over year. Organic sales were flat year over year, driven by growth in parts, service and valves in the Industrial Process segment, connectors in the Connect & Control Technologies segment and rail in the Motion Technologies segment. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

ITT’s Segmental Results

Revenues from the Industrial Process segment totaled $333.3 million, down 0.2% year over year. Unfavorable pump project shipment timing hampered the segment’s performance. Organic sales decreased 1% and adjusted operating income grew 0.4% on a year-over-year basis. Our estimate for segmental revenues was pinned at $339.5 million.

Revenues from the Motion Technologies segment amounted to $346.1 million, implying a year-over-year decrease of 11.8%. The lower sales were attributable to decreased auto production in Europe and North America. Organic revenues increased 0.5% year over year. Adjusted operating income decreased 3.9%. Our estimate for segmental revenues was pinned at $382.2 million.

Revenues from the Connect & Control Technologies segment of $234.7 million rose 26.8% year over year on a reported basis and 1.4% organically. Our estimate was $188.6 million. The results were driven by favorable pricing actions and growth in defense and industrial connectors. Adjusted operating income increased 13.1% year over year.

ITT Inc. Price, Consensus and EPS Surprise

ITT Inc. Price, Consensus and EPS Surprise

ITT Inc. price-consensus-eps-surprise-chart | ITT Inc. Quote

ITT’s Margin Profile

ITT’s cost of revenues decreased 2% year over year to $596.7 million. The gross profit jumped 4.9% to $316.3 million.

General and administrative expenses increased 19.3% year over year to $85.3 million. Sales and marketing expenses rose 6.2% to $53.2 million. Research and development expenses decreased 10.3% year over year to $26.9 million.

Adjusted operating income climbed 2.3% year over year to $159.3 million. The margin expanded 30 basis points to 17.4%.

ITT’s Balance Sheet and Cash Flow

Exiting the first quarter, ITT had cash and cash equivalents of $439.8 million compared with $439.3 million at the end of fourth-quarter 2024. The company’s short-term borrowings were $732.6 million compared with $427.6 million at the end of December 2024.

In the first three months of 2025, ITT generated net cash of $113.4 million from operating activities compared with $57.8 million in the year-ago period. Capital expenditure totaled $36.8 million in the same period, up 32.9% year over year. Free cash flow was $76.6 million compared with $30.1 million in the prior-year period.

During the first three months of 2025, ITT paid out dividends of $28.7 million, up 8.3% year over year. It repurchased shares worth $100.0 million in the quarter.

Dividend Update

ITT’s board of directors approved a quarterly cash dividend of 35.1 cents per share, payable to shareholders on June 30, 2025, of record as of June 2.

ITT's 2025 Outlook

ITT has reaffirmed its financial outlook for 2025. The company expects adjusted earnings to be in the range of $6.10-$6.50 per share. The guided range indicates an increase of 4-11% from the prior-year reported actual.

Management projects revenue growth to be in the band of 2-4% (3-5% organically). Adjusted operating margin is estimated to be between 18.1% and 19.0%. Free cash flow is predicted to be in the band of $450-$500 million. This indicates a free cash flow margin of 12-13%.

ITT’s Zacks Rank

The company currently carries a Zacks Rank #4 (Sell). 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other Companies

AZZ Inc. (AZZ - Free Report) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.95. This compares with earnings of $0.93 per share a year ago.

AZZ reported revenues of $351.88 million, missing the consensus estimate by 3.77%. This compares with year-ago revenues of $366.5 million. 

Valmont Industries (VMI - Free Report) reported revenues of $969.31 million in the first quarter of 2025, declining 0.9% on a year-over-year basis. Earnings per share of $4.32 for the same period compare with $4.32 a year ago.

The reported revenues compare with the Zacks Consensus Estimate of $975.6 million. The company delivered an earnings surprise of 1.89%, with the consensus estimate being $4.24 per share.

Pentair plc (PNR - Free Report) came out with quarterly earnings of $1.11 per share in the first quarter of 2025, beating the Zacks Consensus Estimate of $1.01. This compares with earnings of $0.94 per share a year ago.

Pentair posted revenues of $1.01 billion for the quarter, surpassing the consensus estimate by 2.68%. This compares with year-ago revenues of $1.02 billion.


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