Q3 2025 ITT Inc Earnings Call Transcript
Key Points
- ITT Inc (ITT) reported strong organic growth and margin expansion, with revenue growing 13% in total and 6% organically.
- The company achieved nearly $1 billion in total orders for the third consecutive quarter, driven by acquisitions such as kSARIA and Svanehøj.
- ITT Inc (ITT) increased its adjusted EPS by 21% and free cash flow by 46% year-to-date, expecting to reach the high end of its previous range at $0.5 billion for the full year.
- The company is investing in innovations like the VIDAR industrial motor, which is already installed with major energy companies in North America.
- ITT Inc (ITT) raised its full-year adjusted EPS outlook, with the low end of the revised guidance now above the previous high end, indicating strong performance and confidence in future growth.
- The company faced challenges in the automotive aftermarket, which saw a decline due to market conditions rather than loss of market share.
- ITT Inc (ITT) noted that the funnel of opportunities in the industrial process segment is down year-over-year, although it is up sequentially.
- The company is experiencing temporary acquisition amortization impacts from kSARIA, which will end in Q4, affecting profitability.
- There are concerns about potential chip shortages in Europe affecting auto production, although ITT Inc (ITT) has not yet seen direct impacts.
- The company anticipates that the exceptional order growth seen in Svanehøj this year may not be sustainable at the same level in 2026, expecting normalization to low double-digit growth.
Welcome to ITT's 2025 third-quarter conference call. Today is Wednesday, October 29, 2025. Today's call is being recorded and will be available for replay beginning at 12 PM Eastern Time. (Operator Instructions)
It is now my pleasure to turn the floor over to Mark Macaluso, Vice President, Investor Relations and Global Communications. You may begin.
Thank you, Gigi, and good morning. Joining me in Stamford today are Luca Savi, ITT's Chief Executive Officer and President; and Emmanuel Caprais, Chief Financial Officer. Today's call will cover ITT's financial results for the three-month period ended September 27, 2025.
Please refer to slide 2 of the presentation available on our website, where we note that today's comments will include forward-looking statements that are based on our current expectations. Actual results may differ materially due to several risks and uncertainties including those described in our 2024 annual report on Form 10-K and other recent
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