Q4 2025 ITT Inc Earnings Call Transcript
Key Points
- ITT Inc (ITT) reported an 8% total revenue growth and 5% organic growth for 2025, demonstrating strong performance across all metrics.
- The company achieved a 14% increase in EPS, or 18% excluding specific impacts, and expanded operating margins by 40 basis points to 18.2%.
- ITT Inc (ITT) reached a milestone with orders and revenue both exceeding $1 billion for the first time in the fourth quarter.
- Free cash flow grew by 27% to over $550 million, with a free cash flow margin of 14%, indicating strong cash performance.
- The pending acquisition of SPX FLOW is expected to be a significant accelerator for ITT Inc (ITT), focusing on higher growth and higher margin flow business.
- The funnel for orders in the Industrial Process segment is slightly down compared to the prior year, although stable compared to the previous quarter.
- The Motion Technologies segment faces challenges with flat global vehicle production expected in 2026, particularly in North America and China.
- The exceptional order growth of 44% in Svanehj in 2025 is not expected to be repeated in 2026, posing a potential challenge for maintaining growth momentum.
- The integration of SPX FLOW, a larger acquisition than previous ones, presents challenges in ensuring a smooth and efficient early-stage integration.
- Competitive behavior in the Industrial Process segment remains unchanged, but there is a risk of more aggressive competition on pricing or terms and conditions.
(technical difficulty), 2026. Today's call is being recorded and will be available for replay beginning at 12:00 p.m. Eastern time. (Operator Instructions). It is now my pleasure to turn the floor over to Carlene Salvage, Vice President, Investor Relations and FPNA. 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 3 and 12 months periods ended December 31, 2025, which we announced this morning.
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 SEC filings.
Except where otherwise noted, the fourth
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