Engineered Industrial Components & Critical Systems Manufacturing
Strategic Profile
ITT expects 11% revenue growth in 2026 with organic growth of 5%, operating margins of approximately 18%, and adjusted EPS of $1.68 to $1.72. The company increased its quarterly dividend by 10% in 2026, following similar increases in 2024 and 2025, with compound annual dividend growth of 15% since 2020. The company operates globally through three core segments: Motion Technologies, Industrial Process, and Connect & Control Technologies, serving diverse industrial and aerospace markets.
Cyborg Score Rationale
ITT operates with a 35% gross margin, 12.67% profit margin, and 17.4% EBIT margin, demonstrating operational competence. The company's stock traded up 9.51% following investor optimism over strategic acquisitions. Recent price target increases from major analysts signal confidence in growth prospects post-SPX FLOW integration.
Top Insights
Q4 2025 delivered 13% YoY revenue growth with 9% organic expansion, aided by volume, pricing, and recent acquisitions (Svanehøj, kSARIA)
SPX FLOW acquisition expected Q1 2026 closing; excludes from current 2026 guidance showing underlying operational momentum
15% CAGR dividend growth since 2020 reflects capital-disciplined approach and confidence in earnings trajectory
PE ratio of 30.89 suggests market expectations for growth, requiring cautious scrutiny of execution risks
Named Competitors
Parker-Hannifin — Motion and control technologies for aerospace, industrial, and mobile markets
Flowserve — Engineered pumps, valves, and seals for critical applications
Timken — Engineered bearings and power transmission components
Recent Developments
(February 2026) Q4 2025 earnings with 13% YoY revenue growth; 10% quarterly dividend increase announced