ITT Inc.
ITT Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
4 of 4 strong
The short version
- ITT expects 37% total revenue growth and 5% organic growth at the midpoint for 2026, driven by aerospace, defense demand, flow projects, and short cycle markets. - ITT expects continued margin progression throughout 2026 due to productivity improvements and price actions fully impacting from Q2 onward.
From ITT Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- ITT expects 37% total revenue growth and 5% organic growth at the midpoint for 2026, driven by aerospace, defense demand, flow projects, and short cycle markets.
- SPX FLOW is projected to deliver high single-digit revenue growth in 2026.
- Flow Technologies has been growing at a 15% revenue CAGR since 2023, with 12% organic growth and 61% total revenue growth in Q1 2024.
- Book-to-bill ratio is above 1.0 and expected to remain so, indicating continued strong order intake.
- Friction OE outperformed global automotive production by over 1,400 basis points and continues to gain market share.
- Market share gains in industrial connectors, especially in Asia Pacific, medical, and defense markets.
2 more points from ITT Inc.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- ITT continues to invest part of the incremental profit generated to fund long-term growth initiatives such as VIDAR, FLRAA, the Friction high-performance segment, and Geopad. (Page 3)
- Emphasis on productivity improvements and growth initiatives in SPX FLOW to improve margins. (Page 6)
- Localization efforts underway, e.g., localizing production of Bornemann twin screw pumps at Waukesha plant and Latin America decision-making to speed customer intimacy and revenue synergies. (Page 7)
2 more points from ITT Inc.'s call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
- ITT reported strong order growth in Q1 2026 with overall orders up 26% and 8% organically.
- Flow Technologies segment delivered 44% orders growth and 7% organically, driven by market share gains.
- SPX FLOW showed good order growth of 5% overall; Waukesha Cherry-Burrell and Agini pumps had double-digit order increases.
- Nutrition & Health Solutions orders increased by 3%, mixers by 7%, and pumps by 2%.
- Book-to-bill ratio for ITT was 1.09 in Q1; expected to stay above 1 for the full year.
- Flow Technologies backlog has nearly doubled in the last 3 years and is expected to continue growing in 2026.
2 more points from ITT Inc.'s call on order book
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Continue your research
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were ITT Inc. Q2 FY26 results?
- ITT expects 37% total revenue growth and 5% organic growth at the midpoint for 2026, driven by aerospace, defense demand, flow projects, and short cycle markets. - ITT expects continued margin progression throughout 2026 due to productivity improvements and price actions fully impacting from Q2 onward.
What is ITT Inc. share price analysis?
ITT Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 35.4 with a market cap of $17,285. Investors should review the full earnings analysis for detailed insights.
Is ITT Inc. planning capital expenditure?
- ITT continues to invest part of the incremental profit generated to fund long-term growth initiatives such as VIDAR, FLRAA, the Friction high-performance segment, and Geopad.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.