ITT earnings / call / takeaways

ITT Q3 FY26 earnings call: key takeaways

What ITT said on its earnings call of November 5, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 5, 2026·AI-generated from the call transcript and Lician data

ITT reported EPS of $2.26, exceeding the $2.07 consensus estimate (11:46)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$2.07	–	–
Revenue	$1.42B	–	–

EPS basis: Provider EPS (EODHD), not yet checked against the SEC

What changed since last quarter

The company raised full-year organic revenue guidance to 7-9% growth from previous estimates. (24:22)
ITT increased adjusted EPS guidance to $8.58 at the midpoint, up 19% year-over-year. (24:22)
Luca Savi highlighted the strategic realignment of leadership, appointing Davide Barbon to lead CCT and Control Technologies. (27:46)

Guidance

Metric	This call	Previous call
Revenue	"- Full-year organic revenue guidance raised to 7% to 9% growth " (24:22)	not captured
Margin	"- Free cash flow guidance raised to $610 million, representing a free cash flow margin of approximately 11% " (26:15)	not captured

What analysts pressed on

Concerns about the timing and impact of revenue synergies from SPX Flow. (36:59)
Questions about the potential headwinds in the Middle East and how they might affect future growth. (32:33)

In their words

- "We grew revenue 44% or 8% organically, reflecting a book-to-bill of 1.08 for the quarter. Luca Savi (11:46)
- "We generated $464 million of free cash flow year-to-date, up 26% from the prior year. Luca Savi (11:46)
- "We are raising our full-year organic revenue guidance range to 7% to 9% growth... Mike Savinelli (24:22)
- "We are raising our adjusted EPS outlook for 2026 to $8.58 at the midpoint. Mike Savinelli (26:15)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.