Analyst Consensus ?
ConsensusBuy22 ratings
Bullish1568.2%
Neutral731.8%
Bearish00.0%
ITT Inc. · ITT · FY2026 Q3 · Calendar Q4 2026
ITT Raises 2026 Outlook as Orders and Margins Strengthen
ITT's Q3 results and higher full-year guidance point to stronger near-term operating momentum, supported by aerospace, defense, and SPX FLOW integration. The outlook still depends on execution, pricing and costs, and demand conditions in automotive and Flow Technologies.
Why did ITT fall 2.5% after beating EPS estimates in FY2026 Q3?
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Reported After market closeNYSEIndustrials
$17.52B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.26
Consensus $2.08
EPS surprise
+8.7%
Reported versus consensus
Reported revenue
$1.44B
Consensus $1.42B
Revenue surprise
+1.7%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-2.5%
Event window
SPY move
-4.4%
Same window
Abnormal move
+1.9%
Stock minus SPY
Volume
3.1×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
ITTSPY benchmark
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Why did ITT fall 2.5% after beating EPS estimates in FY2026 Q3?What changed in ITT's guidance and outlook in FY2026 Q3?Give me the bull and bear case for ITT after FY2026 Q3 earnings.
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Transcript intelligence
What changed
Compared with Q2, management raised its full-year organic revenue outlook from 5–8% to 7–9% and adjusted EPS outlook from $8.22 to $8.58. In Q3, orders grew 58% (20% organic), revenue grew 44% (8% organic), and operating margin reached a record 21%, according to the supplied transcript analysis.
Guidance delta
Raised full-year 2026 organic revenue guidance to 7–9% and adjusted EPS guidance to $8.58, from the prior-quarter outlook of 5–8% and $8.22, respectively.
Key takeaways
- Q3 EPS was $2.26 versus the $2.08 estimate, while revenue was $1.4406 billion versus the $1.4165 billion estimate.
- Order growth was broad enough to include 20% organic growth; reported revenue growth included SPX FLOW integration, with organic growth of 8%.
- Management said margins expanded across all segments and cited productivity gains and SPX FLOW synergies.
- Free cash flow reached $464 million year to date; management reported more than $200 million in debt repayment and $150 million in share repurchases.
Management priorities
- Localize SPX FLOW assembly and machining in Latin America, the Middle East, China, and India.
- Invest in Aerospace Contacts equipment and accelerate automation.
- Expand Waukesha Cherry-Burrell and Nutrition & Health offerings, including work with Danone.
- Continue pursuing bolt-on acquisitions, particularly in mixers and nutrition solutions.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$203.22Current
$92Low
$222.4Average
$273High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Buy | Buy | Maintain | Aug 11, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 7, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 20, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Jul 9, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | May 7, 2026 |
| TD Cowen | Buy | Buy | Maintain | Oct 2, 2025 |
| B of A Securities | Buy | Buy | Maintain | Sep 16, 2025 |
| UBS | Buy | Buy | Maintain | Sep 2, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | May 19, 2025 |
| Baird | Outperform | Outperform | Maintain | Oct 30, 2024 |
| Cowen& Co. | Outperform | Outperform | Maintain | Jun 13, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jun 13, 2022 |
| Oppenheimer | Perform | Outperform | Downgrade | Mar 28, 2022 |
| Gordon Haskett | Hold | Buy | Downgrade | May 13, 2021 |
| Bank of America | Neutral | Buy | Downgrade | Dec 17, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Apr 16, 2019 |
| Seaport Global | Buy | Accumulate | Maintain | Jun 10, 2016 |
| Avondale Partners | Market Perform | Market Perform | Maintain | Feb 16, 2016 |
| Deutsche Bank | Hold | Buy | Downgrade | Apr 24, 2015 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Mar 19, 2014 |
| FBR Capital | Market Perform | Underperform | Upgrade | Aug 2, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $203.22. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Nathan Jones | $256 | $198.42 | +26.0% | Oct 19, 2026 |
| D.A. Davidson | Analyst unavailable | $265 | $215.98 | +30.4% | Aug 11, 2026 |
| BMO Capital | Daniel DiCicco | $273 | $214.41 | +34.3% | Aug 7, 2026 |
| KeyBanc | Analyst unavailable | $263 | $214.41 | +29.4% | Aug 7, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $192.51 | +23.0% | Jul 20, 2026 |
| Wolfe Research | Analyst unavailable | $229 | $185.33 | +12.7% | Jul 9, 2026 |
| D.A. Davidson | Matt Summerville | $255 | $206.89 | +25.5% | May 11, 2026 |
| KeyBanc | Analyst unavailable | $250 | $210.41 | +23.0% | May 7, 2026 |
| Stifel Nicolaus | Nathan Jones | $246 | $216.63 | +21.1% | May 7, 2026 |
| Robert W. Baird | Analyst unavailable | $246 | $216.63 | +21.1% | May 7, 2026 |
| Barclays | Analyst unavailable | $230 | $216.63 | +13.2% | May 7, 2026 |
| BMO Capital | Analyst unavailable | $233 | $186.95 | +14.7% | Mar 26, 2026 |
| Barclays | Julian Mitchell | $220 | $186.31 | +8.3% | Mar 9, 2026 |
| D.A. Davidson | Analyst unavailable | $245 | $205.02 | +20.6% | Feb 9, 2026 |
| Robert W. Baird | Analyst unavailable | $222 | $205.48 | +9.2% | Feb 6, 2026 |
| Stifel Nicolaus | Nathan Jones | $228 | $202.05 | +12.2% | Feb 6, 2026 |
| KeyBanc | Jeffrey Hammond | $230 | $202.05 | +13.2% | Feb 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $218 | $182.03 | +7.3% | Jan 23, 2026 |
| D.A. Davidson | Matt Summerville | $215 | $176.6 | +5.8% | Dec 8, 2025 |
| Stifel Nicolaus | Nathan Jones | $225 | $179.12 | +10.7% | Dec 5, 2025 |
| Stifel Nicolaus | Nathan Jones | $203 | $172.94 | -0.1% | Oct 20, 2025 |
| UBS | Analyst unavailable | $200 | $169.15 | -1.6% | Sep 2, 2025 |
| D.A. Davidson | Analyst unavailable | $190 | $166.94 | -6.5% | Aug 4, 2025 |
| D.A. Davidson | Matt Summerville | $165 | $146.06 | -18.8% | Oct 30, 2024 |
| KeyBanc | Jeffrey Hammond | $155 | $143.55 | -23.7% | Sep 19, 2024 |
| Stifel Nicolaus | Nathan Jones | $157 | $141.07 | -22.7% | Jul 18, 2024 |
| D.A. Davidson | Matt Summerville | $155 | $136.96 | -23.7% | Mar 26, 2024 |
| Citigroup | Analyst unavailable | $94 | $80.61 | -53.7% | Dec 9, 2022 |
| D.A. Davidson | Analyst unavailable | $100 | $65.54 | -50.8% | Jun 21, 2022 |
| Cowen & Co. | Analyst unavailable | $92 | $68.24 | -54.7% | Jun 13, 2022 |
Track every rating change on ITT the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationITT Inc., together with its subsidiaries, manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets. The company operates three segments: Motion Technologies, Industrial Process, and Connect & Control Technologies. The Motion Technologies segment manufactures brake pads, shock absorbers, energy absorption components, and damping technologies primarily for the transportation industry, including passenger cars, trucks, light and heavy-duty commercial and military vehicles, buses, and trains. This segment sells its products under the ITT Friction Technologies, KONI, Axtone, and Novitek brand names. The Industrial Process segment provides industrial pumps, valves, plant optimization, and remote monitoring systems and services; and aftermarket solutions, such as replacement parts and services.…
Industrials peers this season
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|---|---|---|---|---|
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| CMI Cummins Inc. | FY2026 Q3 · Calendar Q4 2026 | -6.0% | -4.9% | Data-center power demand supports Cummins, while outlook moderates |
| AXON Axon Enterprise, Inc. | FY2026 Q3 · Calendar Q4 2026 | -9.0% | -9.8% | Axon’s Q3 growth story meets investment, timing and margin questions |
Latest beats and misses
Who reports nextBeat on EPS
- FNFFY2026 Q3 · November 5, 20260.0% EPS+6.6% move
- MTDFY2026 Q3 · November 5, 2026+3.6% EPS+4.8% move
- IAGFY2026 Q3 · November 5, 2026+16.7% EPS+4.6% move
- GMABFY2026 Q3 · November 5, 2026+55.6% EPS-4.3% move
- STEFY2027 Q2 · November 4, 2026+9.7% EPS+2.5% move
- IRMFY2026 Q3 · November 5, 2026+4.6% EPS-11.1% move
Missed on EPS
- CPTFY2026 Q3 · November 5, 2026-27.2% EPS-3.1% move
- VMRKFY2026 Q3 · November 4, 2026-425.6% EPS+2.4% move
- NTRAFY2026 Q3 · November 5, 2026-49.3% EPS-15.2% move
- TIGOFY2026 Q3 · November 5, 2026-40.8% EPS+2.6% move
- UHALFY2027 Q2 · November 4, 2026-15.4% EPS-3.2% move
- LAMRFY2026 Q3 · November 5, 2026-3.6% EPS-0.8% move
Get the ITT recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-11-05T18:12:26.446811+00:00
- FN2 earnings calendar · 2026-11-06T01:23:16.275024+00:00
- Polygon adjusted daily market bars · 2026-11-06T12:30:45.291481+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-06T12:30:45.287845+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-06. For educational purposes only; not investment advice.