Slide 1: Q2 2026 Earnings
Q2 2026 Earnings August 6, 2026 1
Slide 2: Safe Harbor and Non-GAAP Disclosures
Safe Harbor and Non-GAAP Disclosures Safe Harbor This presentation contains “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. In addition, the accompanying conference call may include, and officers
Slide 3: Q2 | Acceleration
Q2 | Acceleration Orders strength Q2’26 • CCT orders up 59%; kSARIA up 168% with a book-to-bill of 2.13x on prime programs • Robust KONI order growth at +9% from rail and defense Total orders growth +53% • SPX FLOW orders up +9% driven by broad-based growth2 Organic orders growth +13% • Strong ITT o
Slide 4: M&A Performance
M&A Performance Svanehøj 1 kSARIA 1 Multiple Multiple Multiple Multiple 2024 acquisition 2026E 2024 acquisition 2026E 13x 6x 13x 11x • +16% annual orders average growth • +60% annual orders average growth • +32% annual revenue average growth • +12% annual revenue average growth • 3-year book-to-bill
Slide 5: Q2 Summary Results
Q2 Summary Results Revenue1 Adjusted Operating Adjusted EPS2 YTD Free Cash Flow Income and Margin2 $1,473M $295M $2.08 $1.76 $972M $214M $191M $176M +51% 19.6% 20.0% +18% total Q22025 2025 Q22026 2026 2025 2025 Q2 2025 2026 Q2 2026 2025 Q2 2025 2026 Q2 2026 2025 Q2 2025 2026 Q2 2026 + Organic growth
Slide 6: Q2 Adjusted EPS Bridge
Q2 Adjusted EPS Bridge $0.68 ($0.34) ($0.27) ($0.11) $0.12 $0.24 +18% + Market share gains across all three segments $2.08 driving higher volume + Pricing actions in CCT and FT and productivity in MT fueling margin expansion 1 $1.76 + Strong legacy performance compounded by M&A - Negative impact of
Slide 7: Raising 2026 Guidance
Raising 2026 Guidance Prior Updated Commentary • Raising organic revenue guidance to mid to high- Revenue +36% to +38% +38% to +41% single-digit growth growth +4% to +6% organic +5% to +8% organic • Strong market share gains in defense and in legacy FT with continued Friction outperformance >500 bps
Slide 8: Key Takeaways
Key Takeaways Accelerating growth in legacy business Accelerating margin expansion in legacy business Accelerating value creation from acquisitions Momentum ahead of long-term targets 8
Slide 9: Supplemental Data
Speaker Supplemental Topic Data 9
Slide 10: Q2 | Segment Summary Results
Q2 | Segment Summary Results Flow Motion Connect & Control Technologies Technologies Technologies Organic +21% +2% +17% Revenue Growth Adjusted Segment $170M $81M $64M Operating Income1 Adjusted Segment 21.4% 21.1% 21.7% Operating Margin1 • Pump project revenue (+45%), and short- • >300 bps Friction
Slide 11: Adjusted Operating Margin Detail
1 Adjusted Operating Margin Detail Q2 2025 adjusted operating margin 19.6% Operating leverage +200 bps Productivity +50 bps Materials inflation (-80) bps FX impact (-40) bps M&A, net (-90) bps 2026 adjusted operating margin 20.0% Reconciliation to reported margin (special items) (-780 bps)2 2026 ope
Slide 12: Key Performance Indicators & Non-GAAP Measures
Key Performance Indicators & Non-GAAP Measures ITT reviews a variety of key performance indicators including revenue, operating income and margin, earnings per share, order growth, and backlog. In addition, we consider certain measures to be useful to management and investors when evaluating our ope
Slide 13: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Reconciliation of Revenue to Organic Revenue Second Quarter 2026 FT MT CCT Elim Total 2026 Revenue $ 792.5 $ 386.0 $ 295.7 $ (1.1) $ 1,473.1 Less: Acquisitions 359.6 - - - 359.6 Less: Foreign currency translation 3.2 14
Slide 14: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Reconciliations of Operating Income/Margin to Adjusted Operating Income/Margin Second Quarter 2026 Second Quarter 2025 FT MT CCT Corporate ITT FT MT CCT Corporate ITT Reported Operating Income $ 62.9 $ 82.1 $ 60.8 $ (25
Slide 15: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Reconciliation of Reported vs. Adjusted Income from Continuing Operations and Diluted EPS Income from Continuing Operations Diluted Earnings per Share Q2 2026 Q2 2025 % Change Q2 2026 Q2 2025
Slide 16: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Reconciliation of GAAP vs Adjusted EPS Guidance - Full Year 2026 2026 Guidance Low High EPS from Continuing Operations - GAAP $ 4.47 $ 4.67 Intangible Amortization 2.30 2.30 Estimated acquisit
Slide 17: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Reconciliation of Cash from Operating Activities to Free Cash Flow Three Months Ended Six Months Ended 2026 Guidance 7/4/2026 6/28/2025 7/4/2026 6/28/2025 Low High Net Cash - Operating Activit
Slide 18: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Impact of Intangible Amortization Special Item Revision to Adjusted Operating Income/Margin for 2025 First Quarter 2025 FT MT CCT Corporate ITT Adjusted operating income (as previously reported) $ 69.0 $ 68.5 $ 38.0 $ (
Slide 19: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Impact of Intangible Amortization to Adjusted Income from Continuing Operations and Adjusted EPS for 2025 Income from Continuing Operations Diluted Earnings per Share For the quarter-to-date p