Itt Inc. · NYSE:ITT
Itt — Q3 2025 Earnings Presentation
15 slides from Itt's earnings presentation, Oct 29, 2025
Slide 1: ITT Earnings Presentation
Thumbnails Document Outline Attachments ITT Earnings Presentation Slide 1: Q3 2025 Earnings Slide 2: Safe Harbor and Non-GAAP Disclosures Slide 3: Q3 | The Next Chapter Continues Slide 4: Growth | Differentiation Drives Share Gains Slide 5: Q3 Summary Results Slide 6: Growth | Q3 Adjusted EPS Bridge
Slide 2: Q3 2025 Earnings
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Slide 3: Safe Harbor and Non-GAAP Disclosures
2 Safe Harbor and Non-GAAP DisclosuresSafeHarbo lookingstatements”intendedtoqualifyforthesafeharborfromliabilityestablishedbythePrivateSecuritiesLitigationReformActof1995.Inaddition,th lookingstatements”.Theseforward- lookingstatementsarenothistoricalfacts,butratherrepresentabeliefregardingfutureeve
Slide 4: Q3 | The Next Chapter Continues
3 Q3 | The Next Chapter Continues+6% organic growth to $9 projects (>50%), including Svanehøj•+6% CCT organic growth powered by defense and aerospace; +25% total incl. kSARIA•360 bps Frict income growth ~2x organic revenue growth•21.8% IP, +70 bps led by operating leverage and pricing•20.2% MT, +210
Slide 5: Q3 Summary Results
5 Q3 Summary Results $885M $999M20242025$162M $185M 20242025$1.47$1.78Q 2025$252M$368M20242025+13%totalRevenue1Adjusted Operating Income and MarginAdjusted EPSFree Ca 20242025202120242021202420212024Q3 2025Q3 2024Q3 2025Q3 2024Q3 2025Q3 2024Q3 2025+IP legacy pump projects (+55%); Sv outperformance (
Slide 6: Growth | Q3 Adjusted EPS Bridge / Raising 2025 EPS Guidance
6 Growth | Q3 Adjusted EPS Bridge $1.78 $1.47Q3 2024OperationalPerfo +21%+Growth and volume leverage+Productivity: manufacturing, cost structure, sourcing rate,OtherQ3 2025$0.10$0.06$0.07 adjusted EPS growth; +15% excl. Wolverine divestitureAll results unaudited. Comparisons to Q3 2024 unless otherw
Slide 7: Q3 | Key Takeaways
88 Q3 | Key TakeawaysOrganic value creation continues...Ra outperformanceStrong cash generation...with contributions from accre
Slide 8: Supplemental Data / Q3 | Segment Summary Results
9SpeakerTopic Supplemental Data 10•Organic orders (-10%) driven by large PY project awards despite +5% short-cycle•Organic revenue growth driven by pump projects (>5 revenue•+70 bps margin expansion•Organic order growth (+6%) driven by aerospace and defense(+8%) •+27% total orders growth•Organ (+4%)
Slide 9: Adjusted Operating Margin Detail
11 Adjusted Operating Margin Detail Reflects previously reported change in accounting m 2024 adjusted operating m (FIFO), effective Jan. 1, 2025. All results unaudited. Comparisons to 2024 unless otherwise noted. For non-GAAP reconciliations, refer to appendix. netFXM&A, net2025 adjusted operating m
Slide 10: Reconciliation of Revenue to Organic Revenue and Orders to Organic Orders
assessing our financial performance and measures our ability to generate capital for deployment among competing strategic alternatives and initiative repurchases. Some of these metrics, however, are not measures of financial performance under accounting principles generally accepted in the United fo
Slide 11: Reconciliations of Operating Income/Margin to Adjusted
Reconciliations of Operating Income/Margin t 14 Income/Margin ITT Inc. Non-GAAP Reconciliation Statements(In millions; all amounts unaudited)MTIPCCTC 46.2$ (18.3)$ 179.8$ 110.0$ 70.5$ 38.1$ (10.0)$ 208.6$ Gain on sale of business-----(47.8)---(47.8)Restructuring costs1.90.91.0-3.80.20.40.2-0.8Acquis
Slide 12: Reconciliation of GAAP vs Adjusted EPS Guidance – Full Year 2025
by $0.01. Refer to the ITT Quarterly Report on Form 10-Q for additional information pertaining to the change in accounting principle.The third quarter 2025 includes ta accrual adjustment of ($3.5), and other tax benefit special items of ($0.3). The third quarter 2024 includes a tax benefit to record
Slide 13: Reconciliation of Cash from Operating Activities to Free Cash Flow
Reconciliation of Cash from Operating Activiti 17 Flow 9/27/20259/28/20249/27/20259/28/2024GuidanceNet Cash - Operating Activities173.9$ 123.9$ 441.0$ 339.4$ 617$ Capital expenditures (8)Free Cash Flow154.1$ 87.3$ 368.0$ 251.9$ 500$ Revenue999.1$ 885.2$ 2,884.5$ 2,701.7$ 3,870$ [a]Operating Cash Flo
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