Slide 1: 2025 Results and 2026 Outlook
2025 Results and 2026 Outlook February 5, 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: 2025 | Checking All The Boxes
2025 | Checking All The Boxes Growth through Performance • +8% FY revenue; +13% in Q4, first time above $1B FY’25 • +23% CCT FY revenue; aerospace recovery and defense share gains • +10% IP FY sales; +20% legacy pump projects and valves outperformance Total orders growth +10% • +33% Svanehøj, +11% k
Slide 4: Future Growth
Future Growth Flow Defense Transportation • Decarbonization: ~$50M awarded pump projects in • Modernization: Enidine awarded development • Aerospace ramp-up: ~$130M five-year OE and Australia; scope enlargement from differentiated contract for FLRAA energy absorption system; $60M+ aftermarket aerosp
Slide 5: Q4 Summary Results
Q4 Summary Results Adjusted Operating Revenue1 Income and Margin Adjusted EPS FY Free Cash Flow $1,054M $194M $555M $1.85 $929M $439M $163M $1.50 +13% +23% +27% 17.5% 18.4% total Q42024 2024 2025 Q4 2025 2025 Q42024 2021 2024 2025 Q4 2024 2025 Q42024 2021 2024 2025 Q4 2024 2025 2024 2021 2024 2025 2
Slide 6: FY 2025 Adjusted EPS Bridge
FY 2025 Adjusted EPS Bridge $0.25 ($0.16) $0.16 +15% ($0.03) +14% + Profitable volume growth and pricing actions $0.62 + Shop floor productivity, sourcing savings + Svanehøj and kSARIA acquisitions accretion $6.72 + Lower weighted average share count $5.88 + +17% excluding Wolverine divestiture + +2
Slide 7: 2026 Segment Outlook
2026 Segment Outlook Segment Assumptions ITT Organic Revenue Growth • Commercial aero production accelerates; wide body recovery ramp • Aero contracts repricing Connect & Control Mid-to-High Technologies • Defense electronics growth and new product innovations drive share gains Single Digit • kSARIA
Slide 8: 2026 | Outlook
2026 | Outlook Organic value creation continues… Q1 • Large pump project and defense backlog Revenue ~11% • Aerospace recovery acceleration, outperformance in Friction growth ~5% organic • Positive price / cost Differentiation in execution and innovation furthers market share gains Adjusted • >18% o
Slide 9: Q1 Adjusted EPS Outlook
Q1 Adjusted EPS Outlook + Aerospace, defense and pump project strong $0.13- $0.14 +29% ($0.17) backlog ~$0.09 +17% $0.18 - $0.21 + Continued Friction outperformance + Margin expansion at all segments $1.68 to + Acquisitions contribution $1.72 $1.45 - Dilution from equity offering • Full year EPS gui
Slide 10: Key Takeaways
Key Takeaways Executed on all fronts: growth, profitability, cash, and capital deployment Execution, innovation, and M&A driving future growth Accelerating towards our 2030 vision 10
Slide 11: Supplemental Data
Speaker Supplemental Topic Data 11
Slide 12: Additional Q1 2026 Planning Assumptions
Additional Q1 2026 Planning Assumptions Item Q1 2026E Assumptions EUR / USD FX rate ~1.18 Tax rate ~21.5% • Expect approximately similar rate driven by jurisdictional mix • Impacted by ~8 million shares from December 2025 equity offering Share count ~86M • Does not include impacts related to Lone St
Slide 13: Q4 | Segment Summary Results
Q4 | Segment Summary Results Industrial Connect & Control Motion Process Technologies Technologies Organic +11% +11% +3% Revenue Growth Adjusted Segment $95M $51M $71M Operating Income Adjusted Segment 22.4% 18.8% 19.7% Operating Margin • Organic orders (-4%) driven by • Organic order growth (+40%)
Slide 14: Adjusted Operating Margin Detail
Adjusted Operating Margin Detail Q4 FY 2024 adjusted operating margin 17.5% 17.8% Operational leverage +20 bps +30 bps Productivity actions, net +150 bps +110 bps FX impact (-70 bps) (–30 bps) M&A, net (-10 bps) (-70 bps) 2025 adjusted operating margin 18.4% 18.2% Reconciliation to reported margin (
Slide 15: FY Summary Results
FY Summary Results Adjusted Operating Revenue1 Income and Margin Adjusted EPS $3,939M $717M $6.72 $3,631M $645M $5.88 +8% +14% 17.8% 18.2% total 2024 2025 2024 2025 2024 2021 2024 2025 2024 2025 2024 2024 2021 2025 2025 2024 + IP legacy pump projects (+20%); • +11% adjusted operating income + Operat
Slide 16: Key Performance Indicators & Non-GAAP Measures
Key Performance Indicators & Non-GAAP Measures Management 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
Slide 17: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Reconciliation of Revenue to Organic Revenue Fourth Quarter 2025 Full Year MT IP CCT Elim Total MT IP CCT Elim Total 2025 Revenue $ 360.8 $ 423.1 $ 271.2 $ (1.1) $ 1,054.0 $ 1,428.2 $ 1,496.2 $ 1,017.0 $ (2.9) $ 3,938.5
Slide 18: 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 Fourth Quarter 2025 Fourth Quarter 2024 MT IP CCT Corporate ITT MT IP CCT Corporate ITT Reported Operating Income $ 67.3 $ 92.9 $ 51.0 $ (32
Slide 19: 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 Operating and Diluted EPS Income from Continuing Operations Diluted Earnings per Share Q4 2025 Q4 2024 % Change YTD 2025 YTD 2024
Slide 20: 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 Q1 2026 Guidance Low High EPS from Continuing Operations - GAAP $ 1.67 $ 1.71 Special items 0.01 0.01 EPS from Continuing Opera
Slide 21: 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 Twelve Months Ended 12/31/2025 12/31/2024 12/31/2025 12/31/2024 Net Cash - Operating Activities $ 227.8 $