ITT Inc. ITT
ITT posted record Q2 2026 results with 51% revenue growth and 18% adjusted EPS growth, raising full-year guidance across organic revenue, adjusted EPS, and free cash flow — but FY2025 fundamentals show net income declining 5.9% YoY and EPS falling 3.0% even as revenue grew 8.5%, suggesting acquisition-related dilution to earnings quality. At 39.6x trailing P/E — a 21.3% premium to the peer median of 32.7x — and 23.9x EV/EBITDA versus a 19.8x peer median, the valuation already embeds much of the improved outlook.
The stock has cooled from its post-earnings pop to $202.99 with RSI at 45.2 and a bearish MACD histogram of -1.66, while smart money sits slightly negative at -0.0517 as of Q2 2026 with fund count declining from 59 to 53. Strong operational trajectory is offset by a full multiple and mixed flow signals.
What could go wrong
- Valuation premium. P/E of 39.6x is 21.3% above the peer median of 32.7x and EV/EBITDA of 23.9x is 21.0% above the 19.8x median, leaving little room for execution missteps.
- Earnings quality. FY2025 net income fell 5.9% YoY and EPS declined 3.0% despite 8.5% revenue growth, with total debt rising from $757M in 2024 to $927M in 2025, likely reflecting acquisition-related charges and leverage.
- Deteriorating technicals and flows. Stock trades below its 50-day MA of $200.41 with a bearish MACD histogram of -1.66; smart money score turned slightly negative at -0.0517 as of Q2 2026 with fund count dropping from 59 to 53 quarter-over-quarter.
- Insider net selling. Over the trailing 24 months, insider net value is -$34.8M despite a slightly positive net share count of 24,383, indicating disposition value outweighs acquisitions.
What would change my mind
Where this comes from: MarketBeat news, 2026-08-08 · FMP FY2025 fundamentals and derived_metrics · peer_relative composite · technicals as of 2026-08-28. Orin's read on ITT; not advice.
Twelve months actual closes to 2026-09-24 · actual filings
50-day average 200-day average · volume below
On file
All ITT filingsLargest holders · 13F Q2 2026
Money flow| Filer | Position | Of fund |
|---|---|---|
| Fmr | $953.7M | 0.0% of fund |
| Vanguard Portfolio Management | $841.2M | 0.0% of fund |
| Vanguard Capital Management | $799.9M | 0.0% of fund |
| Capital World Investors | $751.3M | 0.1% of fund |
| Select Equity Group, L.P | $685.5M | 3.4% of fund |
| Alliancebernstein L.P | $679.7M | 0.2% of fund |
80 filers · quarter ended Q2 2026 · positions, not flows
Insiders, last 24 months: 107 Form 4 filings, net −$34.0M. Of the 50 on hand, 1 was an open-market purchase and 13 sales— the rest are grants, option exercises and tax withholding.
Ask Orin about ITT
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Start 3 free days →Where it trades
| Metric | Now | Own median | Sector |
|---|---|---|---|
| P/E | 41.8× | — | 44.5× |
| EV/EBITDA | 25.0× | — | — |
| P/S | 4.04× | — | — |
| P/B | 4.0× | — | — |
15.3%
free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $0.5B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.
What Wall Street published
$251
$229 – $273 · +19% against today's price
- 16 buy or overweight
- 7 hold
- 0 underweight or sell
The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.
Against the companies it is compared to
| Company | Market cap | P/E | EV/EBITDA | Gross | Net | ROE |
|---|---|---|---|---|---|---|
| ITTITT Inc. | $19B | 41.8× | 25.0× | 34.6% | 8.9% | 10% |
| CRCrane Company | $12B | 35.3× | 22.5× | 41.7% | 13.0% | 16% |
| DCIDonaldson Company, Inc. | $10B | 22.1× | 17.9× | 34.6% | 11.7% | 28% |
| GGGGraco Inc. | $12B | 23.9× | 16.4× | 52.6% | 23.5% | 20% |
| GNRCGenerac Holdings Inc. | $12B | 44.9× | 23.0× | 39.5% | 5.8% | 10% |
| IEXIDEX Corporation | $17B | 32.8× | 20.0× | 44.7% | 14.5% | 13% |
| JBHTJ.B. Hunt Transport Services, Inc. | $22B | 32.5× | 13.8× | 16.3% | 5.3% | 19% |
| LECOLincoln Electric Holdings, Inc. | $15B | 26.4× | 17.4× | 36.0% | 12.4% | 37% |
| NDSNNordson Corporation | $18B | 32.6× | 20.8× | 55.3% | 18.6% | 18% |
| WTSWatts Water Technologies, Inc. | $12B | 30.9× | 19.1× | 48.8% | 14.3% | 19% |
The median is of the 9 peers listed above and nothing else — check it against the column. This company trades 28.4% above it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.
What it has traded at
What its sector has traded at
Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.
Every estimate on one scale
The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.