Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
ITT Inc. (ITT)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$201.03-1.99%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
9.60 → 9.60 EPS · FY ending Dec 31, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 9 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for ITT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Free cash flow at or above $555M in 2025 | Free cash flow rose 26.6% to $555M in 2025. | Under Pressure | Free cash flow falls below $555M in 2025 | Free cash flow: $162M FY2026-Q2; GAAP. Published target: >= $555M. Target period is not explicitly aligned with this observation. Aug 6, 2026162,000,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “The company expects free cash flow to be between $600 million and $620 million, translating to a free cash flow margin of ~11% for the full year.” “Thanks to the ITT team’s hard work, we grew free cash flow 27% and delivered 14% free cash flow margin for the year, already at the level of performance we targeted for 2030 at Capital Markets Day.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
ITT is an industrial growth and acquisition-integration story, with recent results supporting its multi-year thesis. The thesis is intact, but the overall signal has shifted from mildly favorable to mixed.
Valuation is expensive versus peers, with a 1.06 peer premium, while the expectations gap is slightly negative. The evidence labels pricing as justified and fragility as low, but confidence in that assessment is also low.
Near term, acquisition integration is progressing ahead of plan, and adjusted operating margin has expanded; full-year margin and organic-growth guidance were raised. Revenue growth has been strong, but its trajectory is mixed because acquisitions contributed substantially, and recent industry misses remain a risk.
Over the next few quarters, the thesis depends on continued SPX FLOW integration, organic growth, and margin expansion. A guidance reversal after the recent increase would damage management credibility, while results from industrial peers could either support or weaken the sector backdrop.
For the next 1 to 3 years, ITT’s business thesis is intact, supported by integration progress and improving margins, but expensive valuation and a headwind in the sector leave meaningful execution risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Successful integration of SPX FLOW acquisition | ITT integrates SPX FLOW well, adding $1.3B revenue and 17 points growth. | Intact | Integration progress falls below 80% or synergy targets missed | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “At SPX FLOW, we are executing with discipline and speed, delivering high-single-digit growth and capturing cost synergies ahead of schedule.” “We are unlocking revenue synergies as we leverage our expanded capabilities, global reach and customer relationships.” Delivery assessment Nov 4, 2026 |
Operating margin near 12.4% to 13.3% in FY26 | A primary condition in ITT Inc.'s published investment case. The stated target is >= 12.4%. | Broken | Operating margin falls below 12.4% in FY26 | Operating margin: 12.24% FY2026-Q2; GAAP. Published target: >= 12.4%. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202612.239495 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “Operating margin is now expected to finish the year between 13.3% and 14.1%, with adjusted operating margin of 20.2% to 21.0%, an increase of 80 to 160 bps versus prior year.” “And with a healthy backlog and orders momentum, we are well-positioned to continue driving growth and margin expansion next year whilst building an even stronger ITT,” said ITT’s Chief Executive Officer and President Luca Savi.” Delivery assessment Nov 4, 2026 |
Revenue at or above $5.385B in FY26 | A primary condition in ITT Inc.'s published investment case. The stated target is >= $5.385B. | Intact | Revenue falls below $5.385B in FY26 | Revenue: $1.473B FY2026-Q2; GAAP. Published target: >= $5.385B. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 20261,473,100,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “At SPX FLOW, we are executing with discipline and speed, delivering high-single-digit growth and capturing cost synergies ahead of schedule.” “We are unlocking revenue synergies as we leverage our expanded capabilities, global reach and customer relationships.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$9.23 → $9.60 · observed estimates
$5.88B → $6.03B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-07-25 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-07-26 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-07-27 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-07-28 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-07-29 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-07-30 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-07-31 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-01 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-02 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-03 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-04 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-05 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-06 | $9.23 | $5,882,865,900 | 13 / 14 |
| 2026-08-07 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-08 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-09 | $9.20 | $5,956,877,710 | 12 / 13 |
| 2026-08-10 | $9.20 | $5,956,877,710 | 12 / 13 |
| 2026-08-12 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-13 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-14 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-15 | $9.06 | $5,894,086,359 | 9 / 10 |
| 2026-08-16 | $9.06 | $5,894,086,359 | 10 / 10 |
| 2026-08-17 | $9.06 | $5,894,086,359 | 10 / 10 |
| 2026-08-18 | $9.06 | $5,894,086,359 | 10 / 10 |
| 2026-08-19 | $9.06 | $5,894,086,359 | 10 / 10 |
| 2026-08-20 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-21 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-22 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-23 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-24 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-25 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-26 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-27 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-28 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-29 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-30 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-08-31 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-01 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-02 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-03 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-04 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-05 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-06 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-07 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-08 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-09 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-10 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-11 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-12 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-13 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-14 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-15 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-16 | $9.59 | $6,032,834,088 | 8 / 10 |
| 2026-09-17 | $9.59 | $6,032,834,088 | 9 / 10 |
| 2026-09-18 | $9.59 | $6,032,834,088 | 9 / 10 |
| 2026-09-19 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-20 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-21 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-22 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-23 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-24 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-25 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-26 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-27 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-28 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-29 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-09-30 | $9.59 | $6,035,765,500 | 9 / 10 |
| 2026-10-01 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-02 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-03 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-04 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-05 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-06 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-07 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-08 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-09 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-10 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-11 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-12 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-13 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-14 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-15 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-16 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-17 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-18 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-19 | $9.60 | $6,035,986,577 | 9 / 10 |
| 2026-10-20 | $9.59 | $6,033,694,269 | 9 / 10 |
| 2026-10-21 | $9.59 | $6,033,694,269 | 9 / 10 |
| 2026-10-22 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-23 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-24 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-25 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-26 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-27 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-28 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-29 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-30 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-10-31 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-11-01 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-11-02 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-11-03 | $9.60 | $6,033,078,884 | 9 / 10 |
| 2026-11-04 | $9.60 | $6,033,078,884 | 9 / 10 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 12 Buy / Strong Buy · 1 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.