ITT, Inc. (ITT)

In the past six months, ITT's stock price was impacted by strong Q4 2025 financial results, with revenue surpassing estimates leading to a stock price increase. ITT announced the acquisition of SPX FLOW, expected to boost revenues and enhance its position in flow technologies. The stock has risen approximately 50% since 2024, with the company reporting increases in orders and revenue for the full year 2025.

ITT Inc. operates in the cyclical industrial machinery sector, influenced by global economic conditions and infrastructure spending. Demand can be affected by economic cyclicality and fluctuations in industrial demand. However, ITT's business model exhibits stability due to recurring demand patterns, diversified end-market exposure, and long-standing customer relationships. Approximately 30% of ITT's revenue is derived from aftermarket products and services.

ITT Inc. is a diversified global manufacturer specializing in highly engineered critical components and customized technology solutions, operating primarily within the industrial end-markets sector, serving industries like transportation, industrial, energy, aerospace, and defense. Its operations are structured around three segments: Motion Technologies (MT) focusing on transportation, Industrial Process (IP) manufacturing industrial pumps and valves, and Connect & Control Technologies (CCT) designing harsh-environment connectors and flow control components. Major products include connectors, pumps, valves, brake pads, shock absorbers, and energy absorption components.

ITT Inc. has a significant global presence with employees in over 35 countries and sales in approximately 125 countries, spanning Europe, North America, South America, Asia, and the Middle East. North America accounts for about 40% of its sales, and Europe contributes approximately a third.

ITT Inc. has demonstrated a strong and positive brand perception driven by robust financial performance, strategic execution, and commitment to innovation. Analyst sentiment is largely favorable, and employee sentiment is generally positive, highlighting a collaborative and customer-focused environment.

ITT Inc. has significant institutional ownership, with approximately 86.1% to 91.6% of its stock held by institutional investors including Capital International Investors, Vanguard Group Inc., and BlackRock, Inc. Individual insider ownership is typically under 2%.