Equity Profile

ITT

ITT Inc.

IndustrialsIndustrial Machinery & Supplies & Components$17.1B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:30 AM EDT

ITT Beats on EPS, Stock Up 1.85%

Metric	Actual	Expected	Surprise
EPS	$1.98	$1.74	+11.86%
Revenue	—	$1.1B	—

management commentary, guidance changes, and full analysis available with Pro.

ITT Beats on EPS, Stock Up 1.85%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.98	$1.74	+11.86%
Revenue	—	$1.1B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

ITT's earnings report shows a strong performance in EPS, exceeding expectations by nearly 12%. The stock reacted positively, rising 1.85% in response to this earnings surprise. However, the lack of revenue data and guidance leaves some uncertainty about future performance.

Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, playing a crucial role in various sectors such as transportation, energy, and water management....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.74

Revenue

Total revenue provides insight into the company's sales performance and demand for its products.

$1.1B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, playing a crucial role in various sectors such as transportation, energy, and water management. With a market cap of $19 billion, the company is positioned in the industrials sector, which is influenced by trends in infrastructure spending and manufacturing demand.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+3.80%

Avg Stock Reaction

+3.33%

Last Quarter Recap

In Q4-2025, ITT reported an EPS of $1.85, exceeding expectations by 3.18%. The stock reacted positively, gaining 9.13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect ITT to continue its strong performance with an EPS of $1.74 and revenue of $1.1 billion. The company has a solid track record of beating earnings estimates.

Bull Case

If ITT beats earnings expectations again, it could signal strong operational efficiency and demand, potentially leading to a stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about future growth and market conditions, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.74

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.1B

Total revenue provides insight into the company's sales performance and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ITT's EPS exceed the consensus estimate of $1.74?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive market reaction.

What specific revenue figures will ITT report, and how do they compare to the $1.1 billion consensus?

Revenue performance is critical for assessing demand and operational health, which could influence investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

While analysts expect ITT to meet or exceed EPS estimates, the market may be underestimating the potential for significant revenue growth driven by increased infrastructure spending.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options are pricing a 7.2% move, suggesting that traders anticipate greater volatility than historical averages.

Recent insider buying activity may indicate confidence in the company's future performance.

Key Risk

If revenue growth significantly outpaces expectations, it could shift the narrative around ITT's market position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as ITT has consistently beaten EPS estimates, and any deviation could impact investor confidence.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.61 would confirm the bear case, suggesting potential issues with demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.0% while ITT has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

35.1%

Calls (7K)P/C Ratio: 5.74Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Industrials in the last 2 years. The average absolute 1-day move is 3.9%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ITT beats expectations, history suggests a potential stock increase of around 2.64%, confirming the company's strong operational trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 4.48%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on major contracts or projects that could impact revenue.
2Insights into cost management strategies and their effect on margins.
3Comments on market demand trends in key sectors like transportation and energy.
4Management's outlook for the remainder of the fiscal year.
5Any commentary on competitive pressures or industry challenges.

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Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, playing a crucial role in various sectors such as transportation, energy, and water management....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.74

Revenue

Total revenue provides insight into the company's sales performance and demand for its products.

$1.1B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+3.80%

Avg Stock Reaction

+3.33%

Last Quarter Recap

In Q4-2025, ITT reported an EPS of $1.85, exceeding expectations by 3.18%. The stock reacted positively, gaining 9.13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect ITT to continue its strong performance with an EPS of $1.74 and revenue of $1.1 billion. The company has a solid track record of beating earnings estimates.

Bull Case

If ITT beats earnings expectations again, it could signal strong operational efficiency and demand, potentially leading to a stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about future growth and market conditions, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.74

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.1B

Total revenue provides insight into the company's sales performance and demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ITT's EPS exceed the consensus estimate of $1.74?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive market reaction.

What specific revenue figures will ITT report, and how do they compare to the $1.1 billion consensus?

Revenue performance is critical for assessing demand and operational health, which could influence investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

While analysts expect ITT to meet or exceed EPS estimates, the market may be underestimating the potential for significant revenue growth driven by increased infrastructure spending.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options are pricing a 7.2% move, suggesting that traders anticipate greater volatility than historical averages.

Recent insider buying activity may indicate confidence in the company's future performance.

Key Risk

If revenue growth significantly outpaces expectations, it could shift the narrative around ITT's market position.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as ITT has consistently beaten EPS estimates, and any deviation could impact investor confidence.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.61 would confirm the bear case, suggesting potential issues with demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±7.0% while ITT has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

35.1%

Calls (7K)P/C Ratio: 5.74Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Industrials in the last 2 years. The average absolute 1-day move is 3.9%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ITT beats expectations, history suggests a potential stock increase of around 2.64%, confirming the company's strong operational trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 4.48%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on major contracts or projects that could impact revenue.
2Insights into cost management strategies and their effect on margins.
3Comments on market demand trends in key sectors like transportation and energy.
4Management's outlook for the remainder of the fiscal year.
5Any commentary on competitive pressures or industry challenges.