Equity Profile

ITT

ITT Inc.

IndustrialsIndustrial Machinery & Supplies & Components$17.1B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, serving various sectors including transportation, energy, and water management....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well ITT managed costs and revenue this quarter.

N/A

Revenue Growth

Revenue growth is vital to assess the company's ability to expand its market share and meet demand in the industrial sector.

N/A

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

ITT Q2-2026 Earnings Preview

Context

Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, serving various sectors including transportation, energy, and water management. With a market cap of $17 billion, the company plays a crucial role in the industrial supply chain, particularly as demand for efficient machinery grows in a recovering economy.

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 Q1 2026, ITT reported an EPS of $1.98, surpassing estimates by nearly 12%. The stock reacted positively, gaining 1.85% the following day, indicating investor confidence.

Management Promises & Guidance

Continue to focus on operational efficiency.
Expand product offerings in key markets.
Maintain strong customer relationships to drive sales.

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of ITT's Q2 earnings report, given the company's consistent history of beating EPS estimates. However, concerns about broader economic conditions could temper expectations.

Bull Case

If ITT continues its trend of exceeding EPS estimates, it could signal strong operational performance and market demand, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially given the current economic uncertainties.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter's $1.98?

Given ITT's history of beating EPS estimates, this number will be crucial for investor sentiment and stock performance.

What guidance will management provide regarding revenue growth in key sectors?

Management's outlook on revenue growth will indicate how well ITT is positioned to capitalize on market opportunities and may influence stock price.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ITT's ability to maintain its EPS growth trajectory, especially given its recent performance and operational efficiencies.

Supporting Evidence

ITT has consistently beaten EPS estimates, indicating strong management and operational effectiveness.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

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

Key Risk

If EPS falls below $1.90, it could undermine the positive sentiment and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects ITT's ability to navigate economic challenges and capitalize on growth opportunities.

Bull Confirmed If

An EPS of $2.05 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.90 could raise concerns about the company's ability to maintain profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.66%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±9.7% while ITT has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

27.4%

Calls (6K)P/C Ratio: 1.00Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

This setup has occurred 30 times across Industrials in the last 2 years. 18 of 24 (75%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.7%, with a raw directional average of +1.7% (modestly positive 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 3.33%, confirming strong operational health.

In-Line / Cautious

An in-line result could lead to a muted reaction, with management commentary driving the stock's movement in either direction.

Miss

A miss could result in a decline, with historical data suggesting a potential drop of around 0% to 3.33% based on past reactions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights into demand trends in key sectors like transportation and energy.
3Management's outlook on potential challenges in the supply chain.
4Details on new product launches or innovations.
5Any commentary on competitive positioning in the industrial machinery market.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

DYNBMO

Dyne Therapeutics, Inc.

Insider activity

PreviewView

Jul

Company Snapshot

ITT Inc. is a global manufacturer of industrial machinery and components, serving various sectors including transportation, energy, and water management....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well ITT managed costs and revenue this quarter.

N/A

Revenue Growth

Revenue growth is vital to assess the company's ability to expand its market share and meet demand in the industrial sector.

N/A

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

ITT Q2-2026 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 Q1 2026, ITT reported an EPS of $1.98, surpassing estimates by nearly 12%. The stock reacted positively, gaining 1.85% the following day, indicating investor confidence.

Management Promises & Guidance

Continue to focus on operational efficiency.
Expand product offerings in key markets.
Maintain strong customer relationships to drive sales.

Expectations

Wall Street Expectations

Bull Case

If ITT continues its trend of exceeding EPS estimates, it could signal strong operational performance and market demand, leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a sharp decline in stock price, especially given the current economic uncertainties.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter's $1.98?

Given ITT's history of beating EPS estimates, this number will be crucial for investor sentiment and stock performance.

What guidance will management provide regarding revenue growth in key sectors?

Management's outlook on revenue growth will indicate how well ITT is positioned to capitalize on market opportunities and may influence stock price.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ITT's ability to maintain its EPS growth trajectory, especially given its recent performance and operational efficiencies.

Supporting Evidence

ITT has consistently beaten EPS estimates, indicating strong management and operational effectiveness.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

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

Key Risk

If EPS falls below $1.90, it could undermine the positive sentiment and lead to a reevaluation of growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects ITT's ability to navigate economic challenges and capitalize on growth opportunities.

Bull Confirmed If

An EPS of $2.05 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.90 could raise concerns about the company's ability to maintain profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±9.66%

Historical Avg

±4.3%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±9.7% while ITT has averaged ±4.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

27.4%

Calls (6K)P/C Ratio: 1.00Puts (1K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 24 (25%)

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 3.33%, confirming strong operational health.

In-Line / Cautious

An in-line result could lead to a muted reaction, with management commentary driving the stock's movement in either direction.

Miss

A miss could result in a decline, with historical data suggesting a potential drop of around 0% to 3.33% based on past reactions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies that could impact margins.
2Insights into demand trends in key sectors like transportation and energy.
3Management's outlook on potential challenges in the supply chain.
4Details on new product launches or innovations.
5Any commentary on competitive positioning in the industrial machinery market.