ITT Inc. reported third‑quarter 2025 results, with revenue of $999 million, up 13% year‑over‑year and 6% organic growth, compared to $972 million in Q2 2025. Revenue growth was driven by a $50 million increase in Industrial Process and a $52 million increase in Connect & Control Technologies.
Operating income fell 14% to $180 million, down from $207 million in Q2 2025, and operating margin contracted to 18.0% from 23.6% in Q3 2024. The decline reflects the impact of a gain on the sale of Wolverine Advanced Materials in Q3 2024, restructuring costs, and higher material and labor expenses. Adjusted operating income rose 13.8% to $184.7 million, lifting the adjusted operating margin to 18.5%.
Earnings per share were $1.62, down 18% YoY, while adjusted EPS climbed 21% to $1.78, surpassing consensus estimates of $1.70. Adjusted EPS in Q2 2025 was $1.64.
Management raised 2025 guidance, projecting total revenue growth of 6%–7%, operating margin of 17.7%–18.0%, and adjusted operating margin of 18.2%–18.5%. Full‑year EPS guidance increased to $6.16–$6.22, with adjusted EPS expected at $6.62–$6.68, and free cash flow projected at $500 million. The revisions reflect stronger demand in Industrial Process and Connect & Control Technologies and continued margin expansion.
Cash flow metrics improved sharply: net cash from operating activities reached $174 million, up 40% YoY, and free cash flow rose 77% to $154 million, driven by higher adjusted operating income and favorable working‑capital dynamics.
The company confirmed a quarterly dividend of $0.351 per share, payable December 31 2025, and reiterated confidence in sustaining growth and shareholder returns.
Acquisitions of kSARIA and Svanehøj are performing well ahead of expectations, contributing to order growth and revenue. The VIDAR industrial motor is a key growth driver in the company’s long‑term strategy toward 2030 targets.
In the automotive segment, ITT aims to outperform global auto production benchmarks, while facing competitive pressures and supply‑chain challenges.
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