Update shared on18 Sep 2025
Fair value Increased 1.69%Analysts have raised ITT’s price target to $190.25, citing stronger confidence in the company’s growth and margin potential driven by robust end-market demand, innovation in Friction Technologies, and operational improvements, despite macro uncertainty.
Analyst Commentary
- Bullish analysts cite increased confidence in ITT's growth prospects, particularly within Aerospace & Defense (A&D), automotive, and oil & gas segments, supported by management commentary and market visibility.
- Multiple levers for margin expansion are highlighted despite ongoing macroeconomic uncertainty, suggesting operational resilience and efficiency improvements.
- Observations from plant visits reinforce the company's differentiation and innovation, especially within Friction Technologies, underpinning expectations for sustained outgrowth and enhanced profitability.
- Raised price targets reflect an anticipated positive sector backdrop, with industrial conglomerates—including ITT—expected to deliver solid Q2 results and slightly improved 2025 earnings outlooks.
- Management engagement and investor meetings provide reassurance around long-term strategy execution, business visibility, and ITT's ability to capitalize on market opportunities.
What's in the News
- ITT revised its 2025 guidance, projecting total revenue of $3.85 billion (5-7% growth), organic revenue growth of 3-5%, operating margin of 17.5-18.1%, and GAAP EPS of $5.95-$6.15 (8-11% growth).
- ITT completed the buyback of 6,227,292 shares (7.66% of shares outstanding) for $830.52 million, including 3,007,441 shares repurchased for $400 million in the latest tranche.
- Svanehoj, an ITT business, secured its first contract to equip next-generation Ultra Large Ethane Carriers with deepwell fuel, cargo, and stripping pumps, extending its market leadership in ethane transport solutions.
- ITT is launching VIDAR, a compact motor with embedded variable speed intelligence for industrial pumps and fans, highlighting energy efficiency and reliability, with formal presentations scheduled.
Valuation Changes
Summary of Valuation Changes for ITT
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $187.08 to $190.25.
- The Consensus Revenue Growth forecasts for ITT has risen slightly from 6.3% per annum to 6.6% per annum.
- The Net Profit Margin for ITT remained effectively unchanged, moving only marginally from 14.64% to 14.84%.
Disclaimer
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