Will Analyst Optimism on ITT’s (ITT) Growth Outlook Reshape Its Investment Narrative?

• Earlier this week, Zacks Investment Research highlighted ITT as a top growth stock due to its strong earnings outlook and positive Growth Score, with expectations for its EPS to grow 10.6% this year, outpacing the industry average.
• A key insight is that recent upward revisions to ITT’s earnings estimates reinforce market confidence in its near-term performance potential.
• We'll examine how analyst optimism about ITT's earnings growth and favorable estimates may influence the company's overall investment narrative.

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ITT Investment Narrative Recap

To be a shareholder in ITT, you need to believe in the company's ability to keep delivering consistent earnings growth above its industry, driven by strong execution and a robust order backlog. The recent Zacks highlight and upward earnings estimate revisions underscore optimism around near-term growth, but the biggest catalyst, sustained high-margin backlog conversion, remains unchanged, while project timing risks and market cyclicality still represent material uncertainties for the business right now.

Among recent announcements, ITT’s revised 2025 financial guidance issued on July 31 stands out: management raised expectations for revenue (US$3.85 billion, up 5% to 7%) and GAAP EPS (US$5.95 to US$6.15, up 8% to 11%). This aligns with the positive earnings outlook spotlighted by Zacks and highlights how visible backlog and strong project demand continue to drive near-term confidence, even as project-driven volatility is a risk worth monitoring.

In contrast, if project delays or cancellations accelerate, investors should be aware that...

Read the full narrative on ITT (it's free!)

ITT's narrative projects $4.4 billion revenue and $651.2 million earnings by 2028. This requires 6.3% yearly revenue growth and a $134.7 million earnings increase from $516.5 million today.

Uncover how ITT's forecasts yield a $184.42 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have provided fair value estimates for ITT ranging from as low as US$59.46 to as high as US$190.93, based on three individual forecasts. While opinions on value widely differ, project-based revenue and potential delays may materially affect near-term results and are factors that many in the market are watching. Explore the range of community perspectives to help form your own view.

Explore 3 other fair value estimates on ITT - why the stock might be worth less than half the current price!

Build Your Own ITT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ITT research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free ITT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ITT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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