Equity Profile

ITT

ITT Inc.

IndustrialsIndustrial Machinery & Supplies & Components$17.4B

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 the company's profitability and financial health. Investors will be looking for continued growth in earnings.

N/A

Revenue Growth

Revenue growth will indicate how well ITT is expanding its market presence and demand for its products.

N/A

1 more metrics, 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 and components continues to rise amid economic recovery.

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, exceeding expectations by nearly 12%. The stock reacted positively, gaining 1.85% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to innovation in product development.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as ITT has consistently beaten EPS estimates in the past. Investors are eager to see if this trend continues.

Bull Case

If ITT can maintain its growth trajectory and deliver strong revenue figures, it could lead to significant stock appreciation.

Bear Case

Conversely, any signs of slowing demand or rising costs could lead to disappointing results and a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ITT's strong history of beating EPS estimates, this figure will be critical in assessing the company's ongoing profitability.

How is ITT managing its operating costs in the current economic environment?

With rising input costs, insights into cost management will help investors understand the company's ability to maintain margins.

Edge

What the Street Is Missing

Why consensus could be wrong

While the market expects steady performance, ITT's unique position in industrial supply chains could lead to stronger-than-anticipated demand, particularly in emerging markets.

Supporting Evidence

ITT has consistently beaten EPS estimates, indicating stronger operational performance.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in industrial demand suggest a rebound that may not be fully reflected in current estimates.

Key Risk

If EPS comes in below $1.80, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing ITT's ability to sustain its growth amidst economic challenges, making these thresholds critical.

Bull Confirmed If

An EPS of $2.05 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.80 would raise concerns about demand and cost management.

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 traders expect 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 4.8%, with a raw directional average of +1.9% (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 the company's growth narrative.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience muted movement as investors reassess future growth.

Miss

A miss could lead to a decline, with historical data suggesting a potential drop of around 0.69%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in emerging markets.
2Updates on cost management strategies.
3Any commentary on supply chain stability.
4Insights into new product developments.
5Management's outlook on industry trends.

See the full picture

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

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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 the company's profitability and financial health. Investors will be looking for continued growth in earnings.

N/A

Revenue Growth

Revenue growth will indicate how well ITT is expanding its market presence and demand for its products.

N/A

1 more metrics, 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, exceeding expectations by nearly 12%. The stock reacted positively, gaining 1.85% the following day.

Management Promises & Guidance

Focus on improving operational efficiencies.
Commitment to innovation in product development.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, expectations are cautiously optimistic as ITT has consistently beaten EPS estimates in the past. Investors are eager to see if this trend continues.

Bull Case

If ITT can maintain its growth trajectory and deliver strong revenue figures, it could lead to significant stock appreciation.

Bear Case

Conversely, any signs of slowing demand or rising costs could lead to disappointing results and a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given ITT's strong history of beating EPS estimates, this figure will be critical in assessing the company's ongoing profitability.

How is ITT managing its operating costs in the current economic environment?

With rising input costs, insights into cost management will help investors understand the company's ability to maintain margins.

Edge

What the Street Is Missing

Why consensus could be wrong

While the market expects steady performance, ITT's unique position in industrial supply chains could lead to stronger-than-anticipated demand, particularly in emerging markets.

Supporting Evidence

ITT has consistently beaten EPS estimates, indicating stronger operational performance.

The options market is pricing in a larger move than historical averages, suggesting traders expect significant volatility.

Recent trends in industrial demand suggest a rebound that may not be fully reflected in current estimates.

Key Risk

If EPS comes in below $1.80, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing ITT's ability to sustain its growth amidst economic challenges, making these thresholds critical.

Bull Confirmed If

An EPS of $2.05 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.80 would raise concerns about demand and cost management.

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 traders expect 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 the company's growth narrative.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience muted movement as investors reassess future growth.

Miss

A miss could lead to a decline, with historical data suggesting a potential drop of around 0.69%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth in emerging markets.
2Updates on cost management strategies.
3Any commentary on supply chain stability.
4Insights into new product developments.
5Management's outlook on industry trends.