Equity Profile

ITT

ITT Inc.

IndustrialsIndustrial Machinery & Supplies & Components$19.4B

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 and energy....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$1.95

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$1.4B

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 and energy. With a market cap of $19 billion, the company plays a crucial role in the industrial supply chain, particularly as demand for efficient machinery and components continues to grow.

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

Continued focus on operational efficiency.
Commitment to innovation in product development.
Plans to expand market reach in emerging sectors.

Expectations

Wall Street Expectations

Analysts expect ITT to maintain its strong performance, with a consensus EPS of $1.95 for Q2-2026. The company has a solid track record of beating earnings estimates.

Bull Case

If ITT exceeds the EPS estimate, it could signal strong demand and operational efficiency, potentially driving the stock higher.

Bear Case

A miss on EPS or revenue could raise concerns about market demand and operational challenges, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.95

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.4B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ITT's EPS exceed the consensus estimate of $1.95?

A strong EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the revenue figures and how do they compare to the expected $1.4B?

Revenue performance is critical for assessing overall demand and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate ITT's ability to capitalize on emerging market trends, particularly in energy efficiency.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Options pricing suggests a larger expected move than historical averages, hinting at potential surprises.

Recent operational improvements may not be fully reflected in current estimates.

Key Risk

If revenue comes in significantly below $1.4B, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching ITT's ability to maintain its earnings momentum amid economic uncertainties.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.90 could indicate weakening demand and operational issues.

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 announcement.

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)

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 report may lead to a muted reaction as investors weigh management's commentary on future growth.

Miss

A miss could result in a decline, with historical data suggesting a potential drop based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Management's outlook on market demand for industrial machinery.
3Details on cost management and operational efficiency improvements.
4Insights into geographic revenue performance, especially in emerging markets.

See the full picture

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

$1.95

Revenue

Revenue figures provide insight into the company's sales performance and market demand.

$1.4B

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

Continued focus on operational efficiency.
Commitment to innovation in product development.
Plans to expand market reach in emerging sectors.

Expectations

Wall Street Expectations

Analysts expect ITT to maintain its strong performance, with a consensus EPS of $1.95 for Q2-2026. The company has a solid track record of beating earnings estimates.

Bull Case

If ITT exceeds the EPS estimate, it could signal strong demand and operational efficiency, potentially driving the stock higher.

Bear Case

A miss on EPS or revenue could raise concerns about market demand and operational challenges, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.95

Earnings per share is a key indicator of the company's profitability and financial health.

Revenue

$1.4B

Revenue figures provide insight into the company's sales performance and market demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ITT's EPS exceed the consensus estimate of $1.95?

A strong EPS could reinforce investor confidence and lead to a positive stock reaction.

What are the revenue figures and how do they compare to the expected $1.4B?

Revenue performance is critical for assessing overall demand and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate ITT's ability to capitalize on emerging market trends, particularly in energy efficiency.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected performance.

Options pricing suggests a larger expected move than historical averages, hinting at potential surprises.

Recent operational improvements may not be fully reflected in current estimates.

Key Risk

If revenue comes in significantly below $1.4B, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching ITT's ability to maintain its earnings momentum amid economic uncertainties.

Bull Confirmed If

An EPS of $2.00 or higher would confirm strong operational performance and market demand.

Bear Confirmed If

An EPS below $1.90 could indicate weakening demand and operational issues.

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 announcement.

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)

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 report may lead to a muted reaction as investors weigh management's commentary on future growth.

Miss

A miss could result in a decline, with historical data suggesting a potential drop based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations.
2Management's outlook on market demand for industrial machinery.
3Details on cost management and operational efficiency improvements.
4Insights into geographic revenue performance, especially in emerging markets.