ITT Inc. (NYSE:ITT) reported fourth-quarter results on Thursday that surpassed analyst expectations, driven by solid demand across key industrial markets. The company posted adjusted earnings of $1.85 per share, beating forecasts of $1.78, while revenue rose 13.5% to $1.05 billion, above the consensus estimate of $1.01 billion.
Shares of the industrial manufacturer were largely unchanged in after-hours trading following the earnings release.
ITT delivered organic revenue growth of 9% in the fourth quarter, supported by strong performance in pump-related projects, transportation applications and defence sector demand. Total revenue increased from $929 million in the same period last year to $1.05 billion.
“2025 was a milestone. We delivered exceptional cash flow and outstanding profitable growth, all in all a strong start to the next ITT chapter,” said CEO Luca Savi. “We grew orders 10% and revenue 8% whilst continuing to expand margin.”
For full-year 2025, ITT reported revenue growth of 8.5%, reaching $3.94 billion, with organic revenue increasing 4.8% compared with 2024. Adjusted earnings per share for the year rose 14.3% to $6.72, up from $5.88 in the prior year.
The company’s Industrial Process division delivered particularly strong results, with fourth-quarter revenue rising 17% to $423.1 million, primarily driven by increased demand for pump projects. The Connect & Control Technologies segment recorded revenue growth of 13% to $271.2 million, supported by expansion in aerospace and defence markets.
Free cash flow for the full year climbed 27% to $555.4 million, representing approximately 14.1% of total revenue.
Looking ahead, ITT forecast first-quarter 2026 adjusted earnings between $1.68 and $1.72 per share, exceeding analyst expectations of $1.61. The company expects revenue growth of about 11% for the quarter, including 5% organic growth.
ITT also announced a 10% increase in its quarterly dividend to $0.386 per share, marking the third consecutive year of double-digit dividend growth.
The company noted that its guidance does not include the expected impact of its pending acquisition of SPX FLOW, announced in December 2025 and anticipated to close during the first quarter of 2026.