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    Should ITT’s (ITT) Double-Digit Revenue Beat Prompt Investors To Reassess Its Long-Term Earnings Story?

    Simply Wall St·12/23/2025 06:17:49
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    • Earlier this week, ITT reported quarterly revenue of US$999.1 million, a 12.9% year-on-year increase that exceeded analyst expectations by 2.6%, highlighting robust organic growth.
    • The scale of this revenue beat underlines strong demand across ITT’s end markets and may support analyst views on its long-term earnings potential.
    • We’ll now examine how ITT’s stronger-than-expected revenue performance might influence its investment narrative and the outlook implied by consensus forecasts.

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    ITT Investment Narrative Recap

    To own ITT, you need to believe it can keep converting its niche industrial strengths into steady revenue and earnings growth while managing project and cyclical exposure. The latest US$999.1 million revenue beat reinforces confidence in near term demand, but it does not remove the key risk that a heavier tilt to project-based business could still introduce lumpier results if conditions cool.

    Alongside the strong quarter, ITT’s continued 10% dividend increase for 2025 stands out, as it signals ongoing willingness to return capital even while funding acquisitions and project growth. For investors watching catalysts, that balance between reinvestment, M&A integration and rising payouts sits right next to the risk that project delays or cancellations could tighten financial flexibility if markets turn.

    Yet behind ITT’s strong revenue print, one risk investors should be aware of is how its growing project backlog could...

    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 about a $134.7 million earnings increase from $516.5 million today.

    Uncover how ITT's forecasts yield a $208.33 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    ITT 1-Year Stock Price Chart
    ITT 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community span a wide range, from US$59.46 to US$208.33 per share, showing how far apart individual views can be. When you set those opinions against ITT’s strong recent revenue surprise and ongoing project exposure, it underlines why many investors look at several perspectives before deciding how the business might perform over time.

    Explore 3 other fair value estimates on ITT - why the stock might be worth as much as 17% more than 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 1 key reward and 1 important warning sign 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.