ITT Inc.는 자회사와 함께 운송, 산업 및 에너지 시장을 위한 엔지니어링된 핵심 부품과 맞춤형 기술 솔루션을 제조하고 판매합니다. 회사는 세 가지 부문으로 ...
$1.47 주당
예상 EPS $2.08 · 매출 $1.42B · 9 명의 애널리스트
$1.47 주당
예상 EPS $8.26 · 매출 $5.53B · 9 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $3.9B | +8.5% | +21.6% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $488.0M | -5.8% | +8.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +35.4% | +2.9% | +4.4% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +17.4% | -6.7% | -31.9% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +12.4% | -13.2% | -10.5% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $547.0M | +24.8% | +1091.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +13.9% | +15.1% | +880.0% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 22.7% | -17.1% | -4.5% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.58x | +84.7% | -17.3% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $6.3B | +34.0% | -0.9% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 6.11 vs 6.65 | -8.1% | 0.95 vs 1.92 | -50.5% |
| 매출 서프라이즈 | $3.9B vs $3.9B | +1.2% | $1.5B vs $1.4B | +6.1% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Savi Luca | director, officer: President and CEO | Common Stock | A | 5,019 | $199.56 |
| Aug 7, 2026 | de Mesa Graziano Cheryl | officer: Vice President & CAO | Common Stock | D | 700 | $214.54 |
| Aug 1, 2026 | LOY BERTRAND | director | Common Stock | A | 756 | — |
| Aug 1, 2026 | Wheeler Kevin J. | director | Common Stock | A | 756 | — |
| Aug 1, 2026 | LOY BERTRAND | — | — | — | 0 | — |
Operator: Welcome to ITT's 2026 Second Quarter Conference Call. Today is Thursday, August 6, 2026. Today's call is being recorded and will be available for replay beginning at 12:00 p.m. Eastern Time. [Operator Instructions] It is now my pleasure to turn the floor over to Carleen Salvage, Vice President, Investor Relations and FP&A. You may begin. Carleen Salvage: Thank you, Liz, and good morning. Joining me in Stamford today are Luca Savi, ITT's Chief Executive Officer and President; and Mike Savinelli, Interim Chief Financial Officer. Today's call will cover ITT's financial results for the 3-month period ended July 4, 2026, which we announced this morning. Please refer to Slide 2 of the presentation available on our website, where we note that today's comments will include forward-looking statements that are based on our current expectations. Actual results may differ materially due to several risks and uncertainties, including those described in our 2025 annual report on Form 10-K and other recent SEC filings. Except where otherwise noted, the second quarter results we present this morning will be compared to the second quarter of 2025 and include certain non-GAAP financial measures. The reconciliation of such measures to the most comparable GAAP figures are detailed in our press release and in the appendix of our presentation, both of which are available on our website. Today's earnings call includes year-over-year commentary on the performance of SPX FLOW that reflects financial information before the acquisition date of March 2, 2026. With that, it is now my pleasure to turn the call over to Luca, who will begin on Slide 3. Luca Savi: Thank you, Carleen, and good morning. Before I begin, I would like to welcome our new Aerospace Contacts colleagues to the ITT family. I look forward to working with you to grow CCT more and faster. We would also like to recognize our ITTers all around the world for an outstanding performance in Q2 once again. And a particular thank you to our employees in Flow Technologies for their hard work that has enabled us to make significant progress on the integration of SPX FLOW whilst continuing to deliver strong operational and financial performance. In the second quarter, we accelerated the Q1 momentum. Our ITT has delivered strong performance across the portfolio through flawless execution and the realization of benefits from our acquisitions, building a solid foundation for the remainder of 2026 and beyond. Now to the momentum. We grew orders 53%, 13% organically. We grew revenue 51%, 13% organically, reflecting a book-to-bill of 1.1 for the quarter. We expanded operating margin 40 basis points. We delivered adjusted EPS of $2.08, up 18% year-over-year, and we generated $176 million of free cash flow year-to-date, a truly record quarter. Let's dive now into the details. On orders, CCT was the highlight of our Q2 performance, growing 59% organically. CCT's growth was fueled by large defense orders in our kSARIA …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Luca Savi | Chief Executive Officer, President & Director | USD 4,031,345 | Male | 1966 | Active |
Davide Barbon | Senior Vice President and President of Motion Technologies & Asia Pacific | USD 1,752,010 | Male | 1970 | Active |
Bartek Makowiecki | Senior VP, Chief Strategy Officer and President of Flow Technologies | USD 1,442,339 | Male | 1979 | Active |
Lori Beth Marino | Senior Vice President, Chief Legal Officer, Corporate Secretary & Chief Compliance Officer | USD 1,331,974 | Female | 1975 | Active |
Michael G. Guhde | Senior Vice President and President of Connect & Control Technologies Business | — | Male | 1970 | Active |
Michael J. Savinelli | Interim CFO, VP, Treasurer, Chief Tax Officer & Assistant Secretary | — | Male | 1971 | Active |
Cheryl De Mesa Graziano | Vice President & Chief Accounting Officer | — | Female | 1973 | Active |
Emrana Sheikh | Senior Vice President & Chief Human Resources Officer | — | Female | 1972 | Active |
Carleen Salvage | Vice President of Investor Relations and FP&A | — | — | — | Active |
Karen T. LaRue | Controller & Executive Director | — | Female | 1979 | Active |
ITT NYSE: ITT reported record second-quarter results for 2026, citing organic growth across its portfolio, contributions from acquisitions and continued margin expansion. The company raised its full-year outlook for organic revenue, adjusted earnings per share and free cash flow after reporting 51% revenue growth and 18% adjusted EPS growth for the quarter ended July 4.
Empowered Funds LLC increased its holdings in shares of ITT Inc. (NYSE: ITT) by 174.4% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,528 shares of the conglomerate's stock after acquiring an additional 4,785 shares during the quarter. Empowered
ITT's Q2 earnings and revenues beat estimates, fueled by strong segment performance, while the company raised its 2026 outlook.
ITT Inc. (ITT) Q2 2026 Earnings Call Transcript
ITT (ITT), a manufacturer of engineered components for the aerospace, transportation and industrial markets, delivered a blockbuster quarter that sent its share
