ITT (ITT) Investor presentation summary

Strategic achievements and differentiation

• Surpassed long-term targets two years ahead of schedule, delivering strong organic growth and margin expansion.

• Differentiation achieved through execution, innovation, and targeted M&A, with a $3B deployment plan through 2030.

• Expanded addressable markets via innovation, including new products like VIDAR and breakthroughs in material science.

• Portfolio reshaped to focus on higher-growth, higher-margin flow and connector assets, reducing automotive exposure.

• New 2030 targets set for revenue, margin, and EPS growth, positioning for continued outperformance.

Financial performance and value creation

• Achieved 9% organic revenue CAGR and 13% adjusted EPS CAGR from 2021 to 2024.

• Delivered 45% total shareholder return over three years, outperforming S&P 500 by 1,600 bps.

• Adjusted operating margin reached 18.7% in 2024, with free cash flow margin at 12%.

• Outperformed peer indices in 1-, 3-, and 5-year TSR, with 105% TSR over five years.

• Historical performance marked by strong cash generation and margin expansion.

Business segment highlights

• Industrial Process: $1.4B revenue, leader in centrifugal pumps and engineered valves, with 5–7% organic growth target.

• Motion Technologies: $1.4B revenue, global leader in brake pads and shock absorbers, >30% OE market share.

• Connect & Control Technologies: $0.9B revenue, leader in connectors for aerospace, defense, and industrial markets.

• Innovation in each segment, including VIDAR motor, Geo-Pad material science, and small form factor connectors.

• Recent acquisitions (Svanehøj, KSARIA) and divestitures support strategic focus and growth.