Itt Inc. · NYSE:ITT
Itt — D.A. Davidson 25th Annual Diversified Industrials & Services Conference (September 2026)
13 slides from Itt's conference presentation, Sep 24, 2026
Slide 1: D.A. Davidson 25th Annual Diversified Industrials & Services Conference
D.A. Davidson 25 Annual th Diversified Industrials & Services Conference September 24, 2026 1
Slide 2: Safe Harbor and Non-GAAP Disclosures
Safe Harbor and Non-GAAP Disclosures Safe Harbor This presentation contains “forward-looking statements” intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. In addition, the accompanying conference call presentation may include,
Slide 3: ITT is a Leading Manufacturer of Critical Components for Harsh Environment Applications
ITT is a Leading Manufacturer of Critical Components for Harsh Environment Applications Businesses End Markets Geography 13% 19% 54% Energy 20% Connect & Control Flow 35% Asia Pacific Technologies Technologies General Industrial 45% 14% Americas $5.3B Aero & Defense 32% 35+ countries of Revenue Afte
Slide 4: Future Value Creation
Future Value Creation 01 02 Organic growth and Compounding margin expansion with M&A 4
Slide 5: Long-Term Margin Expansion
Long-Term Margin Expansion 2025 Operating Margin by Manufacturing Site >150 bps ~500 bps with higher performing sites underperforming sites to continuous improvement Operating ITT operating margin Margin 19.4% and Further Opportunities Remain Opportunity Lean, Automation, Technology Unprecedented En
Slide 6: M&A Performance
M&A Performance Svanehøj 1 kSARIA 1 Multiple Multiple Multiple Multiple 2024 acquisition 2026E 2024 acquisition 2026E 13x 6x 13x 11x • +16% annual orders average growth • +60% annual orders average growth • +32% annual revenue average growth • +12% annual revenue average growth • 3-year book-to-bill
Slide 7: ITT
ITT Strong execution and clever innovation keep on differentiating ITT from competition Sound strategy and common sense will keep on delivering long term value Exceptional ITTers will keep on executing and deliver value in the short term and for the long term 7
Slide 8: ITT
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Slide 9: Key Performance Indicators & Non-GAAP Measures
Key Performance Indicators & Non-GAAP Measures Management reviews a variety of key performance indicators including revenue, operating income and margin, earnings per share, order growth, and backlog. In addition, we consider certain measures to be useful to management and investors when evaluating
Slide 10: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Reconciliation of Revenue to Organic Revenue MT IP CCT Elim Total ITT 2025 Revenue $ 1,428.2 $ 1,496.2 $ 1,017.0 $ (2.9) $ 3,938.5 Less: Acquisitions - 244.1 233.6 - 477.7 Less: Foreign currency translation 58.5 5.2 5.1
Slide 11: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions; all amounts unaudited) Reconciliations of Operating Income/Margin to Adjusted Operating Income/Margin Full Year December 2025 FT MT CCT Corporate ITT Reported Operating Income $ 315.1 $ 275.9 $ 178.2 $ (84.7) $ 684.5 Intangible amortization [
Slide 12: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Reconciliation of Reported vs. Adjusted Income from Continuing Operations and Diluted EPS Income from Continuing Operations Diluted Earnings per Share 3-Year 3-Year FY 2025 FY 2022[a] CAGR % F
Slide 13: ITT Inc. Non-GAAP Reconciliation Statements
ITT Inc. Non-GAAP Reconciliation Statements (In millions, except earnings per share; all amounts unaudited) Reconciliation of Cash from Operating Activities to Free Cash Flow FY 2025 Net Cash - Operating Activities $ 668.8 Capital expenditures 121.3 Proceeds from government incentives (7.9) Free Cas