ITT
ITT Inc.
ITT's outlook is improving despite an expensive valuation.
VRT
Vertiv Holdings Co
VRT has the edge over ITT overall, supported by stronger valuation and stronger modeled upside.
ITT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Under pressure |
ITT's revenue and cash flow are currently healthy, and its profitability is stable, but its balance sheet is under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
ITT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $91.25 | -57% |
| Forward | 23x | $215 | — |
| Fair | 25x | $121 | -44% |
| Expensive | 42x | $204 | -5% |
| Current | 44x | $215 | — |
Historical ranges are pointers, not guarantees.
ITT's PE is in its expensive range at 44x. If earnings grow as analysts expect, today's price would be 23x next year's earnings, in its fair range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over ITT in the historical PE scenario, which offers more potential upside but is not a forecast.
ITT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for ITT, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
ITT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.51 | +96% |
| Q3 2026 | $4.86 | -19% |
| Q2 2026 | $5.10 | -20% |
| Q1 2026 | $5.67 | -9.9% |
| Q4 2025 | $6.11 | -3% |
| Q3 2025 | $6.02 | +2.7% |
| Q2 2025 | $6.36 | +21% |
| Q1 2025 | $6.29 | +23% |
| Q4 2024 | $6.30 | +27% |
ITT earned $4.86 per share over the past year, down 19% from the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over ITT on earnings, with more consistent year-over-year improvement.
ITT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +44% |
| Q2 2026 | $1.5B | +51% |
| Q1 2026 | $1.2B | +33% |
| Q4 2025 | $1.1B | +13% |
| Q3 2025 | $999.1M | +13% |
| Q2 2025 | $972.4M | +7.3% |
| Q1 2025 | $913M | +0.3% |
| Q4 2024 | $929M | +12% |
ITT's revenue has grown year over year for 19 quarters in a row: $1.4B last quarter, up 44% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -2.3 points |
| Q2 2026 | 12% | -5.8 points |
| Q1 2026 | 12% | -4.9 points |
| Q4 2025 | 17% | -0.3 points |
| Q3 2025 | 18% | -5.5 points |
| Q2 2025 | 18% | +0.5 points |
| Q1 2025 | 17% | +0.2 points |
| Q4 2024 | 17% | +2.9 points |
ITT's operating margin was 16% last quarter, down 2.3 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over ITT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over ITT on profitability, with a higher operating margin.
ITT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $283.5M | +94% |
| Q2 2026 | $162.1M | +18% |
| Q1 2026 | $13.8M | -82% |
| Q4 2025 | $187.4M | +0.3% |
| Q3 2025 | $146.2M | +67% |
| Q2 2025 | $137.3M | +2.1% |
| Q1 2025 | $76.6M | +154% |
| Q4 2024 | $186.8M | +42% |
ITT generated $647M in free cash flow over the past year, up 18% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over ITT on cash flow, with stronger typical year-over-year growth.
ITT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +15% | +11.4M shares |
| 3 years | +8.8% | +7.3M shares |
| 5 years | +4.1% | +3.5M shares |
| Available history | +1.4% | +1.2M shares |
ITT has 90M diluted shares, up 15% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50.1M |
| Q2 2026 | $4.9M |
| Q1 2026 | $100M |
| Q4 2025 | $20.1M |
| Q3 2025 | $100,000 |
| Q2 2025 | $400.8M |
| Q1 2025 | $100M |
| Q4 2024 | $500,000 |
ITT spent $175M buying back its own shares over the past year, down 65% from the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has the edge over ITT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
ITT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.9x | Moderate |
| Q2 2026 | 3.5x | Elevated |
| Q1 2026 | 3.9x | Elevated |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.3x | Very low |
ITT's net debt is about 2.9 years of its operating earnings (EBITDA), up from less than a year a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over ITT on leverage, with a lower net debt burden relative to earnings.
ITT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.0 | Neutral |
| Stochastic | 52.8 | Neutral |
ITT's weekly RSI is 60 (neutral) and its Stochastic is 53 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
ITT PE vs Industrials Sector
| Metric | ITT | Sector median | Relative |
|---|---|---|---|
| PE | 44x | 24x | 83% above |
| PE % | 87 | 58 | 29 pts above |
ITT is trading at 44x earnings, a 83% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over ITT on valuation relative to its sector.
ITT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $202.6 | 5.9% above |
| 20 week MA | $202.2 | 6.1% above |
| 50 week MA | $196.7 | 9.1% above |
| 100 week MA | $176.3 | 22% above |
| 200 week MA | $145.6 | 47% above |
ITT has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
ITT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $74.0 | $76.5 | +3.4% |
| 2021 | $76.5 | $100.4 | +31% |
| 2022 | $100.4 | $80.0 | -20% |
| 2023 | $80.0 | $119.3 | +49% |
| 2024 | $119.3 | $143.5 | +20% |
| 2025 | $143.5 | $177.9 | +24% |
| 2026 YTD | $177.9 | $214.6 | +21% |
ITT has finished higher in five of the last six years. It's up 21% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over ITT on returns for 2026, with the stronger performance.