Itt Inc. ITT

Revenue Intelligence Report • 22 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-07-04

Itt Inc.'s latest quarterly revenue is $1.5B for the period ending 2026-07-04. The model projects $6.0B across the next four quarters (+26.2% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 14.9%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-07-04. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$5.98B
+26.2% YoY
R&D Multiplier
$0.95 per $1
SG&A Multiplier
$3.35 per $1
Training Fit
0.6% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $1.25B vs the actual $1.47B — an error of 14.9%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

ITT Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-07-04
$1.25B $1.47B $1.24B–$1.27B +28.9% ✗ Outside range
Q3 FY2026
Period end 2026-10-04
$1.35B $1.33B–$1.37B +35.5%
Q4 FY2026
Period end 2027-01-04
$1.35B $1.32B–$1.37B +27.7%
Q1 FY2027
Period end 2027-04-04
$1.67B $1.64B–$1.70B +37.9%
Q2 FY2027
Period end 2027-07-04
$1.61B $1.57B–$1.64B +9.1%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Itt Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 1.0004 +0.0% In line with trend 5
FQ2 (Apr–Jun) 0.9979 -0.2% In line with trend 4
FQ3 (Jul–Sep) 0.993 -0.7% In line with trend 4
FQ4 (Oct–Dec) 1.0056 +0.6% In line with trend 4

Spending and Revenue

ITT Spending Timing
Reading this chart: Each line shows the cumulative revenue association per $1 of spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 22 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.1877x • R&D elasticity: 0.3412x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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