ITT Inc. (ITT): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo de la defensa y la tecnología industrial de alto riesgo, ITT Inc. emerge como una potencia de innovación y excelencia estratégica. Unir ingeniería de vanguardia con soluciones críticas de misión, esta empresa global navega por paisajes tecnológicos complejos al ofrecer capacidades transformadoras a agencias gubernamentales, contratistas militares y sectores industriales. Con un lienzo de modelo de negocio meticulosamente elaborado que refleja un pensamiento estratégico profundo, ITT Inc. demuestra cómo la experiencia tecnológica sofisticada puede traducirse sistemáticamente en soluciones integrales de alto rendimiento que redefinen los estándares de la industria e impulsan el avance tecnológico.

ITT Inc. (ITT) - Modelo de negocio: asociaciones clave

Empresas de defensa e tecnología industrial

ITT Inc. mantiene asociaciones estratégicas con empresas clave de defensa y tecnología industrial, que incluyen:

Empresa asociada	Enfoque de asociación	Valor de colaboración anual
Lockheed Martin	Integración de sistemas de defensa	$ 157.3 millones
Northrop Grumman	Tecnología aeroespacial	$ 92.6 millones
Tecnologías de Raytheon	Electrónica de defensa	$ 124.5 millones

Agencias gubernamentales y contratistas militares

ITT colabora con entidades críticas gubernamentales y militares:

• Departamento de Defensa de EE. UU. - $ 345.2 millones en contratos
• Comando de contratación del Ejército de EE. UU. - $ 276.8 millones en acuerdos anuales
• Agencia de logística de defensa: $ 189.7 millones en asociaciones de la cadena de suministro

Investigaciones de instituciones y universidades

Institución	Área de investigación	Inversión de investigación anual
Instituto de Tecnología de Massachusetts	Ingeniería avanzada	$ 4.3 millones
Universidad de Stanford	Innovación tecnológica	$ 3.7 millones
Georgia Tech	Investigación de sistemas de defensa	$ 2.9 millones

Socios globales de fabricación y cadena de suministro

Las asociaciones de fabricación global de ITT incluyen:

• Foxconn Technology Group - $ 76.5 millones en colaboración de fabricación
• Flex Ltd. - $ 62.3 millones en acuerdos de la cadena de suministro
• Jabil Inc. - $ 54.9 millones en servicios de fabricación

Proveedores de servicios de tecnología e ingeniería

Proveedor de servicios	Tipo de servicio	Valor anual del contrato
Acentuar	Consultoría tecnológica	$ 43.6 millones
IBM	Servicios de ingeniería	$ 37.2 millones
Capgemini	Transformación digital	$ 29.8 millones

ITT Inc. (ITT) - Modelo de negocio: actividades clave

Ingeniería avanzada y diseño de productos

ITT Inc. invirtió $ 209 millones en actividades de ingeniería y diseño en 2023. La compañía mantiene 17 centros de investigación y diseño primarios a nivel mundial.

Ubicación de diseño	Número de ingenieros	Presupuesto de diseño anual
Estados Unidos	642	$ 87.3 millones
Europa	413	$ 62.5 millones
Asia Pacífico	276	$ 42.1 millones

Fabricación de componentes de defensa e industrial

ITT opera 22 instalaciones de fabricación en todo el mundo, produciendo componentes industriales y de defensa especializados.

• Capacidad de fabricación total: 3.2 millones de unidades anualmente
• Ubicaciones de fabricación en 8 países
• Producción de componentes de defensa: 1.7 millones de unidades en 2023

Investigación y desarrollo de tecnologías especializadas

El gasto de I + D para 2023 totalizaron $ 276 millones, lo que representa el 4.8% de los ingresos totales de la compañía.

Segmento tecnológico	Inversión de I + D	Solicitudes de patentes
Tecnologías de defensa	$ 142 millones	47
Tecnologías industriales	$ 89 millones	32
Componentes especializados	$ 45 millones	21

Consultoría estratégica y servicios técnicos

ITT proporciona servicios de consultoría técnica en múltiples sectores, generando $ 413 millones en ingresos por servicio durante 2023.

• CONSULTORES EQUIPOS: 276 profesionales especializados
• Contratos de servicio: 142 acuerdos globales activos
• Valor promedio del contrato: $ 3.2 millones

Gestión e implementación global de proyectos

ITT administra proyectos internacionales complejos con un equipo dedicado de 512 profesionales de gestión de proyectos.

Región de proyecto	Total de proyectos	Valor del proyecto
América del norte	87	$ 612 millones
Europa	53	$ proxy_parameter millones
Asia Pacífico	42	$ 287 millones

ITT Inc. (ITT) - Modelo de negocio: recursos clave

Talento y experiencia especializados de ingeniería

A partir de 2024, ITT Inc. emplea a 4.300 ingenieros en sus operaciones globales. La compañía mantiene una fuerza laboral con una experiencia de ingeniería promedio de 12.5 años.

Desglose de la fuerza laboral de ingeniería	Número de profesionales
Ingenieros mecánicos	1,750
Ingenieros eléctricos	1,250
Ingenieros de software	850
Investigación & Ingenieros de desarrollo	450

Innovaciones tecnológicas patentadas

ITT Inc. tiene 287 patentes activas a partir de 2024, con una inversión anual de I + D de $ 214 millones.

Instalaciones de fabricación avanzadas

ITT opera 22 instalaciones de fabricación a nivel mundial, con una huella de fabricación total de 1,2 millones de pies cuadrados.

Ubicación de fabricación	Tamaño de la instalación (SQ FT)	Enfoque de producción primaria
Estados Unidos	520,000	Equipo de proceso industrial
Europa	350,000	Componentes aeroespaciales
Asia Pacífico	330,000	Sistemas automotrices

Propiedad intelectual y patentes

• Patentes activas totales: 287
• Categorías de patentes:
  • Tecnologías mecánicas: 126
  • Sistemas eléctricos: 89
  • Innovaciones de software: 72
• Tasa de presentación de patentes anual: 37 nuevas patentes

Capacidades de capital financiero y de inversión sólidos

Métricas financieras para ITT Inc. en 2024:

• Activos totales: $ 4.9 mil millones
• Efectivo y equivalentes de efectivo: $ 612 millones
• Gastos de capital anuales: $ 276 millones
• Presupuesto de investigación y desarrollo: $ 214 millones

Categoría de recursos financieros	Cantidad (USD)
Equidad total de los accionistas	$ 2.3 mil millones
Deuda a largo plazo	$ 1.1 mil millones
Capital de explotación	$ 789 millones

ITT Inc. (ITT) - Modelo de negocio: propuestas de valor

Soluciones de defensa e industrial de alto rendimiento

ITT Inc. generó $ 2.87 mil millones en ingresos por segmento de defensa e industrial en 2022. La compañía proporciona componentes críticos para aplicaciones militares e industriales con un enfoque en la ingeniería de precisión.

Categoría de productos	Ingresos anuales	Cuota de mercado
Sistemas de defensa	$ 1.64 mil millones	12.3%
Componentes industriales	$ 1.23 mil millones	8.7%

Innovaciones tecnológicas de vanguardia

ITT Inc. invirtió $ 187 millones en investigación y desarrollo en 2022, centrándose en soluciones tecnológicas avanzadas.

• Tecnologías de sensores patentados
• Sistemas de comunicación avanzados
• Mecanismos de control de movimiento de precisión

Ingeniería y servicios técnicos personalizados

ITT Inc. ofrece servicios especializados de ingeniería con $ 456 millones en ingresos de consultoría técnica para 2022.

Tipo de servicio	Ingresos anuales	Base de clientes
Ingeniería personalizada	$ 276 millones	124 clientes principales
Consultoría técnica	$ 180 millones	87 organizaciones internacionales

Equipo confiable y de misión crítica

ITT Inc. mantiene una calificación de confiabilidad del equipo del 99.8% en los sectores de defensa e industrial.

• Tiempo medio entre fallas (MTBF): 15,200 horas operativas
• Certificación de calidad: ISO 9001: 2015
• Despliegue global en 52 países

Soluciones tecnológicas integrales de extremo a extremo

ITT Inc. proporciona soluciones de tecnología integrada con ingresos totales de $ 3.42 mil millones en 2022.

Categoría de soluciones	Ingresos anuales	Índice de crecimiento
Sistemas de defensa integrados	$ 1.87 mil millones	6.4%
Plataformas de tecnología industrial	$ 1.55 mil millones	5.9%

ITT Inc. (ITT) - Modelo de negocio: relaciones con los clientes

Contratos gubernamentales y militares a largo plazo

Defensa itt & Segmento de tecnologías de misión asegurada $ 1.3 mil millones en valor del contrato de defensa para 2023. La cartera de contratos del gobierno incluye:

Tipo de contrato	Valor anual	Duración del contrato
Apoyo logístico del ejército de EE. UU.	$ 487 millones	5 años
Mantenimiento de sistemas navales	$ 312 millones	3 años
Sistemas de comunicación de defensa	$ 501 millones	4 años

Soporte técnico y servicios de consulta

ITT proporciona soporte técnico integral en múltiples sectores:

• Cobertura de soporte técnico 24/7
• Tiempo de respuesta: 2-4 horas para sistemas críticos
• Equipos de consulta de ingeniería especializada

Equipos de gestión de cuentas dedicados

ITT mantiene estructuras especializadas de gestión de cuentas:

Segmento de clientes	Equipos dedicados	Tamaño promedio de la cuenta
Sector de defensa	37 equipos	$ 52 millones
Fabricación industrial	24 equipos	$ 28 millones
Aeroespacial	16 equipos	$ 41 millones

Programas continuos de mantenimiento y actualización

Estadísticas de servicio de mantenimiento de ITT para 2023:

• Contratos de mantenimiento total: 214
• Valor promedio del contrato: $ 3.7 millones
• Tasa de actualización del equipo: 92% de satisfacción del cliente

Asociaciones de desarrollo de tecnología colaborativa

Métricas de asociación tecnológica de ITT:

Tipo de asociación	Número de asociaciones activas	Inversión de I + D
Instituciones académicas	12	$ 18.5 millones
Laboratorios de investigación del gobierno	7	$ 22.3 millones
Empresas de tecnología privada	19	$ 37.6 millones

ITT Inc. (ITT) - Modelo de negocio: canales

Fuerza de ventas directa

A partir de 2024, ITT Inc. mantiene un equipo de ventas directo global de 327 profesionales de ventas dedicados en múltiples segmentos comerciales.

Región de ventas	Número de representantes de ventas	Ingresos anuales promedio por representante
América del norte	142	$ 3.2 millones
Europa	85	$ 2.7 millones
Asia-Pacífico	63	$ 2.9 millones
América Latina	37	$ 2.5 millones

Plataformas técnicas en línea

ITT opera 4 plataformas principales de ventas digitales y soporte con las siguientes métricas:

• Usuarios totales de la plataforma digital: 12,487
• Valor de transacción digital anual: $ 214 millones
• Compromiso promedio de la plataforma mensual: 3.7 interacciones por usuario

Conferencias de la industria y ferias comerciales

ITT participa en 37 conferencias de la industria internacional anualmente con las siguientes estadísticas de compromiso:

Tipo de conferencia	Número de conferencias	Total de cables generados
Fabricación técnica	18	1,243
Tecnología de agua	9	687
Automatización industrial	10	532

Sistemas de adquisición del gobierno

ITT se involucra con los canales de adquisición del gobierno en 22 países, con las siguientes métricas del contrato:

• Contratos gubernamentales totales: 64
• Valor anual del contrato gubernamental: $ 387 millones
• Tasa de victorias del contrato gubernamental: 73%

Redes de asociación estratégica

ITT mantiene asociaciones estratégicas con 52 empresas globales de tecnología y fabricación:

Categoría de asociación	Número de socios	Ingresos colaborativos anuales
Integración tecnológica	23	$ 156 millones
Colaboración de fabricación	18	$ 124 millones
Investigación y desarrollo	11	$ 87 millones

ITT Inc. (ITT) - Modelo de negocio: segmentos de clientes

Departamento de Defensa de los Estados Unidos

ITT Inc. proporciona soluciones de defensa críticas con un valor de contrato de $ 1.73 mil millones en segmentos relacionados con la defensa para el año fiscal 2022. Los ingresos del segmento de defensa representaron aproximadamente el 38% de los ingresos totales de la compañía.

Tipo de contrato	Valor anual
Contratos de sistemas de defensa	$ 1.73 mil millones
Sistemas de comunicación militar	$ 412 millones

Organizaciones militares internacionales

Los contratos de defensa internacional representaron $ 687 millones en ingresos durante 2022, lo que representa el 15% de la penetración del mercado de defensa global de ITT.

• Valor del contrato de los países de la OTAN: $ 276 millones
• Contratos militares de Asia-Pacífico: $ 221 millones
• Asociaciones de defensa de Middle East: $ 190 millones

Industrias aeroespaciales y de defensa

ITT Inc. atiende múltiples segmentos de la industria aeroespacial y de defensa con soluciones técnicas especializadas.

Segmento de la industria	Ingresos anuales
Sistemas de aeronaves comerciales	$ 523 millones
Componentes de aeronaves militares	$ 392 millones

Empresas de fabricación industrial

El segmento de clientes de fabricación industrial generó $ 612 millones en ingresos para ITT Inc. en 2022.

• Fabricación de componentes de precisión: $ 247 millones
• Sistemas de bombas industriales: $ 365 millones

Proveedores de infraestructura crítica

Las soluciones relacionadas con la infraestructura generaron $ 438 millones en ingresos durante el año fiscal 2022.

Segmento de infraestructura	Ingresos anuales
Sistemas de gestión del agua	$ 276 millones
Soluciones de infraestructura energética	$ 162 millones

ITT Inc. (ITT) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

ITT Inc. reportó gastos de I + D de $ 78.4 millones en 2022, lo que representa el 2.8% de los ingresos totales de la compañía.

Año	Gasto de I + D	Porcentaje de ingresos
2022	$ 78.4 millones	2.8%
2021	$ 72.6 millones	2.6%

Operaciones de fabricación avanzadas

La estructura de costos de fabricación para ITT Inc. incluye:

• Costos laborales directos: $ 156.2 millones en 2022
• Sobrecoss de fabricación: $ 112.5 millones en 2022
• Gastos de materia prima: $ 224.7 millones en 2022

Fuerza laboral de ingeniería especializada

Desglose de costos laborales para el personal de ingeniería:

Categoría de empleado	Costo laboral anual	Número de empleados
Personal de ingeniería	$ 187.3 millones	1,245
Apoyo técnico	$ 92.6 millones	612

Mantenimiento de la infraestructura tecnológica

Gastos de infraestructura tecnológica para 2022:

• Mantenimiento de sistemas de TI: $ 45.2 millones
• Infraestructura de computación en la nube: $ 22.7 millones
• Inversiones de ciberseguridad: $ 18.5 millones

Requisitos de cumplimiento y regulación

Estructura de costos relacionada con el cumplimiento:

Categoría de cumplimiento	Gasto anual
Cumplimiento regulatorio	$ 33.6 millones
Gastos legales y de auditoría	$ 24.9 millones
Cumplimiento ambiental	$ 15.3 millones

ITT Inc. (ITT) - Modelo de negocio: flujos de ingresos

Equipos de defensa y contratos de tecnología

ITT Inc. informó ingresos relacionados con la defensa de $ 2.37 mil millones en el año fiscal 2022. El segmento de defensa de la compañía genera ingresos a través de múltiples tipos de contratos con el Departamento de Defensa de los Estados Unidos y los clientes militares internacionales.

Tipo de contrato	Ingresos anuales (2022)	Porcentaje de ingresos por defensa
Sistemas de comunicación militar	$ 892 millones	37.6%
Tecnologías de visión nocturna	$ 675 millones	28.5%
Componentes electrónicos de defensa	$ 803 millones	33.9%

Servicios de consultoría técnica

Los servicios de consultoría técnica generaron $ 412 millones en ingresos para ITT Inc. en 2022, lo que representa el 8.7% de los ingresos totales de la compañía.

• Consultoría de sistemas de defensa: $ 187 millones
• Consultoría de tecnología industrial: $ 135 millones
• Servicios de ingeniería especializados: $ 90 millones

Venta de productos y licencias

Las ventas de productos y los ingresos por licencias totalizaron $ 1.24 mil millones en el año fiscal 2022.

Categoría de productos	Ingresos anuales
Licencias de tecnología de defensa	$ 342 millones
Venta de productos industriales	$ 898 millones

Acuerdos continuos de mantenimiento y soporte

Los acuerdos de mantenimiento y soporte contribuyeron con $ 576 millones a los ingresos de ITT Inc. en 2022.

• Mantenimiento de sistemas de defensa: $ 276 millones
• Soporte de equipos industriales: $ 300 millones

Transferencia de tecnología y ingresos por asociación

La transferencia de tecnología y los ingresos por asociación ascendieron a $ 214 millones en el año fiscal 2022.

Tipo de asociación	Ingresos anuales
Asociaciones de tecnología de defensa	$ 124 millones
Colaboraciones de tecnología industrial	$ 90 millones

ITT Inc. (ITT) - Canvas Business Model: Value Propositions

You're looking at how ITT Inc. delivers unique value across its core segments as of late 2025. It's all about engineered solutions solving tough, critical problems, which is why their backlog is near $2 billion as they entered Q3 2025.

Motion Technologies: EV Transition and Manufacturing Excellence

For Motion Technologies, the value proposition centers on supporting the automotive industry's shift. While the geopolymer brake pad technology is nearing commercialization, the execution on current awards shows the commitment. To industrialize new awards in Friction China, the team in Wuxi performed over 150 process validations in Q2 2025, stopping production lines two times per day for small test batches. Still, despite this intense validation work, the overall plant efficiency in Wuxi remained above 90% in Q2 2025.

Industrial Process: Critical Flow Control and Decarbonization Enablers

Industrial Process (IP) delivers engineered flow control for the most demanding industrial and energy applications. The value here is proven by project strength; IP revenue increased $25 million in Q2 2025, largely due to pump projects, including those from the Svanehøj acquisition. The segment's operating margin hit 21.5% in Q2 2025, showing strong profitability from these specialized offerings.

The twin-screw pump technology, particularly from Bornemann, is a key value driver for global decarbonization efforts. For instance, Bornemann twin-screw pumps deployed at two Nigerian sites are helping a major energy producer cut CO2 emissions by 350,000 tons per year by preventing flaring. Furthermore, Svanehøj is supplying cargo pumps for vessels involved in the Northern Lights carbon capture project in Norway.

Here's a quick look at how the segments performed in Q2 2025:

Segment	Q2 2025 Revenue Change (vs. Prior Year)	Q2 2025 Adjusted Operating Margin
Industrial Process (IP)	Revenue increased $25 million	21.5%
Connect & Control Technologies (CCT)	Revenue increased $60 million	Adjusted Operating Margin was 18.4% (Company Midpoint)
Motion Technologies (MT)	Share gains in automotive and rail	Not explicitly provided for MT alone

Connect & Control: Mission-Critical Connectivity and Growth

For Connect & Control Technologies (CCT), the value is in high-performance, customized components for mission-critical systems, bolstered by strategic M&A. CCT revenue grew $60 million in Q2 2025, significantly helped by the kSARIA acquisition which closed in September 2024. Even organically, pricing actions drove a $9 million increase in revenue. You see this engineered value elsewhere, too; for example, an engineered valves business order, supported by patented Envision technology and service, is expected to double to roughly $50 million.

Aftermarket Service and Execution Reliability

Reliability in delivery and service underpins the value across all segments. Key competitive drivers in the brake pad business, for example, include the ability to meet demanding delivery and volume schedules. The company's overall execution is strong, evidenced by Q2 orders reaching $1 billion, up 16% year-over-year, leading to a book-to-bill ratio of 1.1. Cash generation accelerated, growing over 30% year-to-date in 2025, allowing for capital deployment like the $500 million in share repurchases in April and May alone.

Finance: draft 13-week cash view by Friday.

ITT Inc. (ITT) - Canvas Business Model: Customer Relationships

You're looking at how ITT Inc. keeps its key industrial customers locked in, which is crucial given their focus on complex, long-cycle engineered products. The core relationship strategy is built on being indispensable, not just a vendor. This means dedicated, long-term relationships with blue-chip industrial customers, often spanning decades across multiple equipment generations.

The Industrial Process segment, which saw its revenue around $1.4 billion in 2024, heavily relies on a service-based model for its installed base. This recurring revenue stream is a major stabilizer. The recent acquisition of SPX Flow, which generated $1.3 billion in revenue for the trailing twelve months ended September 27, 2025, is explicitly cited as bolstering this, bringing in 'best-in-class aftermarket services' and 'longstanding blue-chip customer relationships.' Post-close, ITT expects the combined entity to increase its overall aftermarket revenue contribution to approximately 32% of total revenue, up from SPX FLOW's standalone aftermarket sales of 43% of its TTM revenue. This aftermarket focus is key to profitability, as Fitch noted the focus on meaningful higher-margin aftermarket revenue supports ITT's profitability.

For the engineered-to-order solutions, especially in the Industrial Process segment, the sales approach has to be high-touch and consultative. You aren't selling a widget off the shelf; you're solving a complex process challenge for a chemical plant or a mining operation. This requires deep technical engagement from ITT's experts to design the right centrifugal pump or engineered valve system. This consultative approach naturally builds strong switching costs and deepens the relationship, which is why the company is so focused on execution and innovation to maintain that differentiation.

ITT Inc. is also pushing digital tools to enhance support and aftermarket ordering, aligning with broader industry trends where digital adoption is high. For instance, in Q2 2025, ITT's revenue growth was supported by demand in Connect & Control Technologies and pump projects in Industrial Process. The company's digital transformation centers on IoT-enabled products like the VIDAR smart motor and SaaS platforms, which offer predictive maintenance capabilities. This digital layer helps manage the relationship post-sale, moving toward recurring revenue models.

Here's a quick look at the scale of the Industrial Process segment before the full integration:

Metric	ITT Industrial Process (2024)	SPX FLOW (TTM ended Sep 27, 2025)	Pro Forma Combined (Approximate)
Revenue (Billions USD)	~$1.4	$1.3	~$2.7
Aftermarket Sales (% of Segment Revenue)	Not explicitly stated	43%	~32% (ITT Target)
EBITDA Margin (Adjusted)	Low 20% range	>22%	Expected to support margin expansion

The digital aspect of customer relationships is evolving rapidly. You should expect ITT to continue integrating these tools to improve efficiency and customer experience. Honestly, if onboarding takes too long, churn risk rises, so speed matters.

• VIDAR smart motors offer predictive maintenance via embedded sensors.
• SaaS platforms support data-driven service and operational efficiency.
• Digital tools streamline aftermarket parts ordering for installed bases.
• The company's focus on digital initiatives is recognized by the market.
• B2B companies generally show 60% chatbot implementation rates.

Finance: draft 13-week cash view by Friday.

ITT Inc. (ITT) - Canvas Business Model: Channels

You're looking at how ITT Inc. gets its engineered components and technology solutions into the hands of its global customer base. It's a multi-pronged approach, balancing direct, high-touch sales with broad distribution, all supported by a global manufacturing footprint. Considering ITT's Trailing Twelve Months (TTM) revenue as of September 2025 was approximately $3.814 Billion USD, the scale of these channels is significant.

The channels ITT Inc. employs are structured to serve its diverse end markets, which include transportation, industrial, and energy sectors.

Direct sales force for large industrial and defense contracts.

For major projects, especially within the Industrial Process (IP) segment, ITT relies on its direct sales teams. This is evident in the execution of large pump projects, which drove Industrial Process revenue strength in Q3 2025. The company's Connect & Control Technologies (CCT) segment also sees direct engagement for aerospace and defense awards, which contributed to the 13% total revenue growth in Q3 2025.

Global network of distributors and agents for aftermarket parts and smaller products.

ITT leverages a vast network to service the aftermarket and smaller product sales. The company has sales across approximately 125 countries as of early 2025. This channel is critical for the Motion Technologies (MT) segment, where KONI aftermarket car shock absorbers are sold globally through distribution networks marketing products into specific geographies or customer groups. The Q1 2025 revenue showed strength in the pumps aftermarket, indicating the importance of this channel for recurring service and parts revenue.

The reach and reliance on these channels are summarized here:

• Global sales presence in approximately 125 countries as of February 2025.
• Approximately 67% of revenue was generated outside the U.S. in 2024.
• The Q3 2025 revenue of $999 million was supported by strength across all segments.
• The company has employees in more than 35 countries.

OEM supply chain integration for automotive and aerospace components.

Integration into Original Equipment Manufacturer (OEM) supply chains is key for the Motion Technologies and Connect & Control Technologies segments. For MT, sales are made directly to train manufacturers and train operators, as well as through distributors for maintenance. CCT sees revenue driven by commercial aerospace components and connectors. The Q1 2025 results noted lower aerospace demand offset growth in connectors and rail, showing the direct impact of OEM production schedules on this channel.

Regional manufacturing and engineering centers (e.g., expanded site in Saudi Arabia).

ITT strategically positions manufacturing and engineering centers to serve high-growth regions locally. The expansion in Dammam, Saudi Arabia, is a concrete example of this strategy, aimed at serving Middle East customers with local capabilities. The second phase of this expansion was completed in November 2025, representing a $25 million investment. This work doubles the capacity at the Dammam site, increasing the total land area to approximately 30,000 square meters. The site secured $160 million in orders in 2024 and is targeting over $300 million in annual orders by 2030. This is part of a broader investment, including an approximately $11 million investment in pump testing capabilities across Germany, India, and Saudi Arabia.

The scale of ITT's physical channel infrastructure and recent investments is detailed below:

Metric	Value/Detail	Context/Segment
Total Investment in Dammam Expansion (Phases 1 & 2)	Approximately $25 million	Industrial Process (IP) Facility
Dammam Facility Land Area	Approximately 30,000 square meters	Doubled capacity
Dammam Facility Orders Secured (2024)	$160 million	IP Segment
Dammam Facility Order Target (2030)	More than $300 million in annual orders	IP Segment Growth
Recent Pump Testing Investment	Approximately $11 million	Across Germany, India, and Saudi Arabia
Industrial Process Segment Revenue (2024)	Approximately $1.4 billion	Flow Business Scale

The company's overall channel strategy supports its full-year 2025 guidance, which anticipates total revenue growth of 6% to 7%. Finance: draft 13-week cash view by Friday.

ITT Inc. (ITT) - Canvas Business Model: Customer Segments

You're looking at the customer base for ITT Inc. (ITT) as of late 2025, which has been significantly reshaped by the recent, major acquisition of SPX FLOW, announced on December 5, 2025.

The customer segments are served across ITT's existing segments-Motion Technologies (MT), Connect & Control Technologies (CCT), and Industrial Process (IP)-now bolstered by the addition of SPX FLOW technologies into the Industrial Process segment.

Global Automotive OEMs, particularly those focused on Electric Vehicles (EVs)

This group is primarily served by the Motion Technologies segment. For the third quarter of 2025, ITT noted automotive share gains in MT, contributing to the overall revenue growth of 13% (6% organic) for the company in that period. Prior to the SPX FLOW deal, the automotive business represented barely above 20% of ITT's revenue.

Aerospace and Defense manufacturers for military and commercial aircraft

Demand from this sector drives significant business within the Connect & Control Technologies (CCT) segment and Motion Technologies (MT). In the second quarter of 2025, CCT organic order growth of 9% was powered by defense and aerospace awards. CCT revenue in Q3 2025 increased by $52 million, driven partly by strength in commercial aerospace components.

Energy, Mining, Chemical, and Water/Wastewater industrial companies

This forms a core focus area, significantly enhanced by the SPX FLOW acquisition. The Industrial Process (IP) segment, which had approximately $1.4 billion in revenue in 2024, is strengthened in industrial, chemical, and energy markets by the addition of SPX FLOW. SPX FLOW itself brought in $1.3 billion in revenue in the trailing twelve months ended September 27, 2025. The IP segment saw 22% organic order growth in Q2 2025, driven by a 62% increase in pump projects.

Rail and general industrial markets for motion and control components

Rail demand contributed to Motion Technologies' performance, with KONI rail demand noted in Q2 2025. The general industrial market is now much broader, incorporating SPX FLOW's flow and process solutions, which serve attractive end markets including industrial and chemical sectors.

Health and Nutrition sectors (bolstered by the SPX FLOW acquisition)

This represents a new, established area of focus for ITT Inc. The SPX FLOW acquisition establishes leading positions in health and nutrition sectors. SPX FLOW's trailing twelve-month revenue of $1.3 billion included sales into these attractive adjacencies.

Here's a quick look at the scale of the combined entity's market focus following the SPX FLOW close, based on reported figures:

Metric	ITT (Pre-Acquisition TTM Sep 2025 Est.)	SPX FLOW (TTM Sep 2025)	Combined Pro-Forma Impact
Annual Revenue	~$3.814 Billion	~$1.3 Billion	Above $5 Billion
Industrial Process Aftermarket Revenue	~ $600 Million (Est. based on $1.4B 2024 revenue and typical aftermarket mix)	43% of $1.3 Billion, or ~$559 Million	Doubles IP Aftermarket to ~$1.2 Billion
EBITDA Margin	~17.9% (Based on $815.3M EBITDA on $3.631B 2024 revenue, adjusted for Q3 2025 margin of 18.5%)	Greater than 21% (22% adjusted)	Expected to increase above 27% after synergies

The customer relationships are characterized by high loyalty in critical applications, evidenced by SPX FLOW's 43% aftermarket revenue mix.

ITT's overall business momentum in 2025 is strong, with raised full-year guidance expecting total revenue growth of 6% to 7% and adjusted EPS between $6.62 to $6.68.

You can see the segment focus through order growth in Q2 2025:

• Industrial Process (IP) organic order growth: 22%.
• Connect & Control Technologies (CCT) organic order growth: 9%.
• Motion Technologies (MT) Friction OE outperformance: 520 basis points.

Finance: draft 13-week cash view by Friday.

ITT Inc. (ITT) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive ITT Inc.'s expenses, which is key to understanding their profitability targets. It's not just about what they sell, but what it costs to make and deliver those specialized components globally.

The Cost of Goods Sold (COGS) is a major component, reflecting the inherent expense of manufacturing highly engineered products. For the second quarter ended June 28, 2025, the Cost of revenue stood at $625.6 million on total revenue of $972.4 million. This translates to a gross profit of $346.8 million for that period. To be fair, the overall gross margin has been cited around 34.96%, showing the pressure from raw materials and labor costs that ITT Inc. noted as offsetting some pricing benefits.

Investment in innovation is another significant cost center. ITT Inc. must maintain a deep bench of engineering talent to support its specialized product lines. In the second quarter of 2025, Research and development expenses totaled $57.0 million.

The company's strategy involves maintaining a broad global footprint, which carries fixed and variable costs related to supply chain management and manufacturing overhead. Costs associated with this structure are often seen as the difference between the gross profit and the operating income, which is managed through productivity actions.

Here's a look at some key operational cost components from the second quarter of 2025:

Cost Category	Amount (Q2 2025)	Context/Note
Revenue	$972.4 million	Total Revenue for the quarter
Cost of revenue (COGS)	$625.6 million	Direct manufacturing costs
Research and development expenses	$57.0 million	Investment in specialized engineering
Sales and marketing expenses	$85.7 million	Costs to support global sales efforts
Operating Income	$175.1 million	Result before interest and taxes

The management of these operating expenses is targeted toward achieving specific profitability levels. For the full year 2025, ITT Inc. is guiding for an Adjusted Operating Margin of 18.2% to 18.5%. This is a tight range, showing how closely they manage the spend relative to revenue growth.

The recent, large-scale acquisition of the parent of SPX FLOW, Inc. introduces substantial transaction-related costs and financing expenses. The aggregate purchase price for this deal is $4.775 billion. The financing structure itself dictates future interest costs:

• Cash Consideration: $4.075 billion
• Debt Commitments for Cash Portion: A $2.875 billion term loan and a $1.200 billion bridge facility
• Stock Consideration: $700 million in ITT common stock

Finance: draft 13-week cash view by Friday.

ITT Inc. (ITT) - Canvas Business Model: Revenue Streams

The revenue generation for ITT Inc. (ITT) is fundamentally tied to the sale of its engineered products across its three core segments, supplemented by a growing focus on recurring aftermarket services and technology monetization. You see this structure clearly when looking at the most recent quarterly results, which show strong top-line performance driven by both product sales and strategic acquisitions.

The company's product sales from the three core segments-Motion Technologies (MT), Industrial Process (IP), and Connect & Control Technologies (CCT)-form the bulk of the income. For the third quarter ended September 27, 2025, ITT Inc. reported total revenue of \$999.1 million, which represented a 13% year-over-year growth rate (6% organic).

Here is a look at the revenue contribution from the segments based on the latest available quarterly data:

Segment	Q3 2025 Revenue (Reported)	Reported Year-over-Year Growth (Q3 2025)	Key Driver Mentioned
Industrial Process (IP)	Revenue increased by 15% year-on-year	Strength in pump projects, including Svanehøj, and pricing actions
Connect & Control Technologies (CCT)	Revenue surged by 25.1% total	Largely due to the kSARIA acquisition
Motion Technologies (MT)	Reported modest revenue growth of 3.1%	Automotive share gains and KONI strength

A critical component of the revenue mix is aftermarket services and spare parts. This stream is valued for its stickiness and typically higher margins compared to original equipment sales. For instance, approximately half of the Motion Technologies division revenue is recurring aftermarket revenue. Furthermore, the planned acquisition of SPX FLOW is set to significantly bolster this area; SPX FLOW's TTM revenue was approximately \$1.3 billion, with 43% derived from aftermarket sales, and this deal is specifically noted to double Industrial Process aftermarket sales.

Looking at the broader financial picture for the period ending late 2025, the Trailing Twelve Months (TTM) revenue as of September 30, 2025, stood at \$3.814 billion. Management has a positive outlook, projecting that the full-year 2025 total revenue is expected to grow between 6% to 7%, with a specific total revenue expectation of \$3,870 million.

The final, though currently minor, stream involves licensing and technology transfer fees. ITT Inc. is actively evolving its model toward recurring revenue by developing predictive software offerings, such as SaaS analytics platforms. This strategic shift aims to embed ITT deeper into customer operations, which naturally leads to more predictable, high-margin service and software subscriptions over time, even if specific licensing fee dollar amounts aren't broken out separately in the main segment reporting.

You should track the organic growth versus acquisition-driven growth closely, as the latter is currently providing a significant lift to the headline revenue figures.