Hologic has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this medical device maker have returned +0.3% over the past month versus the Zacks S&P 500 composite's -3.6% change. The Zacks Medical - Instruments industry, to which Hologic belongs, has lost 6.2% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Hologic is expected to post earnings of $1.09 per share, indicating a change of +5.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $4.49 for the current fiscal year indicates a year-over-year change of +5.4%. This estimate has changed +0.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.9 indicates a change of +9% from what Hologic is expected to report a year ago. Over the past month, the estimate has changed +0.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Hologic is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Hologic, the consensus sales estimate of $1.05 billion for the current quarter points to a year-over-year change of +4%. The $4.26 billion and $4.48 billion estimates for the current and next fiscal years indicate changes of +4% and +5.2%, respectively.
Last Reported Results and Surprise HistoryHologic reported revenues of $1.05 billion in the last reported quarter, representing a year-over-year change of +2.5%. EPS of $1.04 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $1.07 billion, the reported revenues represent a surprise of -2.14%. The EPS surprise was -4.59%.
Over the last four quarters, Hologic surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hologic is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hologic. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Key Takeaways Hologic's buyout of up to $79 per share offers just 0.6% upside from recent levels.Align Technology hit $4B revenues in 2025, with aligner volumes rising 6.7% globally.DSO growth and digital tools adoption are boosting Align Technology's long-term expansion. Hologic and Align Technology (ALGN - Free Report) are two well-established players in the medical technology (MedTech) market, each with distinct niche. Hologic develops diagnostics, surgical, and medical imaging technologies to advance women’s health. In the last five years, a series of tactical acquisitions helped expand the company’s existing businesses.
Align Technology designs and sells Invisalign clear aligners for the treatment of malocclusions, iTero intraoral scanners, and exocad computer-aided design and computer-aided manufacturing (“CAD/CAM”) software for dental laboratories and practitioners. The company also invests in clinical support, product improvements, technological innovations, clinical education and advertising to supplement growth.
With the global MedTech market projected to reach $666.25 billion, per Statista, investors are closely tracking opportunities in this sector to enhance their portfolio. Here’s a closer look at how the two companies currently stack up.
The Case for HOLXHologic’s Diagnostics division is largely driven by sales of the Molecular Diagnostics assays. Performance wise, the unit’s revenues fell 3.5% in the first quarter of 2026, mainly due to lower sales of COVID-19 tests and legacy assays for sexually transmitted infections (STIs). The decline was partially offset by stronger sales of BV CV/TV and Panther Fusion assays.
Last year, Hologic’s new Panther Fusion Gastrointestinal (GI) Bacterial and Expanded Bacterial Assays secured the FDA’s 510(k) clearance and CE-IVDR approval in the European Union. In addition, Biotheranostics is seeing strong adoption of Breast Cancer Index (BCI), a test that determines the benefit of extended endocrine therapy.
Within Breast Health, the acquisition of Endomagnetics in 2024 enhanced the Interventional business with cutting-edge products and R&D capabilities, contributing to the 1.8% revenue growth in the first quarter. Hologic is set to commercially launch the Envision Mammography Platform this year, offering patients a high-speed 3D mammogram with an industry-leading 2.5-second scan time.
The GYN Surgical division held momentum, with first-quarter sales up 8.7% year over year, driven by the Gynesonics acquisition and higher sales volume of MyoSure devices and Fluent Fluid Management products.
Hologic’s $18.3 billion take-private deal is edging toward completion, with 99.8% shareholder approval secured at the Feb. 5 special meeting. Under the terms, Blackstone and TPG will acquire all outstanding Hologic shares for $76 per share in cash, plus a non-tradable contingent value right (CVR) tied to certain global Breast Health revenue goals in fiscal 2026 and 2027. The aggregate purchase price of up to $79 per share represents a 46% premium to the May 23 closing price. With the stock closing yesterday’s session at $75.54, the cash offer implies a mere 0.6% upside.
The Case for ALGNAlign Technology’s total revenues reached a record $4 billion in 2025. In the fourth quarter, clear aligner volumes increased 6.7% year over year, driven by strong performance in EMEA, Latin America and APAC, along with stability in North America, and supported by growth among adult, teen and pediatric patients, as well as across GP and orthodontic channels.
A major strategic growth channel for Align Technology is the Dental service and orthodontic service organizations, DSOs or OSOs, which are growing faster than the traditional practices globally. Their scale, operational discipline, and need for consistent, tech-enabled workflows are driving rapid adoption of the company’s Invisalign system, iTero scanners and fully digital workflows across large networks of general dentists and orthodontists.
Align Technology’s portfolio strategy, including products with lower upfront cost options, is expanding access for doctors while supporting margins. Products such as Invisalign First, the Invisalign palate expander and Mandibular Advancement with Occlusal Blocks (MAOB) continues to fuel year-over-year growth across all regions. As of December 2025, more than 296,000 active Invisalign-trained doctors have treated more than 22 million people worldwide, including over 6.5 million teens.
The company’s expanding suite of digital diagnostic tools, including Align Oral Health Suite and Align X-ray Insights, supports earlier diagnosis and more informed treatment planning. When combined with the restorative capabilities of exocad and the visualization strength of iTero, these tools connect straightening, function and restorative care with a unified digital platform.
As of 2025 end, the company’s cash and cash equivalents totaled $1.09 billion with zero debt on its balance sheet.
EPS Projections for HOLX & ALGNThe Zacks Consensus Estimate for Hologic’s fiscal 2026 earnings indicates 5.4% year-over-year growth to $4.49. In the past 60 days, the estimate has moved downward.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Align Technology’s 2026 EPS indicate 6.7% year-over-year growth to $11.21. The estimate has been revised upward in the past 60 days.
Image Source: Zacks Investment Research
HOLX vs. ALGN: Price Performance & ValuationIn the past three months, Hologic shares have climbed 1.5%, whereas Align Technology surged 13.2%.
Image Source: Zacks Investment Research
Hologic currently trades at a forward, two-year, price-to-sales (P/S) of 3.86X, slightly higher than its median. Align Technology’s 3.02X P/S sits below its median.
Image Source: Zacks Investment Research
End NoteWhile Hologic carries strong underlying fundamentals, lower COVID testing and legacy STI test sales have weighed on its recent Diagnostics performance. With its buyout deal progressing, the small spread between the cash offer price and current levels suggests limited upside. Hence, it seems wise for current shareholders to consider exiting their position.
On the other hand, Align Technology is driving record Clear Aligner volume growth and continues to make strong progress with DSOs, its strategic growth channel. Analyst sentiment remains positive, reflected in the company’s rising earnings estimates. Given its attractive valuation, existing investors may want to retain their stock position for long-term gains.
ALGN carries a Zacks Rank #3 (Hold), while HOLX has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hologic, Inc. (NASDAQ: HOLX - Get Free Report)'s stock price reached a new 52-week high during trading on Thursday. The stock traded as high as $75.75 and last traded at $75.6350, with a volume of 31208 shares trading hands. The stock had previously closed at $75.52. Wall Street Analysts Forecast Growth Several analysts recently issued
Hologic has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this medical device maker have returned +0.1%, compared to the Zacks S&P 500 composite's -7.6% change. During this period, the Zacks Medical - Instruments industry, which Hologic falls in, has lost 9.9%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Hologic is expected to post earnings of $1.09 per share, indicating a change of +5.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $4.49 for the current fiscal year indicates a year-over-year change of +5.4%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.9 indicates a change of +9% from what Hologic is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Hologic.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Hologic, the consensus sales estimate of $1.05 billion for the current quarter points to a year-over-year change of +4%. The $4.26 billion and $4.48 billion estimates for the current and next fiscal years indicate changes of +4% and +5.2%, respectively.
Last Reported Results and Surprise HistoryHologic reported revenues of $1.05 billion in the last reported quarter, representing a year-over-year change of +2.5%. EPS of $1.04 for the same period compares with $1.03 a year ago.
Compared to the Zacks Consensus Estimate of $1.07 billion, the reported revenues represent a surprise of -2.14%. The EPS surprise was -4.59%.
Over the last four quarters, Hologic surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hologic is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hologic. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Exchange Traded Concepts LLC lessened its stake in shares of Hologic, Inc. (NASDAQ:HOLX – Free Report) by 46.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,488 shares of the medical equipment provider’s stock after selling 11,714 shares during the period. Exchange Traded Concepts LLC’s holdings in Hologic were worth $1,005,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in the stock. NewEdge Wealth LLC lifted its holdings in shares of Hologic by 3.8% during the third quarter. NewEdge Wealth LLC now owns 3,779 shares of the medical equipment provider’s stock worth $281,000 after purchasing an additional 138 shares during the period. Savant Capital LLC increased its holdings in Hologic by 0.9% in the 3rd quarter. Savant Capital LLC now owns 19,776 shares of the medical equipment provider’s stock worth $1,335,000 after buying an additional 170 shares during the period. UMB Bank n.a. increased its holdings in Hologic by 38.7% in the 3rd quarter. UMB Bank n.a. now owns 620 shares of the medical equipment provider’s stock worth $42,000 after buying an additional 173 shares during the period. Farther Finance Advisors LLC raised its position in Hologic by 6.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 2,712 shares of the medical equipment provider’s stock worth $183,000 after buying an additional 174 shares during the last quarter. Finally, OneDigital Investment Advisors LLC raised its position in Hologic by 3.2% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 6,105 shares of the medical equipment provider’s stock worth $412,000 after buying an additional 191 shares during the last quarter. Institutional investors own 94.73% of the company’s stock.
Hologic Stock Performance Shares of NASDAQ:HOLX opened at $75.65 on Friday. The company has a current ratio of 4.04, a quick ratio of 3.32 and a debt-to-equity ratio of 0.48. Hologic, Inc. has a 12-month low of $51.90 and a 12-month high of $75.78. The business has a 50 day moving average of $75.28 and a two-hundred day moving average of $73.60. The company has a market capitalization of $16.89 billion, a PE ratio of 31.52, a PEG ratio of 2.24 and a beta of 0.70.
Hologic (NASDAQ:HOLX – Get Free Report) last issued its quarterly earnings data on Thursday, January 29th. The medical equipment provider reported $1.04 EPS for the quarter, missing analysts’ consensus estimates of $1.09 by ($0.05). The firm had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.07 billion. Hologic had a return on equity of 19.58% and a net margin of 13.18%.Hologic’s revenue for the quarter was up 2.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.87 EPS. As a group, analysts forecast that Hologic, Inc. will post 4.28 EPS for the current year.
Analysts Set New Price Targets HOLX has been the topic of several recent research reports. Evercore downgraded shares of Hologic from an “outperform” rating to an “in-line” rating and dropped their price objective for the company from $79.00 to $78.00 in a report on Monday, January 5th. Argus downgraded shares of Hologic from a “buy” rating to a “hold” rating in a research report on Monday, January 12th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Hologic in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $78.42.
Get Our Latest Analysis on Hologic
About Hologic (Free Report)
Hologic, Inc (NASDAQ: HOLX) is a global medical technology company specializing in women’s health. Headquartered in Marlborough, Massachusetts, the company develops and manufactures diagnostic products, imaging systems and surgical solutions designed to detect, diagnose and treat diseases with a primary focus on breast and skeletal health, gynecological conditions and molecular diagnostics. Its product portfolio includes digital mammography systems, 3D mammography solutions, bone densitometry equipment and molecular assays for infectious disease and oncology applications.
Since its founding in 1985, Hologic has grown through both internal innovation and strategic acquisitions.
See Also Five stocks we like better than Hologic Want to see what other hedge funds are holding HOLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hologic, Inc. (NASDAQ:HOLX – Free Report).
Receive News & Ratings for Hologic Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hologic and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEExchange Traded Concepts LLC Purchases 2,608 Shares of iShares MSCI USA Momentum Factor ETF $MTUM
NEXT HEADLINE »Exchange Traded Concepts LLC Increases Stake in Hecla Mining Company $HL
MARLBOROUGH, Mass.--(BUSINESS WIRE)---- $HOLX #holx--Hologic Chief Executive Officer Steve MacMillan to Retire Upon Close of Blackstone/TPG Acquisition.
Hologic, Inc. (NASDAQ:HOLX – Get Free Report) saw some unusual options trading on Monday. Investors bought 3,509 put options on the company. This represents an increase of approximately 207% compared to the average daily volume of 1,144 put options.
Institutional Investors Weigh In On Hologic Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. The Manufacturers Life Insurance Company grew its stake in Hologic by 294.3% in the second quarter. The Manufacturers Life Insurance Company now owns 11,022,455 shares of the medical equipment provider’s stock worth $718,223,000 after purchasing an additional 8,227,318 shares during the period. HBK Investments L P purchased a new stake in Hologic in the fourth quarter worth $625,716,000. Geode Capital Management LLC grew its stake in Hologic by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 5,919,013 shares of the medical equipment provider’s stock worth $439,228,000 after purchasing an additional 22,019 shares during the period. Victory Capital Management Inc. grew its stake in Hologic by 2.6% in the fourth quarter. Victory Capital Management Inc. now owns 5,609,912 shares of the medical equipment provider’s stock worth $417,882,000 after purchasing an additional 139,867 shares during the period. Finally, FIL Ltd grew its stake in Hologic by 10,317.8% in the fourth quarter. FIL Ltd now owns 5,227,433 shares of the medical equipment provider’s stock worth $389,391,000 after purchasing an additional 5,177,255 shares during the period. 94.73% of the stock is owned by hedge funds and other institutional investors.
Hologic News Summary Here are the key news stories impacting Hologic this week:
Positive Sentiment: The company confirmed a go‑private acquisition by Blackstone/TPG and announced that CEO Steve MacMillan will retire upon close — this buyout typically implies a takeover premium for public shareholders and explains upward pressure on the share price. Business Wire: Hologic CEO to Retire Upon Close of Go‑Private Transaction MarketWatch: Hologic Chairman, CEO Steve MacMillan to Step Down Positive Sentiment: Multiple outlets report the CEO retirement is tied to the private equity deal (expected close triggers executive transition) — that reduces surprise governance risk at close and clarifies the exit path for public holders. MassDevice: Hologic CEO MacMillan to retire following private equity acquisition TipRanks: CEO Retirement Announced Amid Buyout Neutral Sentiment: Analysts and index watchers are discussing S&P 500 roster changes tied to the acquisition — Hologic’s pending take‑private opens a slot in the index; names like Marvell, Alnylam and Veeva are cited as potential replacements, which matters to index‑tracking flows but is one‑step removed from HOLX’s buyout valuation. MarketWatch: S&P 500 change may be imminent Morningstar: Stock joining the S&P 500 Negative Sentiment: Traders showed unusually large put buying today (roughly a 207% increase vs. average daily put volume), signaling either hedging ahead of deal uncertainty or speculative downside bets — increased puts can add short‑term volatility and reflect some investor caution. (options flow report) Wall Street Analyst Weigh In A number of equities analysts recently commented on HOLX shares. Weiss Ratings restated a “hold (c)” rating on shares of Hologic in a report on Wednesday, January 28th. Evercore downgraded Hologic from an “outperform” rating to an “in-line” rating and decreased their target price for the company from $79.00 to $78.00 in a report on Monday, January 5th. Finally, Argus downgraded Hologic from a “buy” rating to a “hold” rating in a report on Monday, January 12th. Two investment analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $78.42.
Check Out Our Latest Research Report on HOLX
Hologic Price Performance Shares of Hologic stock opened at $76.01 on Tuesday. The company has a quick ratio of 3.32, a current ratio of 4.04 and a debt-to-equity ratio of 0.48. The company has a market cap of $16.97 billion, a PE ratio of 31.67, a P/E/G ratio of 2.24 and a beta of 0.70. The business has a 50 day moving average of $75.29 and a 200 day moving average of $73.77. Hologic has a 52 week low of $51.90 and a 52 week high of $76.07.
Hologic (NASDAQ:HOLX – Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The medical equipment provider reported $1.04 earnings per share for the quarter, missing the consensus estimate of $1.09 by ($0.05). The firm had revenue of $1.05 billion during the quarter, compared to analysts’ expectations of $1.07 billion. Hologic had a return on equity of 19.58% and a net margin of 13.18%.Hologic’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.87 earnings per share. As a group, equities research analysts forecast that Hologic will post 4.28 earnings per share for the current year.
Hologic Company Profile (Get Free Report)
Hologic, Inc (NASDAQ: HOLX) is a global medical technology company specializing in women’s health. Headquartered in Marlborough, Massachusetts, the company develops and manufactures diagnostic products, imaging systems and surgical solutions designed to detect, diagnose and treat diseases with a primary focus on breast and skeletal health, gynecological conditions and molecular diagnostics. Its product portfolio includes digital mammography systems, 3D mammography solutions, bone densitometry equipment and molecular assays for infectious disease and oncology applications.
Since its founding in 1985, Hologic has grown through both internal innovation and strategic acquisitions.
Recommended Stories Five stocks we like better than Hologic Receive News & Ratings for Hologic Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hologic and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBrokerages Set Acushnet (NYSE:GOLF) Target Price at $89.57
NEXT HEADLINE »Summit Therapeutics (NASDAQ:SMMT) and Cosmos Health (NASDAQ:COSM) Financial Contrast
MARLBOROUGH, Mass. & NEW YORK & SAN FRANCISCO & FORT WORTH, Texas--(BUSINESS WIRE)--Hologic, Inc. (Nasdaq: HOLX), a global leader in women’s health, today announced the completion of its acquisition by funds managed by Blackstone and TPG in a transaction valued at up to $79 per share, establishing Hologic as a private company. The transaction includes significant minority investments from a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”) and an affiliate of GIC. In connection with the completion of this transaction, Hologic today announced the appointment of José (Joe) E. Almeida as Chief Executive Officer, effective immediately.
“Hologic is an incredible company with a storied history of innovation and an unparalleled reputation as a leader in women’s health,” said Almeida. “I am thrilled to be joining at such a pivotal moment. With the backing of Blackstone and TPG, we are poised to take the organization to new heights, with a renewed sense of purpose and greater resources to invest in innovation and initiatives that will advance the mission of enabling healthier lives around the world.”
The transaction was announced on October 21, 2025, and was approved by Hologic stockholders on February 5, 2026. With the completion of the acquisition, Hologic stockholders will receive $76 per share in cash plus a non-tradable contingent value right (CVR) to receive up to $3 per share in two payments of up to $1.50 each, for total consideration of up to $79 per share in cash. The non-tradable CVR would be paid, in whole or in part, following achievement of certain global revenue goals for Hologic’s Breast Health business in fiscal years 2026 and 2027.
Ram Jagannath, Senior Managing Director and Global Head of Healthcare at Blackstone said, “Hologic has established itself as a global leader in advancing women’s health, with a proven track record of delivering life-changing medical technologies. We are thrilled to partner with Joe Almeida — an exceptional medical technology leader — alongside Hologic’s talented team and TPG to drive the company’s next phase of growth and innovation.”
“Hologic’s mission is to advance detection and care to improve health outcomes for women worldwide,” said Alex Albert, Partner at TPG and Co-Head of Healthcare for TPG Capital. “Investing behind healthcare innovation has been a core thematic focus for TPG over decades, and we have long admired Hologic as an industry leader. Under Joe’s experienced and proven leadership, we are proud to partner with Hologic and Blackstone to support clinical excellence and deliver meaningful impact for patients.”
Almeida was most recently Chairman, President and Chief Executive Officer of Baxter International Inc., where he served from 2016 to early 2025. During his tenure, he led a strategic repositioning of the company, focusing on operational improvement, portfolio changes and medical product innovation.
Prior to Baxter, Almeida served as Chairman, President and CEO of Covidien plc until its acquisition by Medtronic in 2015. Before joining Covidien, he held senior leadership roles at Tyco Healthcare, and previously served in executive positions at Wilson Greatbatch Technologies, Acufex Microsurgical and Codman & Shurtleff, a division of Johnson & Johnson. A native of Brazil, Almeida holds a Bachelor of Science in mechanical engineering from Instituto Mauá de Tecnologia in São Paulo.
Almeida succeeds Stephen MacMillan, who recently retired from his role as Chairman, President and CEO after more than 12 years leading the organization.
Hologic’s common stock has ceased trading and will be delisted from the Nasdaq Stock Market.
About Hologic
Hologic, Inc. is a global leader in women’s health dedicated to developing innovative medical technologies that effectively detect, diagnose and treat health conditions and raise the standard of care around the world. For more information on Hologic, visit www.hologic.com.
About Blackstone
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.
About TPG
TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $303 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.
This news release includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “may,” “will,” “should,” “could,” “would,” “expects,” “plans,” “intends,” “anticipates,” “believes,” “estimates,” “projects,” “predicts,” “likely,” “future,” “strategy,” “potential,” “seeks,” “goal” or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding the benefits of closing the merger. These forward-looking statements are based upon assumptions made by Hologic as of the date hereof and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those anticipated.
These forward-looking statements are subject to a number of risks and uncertainties that could adversely affect Hologic’s business and prospects, and otherwise cause actual results to differ materially from those anticipated, including without limitation, risks related to disruption of management time from ongoing business operations due to the transaction; the risk of any litigation relating to the transaction; the risk that the transaction could have an adverse effect on the ability of Hologic to retain and hire key personnel and to maintain relationships with customers, vendors, partners, employees and other business relationships and on its operating results and business generally; and the risk that the holders of the CVRs will receive less-than-anticipated payments with respect to the CVRs. Further information on factors that could cause actual results to differ materially from the results anticipated by the forward-looking statements is included in the Hologic Annual Report on Form 10-K for the fiscal year ended September 27, 2025 filed with the Securities and Exchange Commission (the “SEC”) on November 18, 2025, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other filings made by Hologic from time to time with the SEC. These filings, when available, are available on the investor relations section of the Hologic website at https://investors.hologic.com or on the SEC’s website at https://www.sec.gov. If any of these risks materialize or any of these assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that Hologic presently does not know of or that Hologic currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. The forward-looking statements included in this news release are made only as of the date hereof. Hologic expressly disclaims any obligation or undertaking to release publicly any updates or revisions to any such statements presented herein to reflect any change in expectations or any change in events, conditions or circumstances on which any such statements are based, except as required by law.
MARLBOROUGH, Mass.--(BUSINESS WIRE)-- #WomensHealth--Research presented at the Society of Breast Imaging (SBI) Symposium backs Hologic AI-powered mammography technology for detecting challenging cancers.
BOSTON--(BUSINESS WIRE)--OM1 helped power a 650,000-patient real-world evidence study supporting FDA approval of Hologic's Aptima HPV Assay for cervical cancer screening.
PulteGroup (PHM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this homebuilder have returned +11.3%, compared to the Zacks S&P 500 composite's +9.3% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has gained 7.3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, PulteGroup is expected to post earnings of $2.58 per share, indicating a change of -14.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.3% over the last 30 days.
The consensus earnings estimate of $10.04 for the current fiscal year indicates a year-over-year change of -12.2%. This estimate has changed -1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $11.17 indicates a change of +11.2% from what PulteGroup is expected to report a year ago. Over the past month, the estimate has changed -2.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for PulteGroup.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of PulteGroup, the consensus sales estimate of $4.26 billion for the current quarter points to a year-over-year change of -3.3%. The $16.5 billion and $17.1 billion estimates for the current and next fiscal years indicate changes of -4.7% and +3.6%, respectively.
Last Reported Results and Surprise HistoryPulteGroup reported revenues of $3.41 billion in the last reported quarter, representing a year-over-year change of -12.4%. EPS of $1.79 for the same period compares with $2.57 a year ago.
Compared to the Zacks Consensus Estimate of $3.38 billion, the reported revenues represent a surprise of +0.7%. The EPS surprise was -0.56%.
Over the last four quarters, PulteGroup surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
PulteGroup is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PulteGroup. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Concurrent Investment Advisors LLC lifted its stake in PulteGroup, Inc. (NYSE:PHM – Free Report) by 166.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,753 shares of the construction company’s stock after acquiring an additional 10,467 shares during the period. Concurrent Investment Advisors LLC’s holdings in PulteGroup were worth $1,964,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in PHM. Massachusetts Financial Services Co. MA bought a new stake in PulteGroup during the third quarter valued at $315,883,000. AGF Management Ltd. bought a new stake in PulteGroup during the third quarter valued at $174,347,000. American Century Companies Inc. boosted its stake in PulteGroup by 120.4% during the third quarter. American Century Companies Inc. now owns 1,703,049 shares of the construction company’s stock valued at $225,024,000 after buying an additional 930,287 shares during the period. Franklin Resources Inc. boosted its stake in PulteGroup by 5.0% during the third quarter. Franklin Resources Inc. now owns 12,900,271 shares of the construction company’s stock valued at $1,704,513,000 after buying an additional 609,640 shares during the period. Finally, First Trust Advisors LP boosted its stake in PulteGroup by 13.3% during the third quarter. First Trust Advisors LP now owns 3,623,917 shares of the construction company’s stock valued at $478,828,000 after buying an additional 424,011 shares during the period. 89.90% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In A number of research firms have weighed in on PHM. Seaport Research Partners restated a “sell” rating and set a $100.00 price target (down from $155.00) on shares of PulteGroup in a research report on Tuesday, April 7th. Zacks Research upgraded PulteGroup from a “strong sell” rating to a “hold” rating in a research report on Monday, April 13th. Truist Financial lowered their price target on PulteGroup from $170.00 to $150.00 and set a “buy” rating on the stock in a research report on Thursday, April 16th. Wells Fargo & Company raised their price target on PulteGroup from $132.00 to $140.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Weiss Ratings upgraded PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, January 12th. Eleven investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, PulteGroup has an average rating of “Moderate Buy” and an average price target of $140.71.
Get Our Latest Analysis on PHM
Insider Activity at PulteGroup In other PulteGroup news, insider Ryan Marshall sold 111,250 shares of PulteGroup stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $133.86, for a total transaction of $14,891,925.00. Following the sale, the insider directly owned 659,392 shares of the company’s stock, valued at approximately $88,266,213.12. The trade was a 14.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Matthew William Koart sold 15,309 shares of PulteGroup stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $135.79, for a total value of $2,078,809.11. Following the sale, the chief operating officer directly owned 42,418 shares in the company, valued at approximately $5,759,940.22. The trade was a 26.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 149,952 shares of company stock worth $20,162,165 over the last 90 days. 0.75% of the stock is owned by insiders.
PulteGroup Stock Down 2.7% PHM opened at $124.87 on Wednesday. The company has a market cap of $23.79 billion, a P/E ratio of 12.08, a P/E/G ratio of 1.62 and a beta of 1.33. The business’s 50-day moving average price is $124.96 and its 200-day moving average price is $124.73. The company has a current ratio of 0.94, a quick ratio of 0.94 and a debt-to-equity ratio of 0.14. PulteGroup, Inc. has a 12 month low of $95.20 and a 12 month high of $144.49.
PulteGroup (NYSE:PHM – Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The construction company reported $1.79 EPS for the quarter, missing the consensus estimate of $1.80 by ($0.01). PulteGroup had a return on equity of 16.41% and a net margin of 12.14%.The company had revenue of $3.41 billion during the quarter, compared to analysts’ expectations of $3.40 billion. During the same quarter in the prior year, the firm posted $2.57 EPS. The firm’s quarterly revenue was down 12.4% on a year-over-year basis. On average, equities analysts expect that PulteGroup, Inc. will post 10.06 EPS for the current year.
PulteGroup Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, April 2nd. Investors of record on Tuesday, March 17th were issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, March 17th. PulteGroup’s payout ratio is currently 10.06%.
PulteGroup declared that its board has initiated a stock repurchase plan on Thursday, April 23rd that allows the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization allows the construction company to repurchase up to 6.1% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s management believes its stock is undervalued.
PulteGroup Profile (Free Report)
PulteGroup, Inc (NYSE: PHM) is a U.S.-based residential homebuilder that designs, constructs and sells single-family homes and develops master-planned communities. The company operates multiple national and regional brands that target different buyer segments, including first-time buyers, move-up buyers and active-adult customers. Its operations encompass land acquisition and development, home design and construction, community amenities and ongoing customer service and warranty programs.
PulteGroup markets homes under several well-known brands, such as Pulte Homes, Centex and Del Webb, among others, offering a range of product types from entry-level detached homes to larger, higher-end residences and age-restricted active-adult communities.
Featured Articles Five stocks we like better than PulteGroup
Receive News & Ratings for PulteGroup Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PulteGroup and related companies with MarketBeat.com's FREE daily email newsletter.
ATLANTA--(BUSINESS WIRE)--PulteGroup, Inc. (NYSE: PHM) announced today that its Board of Directors has declared a quarterly dividend of $0.26 per common share payable July 2, 2026, to shareholders of record at the close of business on June 16, 2026. About PulteGroup PulteGroup, Inc. (NYSE: PHM), based in Atlanta, Georgia, is one of America's largest homebuilding companies with operations in more than 45 markets throughout the country. Through its brand portfolio that includes Pulte Homes, Cente.
Span, a California-based startup, has developed small, fractional data centers, or “nodes,” called XFRA units. The idea is to take advantage of unused electrical capacity on local grids, which the Span smart panels can pinpoint.
The Suburb as Server Farm NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) wants the next AI factory to sit in your garage. Through a partnership with California startup Span, the chipmaker is teaming with homebuilder PulteGroup (NYSE:PHM) to deploy residential “XFRA units,” small data centers bolted onto new houses that tap unused grid capacity through Span’s smart panels.
The pitch is brutal math. Span claims it can deploy 8,000 units six times faster and at one-fifth the cost of building a comparable 100-megawatt centralized data center, while a traditional data center uses as much electricity as 100,000 households. Span CEO Arch Rao says the model helps “meet what is clearly an insatiable demand for more compute, much more cost effectively, while benefiting individual consumers.” Homeowners get a flat fee for power and Wi-Fi while being compensated based on Span’s energy and network use.
Why Pulte Matters PulteGroup operates 1,043 active communities across more than 45 markets, giving NVIDIA national distribution into freshly poured slabs. The timing helps. Housing starts hit 1.50 million annualized units in March 2026, up 7.4% month over month, sitting in the 90.9th percentile of historical activity. Pulte itself logged net new orders of 8,034 homes in Q1 2026, up 3% year over year.
The Edge AI Stack Behind It The home node plugs into NVIDIA’s broader edge arsenal: DGX Spark personal AI supercomputers, the RTX PRO 5000 72GB Blackwell GPU for local agentic workflows, BlueField-4 data processors, Jetson AGX Thor for robotics, and GeForce RTX 5060 cards starting at $299. CFO Colette Kress told investors that “DGX Spark and Station revolutionized personal computing by putting the power of an AI supercomputer in a desktop form factor.”
CEO Jensen Huang frames the moment bluntly. “Enterprise adoption of agents is skyrocketing,” he said on the Q4 call, with customers racing to fund the AI compute that powers the industrial revolution. He also describes AI “going everywhere, doing everything, all at once.”
The Numbers Backing the Bet NVIDIA can fund this experiment. Q4 FY2026 revenue hit $68.13 billion, up 73.21% year over year, with EPS of $1.62 against a $1.52 consensus. Data Center Networking surged 263% while free cash flow jumped 124.42% to $34.90 billion. Q1 FY2027 guidance calls for roughly $78 billion in revenue, excluding China data center sales. Shares trade at $207.83, up 83.09% over the past year.
Keep an eye on the stock as the first XFRA-equipped Pulte communities come online and Span scales its node network. If distributed compute can absorb meaningful inference load, the American suburb becomes a new revenue surface for Jensen Huang’s empire.
PulteGroup (PHM - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this homebuilder have returned -4.4%, compared to the Zacks S&P 500 composite's +11% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has gained 2.4%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, PulteGroup is expected to post earnings of $2.43 per share, indicating a change of -19.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -8.9% over the last 30 days.
The consensus earnings estimate of $10 for the current fiscal year indicates a year-over-year change of -12.6%. This estimate has changed -1.5% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $11.14 indicates a change of +11.4% from what PulteGroup is expected to report a year ago. Over the past month, the estimate has changed -2.6%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for PulteGroup.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of PulteGroup, the consensus sales estimate of $4.07 billion for the current quarter points to a year-over-year change of -7.5%. The $16.44 billion and $16.94 billion estimates for the current and next fiscal years indicate changes of -5% and +3.1%, respectively.
Last Reported Results and Surprise HistoryPulteGroup reported revenues of $3.41 billion in the last reported quarter, representing a year-over-year change of -12.4%. EPS of $1.79 for the same period compares with $2.57 a year ago.
Compared to the Zacks Consensus Estimate of $3.38 billion, the reported revenues represent a surprise of +0.7%. The EPS surprise was -0.56%.
Over the last four quarters, PulteGroup surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
PulteGroup is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PulteGroup. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Alex Barron believes the bottom of the housing market is here. He says the "fear factor" from the Iran war has faded at this point as the summer home selling season ramps up.
In April, mortgage applications soared 21% year over year, per the Mortgage Bankers Association. Did it happen due to plunging interest rates? Nope -- the average interest rate for most 30-year fixed-rate mortgages actually moved up a notch, as of May 7, from 6.30% the week before to 6.37%, per Freddie Mac. (Those rates are down a mite from a year ago, when the average was 6.76%.)
There are multiple explanations for the rise in mortgage applications -- and multiple beneficiaries.
Image source: Getty Images.
Here are some explanations:
Pent-up demand: While many would-be homebuyers have been waiting for significantly lower rates before they buy, plenty don't want to wait any longer, or can't. Lower rates: Interest rates are down a little now. Less expectation of lower rates: Many people may no longer be expecting interest rates to fall sharply anytime soon -- because of inflation. When inflation rises, the Federal Reserve will act to cool the economy by hiking interest rates. Homebuilders positioned to profit When many people are looking to buy homes, that's good news for homebuilders. Here are a few to consider for your long-term portfolio:
1. Lennar Lennar (LEN 4.31%), with a recent market value near $21 billion, is a major American homebuilder, recently sporting a dividend yield of 2.2% -- and a total shareholder yield (including the effect of share buybacks) of 8.5%.
Today's Change
(
-4.31
%) $
-4.09
Current Price
$
90.86
It has a lot going for it, such as the fact that the U.S. housing market needs a lot more homes -- especially as millennials look to buy. In its first quarter, Lennar posted a decrease in revenue, but also noted a backlog of 15,588 homes, worth about $6 billion, and a 1% increase in new orders, to 18,515. Interestingly, Lennar and some other homebuilders are proposing building starter "Trump Homes" -- which could potentially spur sales.
Clearly, Lennar isn't firing on all cylinders in this environment, but that may be why its stock seems reasonably valued, with a recent price-to-sales ratio of 0.65, below the five-year average of 1.0. The recent price-to-earnings (P/E) ratio of 12.2 is a bit above the five-year average of 8.4.
2. DR Horton DR Horton (DHI 0.47%) is an even larger homebuilder, with a recent market value of nearly $40 billion. Its recent dividend yield of 1.2% is smaller than Lennar's, but its total yield (including share buybacks) is higher, at a recent 9.9%.
Today's Change
(
-0.47
%) $
-0.72
Current Price
$
153.71
It has built more than a million homes in America, and is poised to build more. Its second quarter also featured falling revenue (by 2% year over year) -- and a rising backlog of orders, worth about $6.4 billion.
A word of caution Despite some optimism for homebuilders, it's not the best of times overall. Buying now might serve you well -- especially if you collect a dividend while you wait -- but homebuilders may continue to face headwinds for longer. The war with Iran, for example, could disrupt our economy, as some tariffs already have, and inflation is pinching many consumers' pockets. If the economy slows, so will enthusiasm for homebuying -- though, of course, things do change over time, and people will still need and want to buy homes over the long run.
PulteGroup (PHM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this homebuilder have returned -12.3%, compared to the Zacks S&P 500 composite's +4% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has lost 10.8%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, PulteGroup is expected to post earnings of $2.43 per share, indicating a change of -19.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -8.9% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $10 points to a change of -12.6% from the prior year. Over the last 30 days, this estimate has changed -1.1%.
For the next fiscal year, the consensus earnings estimate of $11.08 indicates a change of +10.9% from what PulteGroup is expected to report a year ago. Over the past month, the estimate has changed -1.8%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for PulteGroup.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of PulteGroup, the consensus sales estimate of $4.03 billion for the current quarter points to a year-over-year change of -8.5%. The $16.4 billion and $16.95 billion estimates for the current and next fiscal years indicate changes of -5.3% and +3.4%, respectively.
Last Reported Results and Surprise HistoryPulteGroup reported revenues of $3.41 billion in the last reported quarter, representing a year-over-year change of -12.4%. EPS of $1.79 for the same period compares with $2.57 a year ago.
Compared to the Zacks Consensus Estimate of $3.38 billion, the reported revenues represent a surprise of +0.7%. The EPS surprise was -0.56%.
Over the last four quarters, PulteGroup surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
PulteGroup is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PulteGroup. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
On May 20, 2026, PulteGroup Inc (PHM) shares rose 4.7% to a current price of $116.26. This increase comes amidst a 52-week trading range of $95.20 to $144.50, r
ATLANTA--(BUSINESS WIRE)--PulteGroup, Inc. (NYSE: PHM) today announced that it will release its second quarter 2026 financial results before the market opens on Wednesday, July 22, 2026. The Company will hold a conference call to discuss its second quarter results that same day at 8:30 a.m. (ET). A live audio webcast of the call will be available on PulteGroup's website. To listen to the webcast, log on five minutes prior to the call at www.pultegroup.com and select the Events & Presentatio.
PulteGroup (PHM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this homebuilder have returned -0.9%, compared to the Zacks S&P 500 composite's +6.3% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has lost 1%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
PulteGroup is expected to post earnings of $2.43 per share for the current quarter, representing a year-over-year change of -19.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.6%.
For the current fiscal year, the consensus earnings estimate of $10 points to a change of -12.6% from the prior year. Over the last 30 days, this estimate has changed -0.2%.
For the next fiscal year, the consensus earnings estimate of $11.08 indicates a change of +10.9% from what PulteGroup is expected to report a year ago. Over the past month, the estimate has changed -0.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, PulteGroup is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of PulteGroup, the consensus sales estimate of $4.03 billion for the current quarter points to a year-over-year change of -8.5%. The $16.4 billion and $16.95 billion estimates for the current and next fiscal years indicate changes of -5.3% and +3.4%, respectively.
Last Reported Results and Surprise HistoryPulteGroup reported revenues of $3.41 billion in the last reported quarter, representing a year-over-year change of -12.4%. EPS of $1.79 for the same period compares with $2.57 a year ago.
Compared to the Zacks Consensus Estimate of $3.38 billion, the reported revenues represent a surprise of +0.7%. The EPS surprise was -0.56%.
Over the last four quarters, PulteGroup surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
PulteGroup is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PulteGroup. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Interest rates aren't likely to change anytime soon. But investors are already trying to get positioned for fall 2026—and as of this writing, betting on a rate cut is contrarian to say the least. Still, the odds aren't zero. That's not simply because the Fed has a new leader. It's also because Kevin Warsh has signaled he may interpret the data in new ways, some of which could prove more favorable to a cut.
That's a topic for another article. For now, it can't hurt to consider stocks that are likely to benefit if rates move down, even by just 25 or 50 basis points. If that happens, one area to watch is housing stocks—and homebuilders in particular.
Get D.R. Horton alerts:
Why the Supply Side of the Housing Market Matters More Than EverThe U.S. Census Bureau's Housing Vacancies and Homeownership Survey (HVS) shows households aged 65 and older posted a homeownership rate of 78.6% in the second quarter of 2024, meaning the overwhelming majority of seniors own their homes rather than rent.
And despite constant predictions of a mass boomer sell-off, the census data tells a different story. Just 10% of boomers plan to sell within the next five years, down from 15% in 2024, and a whopping 61% never plan to sell their homes. A key reason is the desire to age in place. But, there are other factors, including:
They’ve paid off their mortgages (44%).
They don’t want to start over (36%).
They plan to leave homes as an inheritance (34%).
They are concerned they can't afford a new home (30%).
All of the above are financially rational decisions made by people who, in some cases, paid off their homes decades ago and have little incentive to trade into today's high-rate market. For these homeowners, mortgage rates would have to go much lower to make the juice worth the squeeze.
That means new construction is the market right now. Here are three companies positioned to fill the gap.
DHI: The Entry-Level Housing Leader Has Leverage to Lower RatesD.R. Horton NYSE: DHI is the largest homebuilder in the country by volume, and right now it's trading at roughly 13.6x earnings. That's near its historic average and a signal worth paying attention to. In its latest earnings report, DHI posted $7.6 billion in consolidated revenues with net sales orders rising 11% to nearly 25,000 homes. That order growth means demand is alive, even if margins are under pressure from incentives and rate buydowns.
D.R. Horton Today
$153.56 -0.87 (-0.56%)
As of 12:09 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$119.54▼
$184.54Dividend Yield1.17%
P/E Ratio14.39
Price Target$168.54
What makes DHI particularly interesting as a rate-cut play is its product mix.
Roughly 65% of its mortgage closings go to first-time buyers, and the average closing price is approximately 30% below the U.S. new-home average.
This is a strategic bet on the buyer who is most sensitive to mortgage rates and most likely to move quickly when rates dip.
If Warsh gives the market even a 25 basis point gift, DHI's entry-level pipeline is positioned to absorb it faster than almost anyone else in the sector.
LEN: Asset-Light and Leaning Into the Long GameLennar NYSE: LEN came into 2026 in the middle of a strategic pivot, and the Q1 2026 earnings report reflected that transition more than it reflected the underlying business. Revenue from home sales declined 13% year-over-year to $6.3 billion, and net earnings per diluted share came in at 93 cents. Investors didn’t like that—shares traded near 52-week lows following the report.
Lennar Today
$90.49 -4.46 (-4.70%)
As of 12:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$81.18▼
$144.24Dividend Yield2.21%
P/E Ratio13.02
Price Target$97.27
But the setup is more interesting than the headline suggests. Operationally, Lennar cut direct construction costs by 7% year over year and improved inventory turns to 2.5 times, up from 1.7 times a year ago. Those are the numbers of a company tightening up before an eventual market turn.
Add a $2.1 billion cash position and a debt-to-capital ratio of just 15.7%, and Lennar has the balance sheet to outlast the rate environment and capitalize when it shifts. LEN is trading near $90 and has a P/E around 13x—well below its historical median. Analysts have a consensus price target of around $100 on the stock.
PHM: Targeting Buyers With the Financial Flexibility to ActPulteGroup NYSE: PHM doesn't always get top billing, but it arguably deserves it. While DHI chases volume and LEN chases scale, Pulte chases mix—a distinction that matters more than ever. In its Q1 2026 earnings report, net new orders among move-up buyers rose 3%, and active adult buyers surged 14% year over year. Those demographic segments have equity to spend and the motivation to spend it if rates become even marginally more accommodating.
PulteGroup Today
$122.85 -1.15 (-0.93%)
As of 12:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$98.27▼
$144.49Dividend Yield0.85%
P/E Ratio11.88
Price Target$140.71
PHM ended the quarter with $1.84 billion in cash and a debt-to-total capitalization ratio of just 12.3%, one of the cleanest balance sheets in the sector. The company also authorized a new $1.5 billion share repurchase program, a signal that management sees the current valuation as an opportunity.
Management expects Q2 to represent the margin trough for the year, with gross margins guided to recover in the second half as more build-to-order and active adult homes close. In other words, PHM may be at its messiest right now, which, historically, has been one of the better times to look.
Should You Invest $1,000 in D.R. Horton Right Now?Before you consider D.R. Horton, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and D.R. Horton wasn't on the list.
While D.R. Horton currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Wondering what the next stocks will be that hit it big, with solid fundamentals? Click the link to see which stocks MarketBeat analysts could become the next blockbuster growth stocks.
In the latest close session, PulteGroup (PHM - Free Report) was down 3.42% at $118.58. The stock's change was less than the S&P 500's daily loss of 1.62%. Meanwhile, the Dow lost 1.87%, and the Nasdaq, a tech-heavy index, lost 1.98%.
Heading into today, shares of the homebuilder had gained 7.18% over the past month, outpacing the Construction sector's loss of 1.1% and the S&P 500's loss of 0.03%.
Market participants will be closely following the financial results of PulteGroup in its upcoming release. The company plans to announce its earnings on July 22, 2026. On that day, PulteGroup is projected to report earnings of $2.43 per share, which would represent a year-over-year decline of 19.8%. Simultaneously, our latest consensus estimate expects the revenue to be $4.03 billion, showing a 8.53% drop compared to the year-ago quarter.
PHM's full-year Zacks Consensus Estimates are calling for earnings of $10 per share and revenue of $16.4 billion. These results would represent year-over-year changes of -12.59% and -5.29%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for PulteGroup. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. PulteGroup is currently a Zacks Rank #4 (Sell).
With respect to valuation, PulteGroup is currently being traded at a Forward P/E ratio of 12.28. This expresses a discount compared to the average Forward P/E of 14.39 of its industry.
Meanwhile, PHM's PEG ratio is currently 1.56. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Building Products - Home Builders industry stood at 1.88 at the close of the market yesterday.
The Building Products - Home Builders industry is part of the Construction sector. This industry currently has a Zacks Industry Rank of 227, which puts it in the bottom 7% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
I rate PulteGroup, Inc. stock a Sell, as the share price has risen amid a deteriorating earnings outlook and negative estimate revisions. Q1 2026 results showed revenue down 12%, net income down 34%, and gross margin compressed by 310 bps due to heavy incentives. Management expects margin recovery in late 2026 via a build-to-order shift, but timing and backlog shrinkage raise doubts about near-term upside.
PulteGroup (PHM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this homebuilder have returned +8.9%, compared to the Zacks S&P 500 composite's -0.2% change. During this period, the Zacks Building Products - Home Builders industry, which PulteGroup falls in, has gained 9%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
PulteGroup is expected to post earnings of $2.43 per share for the current quarter, representing a year-over-year change of -19.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of $10 points to a change of -12.6% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $11.08 indicates a change of +10.9% from what PulteGroup is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for PulteGroup.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For PulteGroup, the consensus sales estimate for the current quarter of $4.03 billion indicates a year-over-year change of -8.5%. For the current and next fiscal years, $16.4 billion and $16.95 billion estimates indicate -5.3% and +3.4% changes, respectively.
Last Reported Results and Surprise HistoryPulteGroup reported revenues of $3.41 billion in the last reported quarter, representing a year-over-year change of -12.4%. EPS of $1.79 for the same period compares with $2.57 a year ago.
Compared to the Zacks Consensus Estimate of $3.38 billion, the reported revenues represent a surprise of +0.7%. The EPS surprise was -0.56%.
Over the last four quarters, PulteGroup surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
PulteGroup is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about PulteGroup. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
JPMorgan Chase & Co. lifted its position in Ventyx Biosciences, Inc. (NASDAQ:VTYX – Free Report) by 63.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 748,088 shares of the company’s stock after acquiring an additional 290,169 shares during the period. JPMorgan Chase & Co. owned approximately 1.05% of Ventyx Biosciences worth $2,327,000 at the end of the most recent quarter.
A number of other hedge funds have also modified their holdings of VTYX. Hudson Bay Capital Management LP acquired a new stake in shares of Ventyx Biosciences in the 2nd quarter valued at approximately $34,000. Engineers Gate Manager LP bought a new stake in Ventyx Biosciences during the 2nd quarter worth approximately $42,000. Persistent Asset Partners Ltd bought a new stake in Ventyx Biosciences during the 3rd quarter worth approximately $51,000. Jump Financial LLC bought a new stake in Ventyx Biosciences during the 2nd quarter worth approximately $53,000. Finally, Jane Street Group LLC bought a new stake in Ventyx Biosciences during the 1st quarter worth approximately $56,000. 97.88% of the stock is currently owned by institutional investors and hedge funds.
Ventyx Biosciences Price Performance Shares of VTYX opened at $14.00 on Tuesday. The stock has a market capitalization of $1.00 billion, a P/E ratio of -9.33 and a beta of 1.26. Ventyx Biosciences, Inc. has a twelve month low of $0.78 and a twelve month high of $25.00. The company has a 50 day moving average of $13.98 and a 200-day moving average of $10.20.
Analyst Ratings Changes A number of analysts recently issued reports on the company. Oppenheimer cut Ventyx Biosciences from an “outperform” rating to a “market perform” rating in a research note on Thursday, January 8th. UBS Group reissued a “neutral” rating and set a $14.00 target price (down from $20.00) on shares of Ventyx Biosciences in a research note on Thursday, January 8th. HC Wainwright cut Ventyx Biosciences from a “buy” rating to a “neutral” rating and set a $14.00 target price for the company. in a research note on Thursday, January 8th. Lifesci Capital reaffirmed a “market perform” rating and set a $14.00 price target on shares of Ventyx Biosciences in a research note on Thursday, January 8th. Finally, Canaccord Genuity Group cut shares of Ventyx Biosciences from a “buy” rating to a “hold” rating and decreased their price target for the stock from $16.00 to $14.00 in a research note on Thursday, January 8th. Eight research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average price target of $14.00.
Check Out Our Latest Stock Analysis on VTYX
Ventyx Biosciences Profile (Free Report)
Ventyx Biosciences, Inc, a clinical-stage biopharmaceutical company, develops small molecule product candidates to address a range of inflammatory diseases. The company’s lead clinical product candidate is VTX958, a selective allosteric tyrosine kinase type 2 inhibitor for psoriasis, psoriatic arthritis, and Crohn’s disease. It is also developing VTX002, a sphingosine 1 phosphate receptor modulator that is in Phase II clinical trials for the treatment of ulcerative colitis; and VTX2735, a peripheral-targeted NOD-like receptor protein 3 inflammasome inhibitor to treat patients with cryopyrin-associated periodic syndrome.
Featured Stories Five stocks we like better than Ventyx Biosciences
Receive News & Ratings for Ventyx Biosciences Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ventyx Biosciences and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEJPMorgan Chase & Co. Has $2.35 Million Stock Position in Select Water Solutions, Inc. $WTTR
NEXT HEADLINE »Seaboard Corporation $SEB Shares Bought by JPMorgan Chase & Co.
LOS ANGELES, April 29, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Ventyx Biosciences, Inc., (“Ventyx" or the "Company") (NASDAQ: VTYX) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/ventyx-biosciences-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
Ventyx’s stock price plummeted $1.44 per share, or 15.35%, to close at $7.94 per share on December 2, 2025, thereby injuring investors. This sharp market contraction was triggered by a December 2, 2025, announcement regarding a significant delay in the clinical timeline for the Company’s primary drug candidate. The primary driver of the valuation collapse was the disclosure of an "update to its ongoing Phase 2 study of VTX2735" in patients with recurrent pericarditis (RP).
The decline was further exacerbated by management's decision to push back the delivery of critical trial data. Specifically, the Chief Executive Officer revealed that the Company was "revising our guidance for topline data release" from the interim analysis, delaying the results until "Q1 2026." While the Company characterized this shift as an "opportunity to introduce dose-ranging studies" with a new "once-daily or QD formulation," the market reacted negatively to the immediate lack of transparency regarding the drug's efficacy. Furthermore, despite claims that expanding the study into "Canada, EU and the UK" would "accelerate Phase 3 timelines," the revelation that investors would have to wait several additional months for proof of concept led to an immediate loss of confidence. This downward pressure resulted in a rapid erosion of shareholder value as the market adjusted to the heightened execution risk and the potential for further setbacks in the VTX2735 development program.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
ITT (ITT - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.
Analysts' growing optimism on the earnings prospects of this supplier of parts and services to a wide variety of industries is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For ITT, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $1.77 per share for the current quarter, which represents a year-over-year change of +22.1%.
Over the last 30 days, the Zacks Consensus Estimate for ITT has increased 12.64% because three estimates have moved higher compared to no negative revisions.
Current-Year Estimate RevisionsFor the full year, the earnings estimate of $7.90 per share represents a change of +17.6% from the year-ago number.
The revisions trend for the current year also appears quite promising for ITT, with three estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 6.84%.
Favorable Zacks RankThanks to promising estimate revisions, ITT currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for ITT have attracted decent investments and pushed the stock 12.1% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.
By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.
However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
Our proprietary system currently recommends ITT (ITT - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.
Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.
While there are numerous reasons why the stock of this supplier of parts and services to a wide variety of industries is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for ITT is 13.9%, investors should actually focus on the projected growth. The company's EPS is expected to grow 17.5% this year, crushing the industry average, which calls for EPS growth of 13.1%.
Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for ITT is 9.8%, which is higher than many of its peers. In fact, the rate compares to the industry average of -2.1%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 11.7% over the past 3-5 years versus the industry average of 7.1%.
Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for ITT. The Zacks Consensus Estimate for the current year has surged 6.8% over the past month.
Bottom LineITT has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination indicates that ITT is a potential outperformer and a solid choice for growth investors.
Cwm LLC grew its position in ITT Inc. (NYSE:ITT – Free Report) by 31.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,092 shares of the conglomerate’s stock after buying an additional 4,536 shares during the period. Cwm LLC’s holdings in ITT were worth $3,313,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in ITT. True Wealth Design LLC increased its holdings in ITT by 219.2% in the third quarter. True Wealth Design LLC now owns 166 shares of the conglomerate’s stock valued at $30,000 after purchasing an additional 114 shares during the last quarter. Quent Capital LLC acquired a new position in ITT in the third quarter valued at about $37,000. Triumph Capital Management bought a new position in ITT during the third quarter worth about $37,000. Measured Wealth Private Client Group LLC bought a new position in ITT during the third quarter worth about $43,000. Finally, Bayforest Capital Ltd acquired a new position in shares of ITT during the 3rd quarter worth about $46,000. Institutional investors and hedge funds own 91.59% of the company’s stock.
Analyst Upgrades and Downgrades ITT has been the subject of several recent analyst reports. DA Davidson set a $245.00 target price on shares of ITT in a research note on Monday, February 9th. BMO Capital Markets started coverage on shares of ITT in a research report on Friday, March 27th. They set an “outperform” rating and a $233.00 price target on the stock. Stifel Nicolaus upped their price objective on shares of ITT from $218.00 to $228.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Barclays dropped their price objective on ITT from $220.00 to $210.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 1st. Finally, KeyCorp lifted their target price on ITT from $215.00 to $230.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Ten analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, ITT currently has a consensus rating of “Moderate Buy” and a consensus target price of $225.55.
Read Our Latest Research Report on ITT
Insider Buying and Selling In other news, CEO Luca Savi sold 63,450 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $190.69, for a total transaction of $12,099,280.50. Following the completion of the sale, the chief executive officer owned 262,354 shares in the company, valued at $50,028,284.26. The trade was a 19.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 0.88% of the company’s stock.
ITT Price Performance NYSE ITT opened at $219.40 on Friday. The firm’s 50 day moving average is $199.71 and its 200-day moving average is $187.69. The company has a quick ratio of 2.07, a current ratio of 2.58 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $19.61 billion, a PE ratio of 35.91, a price-to-earnings-growth ratio of 2.04 and a beta of 1.32. ITT Inc. has a 12-month low of $131.98 and a 12-month high of $224.12.
ITT (NYSE:ITT – Get Free Report) last released its earnings results on Thursday, February 5th. The conglomerate reported $1.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.79 by $0.06. The business had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.01 billion. ITT had a return on equity of 17.74% and a net margin of 12.39%.ITT’s revenue was up 13.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.50 earnings per share. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS. Equities research analysts anticipate that ITT Inc. will post 7.9 earnings per share for the current fiscal year.
ITT Increases Dividend The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 6th were paid a $0.386 dividend. This is an increase from ITT’s previous quarterly dividend of $0.35. The ex-dividend date was Friday, March 6th. This represents a $1.54 dividend on an annualized basis and a yield of 0.7%. ITT’s dividend payout ratio (DPR) is currently 25.20%.
About ITT (Free Report)
ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.
The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.
Further Reading Five stocks we like better than ITT
Receive News & Ratings for ITT Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ITT and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEInspire Faithward Mid Cap Momentum ETF $GLRY Shares Purchased by Cwm LLC
NEXT HEADLINE »Booz Allen Hamilton Holding Corporation $BAH Shares Sold by Cwm LLC
Evergreen Capital Management LLC increased its holdings in ITT Inc. (NYSE:ITT – Free Report) by 189.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,504 shares of the conglomerate’s stock after acquiring an additional 4,255 shares during the quarter. Evergreen Capital Management LLC’s holdings in ITT were worth $1,129,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors also recently modified their holdings of the company. iSAM Funds UK Ltd bought a new position in shares of ITT in the 3rd quarter worth about $2,113,000. Chesapeake Capital Corp IL bought a new stake in ITT during the 3rd quarter valued at about $1,125,000. Brown Brothers Harriman & Co. increased its stake in ITT by 86,878.2% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 267,893 shares of the conglomerate’s stock valued at $47,889,000 after purchasing an additional 267,585 shares in the last quarter. Mawer Investment Management Ltd. increased its stake in ITT by 23.6% during the 3rd quarter. Mawer Investment Management Ltd. now owns 402,919 shares of the conglomerate’s stock valued at $72,026,000 after purchasing an additional 76,841 shares in the last quarter. Finally, Regents Gate Capital LLP bought a new stake in ITT during the 3rd quarter valued at about $9,381,000. 91.59% of the stock is currently owned by institutional investors.
ITT Stock Performance Shares of NYSE ITT opened at $219.40 on Friday. The firm’s 50-day moving average price is $199.71 and its 200-day moving average price is $187.69. The company has a quick ratio of 2.07, a current ratio of 2.58 and a debt-to-equity ratio of 0.13. The company has a market cap of $19.61 billion, a PE ratio of 35.91, a PEG ratio of 2.04 and a beta of 1.32. ITT Inc. has a 52-week low of $131.98 and a 52-week high of $224.12.
ITT (NYSE:ITT – Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The conglomerate reported $1.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.79 by $0.06. The firm had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $1.01 billion. ITT had a net margin of 12.39% and a return on equity of 17.74%. The business’s quarterly revenue was up 13.5% compared to the same quarter last year. During the same quarter last year, the firm posted $1.50 EPS. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS. As a group, analysts anticipate that ITT Inc. will post 7.9 EPS for the current year.
ITT Increases Dividend The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 6th were issued a dividend of $0.386 per share. This represents a $1.54 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Friday, March 6th. This is a boost from ITT’s previous quarterly dividend of $0.35. ITT’s payout ratio is 25.20%.
Wall Street Analyst Weigh In A number of research firms have weighed in on ITT. Robert W. Baird set a $222.00 price objective on shares of ITT in a research note on Friday, February 6th. The Goldman Sachs Group began coverage on shares of ITT in a research note on Tuesday, March 31st. They set a “buy” rating and a $270.00 price objective for the company. BMO Capital Markets began coverage on shares of ITT in a research note on Friday, March 27th. They set an “outperform” rating and a $233.00 price objective for the company. Barclays reduced their price objective on shares of ITT from $220.00 to $210.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 1st. Finally, Stifel Nicolaus raised their price objective on shares of ITT from $218.00 to $228.00 and gave the company a “buy” rating in a research note on Friday, February 6th. Ten analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $225.55.
Read Our Latest Stock Report on ITT
Insider Activity In other news, CEO Luca Savi sold 63,450 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $190.69, for a total transaction of $12,099,280.50. Following the sale, the chief executive officer owned 262,354 shares of the company’s stock, valued at $50,028,284.26. This trade represents a 19.47% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.88% of the stock is currently owned by insiders.
ITT Company Profile (Free Report)
ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.
The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.
Recommended Stories Five stocks we like better than ITT Want to see what other hedge funds are holding ITT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ITT Inc. (NYSE:ITT – Free Report).
Receive News & Ratings for ITT Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ITT and related companies with MarketBeat.com's FREE daily email newsletter.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at ITT (ITT - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. ITT currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if ITT is a promising momentum pick, let's examine some Momentum Style elements to see if this supplier of parts and services to a wide variety of industries holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For ITT, shares are up 0.98% over the past week while the Zacks Diversified Operations industry is up 0.01% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 17.2% compares favorably with the industry's 0.59% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Shares of ITT have increased 18.61% over the past quarter, and have gained 59.31% in the last year. In comparison, the S&P 500 has only moved 3.07% and 33.83%, respectively.
Investors should also take note of ITT's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now ITT is averaging 966,783 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with ITT.
Over the past two months, 3 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost ITT's consensus estimate, increasing from $7.33 to $7.90 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that ITT is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep ITT on your short list.
AEGON ASSET MANAGEMENT UK Plc raised its stake in shares of ITT Inc. (NYSE:ITT – Free Report) by 53.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 169,781 shares of the conglomerate’s stock after buying an additional 59,163 shares during the period. AEGON ASSET MANAGEMENT UK Plc owned about 0.20% of ITT worth $29,449,000 as of its most recent SEC filing.
A number of other hedge funds have also added to or reduced their stakes in the stock. Amundi increased its stake in shares of ITT by 22,565.6% in the 1st quarter. Amundi now owns 7,253 shares of the conglomerate’s stock worth $867,000 after purchasing an additional 7,221 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of ITT by 7.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 418,238 shares of the conglomerate’s stock worth $54,020,000 after purchasing an additional 28,937 shares in the last quarter. Empowered Funds LLC purchased a new stake in shares of ITT in the 1st quarter worth $360,000. Focus Partners Wealth increased its stake in shares of ITT by 80.7% in the 1st quarter. Focus Partners Wealth now owns 7,871 shares of the conglomerate’s stock worth $1,017,000 after purchasing an additional 3,515 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in ITT in the 2nd quarter worth $1,880,000. 91.59% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In ITT has been the subject of a number of analyst reports. The Goldman Sachs Group started coverage on ITT in a research note on Tuesday, March 31st. They issued a “buy” rating and a $270.00 price target for the company. Stifel Nicolaus increased their price objective on shares of ITT from $218.00 to $228.00 and gave the company a “buy” rating in a report on Friday, February 6th. BMO Capital Markets started coverage on shares of ITT in a report on Friday, March 27th. They set an “outperform” rating and a $233.00 price objective for the company. Weiss Ratings reissued a “buy (b)” rating on shares of ITT in a report on Tuesday. Finally, Wall Street Zen raised shares of ITT from a “hold” rating to a “buy” rating in a report on Monday, March 2nd. Ten analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $225.55.
Get Our Latest Stock Report on ITT
Insider Activity at ITT In other news, CEO Luca Savi sold 63,450 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $190.69, for a total transaction of $12,099,280.50. Following the transaction, the chief executive officer directly owned 262,354 shares of the company’s stock, valued at approximately $50,028,284.26. This trade represents a 19.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.88% of the company’s stock.
ITT Stock Up 0.0% Shares of NYSE:ITT opened at $219.12 on Friday. The company has a current ratio of 2.58, a quick ratio of 2.07 and a debt-to-equity ratio of 0.13. ITT Inc. has a 12 month low of $132.92 and a 12 month high of $224.12. The company has a market cap of $19.59 billion, a price-to-earnings ratio of 35.86, a PEG ratio of 2.06 and a beta of 1.32. The company has a 50-day moving average price of $200.02 and a 200 day moving average price of $188.02.
ITT (NYSE:ITT – Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The conglomerate reported $1.85 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $0.06. ITT had a net margin of 12.39% and a return on equity of 17.74%. The company had revenue of $1.05 billion for the quarter, compared to analyst estimates of $1.01 billion. During the same period in the prior year, the company posted $1.50 EPS. The firm’s revenue for the quarter was up 13.5% on a year-over-year basis. ITT has set its Q1 2026 guidance at 1.680-1.72 EPS. As a group, equities research analysts predict that ITT Inc. will post 7.9 earnings per share for the current year.
ITT Increases Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 6th were given a $0.386 dividend. This is an increase from ITT’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend was Friday, March 6th. This represents a $1.54 dividend on an annualized basis and a yield of 0.7%. ITT’s dividend payout ratio is currently 25.20%.
About ITT (Free Report)
ITT Inc is a diversified industrial manufacturing company that designs, manufactures and services mission-critical components and systems for global markets. Its engineered solutions support applications in aerospace, defense, transportation, energy and industrial automation. The company focuses on delivering high-performance products that enable reliable fluid handling, precision motion control and robust connectivity in demanding environments.
The company’s operations are organized into three segments: Motion Technologies, which provides precision components and aftermarket repair services for aircraft engines and industrial turbines; Connect & Control Technologies, which offers specialty valves, couplings, seals and proximity sensors for fuel, hydraulics and environmental control systems; and Fluid & Motion Control, which delivers pumps, heat exchangers and fluid management solutions for oil and gas, chemical processing and power generation.
Further Reading Five stocks we like better than ITT
Receive News & Ratings for ITT Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ITT and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEAdvisors Capital Management LLC Acquires 39,275 Shares of Blackstone Mortgage Trust, Inc. $BXMT
NEXT HEADLINE »AEGON ASSET MANAGEMENT UK Plc Boosts Stock Position in Cadence Design Systems, Inc. $CDNS
ITT (ITT - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on May 6, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis supplier of parts and services to a wide variety of industries is expected to post quarterly earnings of $1.77 per share in its upcoming report, which represents a year-over-year change of +22.1%.
Revenues are expected to be $1.12 billion, up 22.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 12.64% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for ITT?For ITT, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that ITT will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that ITT would post earnings of $1.79 per share when it actually produced earnings of $1.85, delivering a surprise of +3.35%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ITT doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
STAMFORD, Conn.--(BUSINESS WIRE)--May 6, 2026-- ITT Inc. (NYSE: ITT) today reported financial results for the first quarter ended April 4, 2026. The company reported revenue of $1.2 billion, with growth of 33% (11% organic) versus prior year, driven by aerospace and defense in Connect & Control Technologies (CCT), continued share gains in Motion Technologies (MT), and pumps and valves momentum in Flow Technologies (FT). The SPX FLOW acquisition adds 17 points of revenue growth and there were four additional working days in the quarter versus the prior year.
As previously announced, ITT revised its adjusted operating income, adjusted income from continuing operations and adjusted EPS definitions to exclude acquisition-related intangible amortization expense for both current and historical periods. This change provides a more meaningful basis for comparison and better reflects core operating results amidst ITT’s ongoing portfolio evolution.
First quarter operating income of $141 million decreased 6% versus prior year due to higher costs related to the acquisition of SPX FLOW. Excluding special items, adjusted operating income increased 42% driven by higher volume, productivity benefits, and foreign exchange favorability, partially offset by material cost inflation. In addition, SPX FLOW had an immediate accretive effect to the quarter, on an adjusted basis. Operating margin decreased 480 basis points to 11.7% versus prior year, while adjusted operating margin of 20.3% increased by 130 basis points.
EPS for the first quarter of $0.89 decreased 33.1% versus prior year and adjusted EPS of $1.98 increased 25% due to higher segment operating income and the impacts from the acquisition of SPX FLOW including acquisition-related costs, higher interest expense, effective tax rate and weighted-average share count.
Net cash from operating activities for the first quarter of $39.9 million decreased $73.5 million or 64.8% and free cash flow for the quarter decreased 82.0% versus prior year, primarily driven by $71 million of one-time acquisition-related payments and higher working capital partially offset by higher segment operating income.
Table 1. First Quarter Performance
Q1 2026
Q1 2025
Change
Revenue
$
1,211.9
$
913.0
32.7
%
Organic Growth
10.9
%
Operating Income
$
141.2
$
150.9
(6.4
)
%
Operating Margin
11.7
%
16.5
%
(480
)
bps
Adjusted Operating Income
$
245.6
$
173.3
41.7
%
Adjusted Operating Margin
20.3
%
19.0
%
130
bps
Earnings Per Share
$
0.89
$
1.33
(33.1
)
%
Adjusted Earnings Per Share
$
1.98
$
1.58
25.3
%
Net Cash from Operating Activities
$
39.9
$
113.4
(64.8
)
%
Free Cash Flow
$
13.8
$
76.6
(82.0
)
%
Note: all results unaudited; dollars in millions except for per share amounts
Management Commentary
“I am incredibly proud of, and humbled by, the performance delivered by our ITTers around the world. It was a strong quarter across the board. As we have said many times, ITT’s organic value creation engine is here to stay and in Q1, our legacy businesses proved it once again, with outstanding revenue growth driven by market share gains and continued margin expansion, fueled by our rigor and relentless execution. Each of our businesses delivered profitable growth, supported by a continuous improvement mindset that further strengthens our core operating fundamentals,” said ITT’s Chief Executive Officer and President Luca Savi.
“The SPX FLOW acquisition, ITT’s largest to date, is already contributing to our results with above market revenue growth and healthy mid-single digit growth in orders. The team is also progressing nicely in delivering our committed synergies.”
“And to top it all off, ITT’s total book-to-bill remains well above one, highlighting the strength of our future growth outlook. We are truly pumped up for what lies ahead.”
Table 2. First Quarter Segment Results
Revenue
Operating Income
Operating Margin
Q1 2026
Reported Change
Organic Growth
Q1 2026
Reported Change
Adjusted Change
Q1 2026
Reported Change
Adjusted Change
Flow Technologies
$
537.4
61.2
%
12.2
%
$
82.1
29.3
%
67.9
%
15.3
%
(380) bps
100 bps
Motion Technologies
397.2
14.8
%
5.3
%
83.4
23.4
%
21.7
%
21.0
%
150 bps
130 bps
Connect & Control Technologies
278.5
18.7
%
17.5
%
49.2
36.7
%
19.6
%
17.7
%
240 bps
10 bps
Note: all results unaudited; excludes intercompany eliminations and other of $0.1; comparisons to Q1 2025
Flow Technologies revenue increased $204 million primarily from the acquisition of SPX FLOW. Organic revenue increased 12%, primarily driven by Svanehøj and valves execution. Operating income increased $19 million, primarily driven by higher volumes and the benefits from pricing and productivity actions. Operating margin of 15.3% decreased 380 bps, while adjusted operating margin increased 100 bps.
Motion Technologies revenue increased $51 million as higher volumes and favorable foreign exchange impacts were partially offset by pricing dynamics. Organic revenue increased $18 million due to strength in Friction original equipment and KONI rail demand. Operating income increased $16 million primarily due to productivity, higher volume and the impact of favorable foreign exchange driving operating margin to 21.0%, an increase of 150 bps.
Connect and Control Technologies revenue increased $44 million driven by strength in commercial aerospace components and industrial connectors, as well as pricing actions. Operating income increased $13 million primarily due to benefits from higher volume and pricing actions, partially offset by higher material costs resulting in an operating margin of 17.7%, which increased by 240 bps.
Quarterly Dividend
The company announced today a quarterly dividend of $0.386 per share on its outstanding common stock. ITT’s Board of Directors approved the cash dividend for the second quarter of 2026, which will be payable on Monday, July 6, 2026 to shareholders of record as of the close of business on Monday, June 8, 2026.
2026 Guidance
The company expects organic revenue growth of 4% to 6%, up 36% to 38% in total; operating margin of 12.4% to 13.3% and adjusted operating margin of 19.7% to 20.6%, an increase of 30 to 120 bps. EPS is expected to be $4.15 to $4.45, with adjusted EPS of $7.70 to $8.00, representing growth of 7% to 11% for the full year. Free cash flow is now expected to be between $540 million and $580 million, representing free cash flow margin of 10% to 11% for the full year. The additional four working days in Q1 will be offset in Q4 for the full year.
It is not possible, without unreasonable efforts, to estimate the impacts of foreign currency fluctuations, acquisitions and certain other special items that may occur in 2026 as these items are inherently uncertain and difficult to predict. As a result, we are unable to quantify certain amounts that would be included in a reconciliation of organic revenue growth and adjusted operating margin to the most directly comparable GAAP financial measures without unreasonable efforts and accordingly we have not provided reconciliations for these forward-looking non-GAAP financial measures.
Investor Conference Call Details
ITT’s management will host a conference call for investors on Wednesday, May 6, 2026 at 8:30 a.m. Eastern Time. The briefing can be accessed live via a webcast which is available on the company’s website: https://investors.itt.com. A replay of the webcast will be available beginning two hours after the presentation concludes. Reconciliations of non-GAAP financial performance metrics to their most comparable U.S. GAAP financial performance metrics are defined and presented below and should not be considered a substitute for, nor superior to, the financial data prepared in accordance with U.S. GAAP.
Safe Harbor Statement
This release 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 conference call (including the financial results presentation material) may include, and officers and representatives of ITT may from time to time make and discuss, projections, goals, assumptions, and statements that may constitute “forward-looking statements”. These forward-looking statements are not historical facts, but rather represent only a belief regarding future events based on current expectations, estimates, assumptions and projections about our business, future financial results, the industry in which we operate, and other legal, regulatory, and economic developments. These forward-looking statements include, but are not limited to, future strategic plans and other statements that describe the company’s business strategy, outlook, objectives, plans, intentions or goals, and any discussion of future events and future operating or financial performance.
We use words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “future,” “guidance,” “intend,” “may,” “plan,” “potential,” “project,” “should,” “target,” “will,” “would,” and other similar expressions to identify such forward-looking statements. Forward-looking statements are uncertain and, by their nature, many are inherently unpredictable and outside of ITT’s control, and involve known and unknown risks, uncertainties and other important factors that could cause actual results to differ materially from those expressed or implied in, or reasonably inferred from, such forward-looking statements.
Where in any forward-looking statement we express an expectation or belief as to future results or events, such expectation or belief is based on current plans and expectations of our management, expressed in good faith and believed to have a reasonable basis. However, we cannot provide any assurance that the expectation or belief will occur or that anticipated results will be achieved or accomplished.
Among the factors that could cause our results to differ materially from those indicated by forward-looking statements are risks and uncertainties inherent in our business including, without limitation:
our ability to integrate the operations of SPX FLOW in a successful manner and in the expected time period; the possibility that any of the anticipated benefits and projected synergies of the acquisition of SPX FLOW will not be realized or will not be realized on the anticipated terms within the expected time period; uncertain global economic and capital markets conditions, which have been influenced by heightened geopolitical tensions, including conflicts in the Middle East involving Iran, inflation, changes in monetary policies, the threat of a possible regional or global economic recession, trade disputes between the U.S. and its trading partners, political and social unrest, and the availability and fluctuations in prices of energy and commodities, including steel, oil, copper and tin; the imposition of new or increased tariffs by the U.S. government, particularly those targeting imports from specific countries, and the potential for retaliatory trade measures by affected countries, which could disrupt global supply chains, increase costs and reduce customer demand; fluctuations in interest rates and the impact of such fluctuations on customer behavior and on our cost of debt; fluctuations in foreign currency exchange rates and the impact of such fluctuations on our revenues, customer demand for our products and on our hedging arrangements; volatility in raw material prices and our suppliers’ ability to meet quality and delivery requirements; impacts and risk of liabilities from recent mergers, acquisitions, or venture investments, and past divestitures and spin-offs; our inability to hire or retain key personnel; failure to compete successfully and innovate in our markets; failure to manage the distribution of products and services effectively; failure to protect our intellectual property rights or violations of the intellectual property rights of others; the extent to which there are quality problems with respect to manufacturing processes or finished goods; the risk of cybersecurity breaches or failure of any information systems used by the Company, including any flaws in the implementation of any enterprise resource planning systems; loss of or decrease in sales from our most significant customers; risks due to our operations and sales outside the U.S. and in emerging markets, including the imposition of tariffs and trade sanctions; fluctuations in demand or customers’ levels of capital investment, maintenance expenditures, production, and market cyclicality; the risk of material business interruptions, particularly at our manufacturing facilities; risks related to government contracting, including changes in levels of government spending and regulatory and contractual requirements applicable to sales to the U.S. government; fluctuations in our effective tax rate, including as a result of changing tax laws and other possible tax reform legislation in the U.S. and other jurisdictions; changes in environmental laws or regulations, discovery of previously unknown or more extensive contamination, or the failure of a potentially responsible party to perform; failure to comply with the U.S. Foreign Corrupt Practices Act (or other applicable anti-corruption legislation), export controls and trade sanctions; and risk of product liability claims and litigation. More information on factors that could cause actual results or events to differ materially from those anticipated is included in our Annual Report on Form 10-K for the year ended December 31, 2025 (particularly under the caption "Risk Factors"), our Quarterly Reports on Form 10-Q and in other documents we file from time to time with the SEC.
The forward-looking statements included in this release speak only as of the date hereof. We undertake no obligation (and expressly disclaim any obligation) to update any forward-looking statements, whether written or oral or as a result of new information, future events or otherwise.
CONSOLIDATED CONDENSED STATEMENTS OF OPERATIONS (UNAUDITED)
(IN MILLIONS, EXCEPT PER SHARE AMOUNTS)
Three Months Ended
April 4,
2026
March 29,
2025
Revenue
$
1,211.9
$
913.0
Cost of revenue
783.1
589.8
Gross profit
428.8
323.2
General and administrative expenses
154.1
85.1
Sales and marketing expenses
73.7
47.9
Research and development expenses
33.1
25.3
Intangible amortization
26.7
14.0
Operating income
141.2
150.9
Interest expense
24.7
9.3
Interest income
(10.4
)
(1.7
)
Other non-operating income, net
(1.9
)
(1.0
)
Income before income tax expense
128.8
144.3
Income tax expense
49.3
35.2
Net income
79.5
109.1
Less: Income attributable to noncontrolling interests
1.5
0.7
Net income attributable to ITT Inc.
$
78.0
$
108.4
Earnings per share attributable to ITT Inc.:
Basic
$
0.89
$
1.33
Diluted
$
0.89
$
1.33
Weighted average common shares – basic
87.2
81.3
Weighted average common shares – diluted
87.8
81.7
CONSOLIDATED CONDENSED BALANCE SHEETS (UNAUDITED)
(IN MILLIONS, EXCEPT PER SHARE AMOUNTS)
As of the Period Ended
April 4,
2026
December 31,
2025
Assets
Current assets:
Cash and cash equivalents
$
600.8
$
1,742.9
Receivables, net
1,038.0
756.1
Inventories
976.4
671.9
Other current assets
255.7
183.4
Total current assets
2,870.9
3,354.3
Non-current assets:
Plant, property and equipment, net
801.1
627.0
Goodwill
3,787.9
1,511.2
Other intangible assets, net
3,238.8
432.6
Other non-current assets
432.9
385.3
Total non-current assets
8,260.7
2,956.1
Total assets
$
11,131.6
$
6,310.4
Liabilities and Shareholders’ Equity
Current liabilities:
Short-term borrowings
$
477.3
$
261.3
Accounts payable
642.2
465.0
Accrued and other current liabilities
760.4
572.0
Total current liabilities
1,879.9
1,298.3
Non-current liabilities:
Non-current portion of long-term debt
3,375.0
521.5
Postretirement benefits
151.1
120.0
Other non-current liabilities
979.9
279.3
Total non-current liabilities
4,506.0
920.8
Total liabilities
6,385.9
2,219.1
Shareholders’ equity:
Common stock:
Authorized – 250.0 shares, $1 par value per share
Issued and outstanding – 89.4 shares and 85.9 shares, respectively
89.4
85.9
Capital in excess of par value
1,976.1
1,313.9
Retained earnings
3,030.1
2,987.1
Accumulated other comprehensive loss
(357.6
)
(302.5
)
Total ITT Inc. shareholders’ equity
4,738.0
4,084.4
Noncontrolling interests
7.7
6.9
Total shareholders’ equity
4,745.7
4,091.3
Total liabilities and shareholders’ equity
$
11,131.6
$
6,310.4
CONSOLIDATED CONDENSED STATEMENTS OF CASH FLOWS (UNAUDITED)
(IN MILLIONS)
For the Three Months Ended
April 4,
2026
March 29,
2025
Operating Activities
Income from continuing operations attributable to ITT Inc.
$
78.0
$
108.4
Adjustments to income from continuing operations:
Depreciation and amortization
54.2
37.2
Equity-based compensation
9.0
7.9
Other non-cash charges, net
11.9
6.3
Changes in assets and liabilities:
Change in receivables
(82.5
)
(43.2
)
Change in inventories
(48.1
)
(5.6
)
Change in contract assets
1.1
(6.6
)
Change in contract liabilities
3.4
15.9
Change in accounts payable
54.9
16.5
Change in accrued expenses
(47.5
)
(31.7
)
Change in income taxes
12.2
11.8
Other, net
(6.7
)
(3.5
)
Net Cash – Operating Activities
39.9
113.4
Investing Activities
Acquisitions, net of cash acquired
(3,533.3
)
(1.9
)
Capital expenditures
(26.1
)
(36.8
)
Other, net
(0.6
)
(2.0
)
Net Cash – Investing Activities
(3,560.0
)
(40.7
)
Financing Activities
Commercial paper, net borrowings
217.7
291.8
Long-term debt issued, net of debt issuance costs
2,868.3
—
Long-term debt repayments
(546.1
)
(229.3
)
Share repurchases under repurchase plan
(100.0
)
(100.0
)
Payments for taxes related to net share settlement of stock incentive plans
(19.7
)
(13.0
)
Dividends paid
(35.0
)
(28.7
)
Other, net
(2.1
)
(0.7
)
Net Cash – Financing Activities
2,383.1
(79.9
)
Exchange rate effects on cash and cash equivalents
(4.3
)
7.9
Net cash – operating activities of discontinued operations
(0.2
)
—
Net change in cash and cash equivalents
(1,141.5
)
0.7
Cash and cash equivalents – beginning of year (includes restricted cash of $0.8 and $0.7, respectively)
1,743.7
440.0
Cash and Cash Equivalents – End of Period (includes restricted cash of $1.4 and $0.9, respectively)
$
602.2
$
440.7
Supplemental Disclosures of Cash Flow and Non-Cash Information:
Cash paid for Interest
$
30.3
$
9.1
Cash paid for Income taxes, net of refunds received
$
30.8
$
17.6
Capital expenditures included in current liabilities
$
14.7
$
13.9
Key Performance Indicators and Non-GAAP Measures
ITT 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 our operating performance for the periods presented. These measures provide a tool for evaluating our ongoing operations and management of assets from period to period. This information can assist investors in assessing our financial performance and measures our ability to generate capital for deployment among competing strategic alternatives and initiatives, including, but not limited to, acquisitions, dividends, and share repurchases. Some of these metrics, however, are not measures of financial performance under accounting principles generally accepted in the United States of America (GAAP) and should not be considered a substitute for measures determined in accordance with GAAP. We consider the following non-GAAP measures, which may not be comparable to similarly titled measures reported by other companies, to be key performance indicators for purposes of our reconciliation tables.
Organic Revenue and Organic Orders are defined, respectively, as revenue and orders, excluding the impacts of foreign currency fluctuations, acquisitions, and divestitures that may or may not qualify as discontinued operations. Current year activity from acquisitions is excluded for twelve months following the closing date of acquisition. The period-over-period change resulting from foreign currency fluctuations is estimated using a fixed exchange rate for both the current and prior periods. Prior year revenue and orders are adjusted to exclude activity during the comparable period for twelve months post-closing date for divestitures that do not qualify as discontinued operations. We believe that reporting organic revenue and organic orders provide useful information to investors by helping identify underlying trends in our business and facilitating comparisons of our revenue performance with prior and future periods and to our peers.
Adjusted Operating Income is defined as operating income adjusted to exclude special items that include, but are not limited to, restructuring, intangible amortization, certain asset impairment charges, certain acquisition- and divestiture-related impacts, intangible amortization expense, and unusual or infrequent operating items. Special items represent charges or credits that impact current results, which management views as unrelated to the Company's ongoing operations and performance. Adjusted Operating Margin is defined as adjusted operating income divided by revenue. We believe these financial measures are useful to investors and other users of our financial statements in evaluating ongoing operating profitability, as well as in evaluating operating performance in relation to our competitors.
Adjusted Income from Continuing Operations is defined as income from continuing operations attributable to ITT Inc. adjusted to exclude special items that include, but are not limited to, restructuring, intangible amortization, certain asset impairment charges, certain acquisition- and divestiture-related impacts, intangible amortization expense, income tax settlements or adjustments, and unusual or infrequent items. Special items represent charges or credits, on an after-tax basis, that impact current results, which management views as unrelated to the Company’s ongoing operations and performance. The after-tax basis of each special item is determined using the jurisdictional tax rate of where the expense or benefit occurred and the tax deductibility under local tax rules. Adjusted Income from Continuing Operations per Diluted Share (Adjusted EPS) is defined as adjusted income from continuing operations divided by diluted weighted average common shares outstanding. We believe that adjusted income from continuing operations and adjusted EPS are useful to investors and other users of our financial statements in evaluating ongoing operating profitability, as well as in evaluating operating performance in relation to our competitors.
Free Cash Flow is defined as net cash provided by operating activities less capital expenditures net of capital-related government incentives. Free Cash Flow Margin is defined as free cash flow divided by revenue. We believe that free cash flow and free cash flow margin provide useful information to investors as it provides insight into a primary cash flow metric used by management to monitor and evaluate cash flows generated by our operations.
ITT Inc. Non-GAAP Reconciliation Statements
(In millions; all amounts unaudited)
Reconciliation of Revenue to Organic Revenue
First Quarter 2026
FT
MT
CCT
Elim/Other
Total
2026 Revenue
$
537.4
$
397.2
$
278.5
$
(1.2
)
$
1,211.9
Less: Acquisitions
151.4
—
—
—
151.4
Less: Foreign currency translation
12.1
32.8
2.8
0.1
47.8
2026 Organic revenue
$
373.9
$
364.4
$
275.7
$
(1.3
)
$
1,012.7
2025 Revenue
$
333.3
$
346.1
$
234.7
$
(1.1
)
$
913.0
Less: Divestitures
—
—
—
—
—
2025 Organic revenue
$
333.3
$
346.1
$
234.7
$
(1.1
)
$
913.0
Organic Revenue Growth - $
$
40.6
$
18.3
$
41.0
$
99.7
Organic Revenue Growth - %
12.2
%
5.3
%
17.5
%
10.9
%
Reported Revenue Growth - $
$
204.1
$
51.1
$
43.8
$
298.9
Reported Revenue Growth - %
61.2
%
14.8
%
18.7
%
32.7
%
Reconciliation of Orders to Organic Orders
First Quarter 2026
FT
MT
CCT
Elim/Other
Total
2026 Orders
$
583.8
$
407.0
$
328.7
$
(0.6
)
$
1,318.9
Less: Acquisitions
134.8
—
—
—
134.8
Less: Foreign currency translation
17.4
32.7
2.7
0.1
52.9
2026 Organic orders
$
431.6
$
374.3
$
326.0
$
(0.7
)
$
1,131.2
2025 Orders
$
404.6
$
347.9
$
295.5
$
(1.5
)
$
1,046.5
Less: Divestitures
—
—
—
—
—
2025 Organic orders
$
404.6
$
347.9
$
295.5
$
(1.5
)
$
1,046.5
Organic Orders Growth - $
$
27.0
$
26.4
$
30.5
$
84.7
Organic Orders Growth - %
6.7
%
7.6
%
10.3
%
8.1
%
Reported Orders Growth - $
$
179.2
$
59.1
$
33.2
$
272.4
Reported Orders Growth - %
44.3
%
17.0
%
11.2
%
26.0
%
Note: Immaterial differences due to rounding.
ITT Inc. Non-GAAP Reconciliation Statements
(In millions; all amounts unaudited)
Reconciliations of Operating Income/Margin to Adjusted Operating Income/Margin
First Quarter 2026
First Quarter 2025
FT
MT
CCT
Corporate
ITT
FT
MT
CCT
Corporate
ITT
Reported Operating Income
$
82.1
$
83.4
$
49.2
$
(73.5
)
$
141.2
$
63.5
$
67.6
$
36.0
$
(16.2
)
$
150.9
Acquisition-related costs
14.4
—
0.1
53.0
67.5
0.4
—
(0.1
)
—
0.3
Intangible amortization [a]
23.0
0.3
3.4
—
26.7
6.8
0.2
7.0
—
14.0
Restructuring costs
7.7
0.5
1.1
1.5
10.8
4.2
0.2
2.1
—
6.5
Other special items
0.1
(0.6
)
—
(0.1
)
(0.6
)
0.9
0.7
—
—
1.6
Adjusted Operating Income
$
127.3
$
83.6
$
53.8
$
(19.1
)
$
245.6
$
75.8
$
68.7
$
45.0
$
(16.2
)
$
173.3
Change in Operating Income
29.3
%
23.4
%
36.7
%
353.7
%
(6.4
)%
Change in Adjusted Operating Income
67.9
%
21.7
%
19.6
%
17.9
%
41.7
%
Reported Operating Margin
15.3
%
21.0
%
17.7
%
11.7
%
19.1
%
19.5
%
15.3
%
16.5
%
Impact of special item adjustments
840 bps
10 bps
160 bps
860 bps
360 bps
30 bps
390 bps
250 bps
Adjusted Operating Margin
23.7
%
21.1
%
19.3
%
20.3
%
22.7
%
19.8
%
19.2
%
19.0
%
Change in Operating Margin
-380 bps
150 bps
240 bps
-480 bps
Change in Adjusted Operating Margin
100 bps
130 bps
10 bps
130 bps
Note: Immaterial differences due to rounding.
[a]
Starting in the first quarter of 2026, we have updated our definition of adjusted operating income and margin to exclude intangible amortization expense. Accordingly, we have updated the previously reported prior year adjusted result to reflect the new definition.
ITT Inc. Non-GAAP Reconciliation Statements
(In millions, except earnings per share; all amounts unaudited)
Reconciliation of Reported vs. Adjusted Income from Continuing Operating and Diluted EPS
Income from Continuing Operations
Diluted Earnings per Share
Q1 2026
Q1 2025
% Change
Q1 2026
Q1 2025
% Change
Reported
$
78.0
$
108.4
(28.0
)%
$
0.89
$
1.33
(33.1
)%
Special Items Expense / (Income):
Acquisition-related costs
67.5
0.3
0.77
—
Intangible amortization [a]
26.7
14.0
0.30
0.17
Restructuring costs
10.8
6.5
0.12
0.08
Other pre-tax special items
(0.6
)
1.6
(0.01
)
0.02
Net tax benefit of pre-tax special items
(26.1
)
(4.8
)
(0.30
)
(0.06
)
Other tax-related special items [b][c]
17.4
3.4
0.21
0.04
Adjusted
$
173.7
$
129.4
34.2
%
$
1.98
$
1.58
25.3
%
Note: Amounts may not calculate due to rounding.
Per share amounts are based on diluted weighted average common shares outstanding.
[a]
Starting in the first quarter of 2026, we have updated our definition of adjusted income from continuing operations and adjusted EPS to exclude intangible amortization expense. Accordingly, we have updated the previously reported prior year adjusted result to reflect the new definition.
[b]
Other tax-related special items for Q1 2026 include tax expense related to undistributed foreign earnings of $6.4, tax expense of $9.4 associated with amended tax filings in Luxembourg, tax expense of $1.8 related to transaction-related costs incurred in connection with the SPX FLOW acquisition, and other special-item tax (benefits) of $(0.3).
[c]
Other tax-related special items for Q1 2025 includes tax on undistributed foreign earnings ($2.5M) and other tax special items ($0.9M).
ITT Inc. Non-GAAP Reconciliation Statements
(In millions, except earnings per share; all amounts unaudited)
Reconciliation of GAAP vs Adjusted EPS Guidance - Full Year 2026
2026 Full-Year Guidance
Low
High
EPS from Continuing Operations - GAAP
$
4.15
$
4.45
Intangible amortization
2.91
2.91
Acquisition-related costs
1.29
1.29
Estimated restructuring
0.22
0.22
Tax benefit on pre-tax special items
(1.10
)
(1.10
)
Other tax-related special items
0.23
0.23
EPS from Continuing Operations - Adjusted
$
7.70
$
8.00
Note: The Company has provided forward-looking non-GAAP financial measures for organic revenue growth and adjusted operating margin. It is not possible, without unreasonable efforts, to estimate the impacts of foreign currency fluctuations, acquisitions, and certain other special items that may occur in 2026 as these items are inherently uncertain and difficult to predict. As a result, the Company is unable to quantify certain amounts that would be included in a reconciliation of organic revenue growth and adjusted operating margin to the most directly comparable GAAP financial measures without unreasonable efforts and accordingly has not provided reconciliations for these forward looking non-GAAP financial measures.
ITT Inc. Non-GAAP Reconciliation Statements
(In millions; all amounts unaudited)
Reconciliation of Cash from Operating Activities to Free Cash Flow
Three Months Ended
FY 2026
4/4/2026
3/29/2025
Low
High
Net Cash - Operating Activities
$
39.9
$
113.4
$
690
$
730
Capital expenditures
26.1
36.8
150
150
Free Cash Flow
$
13.8
$
76.6
$
540
$
580
Revenue
$
1,211.9
$
913.0
$
5,385
$
5,385
[a]
Operating Cash Flow Margin
3.3
%
12.4
%
13
%
14
%
Free Cash Flow Margin
1.1
%
8.4
%
10
%
11
%
[a] Revenue included in the full year 2026 free cash flow margin guidance represents the expected revenue growth mid-point.
ITT (ITT - Free Report) came out with quarterly earnings of $1.98 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.45 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.86%. A quarter ago, it was expected that this supplier of parts and services to a wide variety of industries would post earnings of $1.79 per share when it actually produced earnings of $1.85, delivering a surprise of +3.35%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
ITT, which belongs to the Zacks Diversified Operations industry, posted revenues of $1.21 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.45%. This compares to year-ago revenues of $913 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
ITT shares have added about 22.6% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for ITT?While ITT has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for ITT was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.99 on $1.37 billion in revenues for the coming quarter and $7.90 on $5.29 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Diversified Operations is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, CompoSecure, Inc. (GPGI - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This company is expected to post quarterly earnings of $0.14 per share in its upcoming report, which represents a year-over-year change of -44%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
CompoSecure, Inc.'s revenues are expected to be $118.79 million, up 98.6% from the year-ago quarter.
Key Takeaways ITT Q1 EPS jumped 25.3% and beat estimates, while revenues surged 32.7% year over year.ITT benefited from SPX FLOW, aerospace connectors, transportation and valve demand.Adjusted operating margin expanded to 20.3% as operational performance improved. ITT Inc.’s (ITT - Free Report) first-quarter 2026 adjusted earnings of $1.98 per share surpassed the Zacks Consensus Estimate of $1.77. The bottom line jumped 25.3% year over year, aided by improved operational performance.
Total revenues of $1.21 billion beat the consensus estimate of $1.12 billion. The top line increased 32.7% year over year. Organic sales rose 10.9% year over year, driven by solid momentum in connectors, projects including Svanehøj, transportation and valves.
ITT’s Segmental ResultsIn the first quarter of 2026, the company combined the Industrial Process segment with its SPX FLOW business to form the Flow Technologies segment.
Revenues from the Flow Technologies segment totaled $537.4 million, up 61.2% year over year. The increase was primarily driven by solid contributions from the SPX FLOW buyout, along with strength in the Svanehøj unit and valves execution. Organic sales increased 12.2% and adjusted operating income grew 67.9% on a year-over-year basis.
Revenues from the Motion Technologies segment amounted to $397.2 million, implying a year-over-year increase of 14.8%. The higher sales were attributable to solid momentum in Friction original equipment and KONI businesses. Organic revenues increased 5.3% year over year. Adjusted operating income increased 21.7%. Our estimate for segmental revenues was pinned at $372 million.
Revenues from the Connect & Control Technologies segment of $278.5 million rose 18.7% year over year on a reported basis and 17.5% organically. Our estimate was $269 million. The results were driven by growth in demand for commercial aerospace components and industrial connectors, and favorable pricing actions. Adjusted operating income increased 19.6% year over year.
ITT’s Margin ProfileITT’s cost of revenues increased 32.8% year over year to $783.1 million. The gross profit jumped 32.7% to $428.8 million.
General and administrative expenses increased 81.1% year over year to $154.1 million. Sales and marketing expenses rose 53.9% to $73.7 million. Research and development expenses increased 30.8% year over year to $33.1 million.
Adjusted operating income rose 41.7% year over year to $245.6 million. The margin expanded 130 basis points to 20.3%.
ITT’s Balance Sheet and Cash FlowExiting the first quarter, ITT had cash and cash equivalents of $600.8 million compared with $1.74 billion at the end of fourth-quarter 2025. The company’s short-term borrowings were $477.3 million compared with $261.3 million at the end of December 2025.
In the first three months of 2026, ITT generated net cash of $39.9 million from operating activities compared with $113.4 million in the year-ago period. Capital expenditure totaled $26.1 million in the same period, down 29.1% year over year. Free cash flow was $13.8 million compared with $76.6 million in the prior-year period.
During the first three months of the year, ITT paid out dividends of $35 million, up 22% year over year. It repurchased shares worth $100 million in the period.
ITT's OutlookFor fiscal 2026, ITT expects adjusted earnings to be in the range of $7.70-$8.00 per share. Management projects revenue growth to be in the range of 36-38% (4-6% organically). Adjusted operating margin is estimated to be 19.7-20.6%. Free cash flow is projected in the band of $540-$580 million, indicating a free cash flow margin of 10-11%.
ITT’s Zacks Rank and Other Stocks to ConsiderThe company currently carries a Zacks Rank #2 (Buy). Some other top-ranked stocks are discussed below:
DXP Enterprises (DXPE - Free Report) presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
DXP Enterprises’ earnings surpassed the consensus estimate by 52.8% in the last reported quarter. In the past 60 days, the Zacks Consensus Estimate for DXPE’s 2026 earnings has increased 17.2%.
Kennametal (KMT - Free Report) presently sports a Zacks Rank of 1. Kennametal’s earnings surpassed the consensus estimate thrice and missed once in the trailing four quarters. The average earnings surprise was 35.4%. In the past 60 days, the Zacks Consensus Estimate for Kennametal’s fiscal 2026 earnings has increased 9%.
Powell Industries (POWL - Free Report) currently carries a Zacks Rank of 2. Powell’s earnings topped the consensus estimate thrice and missed once in the trailing four quarters. The average earnings surprise was 7.8%. In the past 60 days, the Zacks Consensus Estimate for Powell’s fiscal 2026 earnings has increased 4.7%.
Investors interested in Diversified Operations stocks are likely familiar with Grupo Cibest (CIB) and ITT (ITT). But which of these two stocks is more attractive to value investors?
MarketBeat Instant News Alerts Trending News All MarketBeat Instant News Alerts Sort By
Time Frame
Alert Type
Keywords
Page 1 of 324
Get 30 Days of MarketBeat All Access for Free
Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools.
Start Your 30-Day Trial
Sign in to your free account to enjoy these benefits
In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer.
For those looking to find strong Conglomerates stocks, it is prudent to search for companies in the group that are outperforming their peers. Is ITT (ITT - Free Report) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Conglomerates sector should help us answer this question.
ITT is a member of our Conglomerates group, which includes 19 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. ITT is currently sporting a Zacks Rank of #2 (Buy).
Over the past 90 days, the Zacks Consensus Estimate for ITT's full-year earnings has moved 7.6% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
According to our latest data, ITT has moved about 19.2% on a year-to-date basis. Meanwhile, stocks in the Conglomerates group have gained about 4.9% on average. This shows that ITT is outperforming its peers so far this year.
One other Conglomerates stock that has outperformed the sector so far this year is Marubeni Corp. (MARUY - Free Report) . The stock is up 26.1% year-to-date.
For Marubeni Corp., the consensus EPS estimate for the current year has increased 9.2% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, ITT belongs to the Diversified Operations industry, a group that includes 19 individual stocks and currently sits at #84 in the Zacks Industry Rank. Stocks in this group have gained about 4.9% so far this year, so ITT is performing better this group in terms of year-to-date returns. Marubeni Corp. is also part of the same industry.
Investors with an interest in Conglomerates stocks should continue to track ITT and Marubeni Corp.. These stocks will be looking to continue their solid performance.
Investors interested in Diversified Operations stocks are likely familiar with Marubeni Corp. (MARUY) and ITT (ITT). But which of these two stocks offers value investors a better bang for their buck right now?
For those looking to find strong Conglomerates stocks, it is prudent to search for companies in the group that are outperforming their peers. Is ITT (ITT - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Conglomerates peers, we might be able to answer that question.
ITT is a member of the Conglomerates sector. This group includes 19 individual stocks and currently holds a Zacks Sector Rank of #13. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. ITT is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for ITT's full-year earnings has moved 7% higher within the past quarter. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
Based on the most recent data, ITT has returned 12.9% so far this year. At the same time, Conglomerates stocks have gained an average of 8.8%. This means that ITT is performing better than its sector in terms of year-to-date returns.
Another stock in the Conglomerates sector, Marubeni Corp. (MARUY - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 18.6%.
The consensus estimate for Marubeni Corp.'s current year EPS has increased 5.3% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, ITT belongs to the Diversified Operations industry, a group that includes 19 individual stocks and currently sits at #158 in the Zacks Industry Rank. This group has gained an average of 8.8% so far this year, so ITT is performing better in this area. Marubeni Corp. is also part of the same industry.
Investors with an interest in Conglomerates stocks should continue to track ITT and Marubeni Corp.. These stocks will be looking to continue their solid performance.
Neurogene Inc. (Nasdaq: NGNE), a clinical-stage company founded to bring life-changing genetic medicines to patients and families affected by rare neurological
Zai Lab Limited (NASDAQ: ZLAB; HKEX: 9688) today announced that China's National Medical Products Administration (NMPA) has approved the Biologics License Appl
Investors looking for stocks in the Diversified Operations sector might want to consider either Marubeni Corp. (MARUY - Free Report) or ITT (ITT - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Right now, both Marubeni Corp. and ITT are sporting a Zacks Rank of #2 (Buy). This means that both companies have witnessed positive earnings estimate revisions, so investors should feel comfortable knowing that both of these stocks have an improving earnings outlook. However, value investors will care about much more than just this.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
MARUY currently has a forward P/E ratio of 12.42, while ITT has a forward P/E of 23.32. We also note that MARUY has a PEG ratio of 1.63. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ITT currently has a PEG ratio of 1.73.
Another notable valuation metric for MARUY is its P/B ratio of 1.64. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, ITT has a P/B of 3.47.
These metrics, and several others, help MARUY earn a Value grade of B, while ITT has been given a Value grade of D.
Both MARUY and ITT are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that MARUY is the superior value option right now.
QuantumScape (QS) shares climbed about 8% on Thursday as traders positioned for next week's earnings, while the battery developer still draws skepticism over re
Key Takeaways QuantumScape posted a Q1 loss of 16 cents, beating estimates and improving from last year.QS ramped Eagle Line with early production and ongoing efficiency and output improvements.QS recorded $11M in partner billings and ended Q1 with $904.7M in liquidity. QuantumScape Corporation (QS - Free Report) reported a loss of 16 cents per share for the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 18 cents. It delivered an earnings surprise of 11.1%.
The quarter also showed improving year-over-year performance, with loss per share narrowing from 21 cents in the year-ago period. Operationally, the company reported progress in ramping up the Eagle Line, with early production underway and ongoing efforts to enhance efficiency and output.
QuantumScape remains a development-stage company with no GAAP revenues to date. Operating expenses fell to $109.2 million, and net loss narrowed to $100.8 million.
QuantumScape Advances Automotive Road Map and SamplingQuantumScape reiterated that EV development remains its core focus and primary source of customer activity. The company continues to work closely with Volkswagen Group’s PowerCo as it advances its automotive commercialization roadmap, with the next phase focused on field testing under real-world conditions to drive iteration.
Beyond Volkswagen, the company shipped cells to an automotive joint development agreement partner for testing during the first quarter. QuantumScape also reported completing a technology evaluation with another top-10 global automotive OEM, which included hands-on engineering work and competitive benchmarking, and the engagement is now progressing into joint development activities.
QS Ecosystem Adds Another Lever for ScaleQS described its ecosystem strategy as a key part of keeping costs low while scaling up. Instead of building everything itself, it partners with others to expand production of its solid ceramic separators. The company is working with Murata Manufacturing and Corning to scale up separator production using its Cobra process, with ongoing technical collaboration.
A notable milestone this quarter was the company’s first customer billings from partners, totaling $11 million. The company noted that partners are investing in QS-specific equipment and systems, demonstrating commitment while also generating revenue, as QuantumScape shares its equipment, processes and know-how while retaining control of its core technology.
QS Keeps Guidance Steady While Managing the Balance SheetOn spending, QS reported first-quarter 2026 capital expenditures of $10 million, primarily reflecting final payments tied to the Eagle Line. For full-year 2026, the company has maintained its capex guidance of $40-$60 million and expects an adjusted EBITDA loss of $250-$275 million.
Liquidity remained a key support point. QuantumScape ended the quarter with $904.7 million in liquidity, including $145.1 million in cash and cash equivalents and $759.6 million in marketable securities. Cash flow reflected continued investment in development, with net cash used in operating activities of $59.5 million and purchases of property and equipment totaling $10 million during the quarter.
QS stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Peer ReleasesSES AI Corporation (SES - Free Report) is slated to release first-quarter 2026 results on April 23.The Zacks Consensus Estimate for SES’ loss is pegged at 1 cent per share. SES surpassed earnings estimates in two of the trailing four quarters and missed in the other two, with the average surprise being 4.05%. The company has a Zacks Rank #3 at present.
Solid Power, Inc. (SLDP - Free Report) is slated to release first-quarter 2026 results on May 5. The Zacks Consensus Estimate for SLDP’s loss and revenues is pegged at 12 cents per share and $1.67 million, respectively. The company has a Zacks Rank #3 at present.
