ITT's Digital Drive: Sensors, Software, And The Path To Premium Margins

  • ITT is evolving to a high-margin, recurring revenue model through services and predictive software offerings. Breakthroughs like the VIDAR smart motor and SaaS analytics platform create significant untapped growth and margin expansion opportunities. Despite a premium valuation, ITT's accelerating software and service mix justifies a Buy rating, as these drivers are not fully priced in.