The Titanium Economy Podcast

Luca Savi: The ITT Playbook - 10 Years of Market-Beating Performance

Luca Savi: The ITT Playbook - 10 Years of Market-Beating Performance

May 5, 2026

In this episode of the Titanium Economy Podcast, host Vineet Gupta speaks with Luca Savi, President and CEO of ITT. Luca shares how ITT wins through execution, innovation, and deep customer intimacy and how the company is deliberately shifting its portfolio away from cyclical markets through disciplined M&A focused on value creation. The conversation covers leadership, culture, and what it takes to build urgency, agility, and accountability across a global organization. Luca closes with the key bets ITT is making toward its 2030 vision.

Luca Savi is President and CEO of ITT Inc. He joined ITT in 2011 as President of Motion Technologies, after senior roles at Comau (Fiat Group) and Honeywell International across Italy, China, and the US. He holds a Chemical Engineering degree from Politecnico di Milano, an MBA from London Business School, and serves on the board of MSA Safety Inc.

Discussion Points

  • ITT Overview: Designs and manufactures highly engineered components for harsh environments across energy, industrial, automotive, aerospace, and rail.
  • Market Performance: ITT's brake pad business outperformed the market by 800 basis points annually over a decade, driven by 99.9% on-time delivery and parts-per-billion quality standards.
  • Portfolio Rebalancing: Automotive's share of EBIT dropped from 60%+ to ~33%, with capital redeployed into higher-margin flow and connector businesses. The SPX Flow acquisition accelerates the 2030 target of 20% automotive exposure.
  • Culture & Leadership: ITT's model demands deep operational knowledge at every level — from CEO to frontline — with shop-floor engagement as a universal principle across all geographies.
  • 2030 Vision: M&A focused on fragmented flow markets and aerospace/defense connectors, supported by a transformed board that provides expert coaching and constructive challenge.

Links

ITT

Luca Savi LinkedIn

Ayna Website

Hosts

Vineet Gupta

President & Head of Semiconductor, Ayna

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