Illinois Tool Works

ITW

Market cap $83.8B

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Illinois Tool Works delivered modest 2025 results, with non-GAAP EPS up slightly and revenue flat organically. Segment performance was mixed: Automotive OEM and Welding showed strength, while Construction Products and Test & Measurement lagged. ITW's management issued 2026 guidance, and Q1 2026 EPS estimates have been revised higher by most analysts, signaling cautious optimism.

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GLENVIEW, Ill., Feb. 13, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Illinois Tool Works Inc. (NYSE: ITW) declared a dividend on the company's common stock of $1.61 per share for the first quarter of 2026. The dividend equates to $6.44 per share on a full-year basis. The dividend will be paid on April 9, 2026 to shareholders of record as of March 31, 2026.

Illinois Tool Works is rated a buy, supported by structural growth improvements, cyclical recovery, and strong execution. ITW's revenue outlook is positive, with early signs of industrial market recovery and strengthening order backlogs, especially in semiconductors and EVs. Customer-backed innovation and reduced product line simplification headwinds are expected to accelerate organic growth and support higher margins.

Illinois Tool Works Inc. (ITW) Q4 2025 Earnings Call Transcript

ITW tops Q4 estimates with EPS up 7% and revenue growth, lifts margins and sets 2026 EPS at $11.00-$11.40 with buybacks planned.

While the top- and bottom-line numbers for Illinois Tool Works (ITW) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Illinois Tool Works (ITW) came out with quarterly earnings of $2.72 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.54 per share a year ago.

Fourth Quarter 2025 Highlights Revenue of $4.1 billion, an increase of 4.1% Operating margin of 26.5%, as enterprise initiatives contributed 140 bps GAAP EPS of $2.72, an increase of 7% 2025 Highlights Revenue of $16 billion, an increase of 0.9% Customer-Back Innovation contributed 2.4% to revenue growth, an increase of 40 bps Operating margin of 26.3%, as enterprise initiatives contributed 130 bps GAAP EPS of $10.49 exceeded the prior guidance mid-point of $10.45 2026 Guidance Revenue growth of 2 to 4%, organic growth of 1 to 3% Operating margin expansion of approximately 100 bps with enterprise initiatives contributing 100 bps GAAP EPS of $11.00 to $11.40, an increase of 7% at the mid-point GLENVIEW, Ill., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) today reported its fourth quarter and full year 2025 results.