earnings
confidence high
sentiment positive
materiality 0.75
ITW Q3 2025 EPS $2.81 (+6% ex-divestiture gain); record operating margin 27.4%
ILLINOIS TOOL WORKS INC
2025-Q3 EPS
reported $7.77
vs consensus $2.74
▲ beat
(+183.4%)
- Revenue $4.1B, +2% overall; organic +1%; operating income $1.1B, +6%; record margin 27.4% (+90 bps).
- GAAP EPS $2.81; excluding prior-year $1.26 divestiture gain, EPS grew 6%.
- Free cash flow $904M, up 15%; operating cash flow $1.0B.
- Dividend raised 7% to $6.44 annualized, 62nd consecutive year of increases; repurchased $375M in shares.
- Narrowed FY25 GAAP EPS guidance to $10.40-$10.50; organic growth flat-2%; operating margin 26-27%; share repurchase ~$1.5B.