earnings
confidence high
sentiment positive
materiality 0.65
ITW Q4 earnings: revenue $4.1B (+4.1%), GAAP EPS $2.72 (+7%); FY2026 guidance $11.00-$11.40
ILLINOIS TOOL WORKS INC
2025-FY EPS
reported $10.49
vs consensus $2.71
▲ beat
(+287.0%)
- Q4 2025 revenue $4.1B (+4.1% YoY); GAAP EPS $2.72 (+7%); organic growth 1.3%.
- Full-year 2025 revenue $16B (+0.9%); GAAP EPS $10.49 (above prior midpoint of $10.45).
- Q4 operating margin 26.5% (+30 bps); enterprise initiatives contributed 140 bps; segment margin 27.7%.
- FY2026 guidance: GAAP EPS $11.00-$11.40 (midpoint +7%); revenue growth 2-4%; organic 1-3%.
- Q4 free cash flow $0.9B (109% conversion); FY2026 planned share repurchase ~$1.5B.