---
schema_version: "secwatch.filing_event.v1"
accession: "0000049826-26-000003"
form_type: "8-K"
ticker: "ITW"
cik: "0000049826"
company_name: "ILLINOIS TOOL WORKS INC"
filed_at: "2026-02-03T23:59:59+00:00"
generated_at: "2026-05-16T05:27:38.719887+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# ITW Q4 earnings: revenue $4.1B (+4.1%), GAAP EPS $2.72 (+7%); FY2026 guidance $11.00-$11.40

## Summary
- 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.

## SEC filing metadata
- accession: 0000049826-26-000003
- form_type: 8-K
- ticker: ITW
- cik: 0000049826
- company_name: ILLINOIS TOOL WORKS INC
- filed_at: 2026-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/49826/000004982626000003/0000049826-26-000003-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/49826/000004982626000003/itw-20260203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000049826-26-000003
- JSON: https://secwatch.observer/filing/0000049826-26-000003.json
- Plain text: https://secwatch.observer/filing/0000049826-26-000003.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.