secwatch.observer — SEC 8-K summary
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Issuer:     ILLINOIS TOOL WORKS INC (ITW)
CIK:        0000049826
Form:       8-K
Filed at:   2026-02-03T23:59:59+00:00
Accession:  0000049826-26-000003
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/49826/000004982626000003/0000049826-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/49826/000004982626000003/itw-20260203.htm
  HTML page:      https://secwatch.observer/filing/0000049826-26-000003

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