earnings
confidence high
sentiment positive
materiality 0.75
ITW Q1 revenue $4.02B (+5%), GAAP EPS $2.66 (+12%), raises FY2026 EPS guidance by $0.10
ILLINOIS TOOL WORKS INC
2026-Q1 EPS
reported $2.66
vs consensus $2.59
▲ beat
(+2.7%)
- Revenue $4.02B (+4.6% total; organic +0.4%, FX +3.9%, acquisition +0.3%).
- GAAP EPS $2.66 (+12%); operating margin 25.4% (+60 bps; enterprise initiatives +120 bps).
- FY2026 GAAP EPS guidance raised to $11.10-$11.50; projects revenue growth 2-4% and organic growth 1-3%.
- Operating cash flow $623M; free cash flow $528M (69% conversion). Repurchased $375M of shares in Q1.
- All seven segments expected to deliver positive organic growth and margin expansion for FY2026.