Recent 8-K filings for ITW

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  ITW Q1 revenue $4.02B (+5%), GAAP EPS $2.66 (+12%), raises FY2026 EPS guidance by $0.10

  Revenue $4.02B (+4.6% total; organic +0.4%, FX +3.9%, acquisition +0.3%).

• February 3, 2026, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

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

  Q4 2025 revenue $4.1B (+4.1% YoY); GAAP EPS $2.72 (+7%); organic growth 1.3%.

• October 24, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q3 2025 EPS $2.81 (+6% ex-divestiture gain); record operating margin 27.4%

  Revenue $4.1B, +2% overall; organic +1%; operating income $1.1B, +6%; record margin 27.4% (+90 bps).

• July 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q2 GAAP EPS $2.58 record; revenue $4.1B; FY guidance raised to $10.35-$10.55

  Revenue $4.1B (+1% YoY); flat organic growth; GAAP EPS $2.58 (+2%), a Q2 record.

• April 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  ITW Q1 2025 GAAP EPS $2.38; revenue $3.8B down 3.4%; maintains full-year guidance

  Revenue of $3.8B, down 3.4%; organic down 1.6% (flat on equal days).

• February 5, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  ITW Q4 revenue down 1.3% but EPS up 7% to $2.54; record operating margin 26.2%

  Revenue $3.9B, -1.3%; organic -0.5% (adjusted +0.4% excluding Product Line Simplification).

• October 30, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  ITW Q3 GAAP EPS $3.91 (incl. $1.26 gain); ex-gain EPS $2.65 up 4%; revenue $4.0B down 1.6%

  GAAP EPS $3.91 includes $1.26 gain from Wilsonart sale; adjusted EPS $2.65, up 4% YoY.

• August 6, 2024, 7:59 PM ET M&A materiality 0.60 positive item 8.01

  ITW sells Wilsonart equity interest for ~$398M; expects ~$360M pre-tax gain in Q3 2024

  Sold non-controlling equity interest in Wilsonart to affiliates of Clayton, Dubilier & Rice; transaction closed immediately.

• July 30, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  ITW Q2 operating margin 26.2% (record), revenue -1%, EPS $2.54; narrows FY EPS guidance to $10.30-$10.40

  Revenue $4.0B (-1.2% yoy); organic growth flat (-0.1%), FX -1.2%, acquisitions +0.1%.

• April 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  ITW Q1: rev $4.0B, organic -0.6%; GAAP EPS $2.73 (ex-item $2.44, +5%); raises FY EPS guide to $10.30-10.70

  GAAP EPS $2.73 (+17%) includes $0.29 benefit from LIFO-to-FIFO accounting change; ex-item EPS $2.44, +5%.

• February 1, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW reports Q4 revenue $4.0B flat, EPS $2.38; FY23 free cash flow record $3.1B; FY24 EPS guidance $10.00-$10.40

  Q4 revenue $4.0B (flat YoY); organic revenue -0.5%; GAAP EPS $2.38 included $(0.04) Argentina devaluation hit.

• October 24, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  ITW Q3 GAAP EPS $2.55 (+9%), revenue $4.0B (+0.5%); narrows FY EPS guidance to $9.65-$9.85

  Revenue $4.0B (+0.5%); organic growth 0.2% (2% on equal days basis). Operating margin 26.5% (+200 bps).

• September 7, 2023, 7:59 PM ET leadership materiality 0.75 positive item 5.02item 7.01item 9.01 ◈ executive_change ×3

  ITW names Christopher O'Herlihy as CEO effective Jan 1, 2024; Santi becomes Non-Executive Chairman

  Christopher A. O'Herlihy, current Vice Chairman, named President and CEO and elected to Board, effective Jan 1, 2024.

• August 1, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  ITW Q2 2023: record operating income $1.01B, GAAP EPS $2.48, raises FY guidance

  Revenue $4.1B (+2% total, +3% organic); record operating income $1.01B (+9%); margin 24.8% (+170 bps).

• May 2, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  ITW Q1 GAAP EPS $2.33 (+10% YoY); raises FY guidance by $0.05 to $9.45-$9.85

  Revenue $4.0B, organic growth +5%; operating margin 24.2% (+150 bps).

• February 2, 2023, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  ITW Q4 GAAP EPS $2.95, adjusted $2.34; FY22 records; guides FY23 EPS $9.40-$9.80, organic growth 3-5%

  Q4 revenue $4.0B (+8% reported, +12% organic); operating income $986M (record), margin 24.8% (+210 bps).

• October 25, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q3 revenue $4.0B (+13%), EPS $2.35 (+16%); raises full-year guidance

  Revenue $4.0B, +13% YoY; organic growth 16% with five of seven segments double-digit.

• August 2, 2022, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  ITW Q2 revenue $4.0B, organic +10%; GAAP EPS $2.37; maintains FY2022 guidance $9.00-$9.40 EPS

  Revenue of $4.0B, organic growth 10%; six of seven segments positive led by Food Equipment +25%, Welding +22%.

• May 3, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q1 revenue $3.9B (+11% organic), EPS $2.11; raises FY guidance to $9.00-$9.40

  GAAP EPS $2.11 (incl. $(0.05) FX headwind); revenue $3.9B, organic growth +11%.

• February 3, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q4 revenue $3.7B (+6% YoY); FY2022 EPS guidance $8.90-$9.30

  GAAP EPS $1.93 (incl -$0.02 MTS); full-year EPS $8.51 (+28% YoY) or $8.09 ex one-time tax items (+22%).

• October 28, 2021, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ITW Q3 revenue $3.6B (+8%), EPS $2.02 (+10%); updates FY guidance to $8.30-$8.50

  Total revenue $3.6B, +8% total, +6% organic; GAAP EPS $2.02, +10% YoY.

• July 30, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  ITW Q2 revenue $3.7B (+43%), EPS $2.45 (+143%), raises full-year guidance

  Organic revenue grew 37% YoY; all seven segments delivered double-digit organic growth led by Automotive OEM (+84%) and Food Equipment (+46%).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

21 positive 0 negative 15 neutral

source · ITW on sec.gov