ITW
Illinois Tool Works·NYSE
--
--(--)
--
--(--)
ITW fundamentals
Illinois Tool Works (ITW) released its earnings on Feb 3, 2026: revenue was 4.09B (YoY --), beat estimates; EPS was 2.72 (YoY --), beat estimates.
Revenue / YoY
4.09B
--
EPS / YoY
2.72
--
Report date
Feb 3, 2026
ITW Earnings Call Summary for Q4,2025
- Q4 Strong Finish: 4.1% revenue growth, 26.5% operating margin, $2.72 EPS. Sequential revenue up 4% vs. 2% historical average.
- CBI Acceleration: 2.4% CBI contribution (+40bps YoY), 9% patent filings growth. 2026 CBI progress expected to drive margin expansion.
- 2026 Guidance: 1-3% organic growth, $11.20 EPS (+7%), 100bps margin expansion. Incremental margins ~45-50% (vs. 35-40% long-term target).
- Semi Recovery & China Growth: Test & Measurement semi businesses up mid-single digits Q4. China Auto OEM up 12% YoY, EV content >70%.
- Margin Drivers: Enterprise initiatives ($800M+ investments), CBI new products at higher margins, and disciplined cost control.
EPS
Actual | 1.01 | 1.83 | 2.02 | 2.45 | 2.02 | 1.93 | 2.37 | 2.35 | 2.48 | 2.55 | 2.54 | 3.91 | 2.38 | 2.58 | 2.81 | 2.72 | ||||||||||||||||||||||||
Forecast | 1.7116 | 0.6994 | 1.4695 | 1.7943 | 1.8977 | 2.0881 | 2.0012 | 1.8878 | 2.0614 | 2.2074 | 2.2514 | 2.5212 | 2.47 | 2.4102 | 2.3587 | 2.5154 | 2.3408 | 2.7492 | 2.6816 | |||||||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +44.41% | +24.53% | +12.58% | 0.00% | +17.33% | +0.94% | +2.24% | 0.00% | +7.37% | +4.38% | 0.00% | 0.00% | 0.00% | +3.24% | 0.00% | 0.00% | 0.00% | +55.44% | 0.00% | +1.67% | 0.00% | +2.21% | +1.43% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.56B | 3.31B | 3.48B | -- | 3.68B | 3.56B | 3.68B | -- | 4.01B | 4.01B | -- | -- | 4.07B | 4.03B | -- | -- | 4.03B | 3.97B | -- | 3.84B | -- | 4.06B | 4.09B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.30B | 2.33B | 2.98B | 3.32B | 3.43B | 3.56B | 3.55B | 3.53B | 3.75B | 3.97B | 3.89B | 3.89B | -- | -- | 4.09B | -- | 4.03B | -- | 4.02B | -- | -- | -- | 4.08B | 4.07B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.89% | +11.06% | +4.62% | 0.00% | +3.32% | +0.24% | +4.16% | 0.00% | +1.07% | +3.09% | 0.00% | 0.00% | 0.00% | -1.35% | 0.00% | 0.00% | 0.00% | -1.30% | 0.00% | 0.00% | 0.00% | -0.48% | +0.66% |
Earnings Call
You can ask Aime
What were the key takeaways from Illinois Tool Works's earnings call?Did Illinois Tool Works beat or miss consensus estimates last quarter?What guidance did Illinois Tool Works's management provide for the next earnings period?What is Illinois Tool Works's latest dividend and current dividend yield?What factors drove the changes in Illinois Tool Works's revenue and profit?What does Illinois Tool Works do and what are its main business segments?What is the revenue and EPS growth rate for Illinois Tool Works year over year?What is the market's earnings forecast for Illinois Tool Works next quarter?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
