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ITW

Illinois Tool Works·NYSE
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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
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EPS / YoY
2.72
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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.

Earnings

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Revenue

Revenue & Expenses

ITW has released its 2025 Q4 earnings report, with revenue of 4.09B, reflecting a YoY change of 4.09%, and net profit of 790.00M, showing a YoY change of 5.33%. The Sankey diagram below clearly presents ITW's revenue sources and cost distribution.

Key Indicators

Illinois Tool Works (ITW) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Illinois Tool Works (ITW)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet

Illinois Tool Works (ITW)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Illinois Tool Works (ITW)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Illinois Tool Works (ITW) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend

Track Illinois Tool Works (ITW) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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