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Revenue Growth: 4.1% total revenue growth in Q4, with organic growth of 1.3%.GAAP EPS: Increased by 7% to $2.72 in Q4.Operating Income: $1.1 billion, a 5% incr

Illinois Tool Works Inc. (ITW) Q4 2025 Earnings Call Transcript

ITW tops Q4 estimates with EPS up 7% and revenue growth, lifts margins and sets 2026 EPS at $11.00-$11.40 with buybacks planned.

While the top- and bottom-line numbers for Illinois Tool Works (ITW) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Illinois Tool Works (ITW) came out with quarterly earnings of $2.72 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.54 per share a year ago.

Fourth Quarter 2025 Highlights Revenue of $4.1 billion, an increase of 4.1% Operating margin of 26.5%, as enterprise initiatives contributed 140 bps GAAP EPS of $2.72, an increase of 7% 2025 Highlights Revenue of $16 billion, an increase of 0.9% Customer-Back Innovation contributed 2.4% to revenue growth, an increase of 40 bps Operating margin of 26.3%, as enterprise initiatives contributed 130 bps GAAP EPS of $10.49 exceeded the prior guidance mid-point of $10.45 2026 Guidance Revenue growth of 2 to 4%, organic growth of 1 to 3% Operating margin expansion of approximately 100 bps with enterprise initiatives contributing 100 bps GAAP EPS of $11.00 to $11.40, an increase of 7% at the mid-point GLENVIEW, Ill., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) today reported its fourth quarter and full year 2025 results.

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Winnow Wealth LLC purchased a new position in Illinois Tool Works Inc. (NYSE: ITW) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,772 shares of the industrial products company's stock, valued at approximately $984,000. Other large investors have also added

Beyond analysts' top-and-bottom-line estimates for Illinois Tool Works (ITW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

Illinois Tool Works (ITW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dividend Kings underperformed SPY in 2025, averaging 4.91% total return versus SPY's 17.72%, though 14 Kings outperformed the index. 2026 began strongly for Dividend Kings, up 4.66% through January 23rd, outpacing SPY's 1.07% gain. Nineteen Dividend Kings appear both potentially undervalued and offer long-term annualized expected returns of at least 10%.

Commerzbank Aktiengesellschaft FI grew its position in shares of Illinois Tool Works Inc. (NYSE: ITW) by 18.6% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,075 shares of the industrial products company's stock after purchasing an additional

Kadant (NYSE: KAI - Get Free Report) and Illinois Tool Works (NYSE: ITW - Get Free Report) are both industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, analyst recommendations, dividends, institutional ownership, earnings, valuation and profitability. Volatility and Risk Kadant has a beta of

Fiducient Advisors LLC decreased its position in shares of Illinois Tool Works Inc. (NYSE: ITW) by 34.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,287 shares of the industrial products company's stock after selling 12,884 shares during the period.

Illinois Tool Works (ITW) is rated a buy due to accelerating revenue growth, margin expansion, and discounted valuation versus historical averages. ITW benefits from easing macro headwinds, interest rate cuts, and strong execution in automotive OEM and customer-backed innovation initiatives. Margin expansion is driven by operating leverage, cost-cutting, product line simplification, and innovation-led pricing power, with incremental margins recently reaching 65%.

Conning Inc. lessened its stake in shares of Illinois Tool Works Inc. (NYSE: ITW) by 9.2% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 126,697 shares of the industrial products company's stock after selling 12,773 shares during the period. Conning Inc.'s holdings in Illinois

GLENVIEW, Ill., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) will issue its fourth quarter and full year 2025 results on Tuesday, February 3, 2026, at 7:00 a.m.

New York State Teachers Retirement System lessened its stake in Illinois Tool Works Inc. (NYSE: ITW) by 2.4% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 188,459 shares of the industrial products company's stock after selling 4,636 shares during the

Illinois Tool Works is a highly diversified, high-margin industrial conglomerate with a rock-solid dividend. PepsiCo yields considerably more than Illinois Tool Works and commands a less expensive valuation.