NYSE$ITW
Illinois Tool Works Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Illinois Tool Works reported Q4 2025 revenue of $4.1B with GAAP EPS of $2.72, up 7% year over year.
Fourth-quarter revenue increased 4.1% to $4.1 billion with organic growth of 1.3%. GAAP EPS rose 7% to $2.72 as operating margin reached 26.5%. Enterprise initiatives contributed 140 basis points. 2026 guidance projects revenue growth of 2–4% and GAAP EPS of $11.00–11.40.
- Q4 revenue $4.1B (+4.1% YoY); organic +1.3%.
- GAAP EPS $2.72 (+7% YoY); operating margin 26.5%.
- Customer-Back Innovation contributed 2.4% to FY25 growth.
- 2026 GAAP EPS guide $11.00–$11.40.
Headline financials
Revenue & EPS history
ITW · Revenue · Quarterly
$4.1B
Revenue by segment
ITW · $4.04B total across 7 segments · Q3 2023
- Automotive OEM$799M+6.1%19.8%
- Test & Measurement$698M-2.4%17.3%
- Food Equipment$678M+7.1%16.8%
- Construction Products$522M-0.9%12.9%
- Welding$468M-1.9%11.6%
- Polymers & Fluids$458M-3.2%11.3%
- Specialty Products$414M-5.5%10.3%
Forward guidance
The release discusses Illinois Tool Works's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.
Tailwinds
- Illinois Tool Works cites operational execution and demand trends supporting the outlook.
- Balance sheet and liquidity actions aim to fund growth and returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- Segment mix and one-time items may affect quarter-to-quarter comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
-0.0%
Avg return
Earnings day
+0.1%
Avg return
5 days after
+1.2%
Avg return
30 days after
49%
36 / 73 earnings
Positive
+6.5%
Q1 2022
Best reaction
-7.7%
Q2 2011
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.7% | -4.2% | -7.0% | |
| Q4 2025 | +4.5% | +11.1% | +6.9% | |
| Q3 2025 | -4.5% | -6.0% | -3.8% | |
| Q2 2025 | +0.9% | +0.9% | +4.3% | |
| Q1 2025 | -0.8% | -0.4% | +1.4% | |
| Q4 2024 | -0.2% | +1.2% | +7.8% | |
| Q3 2024 | +2.0% | +3.1% | +8.4% | |
| Q2 2024 | -0.3% | -1.7% | +1.0% | |
| Q1 2024 | -2.8% | -2.1% | -4.6% | |
| Q4 2023 | -1.9% | -2.0% | -0.3% | |
| Q3 2023 | +1.6% | +0.4% | +8.2% | |
| Q2 2023 | -5.1% | -6.3% | -6.1% | |
| Q1 2023 | -5.5% | -6.3% | -9.7% | |
| Q4 2022 | +3.0% | -0.1% | -0.3% | |
| Q3 2022 | +3.4% | +6.6% | +13.9% | |
| Q2 2022 | +0.6% | +1.6% | -4.9% | |
| Q1 2022 | +6.5% | +4.6% | +4.6% | |
| Q4 2021 | -3.0% | -4.4% | -10.1% | |
| Q3 2021 | +2.6% | +3.6% | +5.6% | |
| Q2 2021 | -1.3% | -0.4% | +1.0% | |
| Q1 2021 | +1.2% | +2.1% | +0.4% | |
| Q4 2020 | +3.6% | +4.0% | +6.6% | |
| Q3 2020 | -0.9% | -4.5% | +1.1% | |
| Q2 2020 | +0.1% | +1.5% | +8.1% | |
| Q1 2020 | +0.3% | +1.7% | +12.9% | |
| Q4 2019 | -0.8% | +4.4% | -5.7% | |
| Q3 2019 | +6.1% | +6.3% | +8.4% | |
| Q2 2019 | -1.8% | -2.8% | -7.7% | |
| Q1 2019 | -2.1% | -0.8% | -7.1% | |
| Q4 2018 | +0.8% | +0.2% | +5.2% | |
| Q3 2018 | -3.1% | -0.6% | +6.0% | |
| Q2 2018 | -5.9% | -4.5% | -7.3% | |
| Q1 2018 | -6.0% | -5.0% | -2.8% | |
| Q4 2017 | +1.0% | +2.2% | -5.3% | |
| Q3 2017 | +2.2% | +2.6% | +3.0% | |
| Q2 2017 | -3.8% | -4.4% | -7.3% | |
| Q1 2017 | +3.3% | +2.4% | +3.4% | |
| Q4 2016 | +0.9% | +1.4% | +3.6% | |
| Q3 2016 | -2.3% | -3.4% | +7.1% | |
| Q2 2016 | +2.6% | +3.3% | +7.7% | |
| Q1 2016 | -1.0% | — | — | |
| Q4 2015 | +5.3% | — | — | |
| Q3 2015 | +5.2% | — | — | |
| Q2 2015 | -3.0% | — | — | |
| Q1 2015 | -2.7% | — | — | |
| Q4 2014 | -1.7% | — | — | |
| Q3 2014 | +3.2% | — | — | |
| Q2 2014 | -0.8% | — | — | |
| Q1 2014 | +0.9% | — | — | |
| Q4 2013 | +0.0% | — | — | |
| Q3 2013 | +0.8% | — | — | |
| Q2 2013 | -3.1% | — | — | |
| Q1 2013 | +5.6% | — | — | |
| Q4 2012 | -2.9% | — | — | |
| Q3 2012 | -0.7% | — | — | |
| Q2 2012 | -1.6% | — | — | |
| Q1 2012 | +4.2% | — | — | |
| Q4 2011 | +0.2% | — | — | |
| Q3 2011 | -1.1% | — | — | |
| Q2 2011 | -7.7% | — | — | |
| Q1 2011 | +1.1% | — | — | |
| Q4 2010 | -0.2% | — | — | |
| Q4 2007 | -0.2% | — | — | |
| Q3 2010 | +0.7% | — | — | |
| Q2 2010 | +0.1% | — | — | |
| Q1 2009 | +4.1% | — | — | |
| Q1 2010 | +0.5% | — | — | |
| Q4 2009 | +1.9% | — | — | |
| Q3 2008 | -1.3% | — | — | |
| Q3 2009 | -1.3% | — | — | |
| Q2 2009 | -0.9% | — | — | |
| Q4 2008 | -0.9% | — | — | |
| Q2 2008 | -0.9% | — | — |
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