AI brief of an SEC Form 8-K · Illinois Tool Works (ITW)

ITW Q4 revenue up 4.1%, EPS up 7% to $2.72; 2026 EPS guidance $11.00 to $11.40

Positive Impact 3 of 5 earnings Written later

Illinois Tool Works reported fourth-quarter 2025 revenue of $4.1 billion, up 4.1%, and GAAP earnings of $2.72 per diluted share, up 7%. It also initiated 2026 guidance for GAAP EPS of $11.00 to $11.40 and plans to repurchase about $1.5 billion of its shares, which is relevant to shareholders because it sets the company's expected profit and buyback levels for the year.

Key points

  • Q4 2025 revenue was $4.1 billion, up 4.1%, with organic growth of 1.3%
  • Full-year 2025 GAAP EPS was $10.49, above the prior guidance midpoint of $10.45
  • 2026 guidance: revenue growth of 2% to 4% and GAAP EPS of $11.00 to $11.40
  • The company plans to repurchase approximately $1.5 billion of its own shares in 2026

The filing

CompanyIllinois Tool Works (ITW)
Form8-K, current report
Filed with the SECFeb 3, 2026, 9:48 AM ET
Accession number0000049826-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.