Every material Form 8-K Illinois Tool Works filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ITW reported third quarter 2025 revenue of $4.1 billion, up 2%, and diluted EPS of $2.81, down from $3.91 a year earlier when results included a $1.26 divestiture gain. The company narrowed its full-year 2025 GAAP EPS guidance to $10.40 to $10.50 per share, giving shareholders a tighter outlook for the year.
Q3 2025 revenue was $4.1 billion, up 2%, with organic growth of 1%.
Diluted EPS was $2.81 versus $3.91 a year earlier; the company says EPS grew 6% excluding the prior-year divestiture gain.
Operating margin was 27.4%, up 90 basis points; the company describes it as a record.
During the quarter ITW repurchased $375 million of its shares and raised its dividend 7% to an annualized $6.44 per share.
ITW reported second-quarter 2025 revenue of $4.1 billion, up 1%, with flat organic growth, and GAAP EPS of $2.58, up 2%. The company raised its full-year 2025 GAAP EPS guidance by $0.10 to a narrower range of $10.35 to $10.55 per share, which benefits shareholders if the outlook holds.
Q2 2025 revenue of $4.1 billion, up 1%; organic growth essentially flat
GAAP EPS of $2.58 in Q2, up 2%; operating margin 26.3%, up 10 basis points
Full-year 2025 GAAP EPS guidance raised to $10.35 to $10.55 per share from $10.15 to $10.55
Q2 free cash flow of $449 million, down from $571 million a year earlier; $375 million of shares repurchased in the quarter
ITW reported first-quarter 2025 revenue of $3.8 billion, down 3.4% from a year earlier, and GAAP diluted EPS of $2.38, which the company said was ahead of its plan expectations. It maintained its full-year 2025 GAAP EPS guidance of $10.15 to $10.55 per share, which shareholders will watch as tariff costs weigh on results. Revenue and EPS both declined year over year, so the report shows lower results even though guidance held.
Revenue was $3.8 billion, down 3.4%; organic revenue fell 1.6%, or was essentially flat on an equal days basis.
Diluted GAAP EPS was $2.38, compared with $2.73 a year earlier, which included a $0.29 one-time inventory accounting benefit; excluding that item, EPS declined two percent.
Operating margin was 24.8%, down 60 basis points on the adjusted comparison, and the company repurchased $375 million of its own shares in the quarter.
Full-year 2025 GAAP EPS guidance of $10.15 to $10.55 was maintained, with pricing actions expected to offset tariff cost impacts.
Illinois Tool Works entered into an amendment to its Euro-denominated credit agreement with ING Bank, N.V., London Branch, as agent, on February 24, 2025. The amendment extends the termination date to February 28, 2027, with an option to extend to September 15, 2027, and lowers the interest rate spread on loans from 0.75% to 0.70%. The company's facility is fully drawn, so the change affects the cost and term of existing borrowing rather than adding available capacity.
Amendment dated February 24, 2025, to the Euro credit agreement originally dated May 5, 2023
Termination date extended to February 28, 2027; company may extend to September 15, 2027 under stated conditions
Interest rate spread on loans decreased from 0.75% to 0.70%
€750 million outstanding; facility fully drawn with no amounts available for additional borrowing
ITW reported fourth quarter and full year 2024 results, with revenue down 1.3% in both periods while GAAP earnings per share rose. The company also initiated 2025 guidance calling for GAAP EPS of $10.15 to $10.55 and a total revenue decline of 1% to 3%, so shareholders face a mixed picture of higher per-share earnings on lower sales.
Q4 2024 revenue was $3.9 billion, down 1.3%; organic revenue fell 0.5%
Q4 GAAP EPS was $2.54, up 7%; full-year GAAP EPS was $11.71, which includes one-time items of $0.30 (LIFO change) and $1.26 (Wilsonart sale), with adjusted EPS of $10.15
2025 guidance: GAAP EPS of $10.15 to $10.55 and total revenue decline of 1% to 3%, including a foreign currency headwind of $0.30 per share
Full-year 2024 free cash flow was $2.8 billion, and the company returned $3.2 billion to shareholders through dividends and buybacks
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Illinois Tool Works filing is on SEC EDGAR ↗. 8-K briefs of other companies →